证券代码：002215证券简称：诺普信 深圳诺普信作物科学股份有限公司投资者关系活动记录表 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | 投资者关系活 | ☐媒体采访 业绩说明会 | | 动类别 | ☐新闻发布会 □路演活动 | | | ☐现场参观□其他 | | 参与单位名称 | | | | 线上参与公司2024年度网上业绩说明会的投资者 | | 及人员姓名 | | | 时间 | 2025年5月26日15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长卢柏强 | | 上市公司接待 | 独立董事姜帆 | | 人员姓名 | 财务总监袁庆鸿 | | | 董事会秘书莫谋钧 | | | 1、请综合概述蓝莓2024-2025产季的经营情况，遇到了哪些问 | | | 题，哪些是公司核心优势，哪些是有待提升，以及展望一下 | | | 2025-2026新产季的情况，特别是今年蓝莓价格下跌的情况下，如 | | | 何保证新产季的利润增长，谢谢。 | | 投资者关系活 | 您好，2024-2025产季已经结束，本产季公司 ...

这场从"大水漫灌"到"科技滴灌"的变革，正重塑"塞外粮仓"的耕作方式。近年来，五原县依托一系 列精心打造的水利工程与智能灌溉系统，让源源不断的黄河水滋润万亩沃野。据了解，该县9个乡镇、 农场精心布局、精准落实粮食种植面积65.9万亩，今年依据黄河耗水指标84198.5万立方米，为接下来的 丰收保驾护航。 作为河套灌区核心区域，巴彦淖尔市近年将"四水四定"（以水定城、以水定地、以水定人、以水定 产）融入农业转型。据悉，2025年，巴彦淖尔农作物预计播种面积1200余万亩，为保障春夏灌工作顺利 进行，该市以优化配置和节约用水为重点，合理确定配水指标、优化调度方式，大幅提高输配水效率和 灌溉保证率。今年，河套灌区春夏灌农业可供水量21.1亿立方米，计划灌溉面积约968万亩次。市水利 局负责人表示，滴灌技术使每亩省水66立方米，2025年全市预计年节水可超8000万立方米。 5月23日，五原县塔尔湖镇继光村的6000亩麦田里，一条条滴灌带如"毛细血管"延伸至麦苗根部， 随着闸门开启，黄河水从100亩改造蓄水池奔涌而出，浸润着每一株小麦的根部。 "滴灌技术让每亩可增收近100元，我家的50亩小麦，可增收5000元左右。 ...

Group 1 - The core viewpoint of the articles highlights the rapid progress of spring farming activities in the province, with a significant focus on mechanization and technology application in agriculture [1][2] - As of May 23, a total of 48.913 million acres of grain crops have been sown, accounting for 91% of the expected planting area, with corn sowing reaching 41.532 million acres at a progress rate of 98.9% [1] - The province's spring farming is primarily concentrated on rice transplanting and soybean sowing, with rice planted on 4.064 million acres (54.2% progress) and soybeans on 1.266 million acres (63.8% progress) [1] Group 2 - The corn planting areas in Liao Bei, such as Changtu County and Tieling County, show good seedling conditions, although some local areas experienced poor seedling quality due to heavy rain after sowing [2] - The application of agricultural technology during this spring farming season has been notable, with high-standard farmland projects achieving full mechanization and smart monitoring systems for real-time assessment of field conditions [2] - Advanced machinery, such as high-speed stubble removal harrows and precision sowing machines, are being utilized to enhance efficiency in corn planting and other agricultural processes [2]

5月，收获的季节。由南到北，中原大地机声隆隆。这是河南的"麦天"，金穗飘香，"智牛"进田，四季时序此 时生动热烈；这是河南的麦田，印象中的"面朝黄土背朝天"早已被科技种田取代。 从种到收，小麦跨越秋冬春夏，迎来丰收大考。 藏粮于技，农业科技的创新和应用是农业发展最强劲的动力。科技兴农，河南用汩汩科技活水浇灌8500万亩 麦田，筑牢中原粮仓。 5月26日，息县的高标准农田里，大型联合收割机来回穿梭，一派繁忙景象。 晏荣荣 摄 涓涓细流润农田 5月24日，兰考县的小麦即将迎来收获，兰考县汉丰种植专业合作社的肖云飞每天都要在麦田里转转。 向田间望去，行间距均匀，小麦整齐划一。"播种的时候，拖拉机都加装了北斗导航，小麦长出来横平竖直， 漂亮着嘞。"肖云飞说。 搭好了丰收架子，依然不能掉以轻心。返青、起身、拔节，抽穗、灌浆、收获，肖云飞把麦田照顾得精细； 干旱、病虫害、干热风，肖云飞防得及时有效。 轻抚麦穗，肖云飞说："收成不会差。" 对于肖云飞这样的种植户，"每到关键环节，技术指导必到田间"是他的底气所在。 今年开春以来天气干旱，兰考县的农技人员第一时间奔赴麦田，指导种植户浇水抗旱。去年，通过兰考县农 业农村局的技术 ...

