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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

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A | 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%。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。 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。 Dhaka, Oct 11 (UNI) Bangladesh Federal Union of Journalists (BFUJ) and Dhaka Union of Journalists (DUJ) have raised questions over the issuance of a gazette notification declaring 29 government agencies and institutions as 'critical information infrastructure'.
The organisations have termed the gazette notification as an ulterior motive of the government and a new weapon to muzzle the freedom of media.
They also said this is another attack on the news media ahead of the next parliamentary election and demanded immediate cancellation of the gazette notification.
BFUJ president M Abdullah and secretary general Nurul Amin Rokon and DUJ president Kader Gani Chowdhury and general secretary Shahidul Islam made these remarks in a joint statement.
Journalist leaders said this gazette notification announcing critical information infrastructure is deceptive showing excuse of section 15 of Digital Security Act. The journalist community has rejected it.
They also said the government move will prevent independent journalism. This gazette notification is conflicting with the Right to Information Act.
If the list is scrutinised, it would be clear that the government has dishonesty and ill-motive behind the step.
Sensational and important agencies such as the national parliament, the judiciary, the audit department, the defence and home ministries are not included in the list.
The national election is schedule to be held the next year.

Among 29 agencies and institutions, there are names of banks and financial institutions and different organisations related to the elections.
There are names of agencies and institutions which are directly and indirectly related to the elections.
The journalist leaders alleged this gazette notification has been issued so that the journalists cannot collect or publish news related to this.
In the statement journalist leaders demanded the cancellation of all black laws including the Digital Security Act. They also made a demand to halt the initiative to amend the Press Council Act keeping a provision of monetary penalty for journalists.
As per section 15 of Digital Security Act, the post, telecommunication and information technology division issued a gazette notification on 21 September announcing 29 agencies and institutions as critical information infrastructure. The ICT division uploaded the gazette notification on its website on 26 September.
Information infrastructure is a computer system or network of some institutions or agencies, where information is stored. If anyone enters the critical information infrastructure, he or she will be sentenced to seven years or will be fined maximum Tk 2.5 million or the both.
If anyone illegally enters and damage or try to damage, he or she will be sentenced to 14 years or maximum Tk 10 million fined or the both.
ICT division said this information infrastructure will not be an obstacle for the people in gathering information.
Following the issuance of the gazette notification, different political parties and organisations protested against it.
Transparency International Bangladesh (TIB) has termed the list questionable, confusing and inconsiderate. The organisation apprehends the misuse of the act.
UNI MAZ GNK。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。

B | 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。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。

C | 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。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。