看透消费，看透你。互联网新闻信息服务许可证编号：44120230006 以下文章来源于19号商研社 ，作者陈泽旋 19号商研社 . 昔日的葡萄界"爱马仕"， 沦为10元3斤的路边摊水果。 文 ｜ 陈泽旋 编辑 ｜ 黎倩 来源｜ 19号商研社（ID：time_biz） 封面来源 ｜ 19号商研社 夏末秋初的八月，全国多地的葡萄已积累充足的糖分，陆续迎来丰收，阳光玫瑰也大量涌入市场。 "现在行情不稳定，农户卖出的价格1-3元/斤都有，去年一斤能卖5-7元之间"，广西柳州市柳江区的阳光玫瑰种植户韦敏说道。7月中旬，柳江的阳光玫瑰进 入采摘期，随着鲜果批量上市，市场竞争变得激烈起来，为了拓宽销路，韦敏索性开放自家葡萄园，招揽游客前来体验采摘。 曾经的阳光玫瑰，是水果中当之无愧的"尖货"。巅峰时期，从地里出去的优质果供不应求，收购价动则每斤数十至上百元；到了终端零售端，一串阳光玫瑰 最高能卖到数百元，进口品种的价格更是惊人，一串可达1000元。 阳光玫瑰于2006年前后从日本引入中国，起初，受限于栽培技术不成熟，阳光玫瑰仅在少数地方零星种植。随着技术逐渐成熟并推广，加上阳光玫瑰本身销 路好、价位高，种植收益可观，从20 ...

Core Viewpoint - The article discusses the significant decline in the price of "Sunshine Rose" grapes, once considered a premium fruit, now being sold at very low prices due to oversupply and quality issues in the market [5][8][24]. Group 1: Price Decline - The price of Sunshine Rose grapes has dropped to as low as 10 yuan for 3 jin (approximately 1.5 kg), with reports of prices ranging from 1 to 3 yuan per jin in some areas, compared to 5 to 7 yuan per jin last year [5][7][9]. - In major wholesale markets like Guangzhou's Jiangnan market, wholesale prices for Sunshine Rose grapes are generally between 4.5 to 7 yuan per jin, with some lower quality grapes selling for as little as 3 yuan per jin [10][13]. - The overall market for Sunshine Rose grapes has seen a significant price drop, with many vendors reporting average prices lower than in previous years [10][14]. Group 2: Supply and Demand Dynamics - The planting area for Sunshine Rose grapes has exceeded 1.5 million mu (approximately 100,000 hectares), accounting for over 40% of the total fresh grape production in China, leading to a supply that far exceeds demand [18][24]. - The rapid expansion of planting areas since 2016 has resulted in a saturated market, with many growers unable to keep up with the necessary cultivation techniques, leading to a decline in quality [24][25]. - The article highlights a trend of "bad money driving out good," where lower quality grapes are flooding the market, negatively impacting consumer confidence and overall market reputation [20][22]. Group 3: Quality Issues - The quality of Sunshine Rose grapes has become inconsistent, with many growers lacking the technical expertise required for proper cultivation, resulting in a wide range of product quality [17][20]. - There are concerns about the use of pesticides and fertilizers, with some consumers expressing fears about chemical residues, although experts argue that these concerns are often exaggerated [21][22]. - The market has developed a grading system for Sunshine Rose grapes, where higher quality grapes still command good prices, while lower quality products are struggling to sell [18][19]. Group 4: Future Outlook - The low price trend for Sunshine Rose grapes is expected to continue in the short term, with potential for price recovery dependent on factors such as significant reductions in production and ongoing consumer demand for quality [26][27]. - Industry experts predict that while the overall price may not see a significant increase by 2026, there could be opportunities for structural price rebounds for high-quality grapes from specific regions [26][27].

