以下文章来源于镜相工作室 ，作者镜相作者 镜相工作室 . 商业世界的风向与人 来源丨 镜相工作室 （ shangyejingxiang） 图源丨 midjourney 今年中秋国庆假期，许多人家中都有一套五彩斑斓的水果礼盒。有的是买来送亲戚朋友的，有的是别 人送来的，有的是趁着假期自己买来"奢侈"一把的，还有自己DIY制作的…… 上门送水果，是中国人习以为常的社交礼仪；吃水果"养生""减脂"、用水果"犒劳"自己，也慢慢成了 年轻人照顾好自己、打造生活情调的一部分。 与从前的匮乏不同，水果早已走进寻常百姓家。央视财经日前报道，有数据显示，我国已经成为全球 最大的水果生产国和消费国，水果产量占到了全球的约三分之一。 总量上来了，中国人吃水果也有了更多有趣的新趋势，比如我们更喜欢吃进口水果，我们吃的水果越 来越甜，更多"超级水果"由于人们的追捧被"制造"出来……最大消费国和生产国的背后，还藏着哪些 关于水果的秘密呢？ 2022年，我国水果零售市场规模已达13814.57亿元，相当于平均每人每个月花82元在水果消费上， 吃平均4.38元一斤的水果。 中国人每年能吃多少水果？ 在中国的健康饮食观念里，吃水果必然排得上号 ...

以下文章来源于镜相工作室 ，作者镜相作者 镜相工作室 . 商业世界的风向与人 本文来自微信公众号： 镜相工作室 ，作者：阮怡玲，编辑：卢枕，题图来自：AI生成 今年中秋国庆假期，许多人家中都有一套五彩斑斓的水果礼盒。有的是买来送亲戚朋友的，有的是别 人送来的，有的是趁着假期自己买来"奢侈"一把的，还有自己DIY制作的…… 上门送水果，是中国人习以为常的社交礼仪；吃水果"养生""减脂"、用水果"犒劳"自己，也慢慢成了 年轻人照顾好自己、打造生活情调的一部分。 与从前的匮乏不同，水果早已走进寻常百姓家。央视财经日前报道，有数据显示，我国已经成为全球 最大的水果生产国和消费国，水果产量占到了全球的约三分之一。 总量上来了，中国人吃水果也有了更多有趣的新趋势，比如我们更喜欢吃进口水果，我们吃的水果越 来越甜，更多"超级水果"由于人们的追捧被"制造"出来……最大消费国和生产国的背后，还藏着哪些 关于水果的秘密呢？ 中国人每年能吃多少水果？ 在中国的健康饮食观念里，吃水果必然排得上号。《中国居民膳食指南》建议，每人每日至少需要吃 水果220克~350克。 但由于过去贫瘠的物质条件，对很多人而言，吃水果是一种轻奢消费。在1 ...

今年中秋国庆假期，许多人家中都有一套五彩斑斓的水果礼盒。有的是买来送亲戚朋友的，有的是别人送来的，有的是趁着假期自己买来"奢侈"一把的， 还有自己DIY制作的…… 上门送水果，是中国人习以为常的社交礼仪；吃水果"养生""减脂"、用水果"犒劳"自己，也慢慢成了年轻人照顾好自己、打造生活情调的一部分。 与从前的匮乏不同，水果早已走进寻常百姓家。央视财经日前报道，有数据显示，我国已经成为全球最大的水果生产国和消费国，水果产量占到了全球的 约三分之一。 总量上来了，中国人吃水果也有了更多有趣的新趋势，比如我们更喜欢吃进口水果，我们吃的水果越来越甜，更多"超级水果"由于人们的追捧被"制造"出 来……最大消费国和生产国的背后，还藏着哪些关于水果的秘密呢？ 中国人每年能吃多少水果？ 在中国的健康饮食观念里，吃水果必然排得上号。《中国居民膳食指南》建议，每人每日至少需要吃水果220克~350克。 但由于过去贫瘠的物质条件，对很多人而言，吃水果是一种轻奢消费。在1961年，世界上每年人均水果消费量为37.5千克的时候，中国只有3.9千克，按每 日建议量吃，仅仅够吃13天。 但现在不同了，如今中国人平均每天能消费300克左右的水 ...

