Core Insights - The "Wenshan Blueberry" from Yunnan, known for its crisp sweetness and fresh stems, made its debut at the China International Import Expo (CIIE), showcasing the successful collaboration between Shanghai Bank and Yunnan's Yanshan region [1][6] - Shenzhen Nopson Crop Science Co., Ltd. has established a blueberry production base in Wenshan, integrating advanced global planting concepts with local research practices, and has created a new category of "fresh stem blueberries" [3][6] - The partnership between Shanghai Bank and local agricultural enterprises aims to enhance the blueberry industry in Yunnan, providing financial services that support the entire agricultural supply chain from planting to distribution [6][8] Company and Industry Summary - Shenzhen Nopson focuses on a single crop strategy, promoting agricultural modernization and has positioned blueberries as a core strategic crop [3] - Shanghai Bank has been actively involved in poverty alleviation efforts in Yunnan since 2018, emphasizing high-quality industrial development and improving farmers' livelihoods [6] - The establishment of a cold chain logistics system and the scaling of planting bases have been crucial in making Wenshan a significant hub for winter and spring blueberries, benefiting local farmers with stable incomes [6][8]

Core Viewpoint - The actual controller of Noposion (002215.SZ), Lu Boqiang, along with his concerted actions, has reduced their combined shareholding from 35.21% to 35.00% as of November 6, 2025, due to a share reduction through centralized bidding [1] Summary by Relevant Sections - Shareholding Change - Lu Boqiang and his concerted parties, including Noposion Holdings, Runbao Yinxin, and Lu Cuidong, collectively reduced their shareholding by 0.21% through the sale of 2,096,900 A-shares [1]

深圳诺普信作物科学股份有限公司 简式权益变动报告书 上市公司名称：深圳诺普信作物科学股份有限公司 股票上市地点：深圳证券交易所 股票简称：诺普信 股票代码：002215 信息披露义务人：实际控制人卢柏强先生及其一致行动人 信息披露义务人1：卢柏强 信息披露义务人2：深圳市诺普信投资控股有限公司 信息披露义务人3：云南润宝盈信农业有限公司 信息披露义务人4：卢翠冬 股份变动性质：持股比例减少（权益变动触及公司总股本5%的整数倍） 简式权益变动报告书签署日期：2025年11月7日 1 三、依据《证券法》、《收购管理》、准则15号的规定，本报告书已全面披 露了信息披露义务人在深圳诺普信作物科学股份有限公司中拥有权益的股份变 动情况； 截至本报告书签署之日，除本报告书披露的信息外，上述信息披露义务人没 有通过任何其他方式增加或减少其在深圳诺普信作物科学股份有限公司中拥有 权益的股份。 四、本次权益变动是根据本报告所载明的资料进行的。信息披露义务人没有 委托或者授权其它任何人提供未在本报告书列载的信息和对本报告书做出任何 解释或者说明。 五、信息披露义务人承诺本报告不存在虚假记载、误导性陈述或重大遗漏， 并对其真实性、 ...

关于公司实际控制人及其一致行动人权益变动触及5%整数 深圳诺普信作物科学股份有限公司公告 证券代码：002215 证券简称：诺普信 公告编号：2025-051 深圳诺普信作物科学股份有限公司 倍暨披露简式权益变动报告书的提示性公告 公司实际控制人卢柏强先生及其一致行动人深圳市诺普信投资控股有限公司、 云南润宝盈信农业有限公司、卢翠冬女士保证公告内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、权益变动基本情况 深圳诺普信作物科学股份有限公司（以下简称"公司"）于2025年9月9日披 露了《关于公司实际控制人及其一致行动人减持股份的预披露公告》（公告编号： 2025-044）。公司实际控制人卢柏强先生及其一致行动人深圳市诺普信投资控股 有限公司（以下简称"诺普信控股"）、云南润宝盈信农业有限公司（以下简称 "润宝盈信"）、卢翠冬女士合计持有本公司股份353,913,939股（占公司总股 本的35.21%）。拟计划自该公告披露之日起15个交易日后的三个月内以集中竞价 交易方式和大宗交易方式减持本公司股份,合计不超过3,000万股（ ...

