红星新闻网8月15日讯为进一步深度链接消费和贸易，助推国际消费中心城市建设，8月15日，"2025成都进口嘉年华"系列活动拉开大幕。在成都环球中心， 以"夏日全球GO"为主题的首场活动将持续至17日，通过搭建进口商品集市，为市民开启一场跨越洲际的消费盛宴。 "2025成都进口嘉年华"系列活动将贯穿8月—11月，横跨成都世运会、中秋—国庆、进博会等重要时间节点，集中开展2场成都进口嘉年华主题活动、2场进 口供需对接会，联动23个区（市）县打造100个以上进口消费特色场景，激发消费新动能，持续做大做强进口市场主体，促进国际国内两个市场加快转化。 100个以上进口消费特色场景席卷全城 "在成都、购全球"品牌效应不断深化 在"夏日全球GO"主题活动现场，市民刘先生选购了一些来自欧洲的酒水饮料，"周末假期家里经常会有朋友来，今天看到这里在搞活动，价格也合适，赶紧 囤一些！"李女士则对东南亚零食更感兴趣，"之前在泰国吃到过这种口味的零食，没想到今天在家门口就买到了。" 市商务局相关负责人表示，还将举办中秋—国庆"金秋全球汇"主题消费活动，同时配套进口三文鱼、进口酒水进社区进楼宇进街区等专题消费活动。此外， 全市23个区（ ...

Core Insights - Hema has rapidly entered the top three of China's retail supermarket sector, achieving over 420 stores by March 31, 2025, and ranking third in the 2024 China Chain Top 100 list with a GMV of 75 billion [1] - The growth of Hema and similar retail enterprises has significantly contributed to domestic demand, which accounted for an average of 86.4% of economic growth over the past four years [1] Group 1 - Hema's opening in Jiangsu Taizhou attracted significant attention, with reports of long queues and high sales, such as over 500 king crabs sold in a single day [2] - The company has established a robust supply chain with eight supply chain centers and over 300 direct procurement bases, enhancing its ability to offer unique products and self-branded goods [2][3] - Hema's focus on differentiated global products, including affordable imported salmon and trendy items like durian layer cake, has driven customer traffic and consumption [2] Group 2 - Hema has refined its business model over ten years, focusing on two core formats: Hema Fresh and Hema NB, while strategically closing underperforming stores [4] - The company achieved its first annual profit in the last fiscal year, indicating a successful strategic focus [5] - Hema has integrated its membership system with Alibaba's 88VIP, resulting in a doubling of membership numbers and demonstrating consumer recognition of the brand [6]

Group 1 - The 2025 China-Eurasia Commodity Trade Expo opened in Urumqi, attracting over 2,800 enterprises from 50 countries and regions [1][2] - The expo features international specialty product pavilions showcasing items such as Brazilian coffee, Mongolian blankets, and African drums, providing a "one-stop" shopping experience [1] - Malaysia's delegation aims to procure high-quality fruits and specialties from Xinjiang, focusing on expanding into Southeast Asia and global markets [1] Group 2 - A special exhibition area was established for breakthroughs in artificial intelligence and low-altitude economy, highlighting advancements in these fields [1] - The Shenzhen delegation, including 28 enterprises from national-level specialized "little giants" and China's top 500 companies, showcased products in cutting-edge technology sectors such as AI, smart manufacturing, and digital agriculture [1] - The expo is themed "Jointly Discussing Eurasian Cooperation and Sharing Silk Road Prosperity," with over 60 trade and investment promotion activities planned [2]

Core Viewpoint - The article discusses the significant price drop of durians in the market, attributing it to supply-demand dynamics and quality issues, highlighting the impact on the high-end fruit retail sector [4][12]. Supply and Demand Dynamics - Durians' wholesale prices have decreased sharply, with the average price falling from 69.26 yuan/kg in April to 51.38 yuan/kg by May 23, a decline of 25.8% [4]. - The expected increase in supply from Thailand and Vietnam, with Thailand's production projected to rise by 30% to 1.5 million tons and Vietnam's at 850,000 tons, is anticipated to exert downward pressure on prices [5]. - The trade facilitation from the China-ASEAN Free Trade Area negotiations has improved the efficiency of durian imports, reducing transportation costs and time [6]. Quality Issues - There is a notable decline in the quality of imported durians, with a high proportion of "raw" durians that are not properly matured, leading to poor consumer experiences [8]. - The overlap of the harvest season with the rainy season in Thailand has adversely affected the sugar accumulation and maturity of the fruit [8]. - The influx of low-quality durians has led to a price drop as sellers attempt to offload unsold stock, creating a "domino effect" on prices [9]. Market Segmentation - The market is experiencing a bifurcation where low-quality durians are sold at significantly reduced prices, while high-quality durians remain scarce and maintain higher prices [10]. - The average purchase price for AB-grade durians in Thailand has dropped to approximately 10.5 yuan/斤, yet the domestic market struggles to sell even at 300 yuan per box [9]. Retail Sector Impact - Retailers are facing reduced profit margins due to the price drop, with some reporting profits being halved [12]. - The decline in durian prices has prompted retailers to rethink their business strategies, focusing more on quality control and diversifying their product offerings to mitigate risks [13][14]. - The overall demand for high-end fruits is becoming more uncertain, as consumers prioritize essential goods during economic instability [12]. Future Trends - The article suggests that the high-profit era for premium fruits may be coming to an end, with quality and service becoming the core competitive advantages in the retail sector [14]. - Retailers are adjusting their strategies to include a wider variety of fruits, aiming to enhance resilience against market fluctuations [14][15].