生活中不少消费者发现，蓝莓、阳光玫瑰葡萄等水果的价格越来越便宜了。这一现象背后的原因是什 么？未来的水果价格走势又将如何？带着这些问题，记者采访了中国农业科学院果树研究所果品贮藏加 工研究中心主任王文辉，深入解读水果市场的新变化。 以蓝莓为例，2020年，我国蓝莓的种植面积和总产量跃居全球第一。2024年全国蓝莓栽培面积达到9.59 万公顷，总产量78万吨，相比2020年的6.64万公顷和34.72万吨，分别增长了44.4%和124.7%。过去5年 间，我国蓝莓产业不仅规模持续扩大，品种也更加丰富，熟期大幅提早，品质不断提升，有力地参与到 市场竞争中。 除了供给端的显著变化，需求端的调整也对高端水果价格产生影响。王文辉表示，进口水果市场开始出 现细分化趋势，针对不同消费群体推出不同品级的产品，为消费者提供了更多元、更具性价比的选择。 从中长期来看，随着全球水果产量的持续增长和贸易的便利化，以及国内水果产业的不断升级，消费者 享受到品类更丰富、价格更合理的水果是大势所趋。短期内，受天气、产区供需变化、政策调整等因素 影响，个别水果品类的价格可能会出现阶段性波动。"目前我国市场整体供应的充裕和流通渠道的畅 通，将 ...

Core Viewpoint - Southern Airlines Logistics has signed a memorandum of cooperation with Victoria Seafood Pty Ltd to expand fresh seafood air trade between China and Australia, starting with the import of Australian lobsters [1][2]. Group 1: Partnership and Cooperation - The partnership aims to enhance the export of Australian specialties, particularly lobsters, to China, with plans to increase the scale of imports [2]. - Southern Airlines Logistics will also seek to collaborate with other high-quality Australian suppliers to promote a wider range of fresh products, including salmon, cherries, wine, beef, and dairy products in the Chinese market [2][3]. Group 2: Market Demand and Growth - The demand for imported lobsters in China is increasing, especially after Australia lifted its lobster export restrictions in December 2024, with Southern Airlines Logistics reporting a year-on-year increase of over 280% in lobster imports [2]. - In 2024, Southern Airlines Logistics transported over 30,000 tons of goods on the China-Australia route, supporting multi-sector cooperation between the two countries [3]. Group 3: Logistics and Infrastructure - Southern Airlines Logistics is enhancing its air route network to facilitate the efficient transport of Australian fresh products to China, addressing the challenges of cross-border fresh transportation [3][4]. - The company aims to leverage Guangzhou as a primary entry point and utilize Shanghai's international hub capabilities to provide flexible flight arrangements for transporting Australian seafood and agricultural products [3].

Core Insights - The export value of agricultural products through the Vietnam-China border at the Hekou port reached 5.57 billion yuan in the first eight months of 2025, marking a year-on-year increase of 10.7% [1] - The Hekou port is the largest land port in the Yunnan section of the China-Vietnam border, facilitating significant trade in fresh fruits and vegetables [1] - The establishment of a "green channel" for rapid customs clearance of agricultural products in 2019 has enhanced the efficiency of cross-border logistics [1] Export Performance - In the first eight months of 2025, the total import and export value at Hekou port was 12.63 billion yuan, with exports valued at 8.85 billion yuan, reflecting a year-on-year growth of 24.5% [1] - The peak season for agricultural product exports occurs from June to October, with over 70 trucks of fresh fruits and vegetables exported to Vietnam daily [1] Logistics and Efficiency - The cross-border logistics model has been upgraded, with the GMS (Greater Mekong Subregion) direct transport mode operating regularly at Hekou port [1] - The rapid customs clearance process allows for fresh pomegranates to be picked and packaged in the morning and delivered to Vietnamese customers by the afternoon, emphasizing the importance of freshness in competition [1]

Group 1: Economic Overview - Chile is referred to as the "long sock of South America" due to its elongated geography, stretching 4,352 kilometers north to south but only 97 kilometers at its narrowest point [1] - Chile's GDP per capita is projected to be approximately $17,000 in 2024, making it the highest in Latin America and a high-income country [1] - The country's economy is primarily supported by four key industries: copper mining, fruit exports, wine production, and fishing [1] Group 2: Copper Industry - Chile holds the world's largest proven copper reserves, accounting for over 30% of the global total, with reserves exceeding 200 million tons [1][2] - The Chilean Copper Commission (Cochilco) forecasts that copper prices will adjust to a range of $3.90 to $4.00 per pound in 2025, but will stabilize above $4.00 per pound in the long term [3] - The short-term price decline is attributed to supply-side challenges, including aging mines and water resource shortages, which affect copper production capacity [4] Group 3: Fruit Exports - Chile is the world's largest exporter of cherries, with an expected export volume of 60,000 tons in the 2024/2025 season, representing 55% of global cherry exports [5] - The country produces approximately 50,200 tons of cherries in the 2023/2024 season, ranking fourth globally [5] Group 4: Wine Production - Chile ranks second in South America and seventh globally in wine production, with an annual output of 1.1 to 1.2 billion liters [6] - Approximately 75% of Chile's wine production is exported, with over 800 million liters expected to be shipped globally in 2023 and 2024 [6] Group 5: Fishing Industry - Chile has a coastline exceeding 10,000 kilometers, providing rich fishing resources [8] - The export of Chilean salmon to China has surged, with total export value surpassing that of lithium, making it the second-largest export product after copper [8] Group 6: Industry Development - Chile has focused on extending its industrial chain and promoting green transformation in traditional industries [8] - The country is optimizing its export policies and expanding into emerging markets, particularly in China [8]