Group 1 - The core viewpoint of the news is that Noposion has shown a positive stock performance with a year-to-date increase of 17.74% and a recent uptick of 2.07% over the last 20 days [1][2] - As of November 6, Noposion's stock price reached 12.81 CNY per share, with a total market capitalization of 12.877 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 747,900 CNY, while large orders accounted for 21.78% of total buying and 21.86% of total selling [1] Group 2 - Noposion, established on September 18, 1999, and listed on February 18, 2008, specializes in agricultural protection products and services, with a revenue composition that includes fresh consumption (49.14%), insecticides (18.67%), and fungicides (15.42%) [2] - For the period from January to September 2025, Noposion reported a revenue of 4.086 billion CNY, reflecting a year-on-year growth of 4.92%, and a net profit attributable to shareholders of 576 million CNY, up 18.03% [2] - The company has distributed a total of 1.767 billion CNY in dividends since its A-share listing, with 653 million CNY distributed over the past three years [3] Group 3 - As of September 30, 2025, Noposion had 35,400 shareholders, a decrease of 19.15% from the previous period, with an average of 22,194 circulating shares per shareholder, an increase of 23.68% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 22.3321 million shares, while new entrants include Huaxia Industry Prosperity Mixed A and Huaxia Excellent Growth Mixed A [3]

Core Insights - The planting industry sector experienced a rise of 2.02% on November 3, with Zhongxing Junye leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Stock Performance - Zhongxing Junye (002772) closed at 14.37, with a significant increase of 10.03%, trading volume of 174,100 shares, and a transaction value of 240 million [1] - Hainan Rubber (601118) saw a rise of 5.67%, closing at 5.96, with a trading volume of 1,073,700 shares and a transaction value of 627 million [1] - Shennong Seed Industry (300189) increased by 4.73%, closing at 5.09, with a trading volume of 2,067,700 shares and a transaction value of 1.044 billion [1] - Other notable performers include Nuofeng (002215) up 4.01%, Xue Rong Biological (300511) up 2.71%, and Hualv Biological (300970) up 2.38% [1] Capital Flow - The planting industry sector saw a net inflow of 93.87 million from main funds, while retail funds experienced a net outflow of 40.10 million [2] - Main funds showed varying net inflows across different stocks, with Shennong Seed Industry experiencing a net outflow of 53.99 million, while Zhongxing Junye had a net inflow of 39.38 million [3] - Notable net inflows also included Nuofeng with 34.14 million and Hainan Rubber with 28.52 million, while retail investors withdrew from several stocks including Shennong Seed Industry and Hainan Rubber [3]

Core Viewpoint - Nopson, a leading player in the agricultural chemical industry, has shown strong financial performance with significant revenue and profit growth, particularly in its fresh consumption business, while also expanding its blueberry operations to meet rising global demand [2][5][6]. Group 1: Company Overview - Nopson was established on September 18, 1999, and listed on the Shenzhen Stock Exchange on February 18, 2008, with its headquarters in Shenzhen, Guangdong Province [1]. - The company specializes in agricultural protection products, technology, and services, with a product range that includes pesticide formulations, plant nutrition, and pesticide solubilizers [1]. Group 2: Financial Performance - For Q3 2025, Nopson reported revenue of 4.086 billion yuan, ranking second in the industry, with a net profit of 575 million yuan, leading the industry [2]. - The fresh consumption segment generated 1.808 billion yuan, accounting for 49.14% of total revenue, while pesticide sales contributed 687 million yuan, making up 18.67% [2]. Group 3: Profitability and Debt - As of Q3 2025, Nopson's debt-to-asset ratio was 64.95%, higher than the industry average of 61.02%, indicating a relatively high level of debt [3]. - The gross profit margin for Q3 2025 was 35.76%, surpassing the industry average of 14.56%, reflecting strong profitability [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 19.15% to 35,400, while the average number of shares held per shareholder increased by 23.68% to 22,200 [5]. - Notable changes among the top ten shareholders included a reduction in shares held by Hong Kong Central Clearing Limited and the entry of new shareholders such as 华夏行业景气混合 A and 华夏卓越成长混合 A [5]. Group 5: Business Growth and Future Outlook - Nopson's fresh consumption business saw a year-on-year revenue increase of 19% to 1.818 billion yuan in H1 2025, while pesticide formulation revenue grew by 9% to 1.488 billion yuan [6]. - The company is expected to achieve revenues of 5.95 billion, 6.59 billion, and 7.24 billion yuan from 2025 to 2027, with net profits projected at 830 million, 1.11 billion, and 1.37 billion yuan respectively [5].

