奶皮子因糖葫芦等创新产品走红，但高成本、季 节波动和创新空间有限，使其难以成为长期热门 原料。 不知道这个秋冬，你是否也被一串裹着奶皮子的糖葫芦刷屏了。由于口感能与各种食材搭配，再加上社交媒体 的助推，奶皮子成为了当下讨论度最高的网红食品之一。在抖音，奶皮子糖葫芦的话题播放量已经突破 6 亿 次。小红书上，同一话题也累计 1.2 亿浏览量。 奶皮子原本是一种来自内蒙古的传统乳制品，现如今不仅仅成为了糖葫芦的最佳搭子，也被商家们以各种各样 的形态，融入咖啡、奶茶、和烘焙等等各种食品饮料中。随着热度的上升，原材料的价格也出现了变化。根据 36氪的报道，电商平台上一款奶皮子在 10 月底还是 10 块钱一张，一周之后就涨到了 42 块。 与此同时，有从 业者向第一财经表示，最近收到不少行业内关于奶皮子供应的询问，但多家合作工厂的产能已经排满，就算愿 意加价，也不一定能马上拿到货。 即便如此，厂商们对扩产能还是比较谨慎。根据澎湃新闻的报道，不少生产企业表示，过去几年，多款网红食 品都经历过短期放量，随后快速回落的情况，所以他们仍然担心这次的风口很快会过去，也不敢扩建产能。与 此同时，也有业内人士对媒体表示，从产业端来 ...

Core Viewpoint - The article discusses the phenomenon of "milk skin candied hawthorn," which has gained immense popularity both online and offline, leading to long queues and skyrocketing prices for this traditional snack [4][10]. Group 1: Product Popularity - The milk skin candied hawthorn has become a viral sensation, with consumers waiting in line for over two hours to purchase it, and prices being inflated by resellers [6][9]. - In Shanghai, the online price for this product reached 98 yuan per stick, while the offline price was 49 yuan, reflecting the high demand and limited supply [9]. - The product's popularity has led to significant online engagement, with discussions on platforms like Douyin and Xiaohongshu reaching millions of views [9]. Group 2: Market Dynamics - The rise of milk skin candied hawthorn is attributed to its innovative twist on a traditional snack, combining familiar flavors with a new texture that appeals to consumers [11][13]. - The product has successfully tapped into the emotional value for consumers, transforming a simple snack into a social and experiential item that enhances identity and social capital [13]. - Despite its current popularity, there are concerns about the sustainability of this trend, as consumer feedback indicates mixed feelings about the product's taste and value [14]. Group 3: Industry Insights - The success of milk skin candied hawthorn highlights the importance of understanding consumer preferences for emotional value and the need for businesses to convert fleeting trends into lasting customer loyalty [14]. - The article suggests that future market hits will depend on the ability to maintain product quality and encourage repeat purchases, rather than relying solely on viral marketing [14].

Core Insights - The popularity of "Nai Pi Zi Tang Hu Lu" (milk skin candied hawthorn) has surged, with prices reaching up to 40 yuan per skewer and long queues forming in cities like Jinan and Shanghai [1][5]. Product Details - Various types of Nai Pi Zi Tang Hu Lu are being sold at prices ranging from 22.5 to 35.6 yuan, with specific examples including "Shan Zha Bing Nai Pi Zi Tang Hu Lu" at 22.5 yuan and "Minin Nai Pi Zi Bo Luo Mi Strawberries Tang Hu Lu" at 35.6 yuan [2][4]. - The product has been available for about 10 days, with certain flavors like strawberry and green grape selling particularly well [4]. Market Trends - The demand for Nai Pi Zi Tang Hu Lu has led to significant increases in sales, with a reported 109% month-on-month growth in orders for this product category on delivery platforms [10]. - The trend has also resulted in long waiting times for customers, with reports of queues extending up to 3 hours [4][11]. Supply Chain Impact - The surge in demand has caused supply shortages for Nai Pi Zi, with manufacturers struggling to keep up. For instance, one factory reported that they could only produce over 10,000 pieces per day under a three-shift system [11]. - The production of Nai Pi Zi has shifted to meet the new demand, with manufacturers adapting their operations to produce both square and round forms of the product [11]. Consumer Behavior - The rise of Nai Pi Zi Tang Hu Lu reflects a trend where traditional snacks are combined with trendy elements, appealing to consumers' desire for familiar yet novel experiences [14]. - The product's visual appeal and social media-friendly nature have made it a popular choice among younger consumers, contributing to its viral success [14]. Industry Insights - Experts suggest that the success of Nai Pi Zi Tang Hu Lu is indicative of a broader trend in the new consumption era, where consumer demand for innovative and diverse flavors is on the rise [14][15]. - The rapid popularity of such products poses risks of market saturation and competition, emphasizing the need for continuous innovation and quality maintenance to sustain interest [14][15].

