2025年，隨著首爾一家超市將一棵白菜標價推至79元人民幣，韓國民眾陷入“吃泡菜”與“吃得起泡菜”的兩難困境，這一現象迅速引發社會廣泛關注，也將矚目焦點指向黃海對岸的中國供應鏈，成為這場“泡菜危機”的終極解決方案。數據顯示，韓國進口的辣白菜中超過99.9%來自中國，幾乎形成壟斷性的供應主導權，而這種依賴也推動A股相關概念板塊在市場上迎來價值爆發的前夜。

韓國對中國泡菜的深度依賴，其根源在於本土供應長期存在的困局。2025年，韓國遭遇極端天氣影響，導致白菜產量下降24.5%，種植面積幾乎縮減四分之一。同時，耕地持續縮減、農業勞動力老齡化等結構性問題，使得韓國本土白菜供應能力逐年不足，供需缺口擴大，市場價格持續上漲。

相比之下，中國憑藉得天獨厚的農業優勢構建堅實的供應壁壘。以山東省平度市仁兆鎮為例，該地區被譽為中國的“蔬菜倉庫”，採用智能滴灌、溫室控溫等現代化技術實現白菜的規模化種植，地頭價格僅為韓國的六分之一，同時白菜外形飽滿、甜度適中，非常符合韓式泡菜的加工需求。從田間到首爾餐桌，通過冷鏈物流和海關綠色通道，中國白菜通常只需四天即可直達韓國，保障品質與供應的穩定性，使得“中國泡菜救市”成為常態。

仁兆鎮這個擁有7萬人口的小鎮，承擔中國對韓出口泡菜的80%，其出口產值在2024年已突破1.5億元人民幣。這一供應模式不僅滿足韓國市場對辣白菜的巨大需求，也在一定程度上緩解價格壓力，穩定韓國泡菜產業鏈。

總體而言，韓國白菜價格飆升引發的“泡菜危機”，凸顯兩國在農業供應鏈上的互動關係。中國以技術和規模優勢提供穩定、高品質的白菜供應，不僅解決韓國本土生產不足的燃眉之急，也為相關概念板塊的市場投資提供潛在價值。這場跨境農產品供應的合作與依賴，正成為中韓兩國農業和食品市場互動中的重要現象。

In 2025, the price of a single cabbage at a Seoul supermarket soared to 79 yuan RMB, plunging South Korean consumers into a dilemma between “eating kimchi” and “being able to afford kimchi.” This situation drew widespread attention and highlighted the critical role of the Chinese supply chain across the Yellow Sea as the ultimate solution to South Korea’s “kimchi crisis.” Data shows that over 99.9% of imported kimchi cabbage in South Korea comes from China, giving China near-monopoly control over the supply and positioning related sectors in the Chinese stock market for potential value growth.

South Korea’s heavy reliance on Chinese cabbage stems from persistent domestic supply challenges. In 2025, extreme weather caused a 24.5% drop in cabbage production, while planting areas shrank by nearly one-quarter. Coupled with structural issues such as decreasing arable land and an aging agricultural workforce, South Korea’s domestic capacity has been increasingly insufficient, driving up prices.

In contrast, China has built a robust agricultural advantage. Renzhao Town in Pingdu, Shandong Province, often referred to as China’s “vegetable warehouse,” employs modern techniques such as intelligent drip irrigation and greenhouse temperature control to achieve large-scale cabbage production. The farm-gate price is only one-sixth of the price in South Korea, and the cabbages are plump, sweet, and perfectly suited for traditional Korean kimchi production. From the fields of Renzhao to tables in Seoul, cold-chain logistics and green-channel customs clearance ensure delivery in just four days, making “China to the rescue of the kimchi market” a routine solution.

This small town of 70,000 people accounts for 80% of China’s kimchi cabbage exports to South Korea, with export revenue surpassing 150 million yuan RMB in 2024. This supply not only meets South Korea’s high demand but also helps stabilize prices and supports the local kimchi industry chain.

Overall, the soaring cabbage prices in South Korea underscore the deep interdependence between the two countries’ agricultural supply chains. China’s technological and scale advantages provide a stable, high-quality cabbage supply that addresses South Korea’s domestic production shortfall and supports investor interest in related market sectors. This cross-border agricultural cooperation has become a key phenomenon in the food and agricultural markets of both nations.