Core Viewpoint - The Chilean cherry market is experiencing a significant increase in supply, leading to a decline in prices, with over 500,000 tons expected to enter the Chinese market this winter [1] Supply Increase - Chilean cherry exports are projected to reach 620,000 tons in the 2024/2025 season, a 50% year-on-year increase, with approximately 90% destined for China [2] - The arrival of Chilean cherries in China has been expedited, with the first batch arriving on December 10, 2025, about a week earlier than previous years [2] - The logistics efficiency has improved, with a dedicated "Chile-Tianjin Cherry Express" reducing transportation time by 30 hours and costs by approximately 30% [2][3] Price Decline - The wholesale price of cherries at the Xinfadi market has decreased by 10%-20% compared to the same period last year, with prices for 2J grade cherries dropping from 210 yuan to around 150 yuan [4] - Retail prices have also fallen, with a box of 2J cherries priced at 129 yuan at Yonghui Supermarket and 199 yuan at Metro [4] - Factors contributing to the price decline include increased supply, earlier market entry, and competition from other fruit varieties [4][5] Intensified Competition - The ongoing price decline has put pressure on distributors, with many unable to cover costs due to reduced profit margins [7] - The market is facing a situation where wholesale prices are lower than retail prices, leading to significant challenges for smaller distributors [7] - The competitive landscape is expected to intensify further as Chilean cherry production continues to rise, potentially accelerating industry consolidation [7]
车厘子价格持续下行 节前会反弹吗？
Xin Jing Bao·2026-01-04 14:05