▎从价格"腰斩"到头部零售商下架 2026年2月，正值春节旺季，智利车厘子遭遇罕见市场危机。本产季价格创近五年新低，批发价同比下跌22%，零售端价格战更为激烈，山姆、盒马等渠 道价格"腰斩"至20元/斤左右。 然而价格下跌并未刺激消费，反而因品质问题引发广泛负面反馈。多位消费者反映购买的车厘子存在果肉褐变、口感发苦等问题，即便果柄尚显新鲜，内 部已变质。2月12日，以品控严格著称的胖东来宣布全面下架智利车厘子，官方解释直指核心："坏果太多，品质不达标，暂停采购。" 胖东来转向澳洲、新西兰产区的决策，虽导致终端售价大幅上涨（约190元/斤），但也印证了一个商业常识：当基础供应链无法保障品质时，接受更高采 购成本是维护品牌信誉的必要代价。 ▎核心症结：供应链周期错配与库存管理失效 本轮危机本质上是供应链计划失误与渠道博弈的必然结果。 时间窗口错配放大库存风险。今年春节较晚，而智利车厘子上市提前。部分上游进口商为博取高价采取"囤货惜售"，待后期货源集中到港，前期积压库存 已因存放过久而变质。更值得警惕的是，由于走货缓慢，部分出口商为清旧货延迟新货开柜，导致新鲜批次被迫转化为积压库存。 包装技术局限性被忽视。进口车厘 ...

高端替代品遇冷 为填补产品空缺，胖东来紧急上架澳洲与新西兰车厘子，但190元/斤的定价较智利产品几乎翻倍。礼盒装澳洲车厘子售价达380元/2斤，消费者明显持观 望态度。超市员工坦言："价格敏感型客户流失严重，日销量不足原先三成。"专家指出，进口车厘子价格"跳水"传闻虽多，但今年实际口感与品质同步下 降，部分消费者反映果实发苦，这与冷链运输和仓储管理密切相关。 胖东来"信任退款"再获好评 面对品质争议，胖东来延续其一贯的"无理由信任"服务政策。消费者若发现坏果，即使无法提供实物凭证也可直接办理退款。此外，超市暂未明确是否会 恢复采购智利车厘子，仅表示将依据后续产区质量评估决定。有行业观察者认为，此次事件或推动进口水果商建立更严格的分级标准，而消费者对"车厘 子自由"的期待，正逐渐从单纯低价转向品质与性价比的双重保障。 临近春节，车厘子消费旺季却爆出品控争议。2月12日，河南知名商超胖东来突然宣布全面下架智利车厘子，引发消费者广泛关注。据超市工作人员透 露，此次下架主要因智利车厘子坏果率远超标准，人工筛选成本过高，目前已替换为澳洲和新西兰产区产品，但价格涨幅明显。 坏果率成下架主因 胖东来水果区员工表示，近期智利 ...

临近春节，车厘子异常热销。不过，近期有多名消费者反映，购买到的车厘子出现不同程度坏果。 2025年11月，来自南半球的新一季车厘子刚登陆中国市场时，山姆会员店"3J级"智利车厘子售价159.9元/公斤，到了2026年1月，同款产品价格已"腰斩"至 79.9元/公斤。在盒马门店，降价趋势更为显著：今年1月促销期间，"2J级"车厘子礼盒叠加返券后售99元/5斤（约合20元/斤），而前一个月同等规格产品 售价还在180元/5斤左右。 从每年11月到次年2月，随着车厘子供应量逐渐上升，价格随之下降，这符合价格随供需关系变化的规律。但拉长时间看，本产季的价格远低于往年。记 者从广州江南果菜批发市场获悉，2月5日的智利进口车厘子批发价同比去年下降约22%，较前年更是下跌39%，这一产季（2025年11月至2026年2月）的 价格创近五年新低。 然而，近期多位网友通过视频反映，今年购买的车厘子品质普遍不佳，口感发苦，虽然外表看起来新鲜，但内里已经变质，消费体验犹如"开盲盒"。在引 发关注的测评视频中，网友在多家超市购买了车厘子。开箱后发现，果实均出现了果肉褐变、口感变质的情况。 2月12日下午，极目新闻记者多方了解到，胖东 ...

