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PLA Southern Theater Command tracks, monitors and warns 3 Philippine aircraft after their illegal entry into Huangyan Dao airspace_我的网站

A |       近日，卫龙美味发布港股上市公司2026年半年报。    

    An aerial drone photo taken on May 2, 2026 shows reefs in the territorial waters of China's Huangyan Dao in the South China Sea. (Xinhua/Chen Bin)The PLA Southern Theater Command said on Friday that three Philippine aircraft illegally entered China's territorial airspace over Huangyan Dao without approval, prompting Chinese naval and air forces to track, monitor and issue verbal warnings to the aircraft.
On Friday, three small Philippine aircraft - an Islander, a C-208, and a PA-31T - illegally intruded into China's territorial airspace over Huangyan Dao without approval from the Chinese government. The naval and air forces dispatched by the PLA Southern Theater Command (STC) tracked and monitored the Philippine aircraft, and issued verbal warnings to them in accordance with laws and regulations, senior Colonel Li Jianjian, spokesperson for the PLA STC Air Force, said in a statement on Friday. 
The acts of the Philippine side seriously violate China's sovereignty, and are highly likely to cause misunderstanding and miscalculation. "We sternly warn the Philippine side to stop rights-violation and provocative acts immediately. Forces of the STC remain on high alert at all times to firmly safeguard national sovereignty and security as well as regional peace and stability," said the spokesperson. 
Ding Duo, director of the Research Center for International and Regional Issues at the National Institute for South China Sea Studies, called the Philippines' latest move another "stunt."
The Philippines previously submitted its so-called "territorial sea baselines" around Huangyan Dao, so it is not unexpected that Manila would follow up with actions at sea or in the air to stir up tensions, keep the issue in the spotlight and stage further provocations, said Ding.
At present, the Philippines can barely gain access to the relevant waters and has secured no tangible advantage there. Aircraft, however, can enter and leave the area quickly. Such operations not only provide material for media hype but also generate footage of China's response, allowing Manila to project resolve and reassure its military and law-enforcement forces at home, Ding told the Global Times. 
In late July, the Philippines notified the United Nations of the so-called "baselines and maritime zones" surrounding Huangyan Dao. On July 31, the Chinese Foreign Ministry issued a statement on the Philippines' delimitation of the so-called "baselines of the territorial sea" around Huangyan Dao, calling the move "a grave infringement upon China's territorial sovereignty and a serious violation of international law."
"It is illegal, null and void. China firmly rejects and will never accept it," the statement said.
Meanwhile, Manila appears emboldened by growing security and defense cooperation with the US and Japan. Backed by these external partners, the Philippines has shown greater willingness to stage provocations, while its military and law-enforcement forces have displayed increasingly risk-prone and opportunistic behavior, said Ding.
China has exercised considerable restraint over the Huangyan Dao, but the Philippines should not mistake that restraint for weakness. If China were to employ the full range of available measures, Philippine aircraft would likewise be denied access to the area, said Ding.
By dispatching small aircraft for deliberate provocations, the Philippines is further increasing the risk of miscalculation. Such aerial incursions are highly unpredictable and carry serious escalation risks. If China responds with resolute or more forceful measures to defend its rights and an unintended incident occurs as a result, the Philippines should bear full responsibility for the consequences, the expert warned. 
。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%。

B | 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。

C | 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。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。

D |   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。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。

E |   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。

F | 据券商监测数据，卫龙在辣条品类的市场份额约达28%。

G |   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。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:05:13:57