蜜雪冰城柠檬水陷入供应危机

Core Viewpoint - The core issue facing the company is a supply crisis of lemons, which is impacting the availability of its flagship product, lemon water [2][6]. Group 1: Supply Chain Issues - In Zhengzhou, the company's base, some stores reported having only two yellow lemons left, with others unable to place orders for more [2]. - Similar shortages have been reported in cities like Shanghai and Changsha [2]. - The company had been aware of the lemon supply issues as early as May this year [4]. Group 2: Market Conditions - Climate change has led to significant fluctuations in lemon production, with key production areas like Sichuan experiencing a 30%-60% reduction in yield due to frost, drought, and soil compaction [5]. - Internationally, major lemon-producing regions are also facing challenges, with Spain reporting a 25% reduction and Turkey's export volume dropping by 40% [5]. - Despite a supply contraction, demand has surged, with lemon procurement by tea shops increasing by 200% compared to previous periods [5]. Group 3: Price Impact - The wholesale price of lemons has nearly doubled, reaching an average of 14.98 yuan per kilogram as of September 22, compared to 7.87 yuan per kilogram a year earlier [6]. Group 4: Future Outlook - The lemon shortage may persist due to ongoing climate issues affecting core production areas [7]. - The company remains optimistic about overcoming the lemon water crisis, with a shipment of imported lemons expected to arrive soon [8][9]. - However, there are considerations among leading tea brands to incorporate concentrated lemon juice into their products, raising questions about the future status of fresh lemon water as a flagship item [9].