Core Insights - The recent surge in popularity of "Nai Pi Zi Tang Hu Lu" (milk skin candied hawthorn) has led to significant price increases, with some locations selling for as high as 98 yuan per skewer, and long queues forming for purchases [2][6][16] - The product has become a social media sensation, with discussions and posts about it gaining millions of views across platforms like Douyin and Xiaohongshu [14][20] - The rapid rise in demand has resulted in supply shortages, with suppliers struggling to keep up with the unexpected surge in sales [16][22] Market Dynamics - Various retailers, including Hema and Xueji Fried Goods, have quickly introduced their versions of Nai Pi Zi Tang Hu Lu, indicating a strong market response to the trend [6][22] - The product's appeal is attributed to its unique combination of traditional ingredients and modern presentation, which resonates with consumer preferences for rich flavors and visually appealing food [24][33] - The trend has sparked a debate among consumers regarding the taste, with opinions divided between those who enjoy the product and those who find it overly sweet or unappetizing [18][20] Consumer Behavior - The product has been described as a "social currency," with its popularity driving consumers to share their experiences online, further fueling its demand [14][33] - The rapid price increases have drawn comparisons to stock market behavior, with some consumers expressing frustration over the volatility [17][20] - Despite the mixed reviews, the overall sentiment indicates that Nai Pi Zi Tang Hu Lu has established itself as a significant trend in the food market [20][34] Industry Outlook - Analysts suggest that while the current demand for Nai Pi Zi Tang Hu Lu is high, the underlying market for fruit and nut snacks is relatively small, posing challenges for long-term sustainability [34][36] - The product's success may be short-lived, as it is categorized within a niche market with low user retention and a weak market foundation [34][36] - The potential for Nai Pi Zi Tang Hu Lu to evolve into a long-term staple in the snack industry remains uncertain, with industry experts advising caution for new entrants [34][36]

Core Insights - The popularity of "milk skin candied hawthorn" has surged both online and offline, leading to long queues and high prices, with some consumers reporting wait times exceeding two hours [3][10][15] - The product's price has escalated significantly, with online prices reaching 98 yuan per stick and offline prices at 49 yuan, driven by high demand and supply shortages [7][8] - The phenomenon has attracted attention on social media, with discussions on platforms like Douyin and Xiaohongshu reaching millions of views, indicating strong consumer interest [10][11] Summary by Sections Product Description and Popularity - The milk skin candied hawthorn is a variation of the traditional candied hawthorn, featuring a layer of milk skin that enhances its appeal [3][14] - The product has gained traction in major cities like Shanghai, Beijing, and Hangzhou, with reports of extensive queues at various outlets [5][6] Pricing Dynamics - Due to the overwhelming demand, some stores have raised prices, with reports of "scalpers" reselling the product at inflated prices, sometimes adding 20-50 yuan to the original cost [8][9] - In some cases, consumers have reported paying as much as 100 yuan per stick from scalpers, reflecting the high demand and limited supply [9] Consumer Behavior and Market Trends - The rise of the milk skin candied hawthorn is attributed to its ability to resonate with consumer emotions, transforming a simple street snack into a social and experiential product [13][14] - The product's success is also linked to its innovative approach, combining traditional flavors with modern twists, making it more appealing to a younger audience [14][15] Future Considerations - Despite its current popularity, there are concerns about the sustainability of this trend, as consumer feedback indicates potential dissatisfaction with the product's taste and value [15] - The industry may need to focus on maintaining customer loyalty and product quality to ensure long-term success beyond the initial hype [15]