Core Insights - The article discusses the challenges of food production in the context of climate change and extreme weather, emphasizing the need for stable and abundant grain production to ensure food security for 1.4 billion people [1] Group 1: Wheat Production Techniques - The demonstration of the wheat variety Zhongmai 578 in Shangqiu, Henan, shows that it can achieve a yield of over 650 kilograms per mu despite prolonged drought conditions, with only one irrigation during the critical growth period [1] - Key agricultural techniques applied include appropriate sowing time, sowing volume, water and fertilizer management, and integrated pest and disease control, which have been effectively utilized in a demonstration area exceeding 500 mu [2] Group 2: Research and Development Initiatives - The Central Research Center's wheat quality molecular improvement team is focusing on high-quality wheat varieties like Zhongmai 578, Zhengmai 1860, and Zhengmai 136 to address the tight balance of national wheat supply [2] - A comprehensive technical promotion model is being implemented, which includes field classes and various forms of training to enhance wheat production management levels among local farmers, particularly in response to adverse weather conditions expected in 2025 [2] Group 3: Agricultural Promotion and Impact - In 2024, the Central Research Center plans to establish 20 core demonstration areas of over 100 mu and 40 demonstration bases across 13 counties in eight major cities of Henan Province, impacting over 4.8 million mu of wheat production [2] - The integration of good land, good seeds, good timing, and good methods is being promoted to enhance the agricultural technology promotion system and improve wheat yield across large areas [2]

Core Insights - The article highlights the thriving gold and silver flower (Jin Yin Hua) harvesting season in Shicun Village, Shanxi Province, showcasing the economic and employment benefits it brings to local villagers [1][2][6] Group 1: Harvesting and Cultivation - The gold and silver flower harvesting period has begun, with villagers actively collecting the flowers during favorable weather [1][3] - The optimal time for harvesting is early morning when the flowers are not fully bloomed, ensuring higher medicinal quality [2][5] - The farm has 50 acres planted with over 10,000 gold and silver flower plants, specifically the four-season variety [2] Group 2: Production and Processing - The farm can harvest over 300 pounds of fresh flowers daily, with each acre yielding over 200 pounds of dried flowers [5] - A drying facility has been established to process the harvested flowers, enhancing product value and industry profitability [5][6] - The drying process takes approximately 18 to 22 hours, and the flowers are sold as medicinal materials and transformed into higher-value products like gold and silver flower tea [5][6] Group 3: Economic Impact - The gold and silver flower industry has revitalized local land and provided stable employment for over 50 villagers [6] - The farm plans to adopt advanced techniques for better plant care and expand its cultivation area, aiming to develop more high-value products [6]

Group 1: A-Share Market Trends - The A-share market experienced a significant decline last Friday, with major indices such as the Shanghai Composite Index falling by 0.94% to 3348.37 points and the Shenzhen Component Index dropping by 0.85% to 10132.41 points [1] - The market is showing a trend shift towards core assets, as indicated by Citic Securities, which suggests that external forces are needed to reshape the pricing system, similar to the influx of foreign capital in 2017 [1] - The potential catalyst for this shift includes foreign capital pricing core assets in the Hong Kong market, which may attract domestic institutional investors to reassess core asset valuations [1] Group 2: Coal Market Outlook - Coal prices at ports have decreased to 611 yuan per ton, with a shrinking decline due to a relatively loose supply-demand situation and high inventory levels [2] - The April industrial raw coal production reached 390 million tons, a year-on-year increase of 3.8%, but the growth rate has slowed by 5.8 percentage points compared to March [2] - With rising temperatures expected to increase electricity demand and macroeconomic improvements, the coal supply-demand balance is anticipated to improve, potentially stabilizing and rebounding prices [2] Group 3: Refrigerant Market Status - Refrigerant prices remain high, with R22 priced at 36,000 yuan per ton, R32 at 50,500 yuan per ton (up 1%), R125 at 45,500 yuan per ton, R134a at 48,000 yuan per ton, and R142b at 27,000 yuan per ton, showing stability compared to the previous week [3][4] - The significant increase in refrigerant prices this year compared to last year has notably enhanced profitability [3][4] Group 4: Grain Price Trends - Domestic grain prices have been rising due to reduced imports and drought conditions, with corn prices averaging 2,400 yuan per ton (up 16 yuan) and wheat prices at 2,466 yuan per ton (down 2 yuan) [5] - The medium-term outlook suggests that uncertainties from U.S.-China trade tariffs may persist, but domestic grain prices are expected to continue rising, presenting investment opportunities in the planting sector [5] Group 5: Policy Developments - The State Council has approved a plan to promote green and low-carbon development in the manufacturing sector, emphasizing the need for technological innovation and the application of advanced green technologies [6] - The Ministry of Commerce has issued a plan to deepen reforms in national economic and technological development zones, supporting major industrial technology innovation platforms and foreign investment projects in key sectors [7] - The National Data Bureau is focusing on building a data-driven digital economy, enhancing market vitality, and promoting the development of the data industry [7] Group 6: Corporate Mergers - Haiguang Information and Zhongke Shuguang are planning a merger, where Haiguang will absorb Zhongke through a share exchange and raise additional funds through A-share issuance [8] - The merger is subject to approval from both companies' boards, shareholders, and regulatory authorities before implementation [8]

