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 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].