这个秋冬爆火出圈的奶皮子，要成为持续受欢迎的「超级原料」有多难？| 声动早咖啡

Core Viewpoint - The article discusses the recent popularity of "奶皮子" (milk skin) as a trendy food item, particularly in the form of sugar-coated hawthorn, while highlighting the challenges and limitations for its long-term market demand due to high costs, seasonal fluctuations, and limited innovation potential [4][5][10]. Summary by Sections Popularity and Market Dynamics - "奶皮子" has gained significant attention on social media, with over 600 million views on Douyin and 120 million on Xiaohongshu for related topics [4]. - The price of "奶皮子" has surged from 10 yuan to 42 yuan within a week due to increased demand, but production capacity is already at its limit, making it difficult for manufacturers to meet the demand [4][5]. - Manufacturers are cautious about expanding production capacity due to past experiences with short-lived trends in the food industry [4][5]. Production and Quality Issues - "奶皮子" is a traditional dairy product from Inner Mongolia, but there is a lack of standardization in its production, leading to significant variations in quality and texture across different brands [5][6]. - The production process is labor-intensive and requires a large amount of fresh milk, making it costly and subject to seasonal price fluctuations [7][8]. Cost and Pricing Challenges - The cost of "奶皮子" is high, with estimates indicating that it takes about 3 to 3.5 kilograms of fresh milk to produce 1 kilogram of "奶皮子" [7]. - Seasonal variations in fresh milk prices can lead to increased costs for manufacturers, impacting pricing strategies for products that use "奶皮子" as an ingredient [7][8]. Innovation and Market Longevity - Current innovations involving "奶皮子" primarily focus on incorporating it into existing products rather than creating new forms, which is seen as a low-barrier "combinatorial innovation" [8][9]. - The flavor and texture of "奶皮子" are relatively fixed, limiting the potential for significant product innovation compared to more versatile ingredients like coconut [9][10]. - The high fat content of "奶皮子" products conflicts with current health trends favoring lower sugar and fat options, which may hinder long-term consumer interest [10].