本食谱选自《酸面包的细节 》 1片薄薄的干腌火腿，如塞拉诺火腿 1片硬质陈年奶酪，如曼彻格奶酪在小平底锅中倒入约0.5厘米深的橄榄油，用中高火加热。 放入面包片，煎3分钟，至表面金黄。翻面，将另一面也煎至金黄。面包片粗糙的表面会成为一把天然 的刨刀。将番茄的切面在面包片的一面摩擦，直到果肉磨碎，果汁和果泥填满面包片上的小孔。最后在 面包上放上火腿和奶酪，即可享用。 番茄烤面包 搭配番茄、特制火腿和硬质奶酪的烤面包是西班牙各地小吃店的夏日招牌菜。 没有什么比这更有风味的了。当然，要选用最好、最成熟的番茄，煎面包时要用品质好的橄榄油。 1人份优质橄榄油 1片新鲜的或隔夜的基础乡村面包 1个柔软、成熟的传家宝番茄，横切成两半 1、 海底捞面包开业了！个位数的性价比，要靠"穷鬼友好面包"再圈一波粉？ 2、 144小时中国游，蜂拥而来的歪果仁最爱吃的面包竟然是这个... 3、 【独家专访】靠一只"黑麦小鸟圈"，这家苏州面包店飞出了烘焙圈！ 4、 10万家烘焙店闭店潮下，那些持续盈利的店铺做对了什么？我们走访了100位主理人 5 、 "脱氢乙酸钠"下线后，关于"配料表"的竞争才刚刚开始 6、 让烘焙师又爱又恨的隔夜冷藏法 ...

Core Viewpoint - The rise of "Nai Pi Zi" (milk skin) represents a significant trend in the food industry, driven by consumer demand for natural, handmade, and culturally resonant flavors, marking a shift from exotic to local tastes [5][34][42]. Group 1: Product Popularity and Market Response - "Nai Pi Zi" has become a natural hit in the food scene, gaining traction without brand backing, primarily due to its unique flavor [3][5]. - The product's popularity has led to a surge in social media engagement, with platforms like Xiaohongshu seeing increased search interest and user-generated content [3][39]. - The demand for "Nai Pi Zi" has resulted in long queues at stores and a noticeable increase in raw material prices, affecting supply chains [21][25]. Group 2: Cultural and Culinary Significance - Originating from Inner Mongolia, "Nai Pi Zi" is a traditional dairy product that has been reinterpreted in urban bakeries, gaining a cultural significance as a symbol of authenticity and craftsmanship [7][9]. - The product's preparation process, which involves a labor-intensive method, adds to its perceived value and aligns with current consumer preferences for "clean label" foods [25][28]. Group 3: Industry Innovation and Competitive Advantage - "Nai Pi Zi" has emerged as a key innovation in the baking industry, providing a solution to the homogenization of products and offering a unique selling proposition through local ingredients [31][33]. - The integration of "Nai Pi Zi" into various baked goods has allowed brands to differentiate themselves in a competitive market, appealing to consumers' desire for authentic and emotionally resonant experiences [28][39]. Group 4: Future Outlook and Sustainability - The sustainability of "Nai Pi Zi" as a trend will depend on maintaining quality and continuing innovation, ensuring it evolves from a fleeting fad to a lasting staple in the culinary landscape [42].

Core Insights - The innovative dessert "Milk Skin Candy Hawthorn" has rapidly gained popularity, becoming a trending item across various cities in China, with significant social media engagement and long queues at stores [1][4][6] Group 1: Product Popularity - The product has seen a surge in demand, with related posts on Xiaohongshu reaching hundreds of thousands and Douyin views exceeding 600 million [1] - In Shanghai, the offline price for a single Milk Skin Candy Hawthorn is 48 yuan, while online prices have soared to 99 yuan, indicating a strong market demand despite high prices [6][8] Group 2: Product Differentiation - The Milk Skin Candy Hawthorn features two key upgrades: a layer of milk skin made from fresh milk that enhances flavor and texture, and the introduction of various innovative fillings beyond traditional hawthorn [9][10] - The dessert offers a multi-layered taste experience, combining crispy outer sugar coating, soft and fragrant milk skin, and juicy fruit fillings, appealing to both taste and visual aesthetics [10][11] Group 3: Market Expansion - The success of Milk Skin Candy Hawthorn has prompted tea and bakery brands to explore "Milk Skin +" product lines, integrating milk skin into various offerings, such as drinks and baked goods [12][18] - New products like milk skin-infused teas and cakes have emerged, demonstrating the versatility and market appeal of milk skin across different food categories [20][21] Group 4: Industry Challenges - The lack of standardization in defining "milk skin" poses a challenge for the industry, as different brands interpret and utilize the ingredient in various ways [40] - High production costs and fluctuating raw material prices hinder the widespread adoption of milk skin products, with significant resource loss during production [41] - The high-fat content of milk skin may conflict with current health trends, and the reliance on social media for sales raises concerns about long-term consumer loyalty [42][43] Group 5: Future Outlook - The milk skin phenomenon illustrates the potential for local specialty ingredients to create market excitement, suggesting a replicable model for future food innovations [44][45]