Group 1 - The core issue behind the sharp decline in durian prices is related to supply and quality problems, with wholesale prices dropping from 69.26 yuan/kg in April to 51.38 yuan/kg by May 23, a decrease of 25.8% [2][3] - The increase in supply is significant, with Thailand's eastern region expected to see a 30% increase in production, reaching a total of 1.5 million tons, while Vietnam's production is projected at 850,000 tons, far exceeding China's expected import volume of 1.56 million tons in 2024 [2][3][4] - Trade facilitation improvements have also contributed to the price drop, as the efficiency of cross-border supply chains has increased, reducing transportation time by approximately 30% and lowering costs [4][5] Group 2 - There is a notable decline in the quality of imported durians, with a high proportion of "raw packages" that appear ripe but have poor taste, leading to consumer dissatisfaction [8][10] - The quality issues are exacerbated by adverse weather conditions affecting the sugar accumulation and ripening of durians, resulting in a significant number of low-quality fruits entering the market [8][12] - The market is experiencing a severe polarization in quality, with low-quality durians flooding the market at low prices, while high-quality durians remain scarce and maintain stable prices [9][11] Group 3 - The volatility in durian prices reflects deeper changes in the high-end fruit market, prompting retailers to rethink their business models and strategies [14][15] - Retailers are facing reduced profit margins, with some reporting that profits have been nearly halved due to the price drop, leading to increased competition and pressure on profitability [15][16] - Consumer demand for high-end fruits is uncertain, as economic instability leads to reduced spending on non-essential items, further complicated by quality issues that have resulted in negative consumer experiences [17][18] Group 4 - Retailers are now focusing on quality control and are establishing direct relationships with quality suppliers to ensure better product offerings [18][19] - There is a shift towards diversifying product offerings to mitigate risks, with retailers introducing new fruit varieties to attract customers and enhance resilience against market fluctuations [19][20] - The future of high-end fruit retailing will likely emphasize quality and service as core competitive advantages, with a need for retailers to balance quality, service, and cost to meet diverse consumer demands [19][20]

Core Insights - Durian, known as the "king of tropical fruits," has gained immense popularity in China, with 95% of global durian exports directed towards the Chinese market [1][3] - The import volume of fresh durian in China reached 1.56 million tons last year, a sevenfold increase since 2017, indicating a significant rise in consumer demand [1][3] - The high price of durian in China is driven not only by consumer preference but also by the challenges in cultivation, transportation, and the lack of domestic production until recently [3][5] Market Dynamics - Historically, China has relied heavily on imported durians due to unsuitable local growing conditions, with attempts to cultivate durian domestically failing for over 60 years [5][7] - Recent advancements in agricultural research have led to successful domestic cultivation in Hainan, with the planting area expanding to 42,000 acres and expected production surpassing 6,000 tons [11][12] - The introduction of domestically grown durians is anticipated to significantly reduce prices, with reports of price drops for various durian varieties already observed [11][12] Supply Chain and Pricing - The average price of Thai durians exported to China has increased nearly sevenfold from 2013 to 2021, highlighting the impact of supply chain dynamics and import dependency [8][11] - The transition to domestic production is expected to disrupt the existing profit model, as increased supply may lead to lower prices and reduced margins for retailers [13][16] - The unique cultural attributes of durian, including its strong flavor and social appeal, have led to a rise in secondary products, enhancing its market value beyond just fresh fruit [16][17] Future Outlook - The successful cultivation of durian in China marks a significant shift in the high-end fruit market, which has traditionally depended on imports [17][18] - As domestic production scales up, the long-term profitability of durian-related businesses may face challenges, but opportunities for value-added products are likely to emerge [16][17]

