Core Viewpoint - The shortage of yellow lemons, a key ingredient for the popular ice-fresh lemon water at Mixue Ice City, has led to stockouts in multiple locations, affecting the availability of related beverages [1][2]. Group 1: Supply Chain Issues - Recent supply disruptions are attributed to a batch of imported lemons being delayed due to weather conditions [2]. - The primary lemon supply region, Sichuan-Chongqing, is currently in the harvesting season, requiring lemons to be stored for a period to optimize flavor, which has contributed to regional supply tightness [2]. - Despite the current shortages, overall lemon reserves are reported to be sufficient, with a large shipment of imported lemons expected to arrive soon [2]. Group 2: Price Trends and Market Impact - In 2023, Mixue Ice City procured approximately 115,000 tons of lemons, with prices reaching a five-year high in June, increasing to 3-5 times the previous year's prices [4]. - As of September 17, 2025, the average wholesale price of lemons in China was reported at 15 yuan per kilogram, nearly double the price of 7.83 yuan per kilogram from the previous year [4]. - The price surge is attributed to a global supply-demand imbalance, exacerbated by extreme weather conditions affecting major lemon-producing regions, including Turkey, South Africa, Argentina, and Italy [4]. Group 3: Financial Performance - Mixue Group reported a revenue of 14.87 billion yuan for the first half of the year, marking a year-on-year increase of 39.3%, with a net profit of 2.72 billion yuan, up 44.1% [4]. - The ice-fresh lemon water is a significant product for the company, with annual sales exceeding 1 billion cups, generating an estimated revenue of 4 billion yuan, which accounts for approximately 13% of Mixue Group's projected revenue for the first half of 2025 [4].
多地蜜雪冰城柠檬断货，无法制作柠檬水