中秋刚过月饼价格腰斩：节令经济背后的供需博弈与库存焦虑

Group 1 - The price of mooncakes has drastically changed from "sky-high" to "bargain prices" due to supply-demand imbalances and seasonal consumption patterns [2] - The consumption cycle for mooncakes is highly concentrated in the two weeks before the Mid-Autumn Festival, leading to a near-zero demand post-festival, which creates pressure on manufacturers to manage production and sales within a short timeframe [2][3] - Inventory turnover for mooncake producers typically does not exceed 30 days, and unsold mooncakes face risks of expiration and high storage costs, leading to significant price reductions post-festival [3] Group 2 - Regulatory measures against "sky-high mooncakes" have intensified, with new rules limiting packaging layers and materials, resulting in the exit of gift boxes priced over 500 yuan from the market [3] - Young consumers are increasingly favoring bulk mooncakes or healthier low-sugar options, causing traditional gift boxes to lose 49% of their market share year-on-year [3] Group 3 - Promotional strategies include significant discounts and bundling offers to clear inventory, with some retailers offering "buy three get one free" deals and e-commerce platforms selling mooncakes at drastically reduced prices [4] - Manufacturers are adopting tiered strategies to handle unsold inventory, including returning unsold gift boxes at a 30%-50% discount, repurposing expired mooncakes into animal feed, and transitioning to lower-cost packaging to capture everyday snack markets [4] Group 4 - The mooncake market's volatility highlights deeper contradictions in seasonal products, such as over-reliance on holiday premiums, poor inventory management, and lack of product innovation [5] - Sales of mooncakes have dropped by 45% year-on-year, while health-focused low-sugar products have seen a 40% increase, indicating a shift in consumer preferences [5] - The future of the mooncake market will require a reconstruction of the "holiday-exclusive" business model, focusing on creating consumer value throughout the year [5]