《财经天下》周刊官方账号，提供有品质的深度报道，讲述中国企业在时代浪潮中的精彩故事。 "一骑红尘妃子笑，无人知是荔枝来。"过往，荔枝是贵族水果，就连唐朝皇帝都吃不上几颗。但今年夏天， 荔枝却卖成了白菜价，一斤低至1.98元，这让人们实现荔枝自由的同时，也忍不住发问为何今年荔枝能卖这 么便宜？这与产量的激增以及各大品种扎堆上市息息相关。而由于卖不上价，有种植户宁愿烂在树上，也 不愿雇人采摘。 01 跌成了白菜价 今年夏天，荔枝的存在感出奇得高。不仅是因为电视剧《长安的荔枝》引发热议，更因为荔枝本身的价格 不断下跌，让人忍不住多炫几斤，否则就像吃了亏。 以下文章来源于财经天下WEEKLY ，作者财经天下 财经天下WEEKLY . 6月下旬，家住广东珠海的林舟发现，今年的荔枝价格跌起来没完没了。同样是家门口超市卖的妃子笑，一 周前还是6元一斤，过两天再去看，一斤只要2.98元。超市工作人员似乎认准了还会跌，只用一块白色硬纸 板，写上"2.98元/斤"几个数字，随意贴在货架旁。果不其然，三天后，价签又换了个新的，上面写着"1.98 元/斤"。 "荔枝这是跌成白菜价了。现在随便买斤桃子、李子，都得六七元，这么对比起来， ...

Core Viewpoint - The Guangdong Lychee Supply and Demand Matching Event held in Shantou aims to enhance communication between lychee farmers and buyers, promoting the sale of "Leiling Lychee" to broader markets [2][4][14]. Group 1: Event Overview - The event titled "Fragrance of Lychee Across the Seas, Win-Win in Supply and Demand" took place on June 25 in Leiling Town, Shantou, with participation from local farmers, buyers, financial institutions, and logistics companies [2][3]. - Nearly 50 buyers attended the event, creating a vibrant atmosphere for supply and demand matching, resulting in significant outcomes [4][30]. Group 2: Regional Significance - Leiling Town is recognized as the "Lychee Capital of Eastern Guangdong" and has successfully exported to the North American market for 22 consecutive years [8]. - The town has obtained geographical indication trademarks for "Leiling Lychee" and "Leiling Black Leaf Lychee," and is included in the "Yue Brand" agricultural brand innovation practice points [9]. Group 3: Product Development - The town has introduced new lychee varieties such as Guanyin Green, Giant Beauty, and Fengshan Red Lantern, alongside traditional varieties like Wuye, Guiwei, Feizixiao, and Glutinous Rice [10][11]. - The lychee planting area in Leiling exceeds 44,000 acres, with an average of nearly 1 acre per person, making it a pillar industry for local economic development [30][31]. Group 4: Market Engagement - The event facilitated direct interactions between farmers and buyers, enhancing the understanding of "Leiling Lychee" and its market potential [33][36]. - Major supermarkets in Shantou, such as Bubeng Lianhua, are actively participating in the sales of "Leiling Lychee," with plans to introduce more varieties to meet consumer demand [47][49]. Group 5: Logistics and Distribution - Cold chain logistics are crucial for the distribution of "Leiling Lychee," with dedicated cold chain vehicles provided for timely delivery to major markets [51][52]. - The event was supported by various organizations, including the Guangdong Provincial Department of Commerce and local agricultural associations, highlighting the collaborative effort to boost the lychee industry [56][58].

