"奶中精华" 奶皮子是鲜牛奶或羊奶煮沸后表面凝结的一层含脂肪的薄皮，浓缩了牛奶中的多种精华营养素，营养密 度较高，被誉为"奶中精华"。 ★ 它富含优质蛋白与乳脂肪，每百克中蛋白质约12.2克，脂肪高达42.9克[1]，能快速为身体供能，尤其 适合寒冷地区或体力消耗大的人群； ★ 奶皮子也是钙的天然宝库，每百克奶皮子中含钙818毫克[1]，远高于大多乳类及制品，钙能刺激骨基 质和骨细胞生长，有益于骨骼健康。 来源：北京市疾病预防控制中心微信公众号 【营养与食品】奶皮子——既是"奶中精华"也是"热量浓缩"，如何科学享用 奶皮子，那一层浮在煮沸奶面上的凝脂薄衣，是草原牧民家中最朴素也最珍贵的馈赠。它醇厚香甜，入 口即化，奶香中透着脂肪的润泽，是奶茶中的温柔伴侣，是炒米间的绵密点缀，更是中秋时节"奶皮子 月饼"里那一口化不开的乡愁。 ★ 普通人尝鲜应点到为止，不宜多食，并相应减少其他油脂摄入，以免增加慢性病患病风险； ★ 各类人群食用后均应立即清水漱口，有条件的话最好刷牙，彻底清除残留在牙齿上的奶渍。 ★ 婴幼儿与儿童可在家长看护下少量尝试，而对牛奶蛋白过敏者则需彻底远离。 综上，奶皮子是草原的馈赠，是味蕾的诗篇。我 ...

中农兴安种牛科技有限公司的育种突破为兴安盟奶业带来新动能——2024年培育的6头乳肉兼用型 种牛跻身TPI全国前100名，这套自主研发的育种技术显著提升了种牛品质，企业也因此获得自治区550 万元育种奖励，为奶牛遗传改良注入了科技活水。 走进兴安伊利乳业 "5G+工业互联网平台" 液态奶智能工厂生产车间，一个个包装盒在高速运转的 流水线上"飞奔"，一盒盒灌装好的牛奶被机械臂整齐装箱。依托工业互联网、5G、AR、BIM等前沿技 术，中央控制室可实现全生产链条智能化管控，完成从收奶、发酵到灌装的全流程自动化最优生产，能 耗逐年降低。 作为内蒙古伊利实业集团股份有限公司的全资子公司，该公司以"5G+工业互联网"为定位，打造出 一座集绿色环保与智能制造于一体的现代化智能工厂。截至2025年上半年，兴安伊利已实现工业产值 7.21亿元，创税1860.16万元，安置就业400人，为兴安盟奶业加工产业注入强劲动力。 初冬的兴安盟寒意渐浓，却挡不住牧场里的勃勃生机。12月2日，在突泉县众兴农作物种植专业合 作社的奶牛养殖场内，2300多头奶牛正甩着尾巴悠闲采食，自动化饲喂系统顺着食槽精准铺陈草料，细 碎而均匀的咀嚼声此起彼伏 ...

Group 1 - The company, Western Pastoral (300106.SZ), confirmed on an investor interaction platform that its subsidiary dairy processing enterprises do not produce products specifically for making milk skin [2]

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].

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]

Core Insights - Xilin Gol League is leveraging its regional advantages to establish itself as a significant agricultural and livestock product production base, focusing on high-quality development in animal husbandry through the "grassland meat library," "ecological milk can," and "green grass city" initiatives [1] Group 1: Grassland Meat Library - The city is promoting a shift from quantity to quality in sheep farming, emphasizing the importance of superior breeding stock to enhance income and reduce pasture burden [2] - A breeding system has been established for the Ujumqin sheep, including a breeding center and multiple breeding farms, with an annual supply capacity of over 3,000 breeding sheep [2] - The beef cattle industry is also seeing improvements, with the establishment of two breeding farms and a focus on high-quality breeds like Simmental and Huaxi, leading to increased profitability for local farmers [3] Group 2: Ecological Milk Can - The city is transitioning from selling live animals and fresh milk to selling processed dairy products, enhancing the value chain through industrial parks and integrating processing with tourism [4] - The establishment of the Shifang Food Industrial Park and the Cheese Culture Industrial Park has led to significant investments and production capacity, with annual output reaching approximately 28,000 tons of various dairy products [4][5] - A cooperative model led by grassroots organizations is helping small dairy producers improve sales and profitability, with a focus on direct sales and e-commerce [6] Group 3: Green Grass City - The city is prioritizing ecological protection while enhancing forage supply, integrating natural grassland management with technological advancements in forage production [7] - The Maodeng Ranch has developed a 360,000-acre ecological park, significantly improving vegetation coverage and forage variety, which has led to increased production [8] - Technological innovations, such as hydroponic forage systems, are addressing challenges related to weather dependency in forage supply, creating a robust supply system for the livestock industry [9]

