泉果基金调研诺普信，预计明年三四季度发行定增融资

Core Viewpoint - The company is focused on long-term development in the blueberry industry, with a recent fundraising initiative aimed at expanding its operations and enhancing its organizational capabilities [2][3]. Group 1: Fundraising and Financial Performance - The company plans to use 85% of the funds from the upcoming private placement for the construction of blueberry bases and research centers, indicating a commitment to its core business [2]. - The recent performance of the company's funds shows a strong return, with the best-performing fund, "泉果旭源三年持有期混合A," achieving a return of 33.35% over the past year [1][2]. Group 2: Management and Operational Strategies - The company's actual controller's recent share reduction is aimed at clearing historical stock pledge loans, allowing for a more focused management approach [4]. - The new production season has started well, with shipment progress meeting or slightly exceeding expectations, and overall prices remaining stable [5][6]. Group 3: Brand Development and Market Expansion - The company has designated the current production season as the "Brand Year," focusing on the "爱莓庄" brand and ensuring high-quality output from the production source [7]. - Collaborations with key customers, such as Hema, have led to significant increases in supply volume, enhancing brand recognition [7]. Group 4: Future Growth Drivers and Cost Control - Future growth is expected to come from three areas: land expansion for increased capacity, efficiency improvements through aging trees and technology optimization, and variety optimization by upgrading outdated seedlings [8]. - The company is implementing measures to control costs, focusing on post-harvest costs and middle-office expenses through organizational adjustments and efficiency improvements [8]. Group 5: Land Acquisition and R&D Center - The company is confident in acquiring high-quality contiguous land in Yunnan, leveraging its long-standing industry experience and government relations [8]. - The "Small Berry International Research Center" will focus on breeding research and improving production efficiency, addressing practical production issues through technological innovation [8].