蜜雪冰城柠檬水陷入供应危机

Core Insights - The core issue is the supply crisis of lemons, which is affecting the production of lemon water, a key product for the company, Mixue Ice City [1][2][3] Group 1: Supply Crisis - In Zhengzhou, the company's base, stores are running low on yellow lemons, with some only having two left, and others unable to place orders due to shortages [1] - The lemon supply crisis is not limited to Zhengzhou, as similar shortages have been reported in cities like Shanghai and Changsha [1] - The shortage has been anticipated since May, indicating a long-term issue with lemon supply [1] Group 2: Causes of Shortage - The primary cause of the lemon shortage is climate change, which has led to significant fluctuations in lemon production [1] - Key lemon-producing regions in China, such as Sichuan, have faced severe weather conditions, resulting in a production decrease of 30%-60% [1] - International lemon production is also affected, with Spain and Turkey reporting reductions of 25% and 40% respectively due to drought [1] Group 3: Price Impact - The national wholesale average price of lemons has surged to 14.98 yuan per kilogram, nearly doubling from 7.87 yuan per kilogram a year ago [2] - This price increase is indirectly contributing to the lemon water crisis faced by the company [2] Group 4: Future Outlook - The lemon shortage may persist due to ongoing climate issues, with limited core production areas in China [3] - The company remains optimistic about overcoming the crisis, with expectations of imported lemons arriving soon [3] - However, there are considerations among leading tea brands to use concentrated lemon juice in fresh lemon water, which may affect the product's market position [3]