诺普信（002215）11月25日晚间公告，拟通过定向增发募资不超过14.5亿元，主要用于云南蓝莓基地新 增扩建、小浆果国际研发中心建设及补充流动资金，加码现代特色生鲜消费业务布局。 诺普信为我国农药制剂行业龙头企业，2021年公司正式进入云南建立农场、种植蓝莓以来，截至2025年 9月，公司在蓝莓产业投资超40亿元，建设完成60多个农场、40多座冷链加工中心，分布在云南省红 河、文山、楚雄、普洱、保山、德宏、大理、西双版纳等10多个市(州)，发展成为全球前列的单体基质 蓝莓产业集群，2024年至2025年产季蓝莓单品销售额超20亿元，成为中国蓝莓销量位居前列的企业。公 司已连续四个产季实现蓝莓的增产和盈利，形成了收入增长的第二增长曲线，大幅提升了公司业绩水 平。 此次募投项目落地后，公司将进一步扩大蓝莓种植规模，提升高品质冬春蓝莓供应能力，同时强化小浆 果领域研发实力。据行业数据，2024年全国蓝莓总产量78万吨，2025年需求量预计超100万吨，市场规 模约500亿元，我国蓝莓人均消费量仅为美国的1/10，市场增长空间广阔。除了总体供应仍不能满足市 场需求，高品质冬春蓝莓供应更是短缺。蓝莓作为高端鲜果代表 ...

Core Points - The new policy eliminates the need for foreign investment enterprises to register for domestic reinvestment, significantly improving efficiency and convenience for companies [1][2] - A foreign-invested enterprise in the blueberry industry in Yunnan has successfully utilized the new policy to expand its operations in Anning City, demonstrating the positive impact of the reform [1] - The collaboration between the Yunnan branch of the State Administration of Foreign Exchange and the Construction Bank has facilitated a streamlined process for companies to access reinvestment funds quickly [2] Summary by Sections Policy Changes - The recent cross-border investment financing policy removes the registration requirement for foreign investment enterprises engaging in domestic reinvestment, allowing funds to be utilized within two hours [1] - This change contrasts with the previous requirement, which involved a minimum processing time of half a day for fund usage [1] Company Impact - The foreign-invested enterprise in the blueberry sector plans to enhance its production capacity by 30% and create job opportunities for over 50 local villagers as a result of the reinvestment [1] - The efficient processing of reinvestment funds is expected to accelerate the company's industrial upgrade [1] Financial Services - The proactive approach of the Construction Bank in guiding enterprises through the new policy has been crucial in ensuring that companies can quickly access the benefits of the reform [2] - The overall service model reflects Yunnan's efforts to optimize the foreign investment environment, which is anticipated to attract more foreign enterprises to the region [2]

Group 1 - The historical significance of Xiaogan City during the Anti-Japanese War, serving as a command center for the New Fourth Army and an important logistics base in the Hubei-Yu border area [1][3] - The New Fourth Army's Fifth Division conducted over 1,260 major battles and effectively resisted 150,000 Japanese troops, establishing a stronghold in the region [3] Group 2 - The development of a red tourism route in Anlu City, which has connected eight previously remote towns, resulting in over 60 billion yuan in tourism revenue and attracting over ten million visitors since its opening in 2021 [5] - The integration of modern agricultural technologies in Zhaopeng Town, which has become the largest blueberry cultivation base in Central China, generating an annual tourism income of 2.6 billion yuan [7] Group 3 - Xiaogan's active participation in the "light chip screen terminal network" trillion-level optoelectronic information industry cluster, becoming China's largest multifunctional sensor production base [10] - The sensor industry in Xiaogan is projected to exceed 5 billion yuan in revenue by 2024, with 115 enterprises in the optoelectronic information sector and a total output value surpassing 40 billion yuan [10]

Core Viewpoint - The article highlights the historical significance and modern development of Xiaogan City in Hubei Province, emphasizing its role during the Anti-Japanese War and its current economic transformation through agriculture and the sensor industry. Historical Context - During the Anti-Japanese War, Xiaogan served as a crucial command center for the New Fourth Army and a logistics base for the Anti-Japanese Democratic Base in the Eyu-Wan border area, becoming a key force in central China [1][5] - The New Fourth Army's Fifth Division conducted over 1,260 major battles and successfully resisted 150,000 Japanese troops, establishing a significant Anti-Japanese Democratic Base [5] Tourism Development - The Zhao Qian Red Tourism Highway, completed in 2021, connects eight previously remote towns, attracting over 10 million tourists and generating more than 6 billion yuan in tourism revenue [3] Agricultural Advancements - Xiaogan has developed five major agricultural industry chains, including rice, poultry, and vegetables, with the establishment of Hubei's largest agricultural product trading hub in 2023 [11] - The integration of modern agricultural technologies has led to the establishment of one of the largest blueberry planting bases in central China, with over 8,000 acres dedicated to blueberry cultivation [9] Economic Growth - The sensor industry in Xiaogan has become a significant part of the trillion-yuan optical electronic information industry cluster in Hubei, with the city emerging as the largest multifunctional sensor production base in China [11] - In 2024, the sensor industry is projected to generate over 5 billion yuan in revenue, with the optical electronic information sector's enterprises reaching 115 and total output value exceeding 40 billion yuan [13] Infrastructure and Community Development - Investments exceeding 100 million yuan since 2021 have improved local infrastructure, enhancing the quality of life for residents and transforming rural areas [9]

