深氪新消费 . 深氪新消费成立于2016年，聚焦新经济，关注新消费、新零售等领域的商业进化。 以下文章来源于深氪新消费 ，作者视频组 最近两年，每到冬天，奶皮子都会成为 现象级顶流 ，近期的外卖平台跟社交平台，都成了 "奶皮子宇宙"。 主打一个万物皆可 "奶皮子"。 奶皮子咖啡、奶皮子蛋糕以及奶皮子糖葫芦等花样层出不穷，尤其是鼻祖 "奶皮子酸奶"，更是 已经成了各大餐饮店的标配。 最早掀起这股 "奶皮子"潮流的社区餐饮龙头， 紫光园 ，更是靠着 这款 "新北京特产" 赚得盆 满钵满。 美团数据显示 ，仅这一款产品， 冬季销量 就 同比暴涨 了 1 4 5% ， 单日销量峰值破 3 0万 杯，年销额 过 亿 。 比如大家熟悉的麦当劳，就是正餐伴档口生意的教科书。 2 0 0 8～2 0 0 9年左右，麦当劳中国正在其主食经营的范围之外寻找增量业务的开发，希望能在 汉堡薯条等基础品类上靠搭售点什么东西，创造更多的利润和流量。因此而诞生的四驾马车： 甜品站、麦咖啡、得来速、麦乐送，时至今日，早已成为了麦当劳在各种环境中强力的营收支 柱。 在 如今 这个速生速死的餐饮行业里 ， 存活了一百多年的 紫光园 ，已经 开出 ...

Core Insights - The rise of "Nai Pi Zi" (milk skin) products, particularly "Nai Pi Zi" candy hawthorn, has transformed this traditional Inner Mongolian dairy product from a regional specialty into a nationwide sensation, driven by social media and consumer demand [2][4][8] - The "Nai Pi Zi" series, including yogurt and desserts, has gained significant traction on social media platforms, indicating a successful fusion of traditional agriculture with modern marketing strategies [2][4] Market Demand Surge - In the fall and winter of 2025, "Nai Pi Zi" candy hawthorn became a trending item on social media, with search volume on Taobao increasing by 320% month-over-month and order volume doubling [2] - The daily sales of "Nai Pi Zi" yogurt from the restaurant brand Ziguangyuan exceeded 400,000 cups during the Spring Festival, while bakery brand Weidome sold over 2 million cups in six months, showcasing the explosive market potential [2][4] Industry Chain Reconstruction - The emergence of "Nai Pi Zi" has restructured the traditional dairy product supply chain, emphasizing high-quality milk sources and eco-friendly farming practices in Inner Mongolia [4][6] - The collaboration model of "leading enterprises + family farms" in Ordos City has enhanced the quality control of milk production, resulting in a significant increase in local dairy processing capabilities [6] Technological Innovation - Innovations such as frozen "Nai Pi Zi" technology have extended shelf life to 30 days, facilitating distribution across northern markets [6] - The introduction of low-sugar, high-protein "Nai Pi Zi" products has attracted interest from 20 chain brands, indicating a trend towards healthier options [6] Cross-Industry Integration - The "Nai Pi Zi" brand is expanding beyond traditional dairy products, integrating with various food categories like baked goods and beverages, thus appealing to modern health-conscious consumers [6][7] - The development of "Nai Pi Zi" as a cultural and tourism product, including workshops for visitors, enhances its market presence and cultural significance [7] Challenges and Future Strategies - The industry faces challenges such as fluctuating raw material prices, with costs for "Nai Pi Zi" candy hawthorn rising from 10 yuan to 42 yuan per piece, highlighting supply chain vulnerabilities [8] - To sustain growth, companies are encouraged to innovate with localized products and maintain a focus on health-oriented offerings, ensuring a continuous refresh of consumer interest [8]

"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 ...

以下文章来源于有趣的制造 ，作者CastAI 有趣的制造 . 我是 Cast，学机械设计和实践设计，会用动图带你看懂各种东西的制作，也会分享新鲜的设计探索～已出版绘本《有趣的制造》三册 之前写了《 最近风很大的奶皮子酸奶到底是啥？奶皮子又是怎么做的？ | 有趣的制造 》，小可爱纷纷在留言里提出到烤奶皮。这个我也没吃过！ 搞了一个尝尝，奶香十足，吃起来嘎嘣脆，像是坚硬的饼干。我还是更喜欢奶皮子的口感。吃都吃了，那就随手分享下制作过程吧，非常简单，确 实和饼干很像！ 烤奶皮原料 之前看奶皮子，原料就很简单，生牛乳一直煮，提取上层精华。 有糖奶皮子酸奶 一勺下去，也分层了，看着很诱人。不过明胶吃起来有点太 Q 弹了，不如之前的纯牛奶版本，虽然无糖，但是更天然香醇 （打着写文章印证的名 头吃吃喝喝） ... 烤奶皮的配料稍微多点，除了纯牛奶还有奶粉、奶酪等，增加奶香气和风味。 | 【品名】鲜烤奶皮(无蔗糖) | | 营养成分表 | | | --- | --- | --- | --- | | 【产品类型】含乳固态成型制品 | 项目 | 每100克(g) | NRV% | | 【配料】位生奶、全脂奶粉、手撕奶酪、孔巧 | ...

