与董宇辉分手的东方甄选，仍未从阵痛中走出。东方甄选近日发布2025财年（2024年6月1日—2025年5 月31日）财报，这份董宇辉出走后的首份年报显示，东方甄选GMV（商品成交总额）和抖音渠道的表 现上受到一定冲击，同时其在App、微信小程序等渠道加大会员运作和新客开发，自营品规模超过700 款。 三年来，依靠"主播驱动"与"产品驱动"，东方甄选曾因巨大的流量感到眩晕而彷徨，也因坚定选择"去 头部主播化"而深陷舆论旋涡。相比单纯依赖头部主播，深耕产品带来更多确定性，但也对企业的供应 链能力提出更高要求。 业绩遭受冲击 董宇辉离职带来的长期影响，显现在东方甄选的财报上。数据显示，2025财年，东方甄选持续经营业务 净营收43.92亿元，同比下降32.7%；年内溢利为619万元，去年同期为2.49亿元。东方甄选方面表示， 若剔除出售与辉同行的财务影响，2025财年持续经营业务净溢利为1.354亿元，同比增长30%；毛利方 面，公司持续经营业务的综合毛利率由2024财年的25.9%提升至2025财年的32%。 财报期内，在具体业务层面，东方甄选来自抖音、淘宝及自有应用程序等所有销售渠道的已付GMV表 现有所下滑， ...

三年来，在靠"主播驱动"和"产品驱动"两条路上，东方甄选曾因巨大流量感到眩晕而彷徨，也因坚定选择"去头部主播化"深陷舆论旋涡。深耕产品比单一依 赖头部主播有着更多确定性，但也对企业供应链能力提出更高要求。 业绩遭受冲击 东方甄选依然在承受与董宇辉分手后的阵痛。近日，东方甄选公布2025财年（2024年6月1日—2025年5月31日）业绩，这也是董宇辉离开东方甄选后的首份 年报。从数据来看，东方甄选GMV和抖音渠道表现上受到一定冲击，同时，公司在App、微信小程序等渠道加大会员运作和新客开发，自营品规模超过700 款。 | | 2025 財年 | | | | 2024財年 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 日 持續經營 | | | | 持續經營 已終止(0 | | | | | | | 業務 | | | | | | 總營收 | 4.392.071 | | 4.392.071 | 6.525.551 | 547.013 | 7.072.564 | | | 除税前利潤 | 60.745 | l | 60,745 | 433.725 ...

Core Insights - Durian prices have significantly dropped recently, with some supermarkets offering prices as low as 19.9 yuan per kilogram, marking a nearly 20% decrease compared to the same period last year [1][4]. Price Trends - The wholesale price of durians has been declining, with the main variety, Thai "Golden Pillow" durian, reaching a peak price of 56.5 yuan per kilogram in February, dropping to 26.5 yuan by May 10, and further decreasing to 18.15 yuan by August 10, which is an 18% decrease from last year's price of 22.25 yuan [4]. - The current market price for mainstream "Golden Pillow" durians is stabilizing around 20 yuan per kilogram, with online fresh food platforms reflecting similar pricing [4]. Market Dynamics - The sales volume of durians at the Xinfadi International Durian Pavilion has increased significantly compared to last year, with daily sales reaching at least five to six cabinets [4]. - The pavilion has introduced retail sales and live-streaming delivery services, contributing to more transparent pricing from wholesale to consumer levels [4]. Supply Expansion - Cambodia has recently been approved to export fresh durians to China, with over 11,000 hectares of durian cultivation and an annual production exceeding 120,000 tons, indicating stable supply capabilities and export potential [5]. - The Xinfadi International Durian Pavilion is expected to complete its upgrade by mid-September, which will facilitate the entry of Cambodian durians into the market, providing consumers with more options and potentially lower prices [5].

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Core Insights - The rise of "internet celebrity fruits" like lychee is reshaping the fruit market dynamics, driven by innovative marketing strategies and cultural influences from media [1][2][6] Group 1: Lychee Market Trends - Lychee sales have increased by over 15% year-on-year, attributed to lower prices and the influence of the TV series "The Lychee of Chang'an" [1] - The price of seedless lychee has decreased by approximately 30%, with a box (over 2 kg) priced at 108 yuan [1] - Predictions indicate that the national lychee production will reach approximately 3.65 million tons by 2025, a year-on-year increase of 111.26% [1] Group 2: Characteristics of Internet Celebrity Fruits - Internet celebrity fruits are gaining popularity due to unique flavors, health attributes, and effective social media marketing [2] - The sales of "Sunshine Rose" grapes and lychee together account for about 40% of a local fruit store's revenue [2] Group 3: Cultural Integration in Sales - The sales of dried apricots have increased by around 18% in Jiangsu, with a focus on integrating local cultural elements into packaging [3] - The packaging of dried apricots features designs inspired by local cultural heritage, enhancing consumer experience [3] Group 4: Quality Control and Branding - A company specializing in boxed fruits emphasizes quality control by selecting only A-grade fruits, ensuring consistent quality for customers [4] - The company uses direct delivery methods to minimize product loss during transportation, maintaining fruit freshness [4] Group 5: Market Competition and Customer Retention - A family farm focuses on quality and word-of-mouth marketing, achieving an 80% repurchase rate among private customers [5] - The farm has reduced its yield per acre to ensure better fruit quality, contrasting with competitors who have increased production [5] Group 6: Future of Internet Celebrity Fruits - The success of internet celebrity fruits is a result of multiple factors, including product advantages, supply chain responsiveness, and consumer demand [6] - To maintain long-term success, industry players need to focus on standardizing quality, differentiating culture, and creating engaging consumer experiences [6]