Core Viewpoint - The article discusses the rising trend of bread festivals in smaller cities in China, highlighting a shift in consumer behavior where young people are increasingly seeking high-quality, trendy bread products that were once considered exclusive to larger metropolitan areas [3][10][21]. Group 1: Bread Festival Phenomenon - The first bread festival in Lianyungang was held on November 2, with several other cities like Yancheng and Huai'an following suit, indicating a growing popularity of such events in autumn and winter [5][19]. - Bread festivals, initially perceived as a big city phenomenon, are now attracting significant crowds in smaller cities, with events in Jiangmen and Shenyang drawing tens of thousands of visitors and generating substantial sales [19][21]. - The pricing of bread at these festivals in smaller cities is comparable to that in major cities, with individual items typically priced between 10 to 40 yuan, often around 20 yuan [16][21]. Group 2: Market Dynamics and Consumer Behavior - The article notes that the product offerings at bread festivals in smaller cities closely resemble those in larger cities, with similar brand names and product types, indicating a convergence in consumer tastes [12][26]. - The expansion of trendy bread brands into smaller cities is narrowing the gap between urban and rural consumer experiences, as brands like HOT CRUSH have begun to open locations in less populated areas [22][26]. - Social media plays a significant role in driving the popularity of these bread festivals, as consumers share their experiences and promote the unique offerings available [24][55]. Group 3: Changing Landscape of Bakeries - The article contrasts the success of new trendy bakeries with the struggles of traditional chain bakeries like 85°C, which have seen a decline in sales and have closed multiple locations [38][39]. - New bakeries focus on niche products and unique offerings, often abandoning the traditional model of offering a wide range of baked goods, which has allowed them to capture consumer interest [42][44]. - The rise of social media and the desire for experiential consumption have made bread festivals and trendy bakeries appealing to consumers seeking a sense of happiness and fulfillment through food [58][63]. Group 4: Consumer Aspirations in Smaller Cities - Young consumers in smaller cities are increasingly seeking high-quality, trendy food experiences, reflecting a desire to enjoy the same lifestyle and products available in larger cities [66][72]. - The influx of trendy bakeries into smaller cities is filling a gap left by traditional private bakeries, catering to the growing demand for diverse and high-quality baked goods [73][75]. - The article emphasizes that this trend is not just a commercial phenomenon but also a reflection of changing lifestyles and aspirations among consumers in smaller cities [75].

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Core Viewpoint - The article emphasizes that successful products are the result of long-term commitment rather than luck, highlighting the importance of quality ingredients and transparency in the baking industry [1][4]. Group 1: Product Innovation - Hema's new "安心真蛋奶花边蛋挞" (Assured True Egg and Milk Tart) has gained popularity by focusing on product quality rather than visual appeal, addressing the core question of where product strength begins [4]. - The introduction of the "9.9元四粒" (9.9 yuan for four) egg tarts by Hema ignited the market, with egg tarts accounting for 35% of the search volume in the baking category, making it the top product for attracting customers [8][10]. - The industry faces an innovation dilemma, with many retailers following the trend of "9.9元四粒," leading to a saturated market with little differentiation in product quality [10][12]. Group 2: Consumer Preferences - Consumers are increasingly frustrated with superficial innovations that do not enhance their experience, as seen in the backlash against overpriced egg tarts that offer no real upgrade in quality [12][14]. - A significant 74% of consumers prioritize ingredient quality in their baking purchases, with younger generations and health-conscious groups placing a premium on safe and healthy options over low prices [16][18]. Group 3: Quality and Transparency - Hema's egg tart stands out due to its commitment to transparency, showcasing its ingredient list and achieving the industry's first A++ level clean label certification, indicating no chemical additives and clear sourcing of key ingredients [22][26]. - The tart contains 85% egg and milk, significantly higher than typical products, which often use cheaper substitutes, thus providing a richer flavor and a sense of safety for consumers [29][30]. Group 4: Production Innovation - Hema has developed a revolutionary integrated production process that balances taste, freshness, and efficiency, allowing for a significant increase in production efficiency by 3-4 times while maintaining high quality [33][35]. - This approach reflects a strategic shift in the baking industry, moving away from superficial trends to focus on core ingredients and innovative processes that genuinely enhance product quality [36][40]. Group 5: Market Trends - The baking industry is undergoing structural changes, with consumers shifting from "aesthetic consumption" and "low-price consumption" to "quality consumption" and "health consumption," with 46.4% of consumers prioritizing food freshness [42][43]. - Hema's focus on clean recipes, high-quality materials, and simplicity aligns with the inevitable direction of consumer upgrades and serves as a solid foundation for building trust and reputation [43].