昔日的葡萄界"爱马仕"，沦为10元3斤的路边摊水果。 夏末秋初的八月，全国多地的葡萄已积累充足的糖分，陆续迎来丰收，阳光玫瑰也大量涌入市场。 "现在行情不稳定，农户卖出的价格1～3元/斤都有，去年一斤能卖5～7元"，广西柳州市柳江区的阳光玫瑰种植户韦敏说道。7月中旬，柳江的阳光玫瑰进 入采摘期，随着鲜果批量上市，市场竞争变得激烈起来，为了拓宽销路，韦敏索性开放自家葡萄园，招揽游客前来体验采摘。 曾经的阳光玫瑰，是水果中当之无愧的"尖货"。巅峰时期，从地里出去的优质果供不应求，收购价动辄每斤数十至上百元；到了终端零售端，一串阳光玫 瑰最高能卖到数百元，进口品种的价格更是惊人，一串可达1000元。 阳光玫瑰于2006年前后从日本引入中国，起初，受限于栽培技术不成熟，阳光玫瑰仅在少数地方零星种植。随着技术逐渐成熟并推广，加上阳光玫瑰本身 销路好、价位高，种植收益可观，从2016年开始，全国各个葡萄产区的种植户争相引进这一品种，阳光玫瑰得以广泛种植。 因此，韦敏的竞争对手并非只有柳江本地的种植户，而是遍布全国，时代财经了解到，阳光玫瑰的主要产区包括云南、四川、湖南、湖北、江苏、浙江、 山东和辽宁等。作为阳光玫瑰的最大 ...

本文字数：4836，阅读时长大约7分钟 作者 | 第一财经 栾立、乐琰、冯小芯 2025.08. 23 中国是水果消费大国。国家统计局数据显示，2024年全国居民人均鲜瓜果消费量为61.6千克，而在 10年前，这一数据为40.5千克，10年间增长超过50%。 近期，有关"2万月薪吃不起百果园"的话题冲上热搜，一时间引发热议。 第一财经记者在经过水果原产地、渠道和零售端多方面采访后了解到，每种水果的收成、定价都不 同，但在市场会有比较热销的关键品类，这些品类的价格是随行就市的，加上运输成本、冷链保鲜等 会有一定程度的加价。而百果园这类业态则还要加上果切服务费用，因此会让消费者觉得价高。 值得关注的是，不少关键水果品类都是进口水果为主，比如西梅、车厘子等，而随着国产同类水果的 种植加强，如今国产水果平替化正在崛起，部分进口高端水果的市场价格正在下降。 高价进口水果"跌落凡尘" 清晨时分，首衡高碑店国际农产品交易中心一片繁忙的景象，作为京津冀地区最大的"菜篮子"工 程，一挂挂货车将南来北往的蔬果在这里集中。 郭立秋也是市场中从事进口水果业务的大商之一，前前后后做了30多年水果生意，但近两年进口水 果市场的变化，让他 ...

近期，有关"2万月薪吃不起百果园"的话题冲上热搜，一时间引发热议。 第一财经记者在经过水果原产地、渠道和零售端多方面采访后了解到，每种水果的收成、定价都不同，但在市场会有比较热销的关键品类，这些品类的价格 是随行就市的，加上运输成本、冷链保鲜等会有一定程度的加价。而百果园这类业态则还要加上果切服务费用，因此会让消费者觉得价高。 值得关注的是，不少关键水果品类都是进口水果为主，比如西梅、车厘子等，而随着国产同类水果的种植加强，如今国产水果平替化正在崛起，部分进口高 端水果的市场价格正在下降。 高价进口水果"跌落凡尘" 清晨时分，首衡高碑店国际农产品交易中心一片繁忙的景象，作为京津冀地区最大的"菜篮子"工程，一挂挂货车将南来北往的蔬果在这里集中。 郭立秋也是市场中从事进口水果业务的大商之一，前前后后做了30多年水果生意，但近两年进口水果市场的变化，让他颇为感慨，过去价格高高在上的进口 水果价格纷纷跌落凡尘。比如今年的车厘子比去年要便宜2到3成，蓝莓、西梅等过去稀罕的水果也都进入"平价时代"。 中国是水果消费大国。国家统计局数据显示，2024年全国居民人均鲜瓜果消费量为61.6千克，而在10年前，这一数据为40.5 ...