Core Viewpoint - The article highlights the innovative approaches taken in Jilin Province to improve saline-alkali land through the cultivation of water bamboo (茭白), which shows significant potential for soil improvement and increased agricultural productivity [2][4][12]. Group 1: Saline-Alkali Land Utilization - Jilin Province has over 6.7 million acres of saline-alkali land, with more than 2 million acres already developed [2]. - The cultivation of water bamboo in saline-alkali areas has demonstrated a decrease in soil pH from an average of 9.32 to 9.0, indicating effective soil improvement [2]. - Water bamboo's extensive root system helps break up soil compaction and enhances organic matter in the soil through the return of straw [6][4]. Group 2: Seedling Cultivation Innovations - The use of substrate seedling cultivation has replaced traditional soil-based methods, utilizing local agricultural waste to create a nutrient-rich growing medium [9][11]. - New substrate seedlings show a 20% increase in root mass and a reduction in the acclimatization period by 3 days compared to traditional methods, with a projected reduction of 100,000 tons in black soil extraction this year [11] [7]. Group 3: Technological Advancements in Agriculture - Advanced techniques, including the use of green biological agents and drones for applying soil amendments, have been implemented to improve the quality of saline-alkali land [13][14]. - Over 100 saline-alkali land management projects have been initiated in Jilin Province, resulting in the addition of over 800,000 acres of arable land and an expected annual increase in grain production of nearly 1 billion pounds [14].

5月15日，记者从省政府新闻办召开的贵州省进一步深化农村改革扎实推进乡村全面振兴新闻发布会上 获悉，《中共贵州省委贵州省人民政府关于进一步深化农村改革扎实推进乡村全面振兴的实施意见》即 2025年省委一号文件正式公布。 优化县域城乡规划布局，完善农村基础设施建设，强化农村基本公共服务供给，加强农村生态环境治 理，扎实开展"两清两改两治理"；着力完善乡村治理体系。加强农村基层党组织建设，持续整治形式主 义为基层减负，推进乡风文明建设，开展卫生家庭建设行动，深化农村移风易俗，强化平安乡村建设； 着力强化要素保障和优化配置体制机制。稳定和完善农村土地承包关系，管好用好农村资源资产。创新 乡村振兴投融资机制，坚持将农业农村作为一般公共预算投入优先保障领域。健全乡村人才培育和发展 机制，统筹推进农村其他领域改革，完善农业转移人口市民化机制，夯实乡村振兴政治责任。(记者赵 勇军、张云开) 抓好"两个持续"：持续提升粮食等重要农产品供给保障水平。要下大力气稳定面积、提高单产，深入实 施粮油作物大面积单产提升行动。把大宗农产品稳定供应摆在更加重要位置，做好肉菜蛋奶等稳产保 供。强化耕地保护和质量提升，加强农业科技力量协同攻关 ...

Core Insights - The Agricultural Bank of China (ABC) Yulin Branch is actively supporting the development of local industries in Yulin, Guangxi, focusing on the "one county, one product" strategy to enhance economic growth and employment opportunities [1][5]. Group 1: Textile and Apparel Industry - The ABC Yulin Branch has issued a total of 105 million yuan in loans to support the textile and apparel industry in the Fumian District from 2024 to March this year [2]. - Fumian District hosts over 3,000 denim textile and apparel enterprises, generating an annual output value exceeding 30 billion yuan and employing around 130,000 workers, producing 1.2 billion garments annually [2]. Group 2: Bamboo Weaving Industry - The bamboo weaving industry in Bobai County has achieved an industrial output value of 4.043 billion yuan in 2024, with products exported to over 60 countries and regions [3]. - The ABC Yulin Branch has provided 380 million yuan in loans to bamboo weaving enterprises and farmers, creating job opportunities for over 20,000 households [3]. Group 3: Tea Industry - The tea industry in Xingye County has approximately 30,000 acres of tea gardens, with 16 processing enterprises and over 3,000 tea farmers, producing more than 2,400 tons of dry tea annually, valued at nearly 400 million yuan [4]. - The ABC Yulin Branch has issued 56 million yuan in loans to support the development of the Xingye tea industry, helping local enterprises overcome financial challenges [4]. Group 4: Financial Support and Growth - As of the end of March this year, the balance of inclusive loans for small and micro enterprises at the ABC Yulin Branch reached 7.041 billion yuan, an increase of 685 million yuan since the beginning of the year [5]. - The ABC Yulin Branch aims to continue enhancing support for local "Yulin brand" products to promote high-quality development of local industries and rural revitalization [5].