NOPOSION(SZ:002215)2023-03-21 12:16Group 1: Company Overview - The company has two main business modules: agricultural distribution and formulation services, both of which are experiencing stable growth [1] - The company is exploring new industry developments, focusing on a single specialty crop industry chain model [2] Group 2: Specialty Crop Development - The company has planted over 20,000 acres of substrate blueberries in Yunnan, with approximately 7,000 acres in Hainan for red heart dragon fruit and nest fruit [2] - The single specialty crop industry chain is expected to become a significant growth factor in the coming years [2] Group 3: Market Opportunities and Strategy - The core reason for transitioning to the second growth curve is market demand, driven by changes in consumer preferences for high-quality agricultural products [2] - The company aims to increase blueberry consumption by 30%-40% or more, capitalizing on current market opportunities [2] Group 4: Production and Pricing - The first production season of blueberries yielded about 1 ton per acre, with expectations of 1.5 tons per acre in subsequent seasons [4] - Current blueberry prices range from 80 to 120 RMB per kilogram, with an average selling price of over 100 RMB per kilogram [4] Group 5: Future Plans and Financials - The company plans to expand blueberry planting area to over 20,000 acres next year, aiming for blueberries to become a national fruit [4] - Cash flow is expected to improve significantly as production areas expand, with a recovery period of about three years for blueberry investments [4] Group 6: Competitiveness and Innovation - The company has a strong focus on scientific research and technological innovation, which sets it apart from competitors [3] - The company is developing a unique methodology for blueberry production, aiming to achieve world-class standards [3]