Core Viewpoint - The article highlights the transformation of Xi'an's ancient city of Xianyang through ecological governance, cultural tourism integration, technological innovation, and rural revitalization, showcasing a harmonious blend of tradition and modernity. Group 1: Ecological Governance - The transformation of Xianyang Lake reflects the governance of the Weihe River, achieving ecological goals such as "smooth floods, solid embankments, clear water, green banks, and beautiful scenery" [3][5] - The construction of an ecological system with "10,000 acres of water surface, 10,000 acres of green land, and 10,000 acres of flower sea" has turned the Weihe River into a "happy river" for citizens [3] Group 2: Cultural Tourism - The lively atmosphere in Weibi Park, which integrates culture, recreation, and entertainment, reflects the happiness of local life [5][7] - The old street of Xianyang retains the architectural style of the Ming and Qing dynasties, with local delicacies and historical artifacts enriching the cultural experience for visitors [8][10] Group 3: Technological Innovation - The China Western AI Innovation Port in the high-tech zone symbolizes the integration of traditional and modern elements, attracting young people with immersive experiences [13][15] - The high-tech zone is home to the 8.6-generation LCD panel production line, known as the "Silk Road's first panel," showcasing the region's industrial development [17] Group 4: Rural Revitalization - The Egg Product Technology Industrial Park in Yongshou County has achieved a stock of 1.6 million laying hens, producing 1.52 million eggs daily, significantly enhancing farming efficiency [19] - The integration of traditional agriculture with modern technology in rural areas has led to increased production and income, exemplified by the success of buckwheat farming in Chunhua County [19][21] - The model of "government + enterprise + base (cooperative) + farmers" in Xunyi County promotes the cultivation of medicinal herbs, contributing to local economic development [22] Group 5: Overall Development - The article emphasizes the synergy between ecology, culture, and technology in Xianyang's development, supported by collaborative efforts from financial institutions and local governments [24]