该员工进一步表示，目前超市正在售卖的车厘子是澳洲的和新西兰的，二者价格相较智利有所提高，比如2斤礼盒装的澳洲车厘子售价380元，合190元每 斤，所以前来购买的消费者也有所减少。 胖东来超市另一名员工向记者透露，后续是否会继续采购暂不清楚，因为车厘子的季节其实也快过去了。 2025年11月，来自南半球的新一季车厘子刚登陆中国市场时，山姆会员店"3J级"智利车厘子售价159.9元/公斤，到了2026年1月，同款产品价格已"腰斩"至 79.9元/公斤。在盒马门店，降价趋势更为显著：今年1月促销期间，"2J级"车厘子礼盒叠加返券后售99元/5斤（约合20元/斤），而前一个月同等规格产品 售价还在180元/5斤左右。 每经编辑｜段炼 临近春节，车厘子异常热销。不过，近期有多名消费者反映，购买到的车厘子出现不同程度坏果。 2月12日下午，极目新闻记者多方了解到，胖东来超市目前已全面下架智利车厘子，替换成了澳洲、新西兰车厘子，价格也有所上涨。 许昌胖东来生活广场超市水果区的一名员工向记者介绍道，此前热销的智利车厘子已经下架了，因为品质不达标，坏果比较多，如果用人工挨个筛选又浪 费人力，所以就暂停采购智利车厘子了。 从每年 ...

Core Insights - JD's Seven Fresh supermarket opened its first store in Shanghai's Pudong Century Link on January 30, 2026, marking a strategic expansion alongside the opening of a store in Beijing, enhancing its presence in key urban markets [1][3] - The store leverages a supply chain model that combines direct sourcing and warehouse-store integration, aiming to transition from regional focus to national competition [1][3] Group 1: Store Operations and Strategy - Seven Fresh has developed a dual business model of "fresh large stores + NB discount stores," integrating operations with JD's grocery delivery service to enhance delivery efficiency [3] - The Pudong store is strategically located near the Lujiazui financial district, targeting high-end consumers and families, and complements existing stores to cover key commercial areas in Shanghai [3][5] - With over 70 stores nationwide, the opening of the Pudong and Beijing locations accelerates Seven Fresh's national expansion [3][5] Group 2: Product Offerings and Innovations - The store features a "24-hour vegetable" shelf, ensuring produce is delivered from farm to shelf within 24 hours, alongside a "7-day fresh egg" quality control system, creating a competitive edge [5] - Seven Fresh's global supply chain capabilities are highlighted by direct sourcing of premium fruits and seafood, ensuring freshness and competitive pricing [5] - The introduction of localized products, such as Shanghai-style dishes and seasonal vegetables from Chongming, caters to local consumer preferences [7][9] Group 3: Consumer Engagement and Market Positioning - The combination of localized demand and proprietary brand innovation enhances consumer loyalty and provides a new approach to differentiate in the fresh retail market [9] - The successful opening of the Pudong store reflects Seven Fresh's understanding of consumer needs and contributes to the recovery of the retail market ahead of the Spring Festival [9] - Seven Fresh's operational model, which includes a central store supported by satellite locations and a focus on both product and experience, is seen as a replicable success in the industry [9]

