Core Insights - The price of lemons has surged significantly, with wholesale prices in June rising over 60% year-on-year, leading to retail prices reaching as high as 5 yuan per lemon in some markets [1][6][19] - Consumers are expressing concern over the rising costs of lemon-based beverages, with many questioning if prices will continue to increase [1][5][23] - The increase in lemon prices is attributed to multiple factors, including adverse weather conditions affecting global supply, heightened demand for lemon-based drinks during summer, and a tight international lemon market [37][38] Price Trends - In June, the average wholesale price of lemons was reported at 12.83 yuan per kilogram, marking a 63% increase year-on-year and a 29% increase since April [6][37] - Retail prices for lemons have doubled in some cases, with reports of 5 kg of lemons previously priced at around 20 yuan now costing over 40 yuan [1][19] - Specific retail prices include 4.9 yuan for two New Zealand lemons and 15.6 yuan for a pack of four small lemons, indicating a significant price increase from previous months [10][13] Consumer Behavior - Social media discussions reveal widespread dissatisfaction among consumers regarding the high prices of lemons, with many sharing tips on where to find cheaper options [3][5] - Some consumers are considering growing their own lemons as a cost-saving measure [5] - The price increase has led to a noticeable shift in purchasing behavior, with some consumers opting for smaller quantities or alternative sources [5][19] Impact on Businesses - The rising costs of lemons are impacting beverage brands, particularly smaller tea shops that rely heavily on lemon for their products [23][27] - Major brands like Mixue and Luckin Coffee have managed to maintain their prices due to stable supply chains, while smaller businesses struggle with profit margins [23][31] - The price volatility has prompted some businesses to explore alternative lemon varieties that are less affected by the price surge [27][28] Market Outlook - The lemon price surge is expected to stabilize as new harvests from major production areas like Sichuan's Anyue are anticipated in September and October [38] - The overall lemon production in China accounts for 13.5% of the global total, with regions like Yunnan showing potential for increased lemon cultivation [38][41] - Industry experts suggest that maintaining quality and expanding sales channels will be crucial for Yunnan lemons to capitalize on current market opportunities [41]

Core Insights - The demand for lemons has surged this summer, becoming a key player in the consumption trend, despite rising raw material costs [1][2][3] Price Trends - The wholesale price of lemons has increased by over 60% year-on-year, with retail prices in Hangzhou exceeding 5 yuan per lemon [1][2] - The wholesale price for a box of Anju lemons has risen from approximately 80 yuan last year to 130-140 yuan this year due to reduced production and increased transportation and labor costs [2] - The average wholesale price of lemons reached 12.83 yuan per kilogram in June 2025, a 63% increase year-on-year and over 29% increase from April [2] Consumer Behavior - Despite price increases, consumer enthusiasm for lemons remains high, with many purchasing them for beverages [2][3] - Lemon tea products have seen a 41% increase in search volume on Tmall from May to June 2025, with several bottled tea drinks selling over 200,000 units monthly [3] - Social media has played a significant role in promoting lemon products, with over 77.4 million related posts on platforms like Xiaohongshu [3] Market Adaptations - Beverage and dessert shops are adapting to rising lemon costs by substituting fresh lemons with freeze-dried alternatives to control expenses [2] - Popular lemon-based drinks, such as lemon tea, are experiencing high sales, with some stores selling hundreds of cups daily [2][3]