安岳、潼南：15亿杯柠檬水需求背后，产业能否熨平天灾？

Core Insights - The Chinese lemon industry is undergoing a significant structural adjustment, characterized by a decline in production and a simultaneous increase in consumer demand, leading to substantial price fluctuations [4][6]. Group 1: Production Challenges - Extreme weather conditions, including late spring frosts and prolonged summer droughts, have severely impacted lemon yields in major production areas like Sichuan and Chongqing [6][8]. - Sichuan's Anyue County, which accounts for over 70% of China's lemon production, is expected to see its 2024 yield drop to approximately 1.3 million pounds, less than half of the 2023 output [6][8]. - The overall lemon production in Anyue is projected to decline by around 20% in 2024 due to adverse weather conditions [6]. Group 2: Market Dynamics - The retail price of lemons has surged, with reports indicating prices exceeding 20 yuan per kilogram, reflecting a price increase of three to four times compared to previous years [4][6]. - The global lemon supply is tightening, with major lemon-producing countries like Turkey, Argentina, and South Africa also experiencing significant production declines due to extreme weather [8]. - The demand for lemons is rapidly increasing, particularly driven by the new-style tea beverage industry, with companies like Mixue Ice City selling over 1.5 billion cups of lemon drinks in the first ten months of 2025, requiring over 100,000 tons of lemons [8].