Core Insights - The lychee season is nearing its end, with prices continuing to decline while consumption scenarios are expanding, particularly with the rise of lychee-based beverages this summer [1][9][11] Market Overview - The current market price for lychees ranges from 15 to 35 yuan per kilogram, primarily sourced from Guangxi [7] - This year has seen a bumper harvest, leading to an extended sales period of nearly 40 days compared to the usual 20 days [7][9] - Local lychee varieties in Yunnan are mostly sold out, with only a few remaining, while late-maturing varieties still have stock available for about another week [5][9] Price Trends - The price of lychees has shown a "high open, low walk" trend, starting high but dropping significantly as supply increased, maintaining a relatively low price point [9][11] - Consumers have benefited from lower prices, with some varieties like "glutinous rice" being sold for 10 to 20 yuan per kilogram, compared to previous years where prices were significantly higher [5][9] Consumer Behavior - The popularity of lychee beverages has surged, driven by the recent drama "The Lychee of Chang'an," leading to new product launches from various beverage brands [9][11] - Sales of lychee-based drinks have been strong, with some stores reporting monthly sales exceeding 1,000 cups for new lychee products [9][11] Industry Outlook - The trend of lychee beverages not only extends the lychee supply chain but also creates additional value for farmers and merchants [11] - The combination of consumer demand for innovative seasonal fruit products and lower raw material costs is expected to drive further growth in the lychee market next year [11]

随着电视剧《长安的荔枝》热播，广东的荔枝迎来了丰收年。从5月开始，商超、水果批发市场、街边 小摊都不约而同地摆上了红艳艳的荔枝。 7月3日，多日的阴雨天气也没驱散深圳南山荔枝果园里的暑热，《华夏时报》记者在南山荔枝王鲜生果 园中看到，树上的荔枝多数已被采摘完毕。数名工人背着一筐筐冒尖的荔枝鲜果，沿着曲折滑湿的山间 小道，将荔枝送至山脚下。 "今年是荔枝丰收的'大年'，是所有大丰收的年里卖得最便宜的。"经营这家果园三十多年的老板王先生 向《华夏时报》记者表示，"正在加紧采摘收尾，销售季快结束了，这两天我们准备闭园了。" 广州江南水果批发市场数据显示，5月初荔枝刚上市的时候，批发价格最高到了30元/公斤，荔枝产地多 来自海南。而到了6月中旬，来自广东、广西的荔枝集中上市，价格下滑至最低3元/公斤。进入7月，来 自海南、广西产地的荔枝供应减少，市场主要销售广东产地的荔枝，价格略微上浮，在5元—8元/公 斤。 "妃子笑、糯米糍品种已经过季，现在主要卖的是桂味和鲜进奉，桂味也已经到了尾季。并不是所有的 荔枝都低价，比如我们7月主要卖鲜进奉，产地是广州增城，这个品种是荔枝中的贵族，个头大滋味 好，零售价一斤23元。"南山 ...

餐饮、潮玩及家电行业周报 F&B, Designer Toys and Home Appliance Sector Weekly Report [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | | --- | --- | --- | --- | --- | | 股票名称 | 评级 | 股票名称 | | 评级 | | 泡泡玛特 | Outperform 现代牧业 | | | Outperform | | 安踏体育 | Outperform 九毛九 | | | Outperform | | 百威亚太 | Neutral | 澳优 | | Outperform | | 海底捞 | Outperform | | | | | 华住酒店集团有限 | Outperform | | | | | 公司 | | | | | | 华润啤酒 | Outperform | | | | | 康师傅 | Outperform | | | | | 中国飞鹤 | Outperform | | | | | 名创优品 | Outperform | | | | | 李宁 | ...

Core Insights - The article highlights the launch of a new summer product "Yi Qi Hong Chen" by the company BaWang Tea Ji, which combines fresh lychee from Guangdong and Fujian with Ceylon black tea and Fujian Lapsang Souchong [2] - The product aims to preserve the natural aroma of fresh lychee using advanced technology, ensuring a stable flavor profile and high-quality experience for consumers [2][4] Product Innovation - "Yi Qi Hong Chen" utilizes a unique cold-pressing technique to lock in the freshness of lychee, preventing aroma loss during transportation and processing [2] - The product features a three-layer fusion of fruit, tea, and floral aromas, enhancing flavor and ensuring consistency across over 6,000 stores nationwide [2] Brand Philosophy - BaWang Tea Ji emphasizes the importance of modernizing tea culture, aiming to make tea a daily beverage for younger consumers while maintaining traditional values [4] - The company has a history of exploring the fusion of fruit and tea flavors, as seen in previous products like "Hua Tian Oolong" and "Wan Xiang Chun He" [3][4]