国产水果平替化趋势崛起，部分进口高端水果价格下降。 中国是水果消费大国。国家统计局数据显示，2024年全国居民人均鲜瓜果消费量为61.6千克，而在10年前，这一数据为40.5千克，10年间增长超过50%。 近期，有关"2万月薪吃不起百果园"的话题冲上热搜，一时间引发热议。 第一财经记者在经过水果原产地、渠道和零售端多方面采访后了解到，每种水果的收成、定价都不同，但在市场会有比较热销的关键品类，这些品类的价格 是随行就市的，加上运输成本、冷链保鲜等会有一定程度的加价。而百果园这类业态则还要加上果切服务费用，因此会让消费者觉得价高。 值得关注的是，不少关键水果品类都是进口水果为主，比如西梅、车厘子等，而随着国产同类水果的种植加强，如今国产水果平替化正在崛起，部分进口高 端水果的市场价格正在下降。 高价进口水果"跌落凡尘" 清晨时分，首衡高碑店国际农产品交易中心一片繁忙的景象，作为京津冀地区最大的"菜篮子"工程，一挂挂货车将南来北往的蔬果在这里集中。 郭立秋也是市场中从事进口水果业务的大商之一，前前后后做了30多年水果生意，但近两年进口水果市场的变化，让他颇为感慨，过去价格高高在上的进口 水果价格纷纷跌落凡尘。比如 ...

Core Viewpoint - The acquisition of Hong Kong's Jia Bao Supermarket by JD.com aligns with both companies' supply chain philosophies, aiming to revitalize the retail landscape in Hong Kong through advanced supply chain innovations [3][9][16]. Group 1: Market Context - JD.com reported a revenue of 356.7 billion yuan in Q2, marking a 22.4% year-on-year growth, the highest in nearly three years [3]. - Hong Kong's retail market is dominated by two major supermarket chains, ParknShop and Wellcome, which together hold nearly 70% market share [5]. - The retail market in Hong Kong is heavily reliant on imports, particularly for daily necessities and fresh produce, leading to supplier monopolies [6]. Group 2: Jia Bao Supermarket Overview - Jia Bao, established in 1991, operates 90 stores and employs over a thousand staff, focusing on affordable quality products [7]. - The founder, Lin Xiaoyi, emphasizes a direct sourcing model, bypassing middlemen to reduce costs and increase turnover [7][9]. - Approximately 80% of Jia Bao's products are sourced directly from manufacturers [10]. Group 3: Supply Chain Innovations - JD.com's supply chain model, characterized by direct sourcing and efficient logistics, is expected to enhance Jia Bao's operations and customer experience [10][17]. - The partnership aims to introduce nearly 100 JD-owned brand products and fresh items to Jia Bao by the end of the year, leveraging cost savings to benefit consumers [10][16]. - JD.com plans to transform Jia Bao's stores into "smart front warehouses" to optimize inventory management and improve delivery efficiency [16]. Group 4: Future Outlook - The collaboration is anticipated to drive a significant transformation in Hong Kong's retail sector, addressing the challenges of traditional retail and enhancing customer experience [17]. - JD.com aims to replicate its supply chain success in Hong Kong to other international markets, supporting its global expansion strategy [16].

Core Viewpoint - Zhangjiakou is rapidly developing its grape and wine industry, integrating various sectors to enhance quality and market appeal [1][4] Group 1: Grape Cultivation - Zhangjiakou has over 135,000 acres of grape cultivation, with 44 licensed wine processing enterprises and an annual processing capacity of 200,000 tons [1] - The Xuanhua District has a historical grape cultivation tradition, with the oldest vines over 600 years old, and has been recognized as a "Globally Important Agricultural Heritage" site [2] - The Jiangjiatun Modern Grape Industrial Park features 15 high-standard greenhouses covering approximately 108 acres, showcasing both traditional and modern cultivation techniques [2][3] Group 2: Scientific Research and Innovation - The Hebei Zhangjiakou National Agricultural Science and Technology Park focuses on technological innovation in the grape industry, housing key laboratories and a unique grape germplasm resource bank [3] - The park has collected 532 grape varieties and promoted 23 superior varieties, enhancing the grape industry in Zhangjiakou and surrounding areas [3] Group 3: Wine Production and Processing - The Changcheng Sanggan Winery integrates grape cultivation, wine research, production, and sales, covering an area of 208,000 square meters with a planting scale of 65,000 acres [4] - The region has established 20 innovation platforms and developed over 500 wine products, with 41 wine processing enterprises achieving an annual production capacity of 150,000 tons [4] Group 4: Tourism and Cultural Integration - The World Wine Window Exhibition Hall in Huailai County offers an immersive experience for visitors, showcasing the history and development of local wine [6] - The local government has developed a comprehensive plan to enhance the integration of grape cultivation and wine production with tourism, aiming to attract over 500,000 visitors and generate 550 million yuan in tourism revenue by 2024 [7]

