百果园董事长回应水果太贵；LV关闭中国首家巧克力店丨消费早参

Group 1: Baiguoyuan's Response to High Fruit Prices - Baiguoyuan's chairman, Yu Huiyong, emphasizes the importance of educating consumers about fruit quality rather than just competing on price [1] - The company aims to maintain high-quality fruit offerings while optimizing costs to provide better prices without compromising quality [1] - Baiguoyuan reported a loss of 390 million yuan in 2024, with nearly 1,000 stores closed, indicating a significant decline in performance [1] Group 2: Increase in Korean Tourists to China - The number of foreign visitors to China exceeded 38 million in the first half of the year, a 30.2% increase year-on-year, with visa-free entries rising by 53.9% [2] - Korean Air increased its flights to China from over 180 to 206 weekly, a 14% increase, reflecting the growing demand for travel [2] - The surge in inbound tourism is expected to benefit airlines, hotels, and duty-free stocks, particularly those with high exposure to the China-Korea routes [2] Group 3: Black Sesame's Share Transfer - Black Sesame announced a share transfer agreement with Guangxi Travel Health Industry Group, which will acquire 20% of the company, making it the controlling shareholder [3] - The transfer price is set at 6.25 yuan per share, totaling 942 million yuan, indicating a significant investment in the company [3] - The involvement of state-owned assets is expected to provide financial and resource support, with potential for valuation increase if synergies with existing food operations are realized [3] Group 4: LV's Closure of Chocolate Store - Louis Vuitton's first chocolate store in Shanghai has ceased operations after completing its operational cycle, not due to lease expiration [4] - The chocolates, priced between 240 yuan and 3,200 yuan, were imported from Paris and hand-crafted, highlighting the brand's luxury positioning [4] - The closure reflects the challenges of maintaining profitability in cross-industry ventures, especially when lacking product strength and customer loyalty [4]