"今年镇隆荔枝电商销售占比将超42%，冷链运输水平的提升让鲜果直达消费者'舌尖'。"镇隆荔枝协会 会长叶贤亮介绍，通过与物流企业深度合作，物流时间实现大幅缩减，市场内还特别设置了冷链物流 区，实现从市场装好发货到北京12个小时内直达，同时还通过特机运输实现指定城市客户10小时直达， 真正让镇隆荔枝"才下枝头、便上舌头"。 在产销对接活动现场，惠州市优之荔农业专业合作社、惠州青绿藤农业专业合作社等13家合作社分别与 物流、电商、果商、无人机等企业机构进行签约，在产销渠道、科技种植和冷链物流等维度深化合作。 随着各方产销签约完成，RCEP广东惠州（镇隆）荔枝交易中心开售仪式正式开市。140个荔农展位依次 排开，现场人潮涌动，各电商平台主播动情展示，采购商与果农洽谈声此起彼伏，冷链物流车有序装 卸，不断吸引着全国各地的采购商和消费者前来尝鲜选购。 近日，"荔香四海 产销共赢"——2025年广东荔枝产销对接活动（惠州分会场）暨RCEP广东惠州（镇 隆）荔枝交易中心开售仪式在镇隆镇市民乐园（荔枝交易中心）举行，产销对接签约预售1.56万吨，助 力当地荔枝走向全国、拥抱世界。 作为全省唯一集地标、GAP、国家区域公用品牌 ...

FISCAL 2025 Q2 SNAPSHOT | Total Revenue | Adjusted EBITDA | Avocado Volume Sold | Average Selling Price | | --- | --- | --- | --- | | $380.3M | $19.1M | 166.4M LBS | $2.00 /LB | | +28% YoY | -5% YoY | -1% YoY | +26% YoY | Non-GAAP Financial Measure Mission Produce: A Global Leader in Avocados About Mission Produce, Inc. Mission Produce (Nasdaq: AVO) is a global leader in the worldwide fresh produce business, delivering fresh Hass avocados and mangos to retail, wholesale and foodservice customers in over 25 ...

Core Viewpoint - The "6·6 Give 'Lychee' Festival" in Guangdong aims to promote the global consumption of Guangdong lychees through innovative marketing strategies and collaboration among various stakeholders in the agricultural sector [12][40][49]. Group 1: Event Overview - The "6·6 Give 'Lychee' Festival" was held in Guangzhou, inviting global audiences to enjoy Guangdong lychees [12][3]. - The event utilized new media and marketing concepts to mobilize both online and offline resources, engaging farmers, distributors, and influencers [4][5][40]. - The festival featured a variety of activities, including live streaming and product recommendations from influencers, showcasing lychee products from major production areas [20][21][36]. Group 2: Marketing Strategies - The event introduced new marketing models, such as lychee-flavored beverages and snacks, to attract younger consumers [77][78]. - A unique "I have a lychee tree in Guangdong" campaign was launched, allowing global consumers to virtually adopt lychee trees and engage with the production process [79][80]. - Collaborations with major e-commerce and logistics platforms like Meituan, JD.com, and SF Express were established to enhance distribution efficiency and reach [91][92][94]. Group 3: Economic Impact - Guangdong's lychee industry supports approximately 1.8 million workers and contributes significantly to the local economy, with stable planting areas of around 4 million acres [50][49]. - The festival aims to boost farmers' incomes and enhance the vitality of rural areas through increased sales and marketing efforts [6][7][88]. - The event's success is reflected in a significant increase in sales, with JD.com reporting over 560% growth in transaction volume for Guangdong lychees [95]. Group 4: Cultural Significance - Guangdong lychee is not only a product but also a cultural symbol, with historical significance and representation in various cultural activities during the festival [54][70]. - The festival included cultural performances and discussions about the heritage of lychee cultivation, reinforcing its status as a cultural icon [68][69].

Core Viewpoint - Poland is leveraging its position as the largest apple producer in Europe to promote Polish apples globally, coinciding with its presidency of the Council of the European Union [1][2]. Group 1: Industry Overview - Poland is the largest producer of apples in Europe and the fourth largest in the world, with every third apple consumed in Europe originating from Polish orchards [1]. - The apple symbolizes quality, health, tradition, modernity, and innovation in Polish agriculture [1]. Group 2: Campaign Initiatives - The "Time for Polish Apples" campaign has been launched by the Association of Polish Fruit Farmers to enhance the international profile of Polish fruit farming [2]. - Numerous tasting events are planned both in Poland and internationally, allowing consumers to experience the unique taste of Polish apples [3]. Group 3: Event Details - Upcoming events include participation in the Folkemødet event in Denmark on June 13, featuring a distinctive apple-shaped stand [4]. - Events will be supported by an extensive media campaign, including outdoor advertising and social media activities, to raise awareness about the nutritional value and quality of Polish apples [5].

