2025至2026产季智利车厘子到货量已超90%，销售季预计春节前结束

Core Insights - The total export volume of Chilean cherries to China (including Hong Kong) for the 2025-2026 season has reached 494,563 tons, approximately 9.89 million boxes, and 26,800 containers, with the majority expected to arrive in the coming weeks [1] - Over 90% of the total shipment for the current season has already reached the market, leading to a significant drop in market prices as the supply exceeds demand [4][6] - The price of Chilean cherries has decreased substantially due to increased supply and improved logistics, with the expected export volume for the current season projected at 1.31 million boxes (approximately 65,500 tons), 90% of which will be sold to China [6][7] Market Pricing - In the Shanghai market, the wholesale price for 5-kilogram LAPINS cherries ranges from 120 to 180 RMB depending on quality, while REGINA cherries are priced between 130 and 230 RMB [4] - Recent data from various e-commerce platforms shows a consistent decline in cherry prices, with a 15% drop for 2J cherries on the 得物 App and similar trends observed on other platforms [5] Supply Chain Dynamics - The increase in cherry prices is attributed to a surge in supply from Chile, where favorable climate conditions have led to a nearly 40% year-on-year increase in production [6] - The optimization of logistics, including the introduction of a dedicated Chilean cherry shipping line that reduces transit time from 30 days to 23 days, has further lowered costs and improved freshness [7]