Group 1 - The core viewpoint of the articles highlights the advancements in supply chain efficiency and technology, particularly in the context of the fresh durian market from Thailand to China [1][2][3] - Charoen Pokphand Group (CP Group) showcases its innovative supply chain solutions at the China International Supply Chain Promotion Expo, emphasizing the importance of technology in monitoring durian ripeness and ensuring optimal transport conditions [1] - The collaboration between CP Group and various retail networks, including Hema and Lianhua, enables Thai durians to reach Chinese consumers quickly, reducing transportation time from 5-6 days to 3 days [2] Group 2 - The rapid response capability of the supply chain allows companies like Tsingtao Group to launch new products effectively, such as the upgraded bottled Red Bull energy drink in China [2][3] - Tsingtao Group's Chief Supply Chain Officer emphasizes the competitiveness of China's supply chain, which facilitates quick adjustments to production plans and strategies to meet diverse market demands [3] - Tsingtao Group has invested over 4.3 billion RMB in China over the past five years, establishing production bases in Hainan, Sichuan, and Guangxi to deepen its business presence [3]

Group 1 - In July, Guangxi launched a summer consumption season, leading to a surge in demand for ASEAN fruits like durian and mangosteen, enhancing consumer experience in Nanning [1] - The price of durian at Walmart is appealing, with "Golden Pillow Durian" priced at 19.99 yuan per 500g, attracting many customers and resulting in sales exceeding 1,000 kg per day during peak times [3][5] - Nanning's ability to achieve "ASEAN fruit freedom" is attributed to its advantageous transportation network and logistics infrastructure, including a major fruit trading center with an annual trading volume exceeding 1.5 million tons, of which over 300,000 tons are imported fruits [6] Group 2 - The popularity of ASEAN fruits has transformed them from luxury items to everyday purchases for consumers, with products like Philippine bananas and Thai coconuts also seeing significant sales [5] - The continuous demand for ASEAN fruits is revitalizing the local consumption market, with plans for Nanning to deepen trade cooperation with ASEAN to further enhance the availability of quality fruits [10]

Core Insights - The price of imported fruits has significantly decreased, making them more accessible to consumers, with prices for Thai durians dropping to around 20 yuan per pound, more than halving from previous years [1][2] - The increase in availability and convenience of purchasing imported fruits is attributed to improved logistics and multiple sales channels, including e-commerce and community markets [2][4] - Factors contributing to the affordability of imported fruits include abundant harvests in Southeast Asia, enhanced customs efficiency, and a positive supply-demand cycle [2][4][5] Price Reduction - Imported fruits like durians, mangosteens, and cherries have become more affordable, transitioning from luxury items to regular purchases for many families [1][2] - The average wholesale price of "Feizixiao" lychees has dropped to approximately 16 yuan per kilogram, a nearly 20% decrease compared to the same period last year [6] Improved Purchasing Convenience - Consumers now have easier access to imported tropical fruits through various channels, including e-commerce platforms and local fresh markets, enhancing the shopping experience [2][4] - The logistics mechanisms have matured, allowing for quicker delivery and better supply management, which has increased the volume of imported fruits available in the market [5][6] Logistics and Customs Efficiency - Enhanced customs processes, such as the "green channel" and "intelligent review," have expedited the importation of fruits, ensuring timely delivery to consumers [4][6] - The establishment of a rapid response mechanism for customs has significantly reduced the time required for fruit imports, as demonstrated by the swift processing of cherries and coconuts from Central Asia and Thailand [4][5]

Core Viewpoint - The price of durian, often referred to as the "Hermès of fruits," has significantly dropped this summer, allowing consumers to enjoy durian more freely than before [3][5][9]. Price Drop - Durian prices have halved in many regions across China, with wholesale prices for Thai golden pillow durians dropping by 40% to 50% in June [9][10]. - Retail prices in cities like Beijing and Guangzhou have decreased from around 60 yuan per pound to approximately 27 yuan [9][10]. - A consumer noted that the price of a 4.2-pound golden pillow durian fell from 35 yuan per pound to 28 yuan within a month [6][9]. Factors Behind Price Changes - Multiple factors, including climate changes and increased supply, have contributed to the current price drop of durians [12][13]. - The rainy season in Thailand has delayed the harvest, affecting the quality and growth of durians [13]. - This year is considered a bumper harvest year for Southeast Asian durians, leading to an overall increase in supply and subsequent price decline [12][13]. Market Dynamics - The durian market in China has seen a shift with the entry of new suppliers from Vietnam, the Philippines, and Malaysia, which has led to increased competition and price stabilization [17][18]. - The import volume of durians in China reached 1.56 million tons in 2024, with a year-on-year growth of 9.4% [17]. - The market is experiencing a "polarization," with some growers focusing on high-end varieties while others are still improving the quality of lower-priced durians [18]. Industry Challenges - The durian industry faces significant uncertainties, including high initial investment costs and the fragility of the fruit, which complicates logistics and storage [23][24]. - Many companies in the durian trade operate on thin margins, relying on market fluctuations rather than consistent profits [24][25]. - The consumer experience varies widely, with reports of both high-quality and poor-quality durians affecting customer satisfaction [12][25].

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].