Core Insights - The recent popularity of "Nai Pi Zi" (milk skin) tanghulu has led to significant price increases and supply shortages, with some products selling for over 45 yuan and even being resold by scalpers for as much as 140 yuan [1][6][12] - The surge in demand for Nai Pi Zi products, including tanghulu, yogurt, and lattes, has driven up the price of the raw material, with costs rising from 8 yuan to as high as 18 yuan per 100g [1][11][15] - The current production methods for Nai Pi Zi are primarily traditional and inefficient, leading to concerns about quality and hygiene, which need to be addressed for sustainable industry growth [1][19] Price Trends - The price of a single stick of Nai Pi Zi tanghulu generally exceeds 20 yuan, with premium fruit varieties reaching over 30 yuan [4][5] - In some locations, prices have escalated to 49 yuan or even 98 yuan online due to high demand and limited supply [9][12] - The cost of Nai Pi Zi has seen dramatic increases, with reports of prices rising daily, likened to gold price fluctuations [11][15] Supply Chain Dynamics - There is a notable supply shortage of Nai Pi Zi, with many producers unable to meet the increased demand, leading to frequent stockouts [12][14] - The influx of external buyers from other regions has exacerbated the situation, driving prices up and causing local producers to prioritize higher-paying customers [15][18] - The production capacity is limited, with many small-scale producers operating under traditional methods, which hampers their ability to scale up production efficiently [19] Market Expansion - The popularity of Nai Pi Zi products has led to a rapid increase in the number of related businesses, with the number of companies growing from 50 in 2023 to 239 by November 2025 [18] - The rise of Nai Pi Zi in the market is attributed to its appeal as a unique ethnic product, with potential for expansion into various dessert and snack categories [10][19] - The industry is witnessing a shift towards modernization, with some companies beginning to invest in improved production technologies to enhance efficiency and product quality [19]
奶皮子糖葫芦缘何卖出“天价”?
Bei Ke Cai Jing·2025-11-19 07:32