榴莲旺季到来，批量上市带动价格回落

Core Insights - The durian market is experiencing a surge in sales as the season for fresh durians begins, with both online and offline sales showing significant growth [1][4] - The price of Thai durians has decreased by 20% to 30% compared to last year, attributed to increased production in Thailand's eastern regions and concentrated port arrivals [4][5] - The sales of durian-related products have also seen remarkable growth, with a 30% increase in sales revenue since mid-April, and a 90% increase in durian-based baked goods [1] Sales Trends - The most popular durian variety is the XXL Thai imported "Golden Pillow," weighing approximately 3 to 3.5 kg, priced at 169 yuan, which is about 24 to 28 yuan per pound [1] - Online platforms like Dingdong Maicai report a 52% increase in sales of Thai "Golden Pillow" durians [4] - The price of fresh durians in live-streaming sales has also decreased significantly compared to the previous year, with prices for pure fruit meat ranging from 128 yuan for 1 kg to 225 yuan for 1.8 kg [5] Market Dynamics - The market is expected to see a "short-term price drop and long-term differentiation" around the Dragon Boat Festival, with an increase in port arrivals leading to potential price declines [4] - The procurement volume of Thai durians at Hema is projected to increase by 30% year-on-year due to an improved supply chain [5] - The entry of Malaysian durians into the Chinese market is anticipated to boost sales, with expected increases in procurement volume by 3 to 5 times this year [5]