SF Holding(SZ:002352) Sou Hu Cai Jing·2025-05-31 01:06Core Insights - The integration of digital economy and traditional agriculture in Guangdong has led to significant changes in the e-commerce sales model for lychees, with a tenfold increase in sales year-on-year during the 2025 lychee harvest season [1] Group 1: Market Dynamics - The "12221" market system in Guangdong has established a complete supply chain from pre-sale customization to direct delivery from the production site [3] - Daily pre-sale amounts for lychees in Suixi County, Zhanjiang, have exceeded 100 million yuan, with contracts covering thousands of acres [3] - The traditional agricultural transaction cycle has been advanced by 45 days due to the order pre-positioning model [3] Group 2: Logistics Challenges - Daily dispatch volume in Gaozhou has increased by 300% compared to the same period last year, but cold chain vehicle turnover has only improved by 80%, leading to congestion due to a capacity shortfall [3] - The explosive growth of live-streaming e-commerce has been a key driver of logistics pressure, with 93.6% of lychee farmers in Maoming using live sales [3] - The average number of live broadcasts by professional MCN organizations has surpassed 5,000 per day, with single live sessions achieving sales equivalent to 30 days of traditional channel sales [3] Group 3: Infrastructure and Upgrades - The logistics crisis has highlighted weaknesses in the agricultural e-commerce infrastructure, with only 60% of cold chain transport demand being met by the available refrigerated vehicles [4] - The implementation of "green channel" policies allows freight vehicles to operate at night, but the capacity of village roads limits efficiency [4] - The congestion is accelerating industry upgrades, with JD Logistics increasing processing efficiency by three times through automated sorting lines and Jitu Express testing drone deliveries to reduce delivery times by four hours [4] Group 4: Future Outlook - The transformation of lychee sales from traditional methods to digital platforms illustrates the inevitable trend of the digital economy reshaping agriculture [4] - The current logistics system's stress test serves as a practical example for enhancing agricultural e-commerce quality [4] - Industry stakeholders need to develop systematic solutions in cold chain construction, road upgrades, and intelligent scheduling to convert temporary congestion into lasting market competitiveness, providing replicable "Guangdong experience" for national agricultural e-commerce development [4]