Group 1 - The popularity of Chinese tea drinks, such as "霸王茶姬" and "奈雪的茶," is rising among Thai youth, who appreciate the unique flavors and lower sugar content [1] - "霸王茶姬" reported a significant increase in overseas business, with overseas GMV exceeding 300 million yuan, marking a year-on-year growth of 75.3% and a quarter-on-quarter growth of 27.7% [2] - "奈雪的茶" achieved a record overseas sales high shortly after opening its first global flagship store in Thailand, generating nearly 1 million Thai Baht in revenue within three days [2]

Group 1 - The core issue is a supply crisis of lemons affecting the flagship product, lemon water, of the company Mixue Ice City [1][7] - The shortage of lemons has been reported in multiple cities including Zhengzhou, Shanghai, and Changsha [2] - The internal discussions regarding the lemon supply issue began as early as May this year [4] Group 2 - Climate change has led to significant fluctuations in lemon production, with major production areas like Sichuan experiencing a reduction of 30%-60% due to adverse weather conditions [5] - The wholesale price of lemons has surged to 14.98 yuan per kilogram, nearly double the price of 7.87 yuan per kilogram from the previous year [6] - The demand for lemons has increased by 200% due to rising summer temperatures, further exacerbating the supply issue [5] Group 3 - The lemon shortage is expected to persist due to limited domestic production areas [8] - The company remains optimistic about overcoming the lemon water crisis, with expectations of imported lemons arriving soon [9] - Some leading tea brands are considering using concentrated lemon juice as a substitute during the supply crisis [10][11]