Core Viewpoint - The significant price increase of lemons in China is attributed to various factors including climate conditions, supply chain vulnerabilities, and global market dynamics [4][10][22]. Group 1: Price Trends - The price of yellow lemons has surged dramatically, with retail prices reaching 10 to 15 yuan per pound, and premium A-grade lemons priced at 29.9 yuan per pound [4][12]. - Compared to last year, the price of lemons has increased threefold, with wholesale prices rising from 9.5 yuan per kilogram at the beginning of the year to 14.02 yuan per kilogram by the end of June [7][10][20]. Group 2: Supply Chain and Production Issues - The primary production area for lemons in China is concentrated in regions south of the Yangtze River, particularly in Sichuan's Anyue County, which accounts for over 70% of the national lemon output [13][15]. - Extreme weather conditions, including high temperatures and drought, have significantly impacted lemon production, leading to a 40% decrease in yield compared to last year [15][21]. - Global lemon supply has also been affected, with major producing countries like Turkey and Argentina facing adverse weather, resulting in a projected 6% reduction in global lemon production by 2025 [20]. Group 3: Impact on Beverage Industry - The rising cost of lemons raises concerns about potential price increases for lemon-based beverages, which are crucial for many tea brands [5][24]. - Major tea brands like Mixue Ice City have established stable supply chains to mitigate the impact of rising lemon prices, securing a significant portion of their lemon supply from local producers [27][30]. - Many tea brands are currently using lower-cost alternatives like Guangdong fragrant lemons, which are priced at 1 to 2 yuan per pound, to maintain competitive pricing [29][30].