“水果刺客”为何跌穿地心

Core Viewpoint - The price of Chilean cherries has significantly dropped, reaching the lowest level in a decade, with a 2.5 kg pack of 3J grade cherries selling for as low as 180 yuan (36 yuan per jin) [1][2]. Price Trends - The price of 2.5 kg of 2J grade Chilean cherries in Chongqing was 184 yuan at the end of last month, down nearly 40% from approximately 300 yuan in November of the previous year [2]. - In various regions across China, cherry prices have seen substantial declines, with some retailers noting that prices have reached a ten-year low [2]. - The wholesale price of 2.5 kg of 3J grade cherries has dropped from 750 yuan to 200 yuan, indicating a significant price reduction [2]. Market Dynamics - Chilean cherries have gained popularity in China since their entry into the market in 2008, with Chile being the largest supplier, accounting for nearly 90% of imported cherries [3][4]. - The increase in cherry supply has led to a decrease in prices, with reports indicating that prices fell from 399 yuan per jin in October 2023 to approximately 42 yuan per jin by January 2024 [8]. Supply Chain Improvements - The logistics efficiency has improved, with the number of direct flights from Chile to China doubling to 32, and the shipping time for cherries reduced from 28 days to 23 days [8]. - The reduction in transportation costs by 10%-20% due to improved logistics has contributed to the lower prices of cherries [8]. Future Price Expectations - Some industry insiders predict a slight price increase for cherries around the Spring Festival due to the seasonal end of cherry production in Chile [9]. - The overall sales cycle for cherries is expected to be longer this year, which may lead to a small uptick in prices as the holiday approaches [9].