超50万吨车厘子涌入中国：价格大跳水，批发商却笑不出来

Core Viewpoint - The influx of Chilean cherries into the Chinese market this winter has led to a significant decline in retail prices, impacting both wholesalers and consumers [1][2]. Group 1: Supply and Market Dynamics - Chile is preparing for a record cherry production of approximately 655,000 tons (equivalent to 13.1 million boxes) for the 2025/26 season, with over 90% destined for the Chinese market [2]. - The wholesale price of cherries in December has decreased significantly compared to the same period last year, with a decline of 15%-25% [2]. - Factors contributing to the price drop include record production from Chile, reduced shipping times (shortened by 4-5 days to 23 days), and lower shipping costs compared to air freight, which has decreased by about 10%-20% per container [3]. Group 2: Impact on Wholesalers - Despite the increase in cherry production, most wholesalers are experiencing reduced profitability due to falling prices, with only a few large wholesalers maintaining or slightly increasing profits [4]. - Smaller wholesalers are facing challenges such as "increased volume but reduced profits" and potential losses due to inventory risks and spoilage pressures [4]. - Prices have seen a sharp decline from mid-November to late December, with specific examples showing a drop from 160 yuan/kg to 90 yuan/kg for certain cherry grades [4].