Core Viewpoint - The shortage of lemons is impacting the production of lemon water at various stores of Mixue Ice City, leading to increased prices and supply chain challenges for the company [1][2][19]. Group 1: Supply Chain Issues - Mixue Ice City is experiencing a lemon supply shortage due to weather-related delays in imports and the need for local lemons to be stored for optimal taste [3][4]. - The average wholesale price of lemons in China has nearly doubled from 7.84 yuan/kg last year to 15.01 yuan/kg this year [5][6]. - The production of lemons in Sichuan's Anyue County, a major supplier, has decreased due to adverse weather conditions, affecting overall supply [10][12]. Group 2: Price Fluctuations - The price of fresh lemons has surged, with local processing company Citrus Love reporting a 50% increase in orders compared to last year, leading to a peak purchase price of 9.5 yuan/kg [16][21]. - Mixue Ice City has raised the price of lemon supplies to franchisees from 200 yuan per case to 255 yuan, reflecting the increased costs [22]. - The retail price of lemon water has also been adjusted in major cities, increasing from 4 yuan to 5 yuan in some locations [23]. Group 3: Demand Dynamics - The demand for lemons has surged due to the booming tea beverage market, exacerbating the supply-demand imbalance [15]. - Mixue Ice City sold approximately 1.1 billion cups of lemon water in the first nine months of 2024, making it the largest lemon purchaser in China with an estimated procurement of 115,000 tons [20]. - The company is exploring alternative sourcing strategies, including importing lemons and introducing new products to mitigate the impact of rising costs [25].
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