Core Insights - The demand for "milk skin" desserts is surging, leading to a significant increase in the production of milk skin in Ulanqab City, Inner Mongolia [1][11] Industry Overview - Ulanqab City is a major production area for dairy products, currently experiencing a peak in orders for milk skin products, which are in short supply [1][11] - Local dairy processing plants are operating at full capacity, with some factories increasing their production shifts to meet the high demand [5][15] Production Capacity - A dairy company in Chayouhouqi is producing around 1,000 sheets of milk skin daily, which is still insufficient to meet demand, prompting the company to operate two shifts instead of one [5][15] - Another processing plant reports a stable growth in order volume, with online sales through emerging e-commerce platforms showing a remarkable 60% year-on-year increase [9][15] Order Growth - Since the end of October, there has been an explosive growth in orders for milk skin, with some companies reporting order volumes that are at least ten times higher than usual [11][13] - Orders are coming from all over the country, with some factories already booked through the next month [13][15] Response to Demand - Local companies are taking multiple measures to expand production capacity, including increasing shifts and purchasing new equipment, while ensuring product quality to meet market demand [15]

Core Insights - The sudden popularity of "奶皮子糖葫芦" (milk skin candied hawthorn) has led to significant price increases and consumer interest, with prices reaching as high as 98 yuan per skewer [1][4][6] - The demand for milk skin has surged, causing shortages and driving prices up from 10 yuan per 100g to 30 yuan per 100g, surpassing the price increase of gold this year [6][12] - The rise of this product is attributed to its alignment with current consumer trends, particularly the emotional value it provides, combining nostalgia with novelty [7][12] Market Dynamics - The order volume for candied hawthorn has increased over three times since October, with milk skin candied hawthorn orders growing by 109% month-over-month [4] - The product's popularity has led to a significant increase in social media engagement, with related videos on platforms like Douyin (TikTok) garnering over 11 billion views and 240 million likes [9] - The rapid rise in popularity has also led to discussions about the sustainability of such trends, as many similar food fads have faded after initial success [13] Consumer Behavior - Consumers are drawn to the visual appeal and social sharing potential of milk skin candied hawthorn, which has become a "social currency" on platforms like Weibo and Xiaohongshu [7][12] - The product's success is not solely due to its taste but also its presentation and the cultural resonance it has with consumers, particularly younger demographics [12] - The phenomenon reflects a broader trend in the food industry where traditional elements are reinterpreted for modern consumption, creating a blend of nostalgia and innovation [12] Supply Chain Implications - The increase in demand has strained supply chains, leading to reports of milk skin shortages and affecting the availability of related products [4][6] - The logistics of producing and transporting milk skin are complex, requiring cold chain management, which adds to the overall cost and pricing dynamics [6] - The rapid commercialization of such products relies on low-cost, fast-iteration supply chains that can quickly respond to market trends [12]

Core Insights - The emergence of "奶皮子" (milk skin) as a trendy food item has led to a surge in its popularity, particularly in combination with traditional snacks like sugar-coated hawthorn [2][4][5] - The price of "奶皮子" has skyrocketed, with reports of prices increasing from 10 yuan to 42 yuan per piece within a week, reflecting high demand and limited supply [5][7][22] - Various brands are rapidly incorporating "奶皮子" into their product lines, including beverages and desserts, indicating a broader trend of leveraging regional specialties for urban consumer markets [9][27][29] Market Trends - The "奶皮子" phenomenon has transformed into a widespread trend across delivery and social media platforms, with numerous products featuring this ingredient [7][9] - The rapid rise in popularity has led to a supply shortage, with manufacturers struggling to meet demand despite price increases of 30% to 50% [22][23] - The trend is reminiscent of previous food fads, where a single item becomes a base for various culinary innovations, showcasing the cyclical nature of food trends in urban markets [29][31] Consumer Behavior - Consumers are experiencing mixed reactions to "奶皮子," with some enjoying its rich flavor while others find it overwhelming, highlighting the diverse preferences within the market [21][14] - The confusion surrounding the authenticity of "奶皮子" products has emerged, as many items marketed as "奶皮子" do not adhere to traditional definitions, leading to dissatisfaction among consumers from its native regions [16][21] - The trend has sparked a cultural curiosity among urban consumers, who are increasingly interested in regional delicacies, further driving the demand for "奶皮子" products [25][32]

Core Viewpoint - The company, Western Dairy (300106.SZ), clarified on its interactive platform that its subsidiary dairy processing enterprises primarily produce liquid milk, yogurt, and milk powder, and do not produce milk skin [1] Group 1 - The main products produced by the company's dairy processing enterprises include liquid milk, yogurt, and milk powder [1] - The company does not engage in the production of milk skin [1]