Core Insights - Zhangjiakou, Hebei, is rapidly developing its grape and wine industry, integrating various sectors to enhance quality and market appeal [1][4] - The region has a stable grape cultivation area of over 135,000 acres and 44 licensed wine processing enterprises with an annual processing capacity of 200,000 tons [1] - The local government is actively promoting the integration of agriculture, tourism, and entertainment to boost economic growth [5][6] Grape Cultivation - The Xuanhua District has a historical grape cultivation tradition, with some vines over 600 years old, and has been recognized as a global agricultural heritage site [2] - The Jiangjiatun Modern Grape Industrial Park features advanced cultivation techniques and a variety of high-quality grape species, including over 10 premium types [2][3] - In 2022, the park harvested 140,000 pounds of fresh grapes, and in 2023, its summer black grapes won a gold award at a regional conference [3] Wine Production - The Changcheng Sanggan Winery is a key player in the region, covering 208,000 square meters and cultivating 65,000 acres of grapes [4] - The winery and local enterprises have developed over 500 wine products and established 83 renowned brands, contributing to the local economy [4] - The annual production capacity of wine in the region has reached 150,000 tons, with sales of 50,000 tons [4] Tourism and Entertainment - The World Wine Window Exhibition Hall in Huailai County offers an immersive experience for visitors, showcasing the history and development of local wine [5][6] - The local government has outlined a development plan to enhance the integration of grape cultivation and wine production with tourism, aiming to attract more visitors and increase revenue [6][7] - In 2024, the wine-related tourism industry is expected to attract over 500,000 visitors, generating 550 million yuan in revenue [7]

Core Viewpoint - The decline in the price and quality of "Sunshine Rose" grapes in Henan is attributed to uncontrolled expansion and increased production leading to a drop in quality, with consumers reporting poor taste and lack of aroma [1][4][7]. Industry Overview - Henan has rapidly developed its grape industry, with production increasing from approximately 150,000 tons in 2000 to an estimated 905,000 tons by 2024, over half of which is "Sunshine Rose" [1]. - The planting area for "Sunshine Rose" exceeded 600,000 acres nationwide by 2020 and is projected to reach over 1.5 million acres by the end of 2024, with Henan alone accounting for 150,000 acres [7]. Market Dynamics - The price of "Sunshine Rose" grapes has significantly decreased, with local prices dropping to as low as 3.98 yuan per pound, compared to 40 yuan per pound three years ago [2][3]. - The market is experiencing a stratification phenomenon, where high-quality grapes can still command prices of 22.9 yuan per pound, while lower quality grapes struggle to sell [2][6]. Quality Issues - The decline in quality is linked to excessive production, with many farmers pushing yields to 7,000-10,000 pounds per acre, which negatively impacts the taste and aroma of the grapes [7]. - Consumers have reported that the grapes have lost their characteristic "rose fragrance," indicating a direct correlation between production practices and quality [4][7]. Innovation and Future Prospects - The introduction of new grape varieties, such as "Zhongpu Meiying," which boasts high quality and early maturity, is seen as a potential solution to the current market challenges [12][15]. - The "Zhongpu Meiying" variety, developed from a combination of "Sunshine Rose" and "Early Agate," has shown promising characteristics, including a sugar content of 21% and strong market interest [12][15]. Research and Development - The National Grape Germplasm Resource Nursery in Zhengzhou houses over 2,100 grape varieties, serving as a critical resource for breeding and innovation in the grape industry [10][11]. - The research team has developed a "South-South Grape Breeding Model," allowing for rapid breeding cycles and the introduction of new varieties to the market [11].