Core Insights - The article discusses the significant decline in the prices of imported fruits in China, which were once considered luxury items, due to advancements in domestic fruit cultivation, improved supply chain efficiency, and a more rational consumer mindset [1] Supply Side - The primary reason for the decline in imported fruit prices is the dramatic changes on the supply side, with countries like Chile and the USA expanding cherry cultivation, leading to a projected 30% increase in cherry exports to China by 2025 [3] - The transportation time for cherries has been reduced to 26 hours, resulting in a surge in market supply, where distributors now need to actively promote sales [3] - In the blueberry sector, countries like Peru and Chile have utilized frozen fruit technology to provide year-round supply, while China's Yunnan province has increased its blueberry planting area to 249,000 acres, accounting for one-third of the national output, with a projected 30% increase in total production by 2024 [3] Demand Side - Consumer preferences for imported fruits are becoming more rational, with a rise in low-sugar health demands, as evidenced by a 23% increase in online blueberry sales in 2024, while high-sugar fruits like lychee and mango see slowed growth [3] - Over-packaging has faced backlash, with a specific brand's grapes criticized for high packaging costs, leading to a 50% price drop due to poor sales [3] Technological Empowerment - The quality improvement of domestic fruits is attributed to technological innovations, such as precision cultivation techniques in Yunnan's blueberry industry, which enhance fruit size and sweetness [4] - An agricultural company in Shandong has utilized AI technology for strawberry cultivation, increasing prices by 50% and achieving annual sales exceeding 30 million yuan [4] - A modern industrial park in Xinjiang has established a standardized supply chain, allowing domestic plums to reach retail outlets within 48 hours at half the price of imported plums [4] Scale of Cultivation - The shift from smallholder farming to large-scale cultivation has significantly reduced costs, exemplified by the expansion of sunshine rose grape cultivation from 100,000 acres in 2016 to 1.2 million acres in 2023, resulting in a price drop from the "hundred yuan range" to the "ten yuan range" [5] - The Yunnan blueberry industry has also seen a clustering effect, with foreign and domestic companies collaborating on standardized cultivation, leading to a return on investment period of just 8 months [5] Channel Innovation - The rise of fresh e-commerce and community group buying has compressed the premium space for imported fruits, with platforms like Pinduoduo and Hema attracting middle-class consumers through competitive pricing and fresh offerings [6] - A company is set to launch bulk shipments of Hainan durians in 2025, leveraging direct supply from Malaysian plantations to reduce intermediary costs [6] High-End Market Shift - In response to competition from domestic alternatives, imported fruits are pivoting towards high-end niche markets, with products like Thai durians and Japanese grapes targeting premium consumers [7] - Imported fruits are also innovating with new products, such as frozen avocado pulp from Peru and off-season stone fruits from South Africa, to fill market gaps [7] Brand Development Challenges - Despite the advantages in production and pricing, domestic fruits face challenges in brand development, with inconsistent quality leading to price drops for certain products [8] - Brands like "Jiawo Blueberry" and "Yantai Apple" have successfully established premium images through geographic certification and quality control [8] Supply Chain Integration - The competition between imported and domestic fruits has evolved into a contest of supply chain efficiency, with Cambodian durians achieving 48-hour delivery and Yunnan blueberries utilizing logistics to cover the entire country [9] - Future competition in the fruit industry will focus on cost reduction through technology, channel efficiency, and quality enhancement, with successful companies needing to build strong brand identities [9] Overcapacity and Quality Risks - The expansion of domestic fruit production carries risks of overcapacity, with growers expressing concerns about potential price drops below cost due to oversupply [10] - The 30% production drop of Guangdong lychees in 2024 due to cold weather highlights the vulnerabilities of single production areas [10] Deep Processing Opportunities - In a highly competitive fresh fruit market, deep processing is emerging as a new growth area, with increasing demand for products like dried fruits and fruit wines [11] - An enterprise focusing on durian deep processing has reported a 40% increase in annual profits [11] Global and Local Balance - The Chinese fruit market is increasingly integrated into the global trade system, with new varieties from South Africa and Colombia entering the market, while domestic fruits are also being exported to Southeast Asia [12] - Companies need to balance local demands with global resource integration, such as adapting blueberry varieties to Chinese tastes while promoting Hainan durians internationally [12]

Core Insights - The price of imported fruits, particularly cherries, has significantly decreased, transforming from a luxury item to an everyday commodity, with wholesale prices dropping by 70% in some cases [2][3] - The increase in imported fruit volume, projected to exceed $17.7 billion in 2024, contradicts the price drop, indicating a complex supply-demand dynamic [3][7] Group 1: Price Changes - The wholesale price of cherries has fallen from over 1,000 yuan for 5 kg to below 25 yuan per kg [2] - Other fruits have also seen price reductions, such as blueberries dropping from 170 yuan per box to around 70 yuan, and Thai durians from 50 yuan per pound to 18 yuan [2] Group 2: Supply Dynamics - The increase in supply is driven by overseas producers focusing on the Chinese market, with Chilean cherry planting areas expanding by 47% [3] - Thai durian production is also tailored for the Chinese market, with 90% of output aimed at this demand, leading to price reductions due to oversupply [3][4] Group 3: Trade Agreements and Logistics - The China-Chile free trade agreement has eliminated tariffs on cherries, and improved logistics have reduced transportation time and costs, enhancing price competitiveness [3][4] - Innovations in logistics, such as rapid air transport for Cambodian durians, have further contributed to lower prices [4] Group 4: Domestic Competition - Domestic fruit production, particularly blueberries from Yunnan, is expected to meet local demand and even begin exporting by 2025, increasing competition for imported fruits [4][7] - The rise of local alternatives is driven by market responsiveness, with domestic producers quickly adapting to consumer preferences [4][7] Group 5: Consumer Behavior Changes - Shifts in consumer attitudes have led to a focus on cost-effective purchasing strategies, with trends like "balcony economy" and "peak purchasing" emerging [5] - The penetration of e-commerce for imported fruits has increased significantly, allowing consumers to compare prices and trace product origins, diminishing the allure of imported goods [5] Group 6: Future Price Trends - Seasonal price fluctuations are expected to continue but with reduced volatility, and quality will increasingly dictate pricing rather than origin [6][7] - The rise of domestic fruit production is projected to redefine the pricing logic of imported fruits, potentially ending the era of exorbitant prices [7]