“身价暴涨”500%，蜜雪冰城狂卖10亿杯的超级单品，带飞一颗“酸果”

Core Insights - The price of lemons, particularly yellow lemons, has surged significantly this summer, with some varieties increasing by 3 to 5 times compared to the same period last year [1][5] - The wholesale price of lemons in China has consistently risen, reaching 14.47 yuan per kilogram in July 2025, up from 7.76 yuan per kilogram a year earlier, marking an increase of over 80% [1][15] - Yellow lemons have now surpassed lychees in price, with 500g of yellow lemons priced at 13.8 yuan compared to 9.9 yuan for the same amount of lychees [1] Price Trends - The price of yellow lemons has reached an all-time high, while the prices of other types of lemons, such as fragrant lemons, have remained stable [6][12] - The price of fragrant lemons previously surged by 30 times from 2019 to 2022 but has since dropped significantly [3][21] - The current market dynamics indicate that while lemon prices are high, they have not yet severely impacted sales for established brands like Mixue Ice City, which continues to supply lemon drinks at stable prices [6][23] Supply Chain Dynamics - The surge in lemon prices is attributed to a significant drop in supply due to adverse weather conditions affecting major production areas like Sichuan Anyue, which accounts for over 80% of China's lemon production [15][17] - International supply disruptions, such as Turkey's frost and Spain's drought leading to a 25% reduction in lemon production, have exacerbated the situation, creating a supply gap [15][17] - The export volume of Anyue lemons has increased by over 102.5% year-on-year, with self-operated exports reaching 85.86 million yuan in the first five months of the year, indicating a growing international demand [15][23] Market Impact - The rising lemon prices have led to consumer discussions about affordability, with some opting for alternatives like passion fruit due to the high cost of lemons [10][12] - Despite the price increases, major tea brands are still launching new lemon-based products, indicating that demand remains strong [13][21] - The competitive landscape in the beverage industry is shifting towards supply chain capabilities, with companies like Mixue Ice City investing in direct sourcing and production facilities to mitigate price volatility [23][25]