当全球供应链协同进化，“车厘子自由”只是一个开始

Core Insights - The price of cherries has significantly dropped, with a decrease of nearly 40%, leading to a phenomenon referred to as "cherry freedom" among consumers [1][5] - This price drop is attributed to a combination of global supply chain improvements, increased agricultural production, and changes in domestic consumption patterns [1] Price Trends and Consumer Behavior - In Nanjing, cherries are being sold at prices below 40 yuan per pound for 2J and 3J specifications, with promotional prices as low as 20 yuan per pound [1][2] - The availability of cherries has increased, leading to a competitive pricing strategy among retailers, with 1J specifications being promoted for their cost-effectiveness [2] - Consumers are experiencing a range of prices for cherries, with some purchasing 3J cherries for as low as 149 yuan after platform subsidies, reflecting a trend towards more rational consumption [5] Supply Chain Dynamics - The supply of cherries has increased due to direct shipping from Chile, with the first batch arriving in October 2025, leading to a significant price drop from previous highs of 240 yuan per pound [6][9] - The logistics of cherry transportation have improved, with sea freight costs being one-third of air freight costs, allowing for lower retail prices [11] - The efficiency of sea transport has been enhanced, with the journey time reduced to approximately 23 days, and improved customs processes facilitating quicker market access [12] Market Segmentation and Consumer Preferences - The current market reflects a segmentation in consumer preferences, with different price tiers catering to both budget-conscious consumers and those willing to pay for higher quality [5] - The trend of "cherry freedom" indicates a shift in consumer behavior, with increased demand for cherries in lower-tier cities, suggesting a broadening of the consumer base [9] Future Outlook - The decline in cherry prices is seen as part of a larger trend affecting high-end fruits, with expectations of continued price reductions for other fruits like durians and avocados [12] - The advancements in supply chain technology and logistics are expected to further enhance the availability of high-quality fruits at competitive prices in the Chinese market [12]