Group 1 - The first JD Wine Tasting event of 2026 was successfully held at the Shangri-La Hotel in Guangzhou, featuring discussions on JD's fresh supply chain and collaborations with brand partners and consumers [1][4] - JD Fresh showcased various classic products in collaboration with Guizhou Xijiu, achieving an annual sales scale exceeding 1.4 billion yuan since their partnership began in 2013 [4] - The event highlighted the launch of the Zodiac wine, symbolizing good wishes for the new year, and featured premium quality base liquor and aged wines crafted by expert teams [4] Group 2 - JD Fresh demonstrated its supply chain capabilities by presenting popular products such as organic fish, free-range chicken, and imported cherries, emphasizing its "包圆" model for sourcing and direct sales [8] - The supply chain upgrades enabled rapid delivery of products, resulting in a fourfold increase in sales for Guangdong lychees and significant growth for other key products like crabs and shrimp [9] - In 2026, JD Fresh plans to expand its sourcing model to cover over 50 core categories, aiming for a doubling of sourcing scale in Guangdong and collaboration with over 120 cities to enhance supply chain efficiency [9] Group 3 - Since the launch of the JD Wine Tasting event IP in September 2025, the initiative has successfully reached multiple cities, creating new social experiences for consumers and generating additional opportunities for the hotel industry [10]

Core Insights - The first JD Wine Tasting event of 2026 was successfully held in Guangzhou, showcasing JD's innovative retail capabilities and its collaboration with brand partners and consumers [1][3] Group 1: Event Highlights - The event featured a custom dinner at Shangri-La Hotel, where JD Fresh and Guizhou Xijiu presented various classic products for tasting, including premium base liquor and aged wines [3] - Xijiu's sales scale has surpassed 1.4 billion yuan, marking a new cooperation phase with JD since their partnership began in 2013 [3] Group 2: JD Fresh Supply Chain Innovations - JD Fresh has introduced a "包圆" (exclusive sourcing) model, enhancing its supply chain capabilities to provide high-quality and affordable fresh products [5] - The company is currently sourcing 5 million jin of Yaba Gan and nearly 50% of the production of Chagan Lake fish, demonstrating its commitment to direct sourcing and supply chain efficiency [5][7] - JD Fresh aims to expand its exclusive sourcing model to over 50 core categories in 2026, with a projected doubling of sourcing scale in Guangdong [7] Group 3: Consumer Engagement and Market Impact - The supply chain upgrades have led to significant sales growth, with Guangdong lychees reaching Xinjiang within 24 hours and achieving over fourfold sales growth within a month [7] - JD Fresh plans to enhance support for brand partners through various initiatives, including resource investment and operational assistance, to improve business efficiency [7] - Since the launch of the JD Wine Tasting event IP in September 2025, the initiative has successfully expanded to multiple cities, creating new social engagement opportunities for the hotel industry [8]

Core Insights - Douyin E-commerce has launched the sales season for Chilean cherries for 2025-2026, marking the arrival of the first large cargo ship loaded with Chilean cherries in China [1] - The platform has partnered with the Chilean Fruit Exporters Association and local quality brand merchants to enhance consumer access to high-quality products from the origin [1] - The demand for healthy eating among consumers is increasing, with Chilean cherries becoming a popular choice for festive gatherings in China [1] Group 1 - Douyin E-commerce has introduced an official guarantee called "bad return" to ensure quality control of cherries, allowing consumers to request returns within 48 hours if the product does not meet specified size or weight [1] - In 2024, Chilean cherry exports are expected to exceed $3.091 billion, with over 90% of exports directed to China [1] - Last season, Douyin E-commerce's sales of Chilean cherries exceeded 3.7 billion yuan, establishing it as a major online sales channel for these products [1] Group 2 - Starting from October, Douyin E-commerce has initiated direct sourcing from Chilean quality brand merchants to prepare for a new wave of cherry consumption [2] - Various cherry varieties such as Santina, Bing, and Regina will be available from December to February, along with themed gift boxes for the Spring Festival [2] - To address potential frost damage during winter transport, Douyin E-commerce has collaborated with logistics companies to enhance supply chain guarantees, including setting up shared cold storage facilities in Northeast China [2]