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 cumulative shipment 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 of remaining shipments expected in the next two weeks [1] - Over 90% of the total cargo for this season has already arrived in the market, and prices have stabilized at a low point, with limited supply expected leading up to the Chinese New Year [1][4] - The price of Chilean cherries has significantly decreased due to increased supply and improved logistics, with the production expected to grow by nearly 40% year-on-year [4][5] Supply and Demand Dynamics - The supply of cherries from Chile has surged, with the 2025-2026 season's production expected to reach 1.31 million boxes (approximately 655,000 tons), with over 90% destined for the Chinese market [4] - The logistics improvements, including a dedicated shipping line that reduces transit time from 30 days to 23 days, have contributed to lower costs and enhanced freshness [5] Market Pricing Trends - Prices for Chilean cherries have dropped significantly, with wholesale prices for various grades showing a notable decline compared to previous months [3][4] - For example, the price of 2J cherries (2 kg gift box) has decreased from 143 yuan to 121 yuan, a drop of 15% [4] - The wholesale price for 5 kg LAPINS cherries ranges from 120 to 230 yuan depending on the grade, reflecting a substantial reduction from previous high prices [3]