原料告急，盒马、瑞幸仍砸钱入场，这款“网红小吃”何以引爆全网疯抢？

Core Insights - The recent surge in popularity of "Nai Pi Zi Tang Hu Lu" (milk skin candied hawthorn) has led to significant price increases, with some locations selling for as high as 98 yuan per skewer, and long queues forming for purchases [2][6][16] - The product has become a social media sensation, with discussions and posts about it gaining millions of views across platforms like Douyin and Xiaohongshu [14][20] - The rapid rise in demand has resulted in supply shortages, with suppliers struggling to keep up with the unexpected surge in sales [16][22] Market Dynamics - Various retailers, including Hema and Xueji Fried Goods, have quickly introduced their versions of Nai Pi Zi Tang Hu Lu, indicating a strong market response to the trend [6][22] - The product's appeal is attributed to its unique combination of traditional ingredients and modern presentation, which resonates with consumer preferences for rich flavors and visually appealing food [24][33] - The trend has sparked a debate among consumers regarding the taste, with opinions divided between those who enjoy the product and those who find it overly sweet or unappetizing [18][20] Consumer Behavior - The product has been described as a "social currency," with its popularity driving consumers to share their experiences online, further fueling its demand [14][33] - The rapid price increases have drawn comparisons to stock market behavior, with some consumers expressing frustration over the volatility [17][20] - Despite the mixed reviews, the overall sentiment indicates that Nai Pi Zi Tang Hu Lu has established itself as a significant trend in the food market [20][34] Industry Outlook - Analysts suggest that while the current demand for Nai Pi Zi Tang Hu Lu is high, the underlying market for fruit and nut snacks is relatively small, posing challenges for long-term sustainability [34][36] - The product's success may be short-lived, as it is categorized within a niche market with low user retention and a weak market foundation [34][36] - The potential for Nai Pi Zi Tang Hu Lu to evolve into a long-term staple in the snack industry remains uncertain, with industry experts advising caution for new entrants [34][36]