Group 1 - The "milk skin candied hawthorn" has become a trending consumer product, with prices skyrocketing from 5 yuan to 98 yuan per skewer, marking it as a significant "consumer assassin" of the year [1][3] - The product has gained immense popularity on social media, leading to long queues in cities like Hangzhou and Nanjing, and is part of a broader trend of milk skin-based products [3] - Capital markets have reacted to this consumer phenomenon, with stocks like Sanyuan Co. experiencing a "three consecutive limit-up" surge, while other companies in the dairy sector also saw stock price increases [3][4] Group 2 - Sanyuan Co. issued risk warning announcements regarding the seasonal nature of the milk skin candied hawthorn, stating that its revenue contribution is minimal [1][3] - The stock trading data indicates that retail investors (speculative funds) are heavily buying, while institutional investors are quietly selling their shares [4][5] - Sanyuan Co. reported a revenue of 4.871 billion yuan and a net profit of 236 million yuan for the first three quarters of 2023, reflecting a year-on-year profit growth of 124.84% [5]

从5元一串，炒至98元一串，今年最狠的"消费刺客"，非奶皮子糖葫芦莫属。 这波炒作也蔓延到了股市，"三连板"的三元股份于11月12日晚间再发风险提示公告称，公司旗下子公司 三元梅园销售的奶皮子糖葫芦为季节性产品，销售周期仅几个月，收入规模占比极小。敬请广大投资者 注意风险，理性投资。 对此，三元股份在11月11日晚间发布风险提示公告后，11月12日晚间再度发布风险提示公告称，有报道 称公司旗下子公司北京三元梅园食品有限公司销售奶皮子糖葫芦相关信息。经核查，奶皮子糖葫芦为三 元梅园推出的季节性产品，销售周期仅几个月，收入规模占比极小。敬请广大投资者注意风险，理性投 资。 游资炒作，机构出货 股价连续大涨的背后，游资在炒作，机构却在悄悄出货。 "奶皮子糖葫芦"概念股火了 如果要选出一款年度网红视频，2023年属于淄博烧烤，2024年属于天水麻辣烫，2025年一定属于奶皮子 糖葫芦。 最近，奶皮子糖葫芦火爆出圈。它将传统糖葫芦的糖壳替换为奶皮子，凭借"传统+新奇"的组合成为社 交平台新晋顶流，还在杭州、南京等地引发了排队热潮，成为这波奶皮子消费热（奶皮子咖啡、奶皮子 奶茶、奶皮子酸奶）中最靓的仔。 一向喜欢捕捉热点 ...