来源：经济观察网 经济观察网 2026年2月4日，东原仁知服务（02352.HK）举行2026年度战略会议，董事长罗韶颖强调"拥 抱技术进化是生存底线"，并指出品牌建设将成为年度核心，通过提升产品力与运营效率构建客户从"安 心"到"自豪"的体验升级。该事件为近期公司战略层面的重要动态，可能影响市场对其长期竞争力的预 期。 机构观点物业服务行业正面临结构性调整，2025年物业主动撤场案例同比翻番，行业洗牌加速。中指研 究院指出，收费率下滑、成本上升导致部分企业退出非盈利项目，倒逼服务模式创新。券商报告认为， 政策聚焦"盘活闲置资产"与"好房子"建设，具备品牌溢价和运营效率的物管企业更易脱颖而出，但东原 仁知服务需验证其战略落地对盈利的拉动效果。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势成交与价格表现：截至2026年2月20日，股价报5.14港元，近7个交易日累计成交量为0 股，换手率为0%，显示市场交投极度清淡。年初至今股价下跌14.48%，同期物业服务板块跌幅0.59%， 恒生指数下跌2.83%。技术面信号：MACD柱状图转正，但股价位于布林带中轨附近，KDJ指标中J线高 达122.63，提示 ...

Core Viewpoint - The prices of high-end fruits such as lychee, durian, and cherries have plummeted, with some experiencing price drops exceeding 70% over the past year, and further declines are expected in the future [1]. Price Decline of Specific Fruits - Lychee prices have drastically fallen, with some varieties like "Feizi Xiao" dropping to 2-4 yuan per kilogram from last year's peak of 24 yuan, and even e-commerce platforms offering promotions at 9.9 yuan for three kilograms [2]. - Durian prices have also seen a significant drop, with wholesale prices falling from 35 yuan per jin to 22.4 yuan within a month, a decrease of over one-third [2]. - The price of "Sunshine Rose" grapes has plummeted from 500 yuan per jin a decade ago to just 3 yuan per jin, indicating a dramatic decline in demand [3]. - Cherry prices have decreased from over 100 yuan per jin to around 10-20 yuan, marking the end of their "golden era" in the Chinese market [3]. - Blueberry prices have similarly dropped from over 100 yuan per unit to around 10 yuan per box [4]. Reasons for Price Collapse - The primary reason for the price collapse is a significant increase in production capacity, with lychee production expected to double this year to 3.45 million tons, leading to oversupply [5]. - The planting area for high-end fruits like "Sunshine Rose" grapes has expanded over 50 times in less than a decade, resulting in a surge in production [5]. - Technological advancements in agriculture have enabled local cultivation of blueberries, cherries, and durians, reducing reliance on imports and contributing to increased supply [5][6]. - The logistics sector has improved significantly, with cold chain technology reducing transportation losses from 30% to 10%, and faster shipping methods lowering costs and spoilage [7]. - Consumer behavior has shifted towards more rational spending, with younger generations prioritizing value over brand prestige, leading to increased demand for affordable fruit options [7]. Market Dynamics - E-commerce subsidies and supermarket promotions have accelerated the "de-aristocratization" of high-end fruits, making them more accessible to consumers [8]. - The ongoing trend of domestic production and technological advancements suggests that prices for these fruits may continue to decline in the future [8].