Financial Data and Key Metrics Changes - The company reported record second quarter revenue of $380.3 million, an increase of 28% compared to the prior year period [5][14] - Adjusted EBITDA was $19.1 million, down from $20.2 million in the previous year, primarily due to lower per unit gross margins on avocados sold [17] - Gross profit was $28.4 million, compared to $31 million in the prior year, mainly due to challenges in obtaining necessary Mexican fruit supply [15][16] Business Line Data and Key Metrics Changes - The Marketing and Distribution segment net sales increased 26% to $362.5 million, driven by favorable avocado pricing dynamics [17] - The International Farming segment saw net sales increase by $6.7 million to $8.1 million, with adjusted EBITDA improving by $3.7 million to a positive $1.5 million [18] - The blueberry segment's net sales increased 57% to $15.7 million, driven by higher volumes from increased acreage and yields [18] Market Data and Key Metrics Changes - The pricing environment remained favorable throughout the quarter, with a 26% increase in per unit avocado selling prices [14][15] - The company anticipates industry volumes to be approximately 10% to 15% higher in the fiscal third quarter compared to the prior year, primarily due to a strong Peruvian harvest outlook [21][22] Company Strategy and Development Direction - The company is focused on expanding its competitive position globally by enhancing market access and leveraging its global sourcing network [5][7] - A forward distribution center in the UK has been established to accelerate reach in the European market, resulting in strong customer penetration and higher volumes [7] - The diversification strategy aims to optimize facility utilization year-round, positioning the company for stronger performance during peak harvest seasons [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the quality and sizing of the upcoming Peruvian avocado harvest, expecting good production and quality [26][30] - The company is optimistic about generating customary cash flow increases in the second half of the fiscal year, aided by a more normal Peruvian crop [11][12] - Management noted that the higher price environment has amplified normal seasonal dynamics but expects a meaningful step up in cash generation in the second half [20][21] Other Important Information - The company executed $5.2 million in share repurchases during the second quarter, reflecting belief that the share price is undervalued [12][21] - Capital expenditures for the fiscal year to date were $28 million, primarily for avocado and blueberry farming investments [20] Q&A Session Summary Question: Outlook for the International Farming segment - Management indicated that fruit quality from Peru is expected to be good, with sizing also looking favorable [26][30] Question: Co-packer volume in the second quarter - Management confirmed that they were able to reach normalized levels of co-packer volume by leveraging other source markets [32][33] Question: Changes in behavior due to tariff uncertainty - Management noted that there was initial skittishness among suppliers during the tariff announcements, but by April, operations returned to normal [41][42] Question: Market share in the mango business - The company is now the second largest mango distributor in the U.S., with market share increasing from below 5% to closer to 10% [46][48]

