2026车厘子杀疯了！25元/斤腰斩甩卖，全民囤货潮背后是消费觉醒

Core Insights - The price of cherries has significantly decreased this winter, making them more accessible to ordinary consumers, shifting from a luxury item to a common fruit [1][40] - The drastic price drop has led to a surge in sales, with consumers actively stockpiling cherries, likening the trend to hoarding cabbage [3][11] Price Trends - The price of cherries has halved compared to last year, with 1J cherries priced at 20 yuan per pound and 2J cherries at 25 yuan, down from 45 yuan [6][4] - Online promotions have intensified, with bulk purchases offering significant savings, such as 2.5 kg of 2J cherries for 124 yuan [9][11] - Sales volume has doubled in markets like Jinan, despite lower profit margins per pound, indicating strong demand [11][4] Supply Chain Dynamics - The increase in cherry supply is attributed to an early harvest season and a surge in shipping frequency, with January imports being 1.5 times that of December [15][17] - Transportation costs have decreased significantly, with shipping times reduced from 28 days to 23 days, and costs being one-fifth of air freight [19][21] - The loss rate during transport has improved from 25% to 8%, further contributing to lower retail prices [21][19] Market Changes - The consumer base for cherries has shifted to include more ordinary families, with over 50% of purchases now made by households rather than businesses [13][40] - The holiday premium previously associated with cherries has diminished, reflecting a change in consumer purchasing behavior [13][40] Long-term Factors - The zero-tariff policy established in 2017 between China and Chile has facilitated easier access to cherries, with 93% of Chilean exports now directed to the Chinese market [21][23] - The area dedicated to cherry cultivation in Chile has increased dramatically from 3,241 hectares in 2000 to 74,148 hectares in 2024, indicating a significant expansion in production capacity [23][21] Consumer Behavior - The current market conditions suggest that January may be the best time to purchase cherries at lower prices, with expectations of a slight price increase as the Chinese New Year approaches [25][40] - The changing perception of cherries from a status symbol to a more rational consumer choice reflects a broader trend in consumer behavior towards practicality and value [39][40]