Workflow
柠檬供需失衡
icon
Search documents
多地蜜雪冰城柠檬断货,无法制作柠檬水
Mei Ri Jing Ji Xin Wen· 2025-09-17 17:06
据智通财经,蜜雪冰城一家位于北京丰台万达广场门店的工作人员称:"最近一段时间,有些门店柠檬水缺货,但有些门店有,有时候需要抢货,如果抢 不上的话,就没有了。" 此外,多家广州、苏州地区蜜雪冰城门店店员确认近一周柠檬断货,目前跟柠檬相关的饮品如柠檬水、柠檬奶等都无法制作。 据了解,近日部分门店原料波动,源于近期一批进口柠檬受天气影响延期到港。 每经编辑|金冥羽 据红星资本局,近日,因主要原料黄柠檬短缺,多地蜜雪冰城的冰鲜柠檬水断货。 据悉,冰鲜柠檬水是蜜雪冰城的明星大单品。9月17日,上海一家蜜雪冰城的店员表示,从上周日开始,店里就订不到黄柠檬片了,目前店里没有冰鲜柠 檬水,暂不清楚何时可以补货。 四川地区的蜜雪冰城门店表示,目前店里没有冰鲜柠檬水,因为"最近公司供货供不上,我们这边都断货了。"同时,该店员表示,不清楚什么时候能再恢 复供货。 据蜜雪冰城微信号,其冰鲜柠檬水一年卖超10亿杯,被蜜雪冰城称为"镇店之宝"。按4元/杯的售价计算,这款产品年销售额40亿元,相当于蜜雪集团2025 年上半年收入的13%。 编辑|金冥羽 易启江 校对|陈柯名 同时,蜜雪冰城主要柠檬供给地——川渝地区的柠檬已经进入采摘期,因 ...
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].