Core Viewpoint - The significant drop in durian prices this summer is primarily driven by supply-demand dynamics and quality issues in the market [1][10][14]. Supply and Demand - The wholesale average price of durian in China fell to 51.38 yuan per kilogram by May 23, down 25.8% from April's average of 69.26 yuan [1]. - An increase in supply from major producing regions is expected, with Thailand's eastern durian production projected to rise by 30% to 1.5 million tons in 2024, and Vietnam's output at 850,000 tons [3][14]. - The influx of Vietnamese durians is anticipated to continue the downward price trend into June [1][3]. Trade Facilitation - The ongoing negotiations for the upgraded China-ASEAN Free Trade Area are reducing barriers for Southeast Asian fruits entering China, improving logistics efficiency [4][5]. - The time taken for durians to reach the Chinese market has decreased by approximately 30%, lowering overall distribution costs [5]. Domestic Production - Domestic durian cultivation is emerging, with over 4,000 acres yielding results in Hainan, expected to produce around 600 tons of "tree-ripened" durians by mid-June [7]. Quality Issues - There is a notable decline in the quality of imported durians, with a high proportion of "raw packages" that appear ripe but have poor taste and texture [8][10]. - The rainy season in Thailand has adversely affected the sugar accumulation and ripeness of durians, leading to a higher incidence of subpar quality [10][18]. Price Dynamics - The price of low-quality durians has significantly dropped, creating a misleading perception of overall price decline in the market [11][14]. - High-quality durians remain scarce and are still commanding stable prices, with some premium varieties selling for as much as 78 yuan per pound [13][14]. Market Impact - The price volatility is putting immense pressure on the entire durian supply chain, with Thai farmers experiencing a drop in purchase prices to around 10 yuan per pound, half of last year's prices [14]. - Retailers are facing reduced profit margins due to the price drop, leading to a reevaluation of their business strategies [15][18]. Consumer Behavior - The fluctuations in durian prices reflect broader changes in the high-end fruit market, with consumers becoming more cautious in their spending on non-essential items [18][21]. - Retailers are now focusing on quality control and diversifying their product offerings to mitigate risks and meet evolving consumer demands [19][21].

Core Insights - The durian market is experiencing a surge in sales as the season for fresh durians begins, with both online and offline sales showing significant growth [1][4] - The price of Thai durians has decreased by 20% to 30% compared to last year, attributed to increased production in Thailand's eastern regions and concentrated port arrivals [4][5] - The sales of durian-related products have also seen remarkable growth, with a 30% increase in sales revenue since mid-April, and a 90% increase in durian-based baked goods [1] Sales Trends - The most popular durian variety is the XXL Thai imported "Golden Pillow," weighing approximately 3 to 3.5 kg, priced at 169 yuan, which is about 24 to 28 yuan per pound [1] - Online platforms like Dingdong Maicai report a 52% increase in sales of Thai "Golden Pillow" durians [4] - The price of fresh durians in live-streaming sales has also decreased significantly compared to the previous year, with prices for pure fruit meat ranging from 128 yuan for 1 kg to 225 yuan for 1.8 kg [5] Market Dynamics - The market is expected to see a "short-term price drop and long-term differentiation" around the Dragon Boat Festival, with an increase in port arrivals leading to potential price declines [4] - The procurement volume of Thai durians at Hema is projected to increase by 30% year-on-year due to an improved supply chain [5] - The entry of Malaysian durians into the Chinese market is anticipated to boost sales, with expected increases in procurement volume by 3 to 5 times this year [5]

Group 1 - Cambodia has recently entered the Chinese durian market, following Thailand, Vietnam, the Philippines, and Malaysia [1] - A broader agreement was signed between Chinese officials and Cambodia, allowing fresh Cambodian durians that meet food safety standards to enter China [1] - Cambodian durian growers are believed to produce varieties comparable to Malaysia's durians, particularly the "Aka" durian [1] Group 2 - Cambodia's durian industry benefits from Chinese investment and technical assistance, aiding its development [1] - The market value of Cambodian durians is high due to the labor-intensive nature of cultivation and limited suitable land [1] - Currently, Cambodia has over 5,000 hectares of durian cultivation, with an annual production of approximately 37,000 tons [1] Group 3 - China is the world's largest durian market, with imports exceeding 50.6 billion yuan last year [2] - Thailand dominates the Chinese durian market, accounting for 57% of total imports, while Vietnam is the second-largest supplier at 38% [2] - Other countries, including Indonesia and Laos, are also exploring opportunities to enter the Chinese durian market [2]

Group 1 - The Southeast Asian fruit import season is currently underway, with a significant increase in the sales of durians, mangosteens, and coconuts in Nanning, Guangxi [1] - The wholesale price of durians has dropped to around 25 RMB per pound, nearly 50% cheaper than the same period last year, with daily sales reaching 2 to 3 standard containers [1] - Guangxi's proximity to ASEAN countries and its status as China's largest land fruit import and export port facilitate efficient cross-border trade, with a steady flow of vehicles transporting fruits like durians and jackfruits [1] Group 2 - A Malaysian company has established a restaurant in Nanning specializing in Malaysian durians and related food products, gaining popularity among durian enthusiasts [2] - The company has successfully launched various durian-themed products and experiences, including a "durian cultural tour" inviting Chinese consumers to Malaysia [2] - The stable bilateral relations between Malaysia and China are encouraging Malaysian investors to open durian stores in China, with plans to expand to cities like Foshan, Shenzhen, and Harbin [2][3]