Core Insights - The China International Import Expo (CIIE) has become increasingly important for foreign companies in shaping their development strategies in the Chinese market [1][2][3] - CIIE serves as a platform for multinational food companies to synchronize their growth with the Chinese market, facilitating innovation and cultural exchange [1] - Companies like Savencia and Cargill view CIIE as a valuable opportunity to showcase innovative products and solutions, aiming for sustainable development in the food industry [1] - Shiseido emphasizes CIIE as a strategic platform for integrating its business operations in China and enhancing brand recognition among consumers [2] - Standard Chartered highlights CIIE's role in connecting international capital with Chinese companies, fostering global asset allocation [2] - SGS has utilized CIIE to launch innovative services that have quickly gained market recognition, reinforcing its commitment to international trade and technology collaboration [3] - PwC plans to leverage its global network and local insights to support Chinese enterprises in expanding internationally through CIIE [3] Summary by Company - **Savencia**: Anticipates showcasing innovative products at CIIE, focusing on natural and healthy dietary concepts to grow alongside the Chinese market [1] - **Cargill**: Views CIIE as a crucial platform for deepening connections with the Chinese market and promoting sustainable practices in the food industry [1] - **MUJI**: Reports a 12-month consecutive sales growth in China, with 422 stores as of August, and sees CIIE as a catalyst for global resource integration [1] - **Shiseido**: Utilizes CIIE to enhance its business integration in China and boost brand awareness among local and international consumers [2] - **Standard Chartered**: Participates in CIIE to showcase its business strategy and foster partnerships, benefiting from eight years of involvement [2] - **SGS**: Highlights successful launches of innovative services at CIIE, establishing benchmarks in green consumption and digital carbon management [3] - **PwC**: Plans to continue its participation in CIIE to transform professional capabilities into actionable solutions for Chinese enterprises [3]

Core Insights - The trend of high-priced bakery products, particularly from foreign brands, is becoming a new label for the market, with items like croissants priced at 39 yuan and European-style bread at 76 yuan attracting significant consumer interest [1][3]. Pricing and Consumer Behavior - Mid to high-end bakery brands are focusing on concepts of quality, health, and social experience, leading to a general increase in product prices due to rising costs of ingredients, labor, and rent, along with brand premiums and marketing strategies [3][15]. - Consumers express surprise at the high prices, with some noting that a single piece of bread can cost as much as a meal, indicating a shift in spending habits [5][6]. - Despite some complaints about the prices, many young consumers are willing to queue for these high-priced items, demonstrating a strong demand for trendy bakery products [6][8]. Market Dynamics - The popularity of foreign bakery brands in Xiamen is evident, with many offering unique products that are priced higher than traditional bakeries [13]. - The increase in prices is attributed to significant rises in the costs of baking ingredients such as sugar, flour, butter, and chocolate, as well as the labor-intensive "handmade" production methods and high rental costs [16]. - Young consumers are motivated to purchase these high-priced items for the perceived quality and social recognition gained from sharing their experiences on social media [16]. Marketing Strategies - Some brands employ marketing tactics like scarcity marketing and brand positioning to create a high-end image, targeting specific consumer demographics [16]. - However, sustainable business practices require a balance between effective marketing and maintaining product quality and value for money to retain customers [16].

