Price Surge - Lemon prices have surged significantly, with the average selling price reaching 7.0 yuan per jin on June 25, 2025, compared to 3.75 yuan per jin at the beginning of the year, marking an increase of 113% in just half a month [1] - The wholesale price of lemons in Anju County has doubled compared to the same period last year, reaching around 8 yuan per jin [1] Production Impact - The production of lemons in Anju County is expected to decline due to adverse weather conditions, including late spring cold snaps, which may affect the spring-flowering lemons that typically account for over 60% of total production [5] - Globally, lemon production is projected to decrease by approximately 6% in 2025, particularly in Turkey and Argentina, due to unfavorable weather during the flowering period [6] Industry Response - The rising lemon prices are impacting the supply chain, with companies considering substituting fresh lemons with lemon liquid in their products if prices continue to rise [7] - A senior executive from a leading tea beverage brand expressed concerns about the supply pressure from Anju County [8]

Core Viewpoint - The article discusses the explosive growth of lemon liquid products in the beverage market, highlighting a 1200% year-on-year sales increase, driven by health-conscious consumers and innovative product offerings [4][19]. Group 1: Market Trends - Lemon liquid has become a star product in the beverage category, with annual sales reaching approximately 1 billion yuan on major e-commerce platforms [4]. - The popularity of lemon liquid is closely tied to the rising health awareness among consumers, leading brands to innovate and differentiate their products [4][12]. - The market for lemon products is expected to reach 30 billion yuan by 2029, with a compound annual growth rate exceeding 15% [18]. Group 2: Consumer Behavior - Consumers are increasingly familiar with the nutritional benefits of lemons, leading to a demand for products that retain the fruit's natural flavor and nutrients [12]. - There is a growing preference for sugar-free beverages, with consumers seeking options that are not only low in calories but also free from artificial sweeteners [12]. - The convenience of portable packaging has made lemon liquid appealing for various consumption scenarios, such as outdoor activities and travel [13]. Group 3: Product Innovation - Brands are utilizing advanced technologies, such as nitrogen locking, to extend the shelf life of lemon products while maintaining quality [14]. - The introduction of cold-pressed techniques allows for better preservation of flavor and nutrients, catering to health-conscious consumers [12]. - Water Otter's lemon liquid product line has achieved a remarkable compound annual growth rate of 400%, indicating strong market acceptance [7]. Group 4: Competitive Landscape - The lemon beverage market is becoming increasingly competitive, with many brands entering the space, necessitating differentiation to stand out [18]. - Successful brands have leveraged unique marketing strategies and product innovations to capture consumer interest and drive sales [18]. - The supply chain for lemons in China is well-established, particularly in Sichuan's Anju County, which is a major production area [15][16].