Core Viewpoint - The article discusses the explosive popularity of "Nai Pi Zi Tang Hu Lu" (milk skin candied hawthorn) and its impact on the market, highlighting its rapid rise in social media presence and sales, as well as the broader trend of incorporating the "nai pi zi" element into various food and beverage products [4][5][9]. Group 1: Market Trends - The order volume for candied hawthorn has increased over three times month-on-month in October, with "Nai Pi Zi Tang Hu Lu" orders growing by 109% [4]. - Social media mentions of "Nai Pi Zi Tang Hu Lu" surged, with voice volume increasing by 1127% and 3923% in October and November respectively [8]. - The "nai pi zi" element has been integrated into various products, including drinks and desserts, leading to a trend where "everything can be paired with nai pi zi" [9][12]. Group 2: Historical Context - "Nai Pi Zi Tang Hu Lu" first gained attention in late 2024 in Baotou, Inner Mongolia, before spreading to other regions [6]. - The traditional "nai pi zi" is a dairy product with a long history among nomadic peoples in northern and northwestern China, dating back over 2000 years [8]. Group 3: Product Development - Various brands have launched products featuring "nai pi zi," including yogurt and desserts, with notable sales performance [12][13]. - The popularity of "nai pi zi" has led to the creation of new products like "nai pi zi mousse cake" and "nai pi zi latte," indicating a trend towards innovation in the food industry [13]. Group 4: Consumer Reception - Consumer feedback on "nai pi zi" products is mixed, with some praising the taste of "nai pi zi yogurt" while others criticize the flavor of "nai pi zi latte" [21]. - The pricing of "Nai Pi Zi Tang Hu Lu" has raised concerns, with some consumers labeling it as a "price assassin" due to high costs compared to traditional options [19]. Group 5: Future Outlook - The article raises questions about the sustainability of "nai pi zi" as a long-term trend, comparing it to the "egg tart effect," where initial popularity may not translate into lasting market presence [22].

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 - 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 article highlights the rapid rise of "Nai Pi Zi Tang Hu Lu" (milk skin candied hawthorn) as a trending dessert in China, driven by its unique flavor and visual appeal, leading to significant consumer demand and market opportunities [6][11][25]. Group 1: Product Popularity - "Nai Pi Zi Tang Hu Lu" has become a top trending product, with social media buzz generating over 600 million views on platforms like Douyin [7][11]. - The product's price has surged, with offline sales reaching 48 yuan per skewer and online prices being speculated at 99 yuan, indicating high demand despite the elevated cost [11][14]. - Long queues at stores across cities like Shanghai and Nanjing reflect the product's popularity, with some consumers waiting up to 70 minutes to purchase [9][10]. Group 2: Product Innovation - The product 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 [15][18]. - The combination of flavors and textures creates a multi-layered taste experience, appealing to consumers' desire for both taste and aesthetics [19][20]. - The visual appeal of the product, with vibrant colors and creative shapes, enhances its marketability as a "photo-worthy" item [23][24]. Group 3: Market Expansion - The success of "Nai Pi Zi Tang Hu Lu" has prompted other food and beverage brands to explore "Nai Pi Zi" as a core element in their product lines, leading to a diverse range of offerings [25][26]. - Tea brands have successfully integrated milk skin into their products, resulting in significant sales increases, such as a 60% rise in sales for a new product combining milk skin and hawthorn [26][29]. - The baking sector is also innovating with milk skin, creating products like milk skin cakes and rolls that cater to consumer preferences for unique flavors and textures [34][36]. Group 4: Underlying Factors for Success - The article attributes the rise of milk skin products to low innovation costs and a well-established supply chain, making it easier for brands to experiment with new offerings [55][56]. - The unique taste and clean ingredient profile of milk skin resonate with consumers seeking natural and additive-free products, enhancing its appeal [65][66]. - The versatility of milk skin allows for various consumption methods, from direct eating to incorporation in drinks and desserts, contributing to its popularity [67][68]. Group 5: Challenges Ahead - The lack of standardized definitions for "Nai Pi Zi" poses challenges for industry-wide consistency and scalability [76][78]. - High production costs, with approximately 3 kilograms of milk needed to produce 1 kilogram of milk skin, limit widespread adoption [79][80]. - The high-fat content of milk skin may conflict with current health trends, and the reliance on novelty may hinder long-term consumer loyalty [82][83]. Conclusion - The "Nai Pi Zi" phenomenon illustrates the potential for local ingredients to drive market trends, suggesting a replicable model for future product innovations in the food industry [88][89].

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 article highlights the innovative approach of Jule Huifeng Youmu Dairy in Heilongjiang, leveraging "technology ranch + all-domain e-commerce" to enhance its market presence during the "Double Eleven" shopping festival [1] Group 1: Technological Advancements - Jule Huifeng Youmu Dairy has transformed traditional farming practices by implementing advanced technologies, such as "0-bacteria mattresses" for cows, personalized health records, and real-time data uploads to a cloud database [3] - The dairy farm is located in a prime milk-producing area, utilizing a feeding strategy that quadruples industry standards, resulting in superior milk quality that exceeds EU standards [3] Group 2: E-commerce Strategy - The company has shifted from a traditional offline market focus to a comprehensive online strategy, establishing a presence on major e-commerce platforms like Tmall, Taobao, and JD, as well as content-driven platforms like Douyin and Xiaohongshu [4] - This transition has allowed the company to create a multi-layered online sales network, enhancing brand transparency and consumer trust through live streaming and real-time product demonstrations [4] Group 3: Product Innovation - Jule Huifeng Youmu Dairy has successfully launched innovative products, such as the "fresh fruit + chewy oatmeal" yogurt, which has consistently ranked among the top sellers on major e-commerce platforms [5] - The company has also developed a range of differentiated products targeting specific consumer segments, achieving high sales volumes during major shopping events like "Double Eleven" and "618" [5] Group 4: Economic Impact - Under the guidance of the Zhaoyuan E-commerce Network Service Center, local enterprises like Jule Huifeng Youmu Dairy are capitalizing on digital trends to stimulate regional economic growth [6] - The center aims to explore effective paths for e-commerce to empower the real economy, thereby driving high-quality development in the region [6]