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卫龙不再只靠辣条：为什么越来越多品牌都在寻找“第二曲线”？_我的网站

中国新歌声

一 |

Adelie penguins (Pygoscelis adeliae) on fast ice with tourists walking in the background, Bourgeois Fjord, Marguerite Bay, Antarctica. Photo: VCG
Joint research by Chinese and international scientists have found that the rate of long-term Antarctic mass loss has slowed, driven by sea surface temperature anomalies in the remote tropical warm pool, China Central Television (CCTV) reported on Thursday, citing a statement released by the Institute of Oceanology, Chinese Academy of Sciences (CAS).
The Antarctic ice sheet is one of the major sources of uncertainty in global sea-level rise forecasts. From 2003 to 2024, the Antarctic ice sheet lost an average of approximately 140.5 billion tons each year, CCTV reported.
However, Chinese and foreign scientists have found that the Antarctic ice sheet gained roughly 695 billion tons between July 2021 and April 2023, the largest 22-month mass gain seen in nearly two decades via satellite gravimetry, the Institute of Oceanology, CAS announced on Thursday.
The scientists found out that from 2021 to 2023, sustained heavy snowfall in East Antarctica led to significant increases in snow accumulation, partially offsetting the ongoing ice loss in West Antarctica.
The scientists' research shows that this was caused by tropical ocean-driven atmospheric processes that altered moisture transport pathways and increased snowfall over Antarctica.
The research was conducted by the research team at the Institute of Oceanology at CAS, along with peers from countries including the US, Hungary and Japan. It was published in the academic journal Nature on Wednesday.
According to Wang Yunhe, first author of the research paper and an associate research fellow at the Institute of Oceanology, sea surface temperatures in the tropical western Pacific warm pool remained unusually warm from 2021 to 2023. As one of the regions with the highest sea surface temperatures and strongest heat release into the atmosphere worldwide, changes in this region can reshape atmospheric circulation.
The persistently warmer-than-normal seawater triggered large-scale atmospheric waves.
After reaching the high latitudes of the Southern Hemisphere, the waves reshaped wind patterns and moisture transport pathways. Moisture-tracking simulations show that water vapor from the mid-latitude Indian Ocean fueled heavy snowfall in East Antarctica, leading to a recovery in ice sheet mass.
Observations and climate simulations suggest that such warming events occur roughly once a decade. But these temporary pauses are not enough to reverse Antarctica's long-term ice loss. The West Antarctic ice sheet continues to shrink, while parts of East Antarctica remain increasingly vulnerable to warmer ocean waters melting ice shelves from below and speeding the flow of glaciers into the sea.
The study shows how persistent warming in the tropical warm pool can contribute to the recovery of Antarctic ice-sheet mass, highlighting the role of East Antarctic atmospheric circulation in connecting tropical climate shifts with changes in the ice sheet. The findings point to a previously overlooked climate link between the tropical warm pool and East Antarctica, offering a new perspective on how distant climate systems may shape the continent's future.
Global Times
。近日，卫龙美味发布港股上市公司2026年半年报。报告显示，上半年公司实现营业收入37.15亿元人民币，同比增长6.7%；净利润7.66亿元人民币，同比增长4.0%。

二 | 分品类来看，调味面制品（辣条等）收入11.81亿元人民币，同比下降9.8%；蔬菜制品（魔芋爽等）收入24.4亿元人民币，同比增长15.8%。从数据上看，卫龙确实在经历产业结构的变化。辣条这个曾经撑起品牌大半江山的品类，正在被魔芋制品超越。但这并非卫龙独有的现象。跳出卫龙看整个消费行业，类似的“第二曲线竞赛”正在多个赛道同时上演。

三 | 魔芋的消费场景正在被重新定义 据新华网发布的《我国魔芋食品产业发展的观察与研究》报告，2024年我国魔芋产业总产值已达320亿元，预计2030年将突破450亿元。其中魔芋零食作为新兴细分品类，从2014年几乎为零的市场，到2025年突破300亿元规模。魔芋零食的增长并非偶然。《中国食物与营养发展纲要（2025—2030年）》明确提出加大魔芋等富含膳食纤维的特色食物供给。低热量、高纤维的天然优势，让魔芋完美契合了消费升级的趋势。艺恩2025年10月发布的《零食行业消费趋势洞察》显示，健康零食已成为核心增长引擎，2024年市场规模达8200亿元，2025年预计突破9500亿元，增速是整体零食市场的1.9倍。与此同时，中国零食行业正经历“从数量扩张到素质提高”“从能量供给到复合需求”的双重转变。

四 | 传统以膨化、糖果为主的零食增速放缓，市场陷入存量博弈；而以辣味、健康化为代表的新兴赛道正迸发出远超行业的活力。魔芋食品的消费已从“单一场景、小众人群”转向“多元场景、广泛人群”，呈现“健康化、年轻化、便捷化”特征。在火锅、麻辣烫等传统餐饮渠道之外，办公室零食、下午茶、代餐、运动补给等新兴场景正在崛起。 卫龙的变化：从“辣条”到“辣味休闲零食” 在这样的产业背景下，再看卫龙的变化，逻辑就清晰了。卫龙以辣条建立了鲜明的品牌认知——这是它无法也不应抛弃的资产。调味面制品仍是其重要业务板块，2026年上半年11.8亿元的收入放在任何一个休闲食品品类里都不是小数目。

五 | 据券商监测数据，卫龙在辣条品类的市场份额约达28%。但卫龙同时在做另一件事：把辣条积累的品牌势能、渠道能力和供应链经验，平移到了魔芋这个新品类上。2014年，卫龙推出魔芋爽，将魔芋从火锅配菜变成开袋即食零食的品牌。十年后，以魔芋爽为代表的菜制品年销售额超30亿元，卫龙以超六成的市场占有率稳居魔芋零食赛道前列。从辣条到魔芋爽，卫龙没有离开“辣味”这个最核心的消费者认知，而是在这一基础上不断扩展品类。辣味零食是一个比辣条大得多的赛道——它包含辣条，但不局限于辣条。