Core Insights - The "Nai Pi Zi Tang Hu Lu" (milk skin candied hawthorn) has become a trending beverage in the tea drink sector, experiencing a 60% increase in sales for brands like Lele Tea, indicating a significant consumer demand for this product [1][4][9] - The rapid rise in popularity has led to supply shortages, with many manufacturers struggling to meet the increased demand, resulting in price hikes of 30-50% for raw materials [9][11][20] - Industry experts are debating whether "Nai Pi Zi" can become a staple ingredient in tea drinks, similar to "pearls" or "thick milk," but face challenges such as unclear definitions, high production costs, and varying quality standards [13][20][22] Group 1: Product Popularity - "Nai Pi Zi Tang Hu Lu" has become a winter consumer favorite, with reports of long queues and high prices, such as 98 yuan for a single skewer in Shanghai [1][4] - Social media platforms like Xiaohongshu have seen over 10,000 posts about "Nai Pi Zi Tang Hu Lu," indicating a strong online presence and consumer interest [4] - Lele Tea's modification to include "Tang Hu Lu" in their product name significantly boosted their sales and in-store traffic [4][9] Group 2: Supply Chain Challenges - The surge in demand has left many milk skin factories overwhelmed, with reports of full production capacities and inability to fulfill orders, leading to nationwide shortages [9][11] - The price of raw milk skin has reportedly increased by nearly 100%, further complicating supply issues for manufacturers [11][20] - The production process for traditional milk skin is labor-intensive, requiring significant amounts of fresh milk and time, which limits scalability [20][22] Group 3: Industry Perspectives - Experts suggest that while "Nai Pi Zi" has potential as a seasonal ingredient, its high cost and production challenges may hinder widespread adoption in the tea drink market [20][22] - The lack of standardized definitions and quality control for "Nai Pi Zi" poses a barrier to its acceptance as a mainstream ingredient [15][18] - The journey of "Nai Pi Zi" reflects broader trends in the Chinese consumer market, highlighting the potential of regional ingredients to gain popularity through social media and innovative supply chains [23]