Core Viewpoint - The domestic blueberry industry in China is rapidly growing, with companies like Noposion Agricultural Science Co., Ltd. playing a significant role in this transformation, as consumers shift from imported to locally produced blueberries [2][3]. Company Performance - Noposion achieved a revenue of 5.288 billion yuan in 2024, marking a year-on-year increase of 28.37%, and a net profit of 585 million yuan, up 148.10% [3]. - The fresh consumption business, primarily focused on blueberries, generated 2.139 billion yuan in revenue, reflecting a remarkable growth of 251.28%, accounting for 40.45% of total revenue [3]. Blueberry Production and Technology - The company plans to expand its blueberry planting area to approximately 35,000 to 40,000 mu (about 5,833 to 6,667 acres) by the 2025-2026 production season [3]. - The yield per mu is expected to increase from 1.3 tons in the 2023-2024 season to 1.4 tons in the 2024-2025 season, with a target of over 1.5 tons for the next year [3]. - Noposion's blueberries have a large fruit rate of nearly 70% for fruits with a diameter of over 18 mm, thanks to advanced selection and early promotion techniques [3]. Agricultural Technology and Innovation - Noposion leverages its agricultural technology advantages, employing a research team composed of experts who work closely in the field to enhance blueberry cultivation [4][5]. - The company has developed a new agricultural research system that integrates local and scientific expertise, focusing on various research projects to improve cultivation techniques [5]. - The industrialized agricultural model adopted by Noposion, including automated irrigation and fertilization systems, represents a significant shift from traditional farming practices [5]. Market Trends - The development of the blueberry industry in China is seen as a typical example of technology empowering agriculture, aligning with consumer trends towards fresh, high-quality domestic fruits over imported frozen options [5].

Core Viewpoint - The article highlights the successful integration of ecological preservation and economic development in Zhejiang, China, particularly through the "Green Mountains and Clear Water are Gold and Silver Mountains" philosophy, showcasing practical examples of rural revitalization and sustainable tourism [3][7]. Group 1: Ecological and Economic Integration - The "Green Mountains and Clear Water are Gold and Silver Mountains" philosophy has guided the development of beautiful rural areas and ecological industries in Zhejiang over the past two decades [3]. - The transformation of abandoned mining sites into modern agricultural parks, such as the Blueberry Smart Innovation Park, exemplifies the successful ecological restoration and economic benefits achieved [4]. - Local farmers have seen increased incomes through the cultivation of blueberries, demonstrating the practical application of the philosophy in enhancing both environmental quality and economic prosperity [3][4]. Group 2: Rural Tourism Development - The development of rural tourism, as seen in villages like Luchu, has led to improved living conditions and economic opportunities for local residents, with 80% of villagers engaged in tourism-related activities [7]. - The establishment of homestays and tourism facilities has become a new source of income for returning residents, showcasing the potential of leveraging natural resources for economic gain [7]. - The interaction between international youth and local communities during the research activities facilitated a deeper understanding of sustainable development practices and the global relevance of the "Two Mountains" concept [7][8].

Core Viewpoint - The Chinese blueberry industry has rapidly developed, becoming a global leader in planting scale and yield, but faces challenges such as low standardization and unstable quality. Integrating modern information technology into various agricultural processes is essential for enhancing competitiveness and achieving high-quality development [2][5]. Industry Development - The blueberry planting area in China is expected to exceed 1.1 million acres by 2024, with a production volume of approximately 500,000 tons, making it one of the fastest-growing countries in blueberry production globally. Yunnan province contributes about 30% of the national blueberry output [2]. - The commercialization of blueberry cultivation in China began in 2003, with significant breakthroughs in scale achieved around 2012. The introduction of substrate cultivation technology in 2017 significantly increased yield from less than 300 kg per acre to 1,500 kg [4]. Market Potential - Current per capita blueberry consumption in China is less than one-tenth of that in developed countries. As consumer health awareness increases, the demand for blueberries is expected to grow rapidly. The small berry market in China has substantial consumption potential [2][9]. - The rise of e-commerce and market expansion due to consumption upgrades presents significant opportunities for related enterprises, although challenges such as intensified competition and quality control remain [9]. Technological Innovation - The company has implemented over 2,000 sensors in its Yunnan base to create a comprehensive monitoring network for real-time environmental tracking. AI technology is used for yield prediction, achieving a prediction error rate of within 5% [5]. - The company has developed 13 patented devices and has been recognized as a key leading enterprise in agricultural industrialization at the national level [3]. Breeding and Intellectual Property - The challenges in blueberry breeding include strict overseas control over seed varieties and the lengthy hybrid breeding cycle, which typically takes seven to eight years to yield results [6][8]. - The company has established partnerships with international breeding firms and has successfully introduced over 40 patented varieties, while also focusing on independent research and development [8]. Local Adaptation of Technology - The company emphasizes the importance of adapting international blueberry cultivation techniques to local conditions, considering factors such as climate, soil, and consumer preferences [11][12]. - The use of modern substrate cultivation combined with integrated irrigation systems allows for precise management of blueberry growth, ensuring high product quality [11].