Core Insights - Guangdong is the largest lychee production area globally, with a stable planting area of approximately 4 million acres, accounting for over half of China's and one-third of the world's lychee production. The expected yield for this year is over 1.5 million tons, a 30% increase compared to 2024 [1] - JD.com has initiated the largest-scale promotional campaign for Guangdong lychee, achieving significant results with a year-on-year sales increase of over 560% as of June 5 [1][2] Group 1 - JD.com's supply chain capabilities are demonstrated through "direct sourcing from production areas + direct dispatch from sources + efficient logistics + multi-channel sales" [2] - The company has launched a 10 billion yuan agricultural subsidy program specifically for Guangdong lychee, collaborating directly with local farmers and cooperatives to enhance benefits for both farmers and consumers [2] - In Baijiao Village, Maoming, JD.com accounts for 30%-40% of the total lychee procurement, showcasing its impact on local production [2] Group 2 - JD.com ensures that lychees are delivered fresh to consumers through a cold chain logistics system, maintaining suitable temperatures during transportation [2] - During the 618 shopping festival, JD.com is increasing subsidies and offering discounts on lychee purchases through its delivery service in major cities [2] - The company is engaging customers through interactive games, live streaming from lychee production areas, and celebrity endorsements to enhance the visibility of Guangdong lychee [3]