Core Viewpoint - The company showcased its advancements in blueberry business, focusing on cost control, production adjustments, brand building, and channel expansion, indicating a strong position for future growth in the blueberry industry [8] Cost Control - The company has achieved cost control with expenses remaining stable year-on-year during its expansion, implementing four key measures: improving organizational efficiency, optimizing technical solutions, enhancing budget management, and concentrating resources on high-return areas [3] Production Outlook - The new production season is expected to see a significant increase in output, particularly in the fourth and first quarters, due to the application of early promotion technology, which will alleviate supply pressure and align with peak sales periods [3] Pricing Stability - Blueberry prices have remained stable compared to the previous year, supported by precise market timing, high-quality product selection, and expanded direct supply and export channels [4] Channel Expansion - The company aims to increase the sales proportion from key account (KA) channels and has established deep collaborations with major KA clients, while also focusing on enhancing export volumes to Southeast Asia [5] Land Expansion - The company is steadily expanding its land scale in Yunnan and is progressing with its overseas base in Laos, which will replicate successful domestic operations and enhance supply chain efficiency [6] Competitive Landscape - Despite rapid growth in blueberry cultivation in Yunnan, domestic consumption is increasing even faster, allowing the company to maintain a strong competitive barrier through its scale advantages and operational capabilities [7] Strategic Partnerships - The company plans to deepen its collaboration with key clients like Sam's Club, expanding its national coverage and ensuring stable supply through dedicated customer service and specific farm allocations [7]

Cost Management - The company's blueberry cost structure consists of three main components: base planting costs, growth costs, and harvesting, post-harvest, and indirect costs [2] - Since Q3, the company has achieved initial success in cost control through independent management of new production areas, maintaining expenses at a similar level year-on-year while expanding scale [2] - Future cost management will focus on improving organizational efficiency, optimizing technical solutions, enhancing budget management, and concentrating on core resources [2] Production Outlook - The new production season has started smoothly, benefiting from the mature application of early promotion technology, which has advanced production timing [3] - The company anticipates a significant increase in the proportion of production in Q4 and Q1 compared to the previous season, reducing supply pressure in the later stages of the production season [3] Pricing and Brand Development - Current prices for the new production season remain comparable to the same period last year, supported by strong market confidence [4] - Key factors supporting prices include the company's control over the timing of market entry, selection of premium fruit, and focused brand development of "Love Berry Garden" to achieve brand premium [4] - The company plans to continue investing in brand building to enhance industry reputation [4] Channel and Export Strategy - The company aims to increase the sales proportion from KA channels and has established deep cooperation with many mainstream KA clients [4] - Export volumes to Southeast Asian markets are expected to rise this production season, with a clear strategy for brand segmentation to ensure independent operation and focus on target markets [4] Land Expansion Plans - The company is among the leaders in land scale for substrate blueberries in Yunnan, facing challenges due to the scarcity of high-quality land resources [5][6] - The company is actively seeking quality land through various models and plans to maintain a stable expansion pace [6] - The Laos production base is progressing as planned, replicating domestic operational models to support scale growth and facilitate "direct sales overseas" [6] Industry Competition and Future Plans - The overall planting scale of substrate blueberries in Yunnan has been rapidly increasing, reflecting positive market outlooks for the blueberry industry [6] - The company is leveraging its first-mover advantage, mature technical operations, and comprehensive control capabilities to build competitive barriers [6] - In addition to focusing on fresh blueberry business, the company is expanding into deep processing as a future growth supplement [6] Collaboration with Major Clients - The company plans to deepen cooperation with Sam's Club, aiming to expand coverage nationwide based on last year's foundation [6] - A dedicated large customer department has been established to ensure stable quality and supply for major clients [6]

Core Viewpoint - The company, Noposion, indicated on October 29 that specific operational data should be monitored through its regular reports [2] Group 1 - The company responded to investor inquiries on an interactive platform [2] - The company emphasized the importance of following its periodic reports for detailed operational data [2]