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【私募调研记录】睿郡资产调研诺 普 信
Zheng Quan Zhi Xing· 2025-08-21 00:13
Group 1 - The core viewpoint of the news is that Ruijun Asset has conducted research on a listed company, Nopxin, focusing on its strategies for cost control and market expansion in the upcoming production season [1] - Nopxin aims to enhance organizational efficiency and optimize processes to strictly control costs [1] - The company targets to increase the coverage and sales proportion of the K channel, positioning it as the most important and high-proportion channel for blueberry sales [1] - The pesticide business is in a cyclical upswing, with rising upstream raw material prices and improved confidence among channels and end farmers [1] - The Laos company represents a strategic layout for blueberry substrate production capacity, opening new space for future scale expansion [1] - The new production season will feature the brand "Aimei Zhuang," focusing on brand exposure, image enhancement, and consumer experience, repurchase rate, and reputation [1] - Nopxin is deepening cooperation with major platforms like JD.com and Hema, while also expanding its cooperation system with other national and regional K channels, increasing export proportions to Southeast Asia [1]