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柠檬供需失衡
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国际订单“抢空”库存 全球供应趋紧推高柠檬价格
Sou Hu Cai Jing· 2025-07-06 15:16
Core Insights - Sichuan Anyue, known as "China's Lemon Town," is experiencing a significant increase in international export orders for lemons despite a reduction in production, leading to a widening supply-demand gap for yellow lemons [1][3]. Export Dynamics - Approximately 60% of the lemons from Chen Yue's planting base are designated for export, primarily targeting Southeast Asia and Russia. The recent frost damage in Turkey, one of the world's top five lemon producers, has led to a suspension of lemon exports, causing a surge in demand for Chinese lemons [1][3]. - The export price of lemons has dramatically increased, with prices rising from around 2-3 yuan per pound to potentially over 8 yuan per pound this year due to heightened demand from Russia and reduced supply from Turkey [3]. Export Volume Growth - One agricultural company reported that its lemon exports have doubled compared to previous years, despite lower overall production, resulting in a limited reserve of lemons in China and sustained high prices [7]. - The export volume of Anyue lemons has been consistently increasing, with a projected year-on-year growth of over 102.5% in 2024. From January to May this year, the self-operated export value of Anyue lemons also saw a year-on-year increase of 22.3% [9].