Core Viewpoint - The recent surge in stock prices of San Yuan Co., Ltd. is linked to the trending "milk skin candy hawthorn" concept, despite the company denying any association with this product [1] Group 1: Stock Performance - San Yuan Co., Ltd. has experienced three consecutive days of stock price increases, with a "limit up" on the opening day [1] - Over the past two trading days, the stock has achieved two limit-up instances, outperforming other dairy stocks in the market [1] Group 2: Product Association - There are speculations that the stock price increase is related to the popularity of the "milk skin candy hawthorn," which has gained significant traction on social media [1] - The conventional price for regular hawthorn candy ranges from 3 to 5 yuan per skewer, while the milk skin variant is priced between 18 to 25 yuan per skewer, indicating a substantial markup due to its popularity [1] Group 3: Company Clarification - San Yuan Co., Ltd. issued a statement on November 11, clarifying that it does not have any products related to the "milk skin candy hawthorn" concept [1] - The company's retail outlet, San Yuan Mei Yuan, has not been selling the milk skin candy hawthorn, and the product has been out of stock for over a month due to a lack of supply from the company [1]

Core Viewpoint - The recent popularity of "milk skin candy hawthorn" has led to a significant surge in the stock price of Sanyuan Foods, despite the company denying any direct involvement with the trending product [2][3]. Group 1: Stock Performance - Sanyuan Foods' stock price experienced a "limit up" on November 11, following two consecutive trading days of price increases, outperforming other dairy stocks [2]. - Other dairy stocks also saw varying degrees of price increases during the same period [2]. Group 2: Product and Market Dynamics - The "milk skin candy hawthorn" has gained national attention, particularly this winter as hawthorn fruit becomes widely available, leading to a surge in demand for this seasonal treat [2]. - Traditional hawthorn candy prices range from 3 to 5 yuan per skewer, while the new milk skin variant is priced between 18 to 25 yuan, indicating a significant markup due to its popularity [2]. Group 3: Company Announcements and Financials - Sanyuan Foods announced on November 11 that it has no undisclosed significant matters or media reports that could impact its stock price, and the reasons for the stock price increase remain unclear [3]. - The company's third-quarter report indicated a revenue of 4.87 billion yuan, a year-on-year decrease of 10.1%, while net profit attributable to shareholders was 240 million yuan, reflecting a year-on-year increase of 124.8% [3].

Core Viewpoint - The article discusses the recent surge in the stock price of Sanyuan Foods (三元股份) due to the popularity of a new snack, "milk skin candied hawthorn," despite the company denying any involvement in its sales [3][4]. Group 1: Company Performance - Sanyuan Foods reported a revenue of 4.87 billion yuan for the first three quarters, a year-on-year decrease of 10.1% [4]. - The company achieved a net profit attributable to shareholders of 240 million yuan, reflecting a significant year-on-year increase of 124.8% [4]. - Following a strategic adjustment by the new management team, both revenue and net profit showed improvement in the third quarter [4]. Group 2: Market Reaction - The stock price of Sanyuan Foods experienced a "limit-up" increase, with two consecutive trading days of price surges, outperforming other dairy stocks [3]. - Speculation arose that the stock price increase was linked to the trending snack, which has seen a price increase from 3-5 yuan to 18-25 yuan per stick due to the addition of milk skin [3]. - Despite the stock surge, Sanyuan Foods clarified that it does not sell the trending product and has not supplied it for over a month [4].

网红奶皮子糖葫芦在今冬爆火，也在资本市场引发连锁反应，北京区域乳企三元股份（600429.SH）连 续涨停。 记者了解到，三元股份11日晚发布公告否认自身具有"奶皮子糖葫芦"热点概念。同时，其旗下销售奶酪 制品的三元梅园门店目前并未在销售奶皮子糖葫芦。 奶皮子糖葫芦带火乳业股？ 记者注意到，常规糖葫芦价格大多在3元到5元一串，而加入奶皮子后产品身价暴涨，售价涨至18元到25 元/串不等，且热度可观。在社交平台上，不少网友晒出北京及外地糖葫芦门店前大排长龙的景象。 不过，记者今日从部分三元梅园门店了解到，该产品已停售一个月有余，主要因三元股份方面未供货， 具体原因不详。 11月11日晚，三元股份发布公告称，公司不存在应披露而未披露的重大事项或重要信息，也未发现对公 司股票交易价格可能产生重大影响的媒体报道、市场传闻、热点概念或重大事件。今日三元股份证代办 工作人员也表示，公司生产经营活动、市场环境等并未发生改变，股价上涨原因暂不清楚原因。 三季报显示，三元股份前三季度实现营业收入48.7亿元，同比减少10.1%；实现归母净利润2.4亿元，同 比增长124.8%。在新管理团队策略调整后，第三季度公司收入与净利润表 ...

Core Viewpoint - The stock prices of companies related to the "milk skin candy hawthorn" concept have surged, with San Yuan Co. and Zhuangyuan Pasture hitting the daily limit, indicating strong market interest and demand for this new consumer product [1]. Group 1: Market Performance - The A-share market has seen a significant rise in stocks related to milk skin candy hawthorn, with San Yuan Co. and Zhuangyuan Pasture reaching their daily limit [1]. - Tianrun Dairy and Western Pastoral have increased by over 4%, while Yili Co. has risen nearly 4% [1]. Group 2: Product Demand - The new consumer product, milk skin candy hawthorn, has experienced a price increase of three times, leading to a supply shortage from manufacturers [1]. - This trend is compared to the previous market surges seen with Zibo barbecue in 2023 and Tianshui spicy hot pot in 2024, indicating a pattern of explosive growth in similar food trends [1].