Core Insights - Mondelez International reported mixed Q3 results amid record cocoa costs, with revenues of $9.744 billion, a year-on-year increase of 5.9%, and organic growth of 3.4%. However, net profit fell by 12.9% to $743 million, and gross margin declined by 10.1 percentage points to 30.4% due to high cocoa costs and increased transportation expenses [2] - The company lowered its full-year earnings forecast, now expecting organic revenue growth of about 4%, down from the previous target of 5%, with adjusted earnings per share projected to decline by 15% year-on-year [2] Revenue and Profitability - In the European market, Mondelez implemented a price increase of approximately 30% on chocolate products to counter cocoa cost pressures, but faced a 7.5% decline in sales volume due to competitors and retailers not matching the price increases [2] - In the U.S. market, the company shifted from discount promotions to high-value events and brand collaborations, but sales volume still decreased by 4% year-on-year [2] - Emerging markets also saw a decline in sales volume of 4.7% in Q3 [2] Cost Management and Future Outlook - Mondelez is relying on price increases to maintain performance and profitability amid cost pressures, but this strategy may weaken brand competitiveness if overused [3] - The CFO indicated that cocoa costs have peaked and are expected to improve next year, with anticipated sales rebounds in Europe and positive impacts from price reductions in the U.S. market [3] - Emerging markets, particularly Mexico, China, India, and Brazil, are expected to show strong revenue growth [3] Business Highlights - The baking segment emerged as a bright spot for Mondelez in Q3, with the recently acquired Chinese frozen baking company contributing $288 million in net revenue for the first three quarters, including $87 million in Q3 alone [3] - Mondelez views the baking category as a significant growth area due to its blurred boundaries with cookies and low market concentration, leading to strategic acquisitions and brand extensions [4] Market Potential - The global cake and pastry market is valued at $97 billion, with a high single-digit compound annual growth rate, making it one of the fastest-growing packaged snack categories [5] - As consumer preferences evolve, the baking industry is entering a rapid expansion phase, and Mondelez is well-positioned to capitalize on this trend due to its strong brand presence and loyal customer base [5]

Core Viewpoint - The article discusses the evolving trends in the Chinese afternoon tea dessert market, highlighting the rise of scones and dacquoise as popular choices among young consumers, showcasing their unique appeal and market strategies. Group 1: Scones - Scones have gained popularity through a successful "localization reversal," transforming from a mere accompaniment in high-end hotel afternoon teas to a beloved dessert due to innovations in texture and flavor [6][41]. - The Shanghai brand "Carter Scone" played a pivotal role in this transformation by adjusting the cream and butter ratios, creating a new style of scone that resonates with Chinese consumers' preference for a flaky texture [7][41]. - Scones are now seen as versatile afternoon tea options, pairing well with various beverages and fitting seamlessly into Chinese tea-drinking habits, thus proving the success of their "Chinese adaptation" [47][60]. Group 2: Dacquoise - Dacquoise, a classic French dessert, has recently gained traction in China, particularly since 2022, due to its appealing aesthetics and lower sugar content, making it suitable for modern tastes [9][49]. - The dessert's success is attributed to its visual appeal, light sweetness, and diverse flavor possibilities, which have evolved from traditional French recipes to more localized versions [51][53]. - Dacquoise has emerged as a "main character" in the dessert scene, leveraging social media for marketing and appealing to gifting occasions, thus establishing itself as a popular choice for various social settings [56][60]. Group 3: Market Trends - The popularity of scones and dacquoise reflects a shift in consumer preferences towards "experiential consumption," where the focus is on the overall experience rather than just the taste [11][14]. - Major restaurant brands are exploring the baking segment, indicating a growing trend in the market where baked goods are integrated into their offerings [13]. - The competition between scones and dacquoise highlights the importance of understanding local taste preferences and adapting products accordingly to succeed in the rapidly growing Chinese baking market [14][62]. Group 4: Insights and Strategies - The article emphasizes that the success of these desserts is not merely due to their cultural origins but rather their ability to resonate with local taste preferences and provide a "good reason to eat" [62][64]. - Both scones and dacquoise have successfully created social and emotional value beyond just being food items, positioning themselves as "social currency" in various contexts [65][67]. - The adaptability of both desserts allows for continuous innovation and the potential for seasonal variations, making them sustainable products in the evolving market landscape [68][70].