New Product Launches - Luckin Coffee collaborates with "Tom and Jerry" to launch "Milk Skin Latte," inspired by traditional Inner Mongolian dairy products, featuring a rich milk flavor and a pudding-like texture [6][4] - Heytea introduces "Sauce-flavored White Tofu Crushed Silver," combining Yunnan sweet soy sauce with butter for a unique taste experience [6][4] - Qiaqia partners with Dairy Dragon to launch "Growth Nuts," featuring cartoon packaging and added lutein and probiotics [6][4] - Yanjinpuzi collaborates with Nongshim to create "Spicy Kimchi Chips," utilizing a non-fried baking process and optimized for reduced fat, salt, and sugar [7][4] - Dongpeng Special Drink teams up with Wrigley's to launch a sugar-free gum flavored like Dongpeng Special Drink [6][4] - Let Tea launches "Guava Oil Kumquat Jasmine Tea," a new product emphasizing health with no sugar and added probiotics [11][8] - Yuanqi Forest releases a new 1.8L iced tea, priced around 8 yuan, expanding its product sizes [11][8] Industry Events - Sun Yingsha becomes a global partner for OPPO, unveiling the special edition "Chasing Light Red" for the Find X9 series [15][13] - General Mills announces the closure of factories and a restructuring plan costing approximately $82 million, aimed at enhancing supply chain competitiveness [16][12] - Pang Donglai reports sales of 681 million yuan over the National Day holiday, with the Times Square store leading at 188 million yuan [16][12] - UNDEFEATED SPORT launches a themed event in Anaya, promoting its fall/winter collection through interactive sports challenges [16][12] - RIMOWA introduces a new seasonal limited edition in ballet pink, enhancing its Essential series [19][17] - LG Life Health appoints a new CEO, Lee Sun-joo, who has extensive experience in the beauty industry [20][18] - Mengniu Dairy continues its stock buyback strategy, repurchasing shares on multiple occasions in October [20][18] - Zheng Qinwen becomes the first global brand ambassador for Bawang Tea [20][18] - Three Squirrels receives approval for its H-share listing, aiming to issue up to 81.5 million shares [23][21] Investment and Acquisitions - M Stand acquires RAC BAR, marking its entry into multi-brand development [25][24] - Mixue Ice Cream invests 285.6 million yuan in Fulu Beer, gaining a 51% stake to enter the fresh beer market [25][24] - Zhou Dasheng acquires German high-end audio brand MBL, preserving jobs and production facilities [25][24] - Froneri, the parent company of Häagen-Dazs in the U.S., secures 36 billion yuan in new funding to strengthen its asset holding [25][24] - Pernod Ricard invests over 50 million yuan in a Canadian distillery, reaffirming its commitment to the region [28][26] - Jianming Industrial acquires enzyme producer HJ Youtel, enhancing its capabilities in various sectors [30][29] Food Industry Developments - Central Park Coffee Co. announces the opening of a Friends-themed café in New York, offering immersive experiences for fans [31][30] - Meituan's Happy Monkey brand opens its first northern store in Yanjiao, Hebei [33][32] - Asahi Foods launches a new nursing food brand, focusing on enjoyable eating experiences for the elderly [33][32] - a2 Milk becomes the first official milk partner of the Australian Open [33][32] - Wangwang introduces "Wangzai Vegetable and Fruit Milk," made with 100% imported milk and various fruit and vegetable juices [35][34] - JD.com kicks off its 11.11 fresh food sales event, offering significant discounts [35][34] - Xiangpiaopiao announces Sun Yingsha as its brand ambassador, promoting its health-focused product line [35][34] - Baili Foods plans to list on the Beijing Stock Exchange, aiming to issue up to 54 million shares [38][36] - Vitasoy is launching new flavors to adapt to emerging tea drink trends and competitive pricing [38][36] - Shuanghui's premium light food brand Jian Song releases new products, emphasizing health and nutrition [38][36]

Core Insights - The Qingdao Municipal Bureau of Commerce organized over 100 promotional activities during the National Day and Mid-Autumn Festival, focusing on enhancing consumer spending and optimizing supply [1][2][3] Group 1: Promotional Activities - Various districts in Qingdao launched themed promotional activities such as "Celebrating Together, Full Moon over Qingdao," with significant participation from local businesses [2][3] - The activities included light shows, street fairs, and special sales events, aiming to attract large crowds and boost sales [2][3][4] - The city monitored sales from ten major commercial enterprises, reporting a total sales revenue of 630 million yuan, a 6.4% increase compared to the previous year [1] Group 2: Consumer Engagement - Districts like Shinan and Shibei organized events that attracted an estimated 3 million visitors, generating over 200 million yuan in sales [2][3] - The integration of cultural and entertainment elements into shopping experiences was emphasized, with activities designed to appeal to various demographics, including families and young consumers [3][4] Group 3: Retail Performance - Major retail chains such as Lihua and Carrefour reported significant increases in customer traffic and sales during the holiday period, with some stores experiencing a 10% rise in foot traffic and an 8% increase in sales [6][7] - New shopping centers like the IMIX Park in Jimo projected sales exceeding 200 million yuan during the holiday, indicating strong consumer interest in new retail experiences [8] Group 4: Food and Beverage Sector - The restaurant industry saw a surge in demand for group meals and festive dining options, with popular local eateries reporting nearly a 20% increase in revenue [10][11] - Special promotions and themed menus were introduced by various restaurants to cater to the festive atmosphere, enhancing customer engagement and satisfaction [10][11] Group 5: Market Stability - The "vegetable basket" market in Qingdao maintained stable supply and pricing, with wholesale vegetable prices averaging 4.71 yuan per kilogram, down 18.1% year-on-year [12][13] - The municipal government ensured adequate supply of essential goods through strategic market interventions and monitoring, contributing to overall market stability during the holiday season [12][13]