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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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The lights went down inside the National Speed Skating Oval. A humanoid robot riding on a robotic horse, lifted a bow, drew back the string and let the arrow fly.
The arrow found its mark, and the “Zhixin,” or intelligence chip — this competition’s equivalent to the Olympic flame — lit up above the arena. The venue erupted in cheers.
With that, the 2nd World Humanoid Robot Games opened on Saturday at the Beijing venue better known as the “Ice Ribbon” — the capital’s second robotics showcase in a week, following the 2026 World Robot Conference, which opened on August 19.
The opening ceremony began with demonstrations of the 100-meter sprint and the standing high jump. In the sprint, a humanoid robot clocked 9.39 seconds — faster than the men's 100-meter world record of 9.58 seconds set by Jamaican sprint legend Usain Bolt. In the high jump, a humanoid robot reached 288.43 centimeters. Both marks were set by the Tien Kung Ultra humanoid robot by Beijing-based X-Humanoid. Table tennis, tennis, football and other events were then demonstrated jointly by elite human athletes and robots.
The parade of international delegations and robot contingents followed, including formations of humanoid robots from Booster Robotics, Galbot and Noetix Robotics. The robots performed drills as they marched, all of it done autonomously with no remote control.
The X-Humanoid fielded a 50-strong contingent of its Tien Kung 3.0 robots. Tien Kung 3.0 also served as the only robot flag bearer of the games, marching at the head of all contingents while waving the games flag, and it is also the humanoid robot archer who lighted the “Zhixin”, the company told the Global Times.
More than a thousand robots appeared over the course of the ceremony, in a series of joint performances with humans — an opening overture played by humanoid robot musicians alongside a human orchestra, and segments with pop singers, with the judges of the dance events taking the floor themselves, and with children.
Taishan Sports, the Shandong-based official equipment supplier of the games, provided the running tracks, the artificial turf for the football pitches, the floor surfacing for events including the long jump, high jump and weightlifting, and the impact mats that slow the robots down at the end of the sprint lanes.
"Robots are very heavy, and what they need from a surface in terms of hardness and friction is not what a human runner needs, so we adjusted the material formula specifically," Man Fangfang, the vice director of the company, told the Global Times at the venue. The artificial turf was reworked the same way — robots do not play football the way people do, and the turf has to be non-slip and antistatic. 
The company spent months talking to the competing teams and retesting the gear before the games. Taishan Sports has supplied equipment to eight Olympic Games and more than 3,000 sporting events, "but this is our first time serving robot games," she said.
China's robotics industry is growing fast and robots are moving into every sector, while the sports industry has always lent itself to crossover with other fields, Man said, adding that the company wants to use the games to work out what equipment suits robots and to develop more of it.
Compared with the first edition, the second games have expanded in both scale and quality. A total of 666 teams and 2,056 robots from 16 countries across six continents are competing, with the number of teams up 138 percent from the first edition and the number of robots quadrupling, according to CCTV.
Competition events have doubled from 26 to 51, while the number of matches has more than doubled from 487 to 1,301. More combative and spectator-friendly events such as martial arts and dance have been added to the competitive program.
Notably, the second games set stricter autonomy requirements for the robots. Except for the 100-meter and 400-meter obstacle races, all track events and other competitive events must be completed by robots fully autonomously. In scenario-based events, a task completed fully autonomously carries a final score weighting coefficient of 1, while one completed by remote control carries only 0.5, per CCTV.
Analysts said the higher bar on autonomy is in line with the industry’s development goal of having robots complete tasks without human operation.
。      近日，卫龙美味发布港股上市公司2026年半年报。

二 | 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。

三 | 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。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。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。

四 | 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%。

五 |   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。

六 | 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。卫龙的成长，本质上是从“辣条”这个小细分走向了“辣味休闲零食”这个大细分。  《报告》将卫龙魔芋爽称为“观察中国零食产业如何顺应消费趋势、实现价值升级的行业样本”。这个描述同样适用于卫龙的整个产品矩阵——从辣条到魔芋爽，卫龙用二十年的时间，完成了从单一爆品到多品类布局的进化。

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Published on:08:42:05