从7元到40元!奶皮子一天一个价,厂家门口排满收购车辆
Sou Hu Cai Jing·2025-11-13 01:16

Core Insights - The popularity of milk skin candied hawthorn has surged on social media, leading to a dramatic increase in the price of milk skin, which has seen unprecedented fluctuations [1][3]. Price Surge - The price of milk skin has doubled within a week, rising from around 10 yuan to approximately 20 yuan per piece, with some suppliers charging as much as 30 to 40 yuan per 100 grams on e-commerce platforms [3][5]. - A supplier noted that the price of milk skin was as low as 7 yuan last month before the trend exploded, indicating a significant market shift [3]. Supply and Demand Imbalance - The milk skin candied hawthorn, a simple innovation combining traditional candied hawthorn with milk skin, has captivated young consumers, leading to overwhelming demand [5]. - Suppliers are struggling to meet the demand, with one manufacturer stating that even producing 2,000 pieces a day is insufficient, forcing them to purchase from competitors at higher prices [5]. Capital Involvement - The price increase is largely attributed to capital intervention, with middlemen purchasing large quantities of milk skin directly from manufacturers, creating a semi-monopolistic market [7]. - Observations indicate that the profit margins for manufacturers are modest, but prices can double by the time they reach capital investors [7]. Production Challenges - The traditional production process of milk skin, which involves slow cooking and drying, limits the ability to scale up production quickly [9]. - The winter season has also reduced milk production, further driving up raw material costs, as the demand for milk skin products increases across the dairy industry [9]. Market Anomalies - The surge in demand has led to market irregularities, including the sale of substandard milk skin products made from milk powder or vegetable fat, which do not meet quality expectations [11]. - Concerns have been raised about the sustainability of current price levels and the quality of products available to consumers [11]. Brand Engagement - Despite supply instability, major brands like Luckin Coffee and Lele Tea are launching products featuring milk skin to capitalize on the trend, with prices dropping to as low as 9.9 yuan [13]. - However, the limited availability of milk skin means that these products are only being rolled out in select cities [13]. Future Outlook - Opinions on the longevity of the milk skin candied hawthorn trend vary, with some predicting it may last only a week, while others highlight its seasonal nature [15]. - The ongoing discussions on social media reflect both enthusiasm and skepticism regarding the product's staying power in the market [17].