Core Viewpoint - The sales of Maonan lychee are booming, with daily sales reaching 930 tons, driven by e-commerce and customized orders, contributing to the revitalization of the local economy [5][36]. Group 1: Sales Performance - Maonan district has 66,400 acres of lychee orchards, with a daily sales volume of 930 tons [5][3]. - On June 5, an e-commerce seller reported 23,000 orders, amounting to 16 tons of lychee to be shipped [7][8]. - The e-commerce price for the Bai Tang lychee is stable at 12 yuan per jin, with both quality and price gaining market recognition [18][20]. Group 2: E-commerce and Custom Orders - Nearly 8,000 young people are engaged in e-commerce, averaging 40 orders and about 600 jin per person daily, making e-commerce a significant driver for lychee sales [21][22]. - As of June 4, customized orders totaled 3,086, weighing 72,850 kilograms, generating 2.1855 million yuan, while e-commerce pre-orders reached 33,840, weighing 168,000 kilograms, amounting to 5.04 million yuan [25][26]. Group 3: Traditional Sales Channels - Traditional sales channels remain active, with nearly 590 external buyers visiting Maonan this year, resulting in purchase agreements for nearly 4,500 tons [31][32]. - The lychee is primarily sold to regions such as the Pearl River Delta, Hunan, and Sichuan, with prices remaining stable compared to previous years [32][33]. Group 4: Market Development and Economic Impact - The combination of e-commerce, customized sales, and traditional sales channels has led to a prosperous market for Maonan lychee, revitalizing the ancient lychee industry and injecting strong momentum into local rural revitalization efforts [36][38].

为让海南荔枝鲜达全国，海南多地整合仓储保鲜冷链设施，提高物流效率。同时，相关部门协调航 空货运企业和快递企业增加航空货运与陆运干线运力，保障荔枝电商顺利发货和运销商物流顺畅。比如 京东物流今年为海南本地果农和商家提供了全新的冷链陆运出港服务，通过冷链陆运出港、全程温控的 方式，助力海南荔枝从产地到京津冀等地消费者手中实现次晨达。 此外，今年海南荔枝将继续开拓中东市场，增加出口至东南亚份额。为推进荔枝海运规模化出口， 海南联越国际贸易有限公司与俄罗斯、澳大利亚、阿联酋、新加坡、印度尼西亚等国家签订海运集装箱 订单，采用全程温控海运技术，可大幅降低物流成本，满足海外大型商超的批量采购需求。为了提升荔 枝包装等级的多元化水平，企业还推出了500克规格的小包装荔枝，携带更方便，以满足海外家庭消费 和商超采购需求。 海南日报海口5月20日讯（海南日报全媒体记者 孙慧）青红相间的荔枝果压弯枝头，果农穿梭林中 忙碌采摘，冷链货车从田野整装待发。这几天来，在我省海口、万宁、澄迈等多个市县，随处可见荔枝 丰收景象。据省农业农村厅估算，预计今年全省荔枝产量约18万至20万吨，较2024年产量持平或稍增。 海南因其独特的地理位置和 ...

Core Viewpoint - The article discusses the significance of Guangdong lychee in the agricultural market, highlighting its production dominance, variety richness, and expanding global reach, particularly in the context of the upcoming lychee season in May 2025 [4][19]. Group 1: Importance of Guangdong Lychee - Lychee is originally from China and is particularly abundant in Guangdong, which produces over half of the country's lychee and one-third of the world's supply, with a stable planting area of approximately 4 million acres [6][9]. - Guangdong has over 300 varieties of lychee, with 21 recognized in the national list of premium agricultural products, showcasing both quantity and quality [11]. - The lychee season in Guangdong spans from early May to late July, featuring a range of varieties that ensure a continuous supply of fresh lychee [11]. Group 2: Transformation into a Major Industry - The favorable natural conditions in Guangdong, including a warm and humid climate, contribute to the high quality of lychee production [15]. - The lychee industry in Guangdong is supported by a robust supply chain, with 378 processing-related enterprises, and innovations in digital breeding and standardized cultivation enhancing both yield and quality [15]. - Marketing initiatives and diverse product offerings, such as themed tourism and digital engagement, are expanding the lychee industry's reach and appeal [15]. Group 3: Global Expansion of Guangdong Lychee - Guangdong lychee has gained international popularity, with exports reaching 7,100 tons in the first quarter of 2025, marking a 132% increase year-on-year, primarily to countries like Russia, Singapore, and the USA [19][22]. - The province has improved its export logistics through technological advancements and cold chain facilities, facilitating the global distribution of lychee [22]. - The inclusion of Guangdong lychee cultivation systems in the list of China's global important agricultural heritage sites underscores its cultural and agricultural significance [22].