NOPOSION(002215)2025-02-15 09:08Group 1: Blueberry Production and Pricing - The total blueberry production forecast for the 2024-2025 season remains unchanged, with an expected increase in maturity speed from February to March 2025 due to rising temperatures [1] - Blueberry prices are stable before the Spring Festival, but a decline in market consumption is anticipated post-holiday, leading to a potential price drop in March as production increases [1] - The production season is planned to end in mid-May 2025, with a significant portion of the yield expected in April [2] Group 2: Profitability and Cost Management - The quality of fruit products has improved, and cost control remains stable, with expectations of price increases in the coming months compared to last year [3] - The overall operating conditions of the industrial park have improved, with expectations of profitability in the second and third quarters [4] - The first quarter's blueberry business costs have returned to forecast levels, with ongoing land acquisition and construction projects progressing [5] Group 3: Weather Impact and Brand Strategy - Weather anomalies this year have not significantly impacted costs, and the quality of blueberries has received positive market feedback [6] - The company aims to achieve higher brand premiums through enhanced brand strategies and long-term brand building [7] - The current brand strategy focuses on integrating and promoting the high-end brand "Aimei Zhuang," with adjustments based on market performance [8] Group 4: Pesticide Business Insights - The profitability of pesticide formulations remains stable over the long term, despite recent raw material price declines; the company anticipates no significant fluctuations in raw material prices this year [9] - The company plans to adjust its product structure by phasing out low-margin products and providing comprehensive solutions to clients to boost sales [9]