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China imposes anti-dumping tariffs of up to 54.3 % on US, Mexican pecans in form of deposits: MOFCOM_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。

B | 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%。

Ministry of Commerce
China on Monday decided to impose anti-dumping tariffs of up to 54.3 percent on imports of pecans (Carya illinoensis) from Mexico and the US in the form of deposits after it ruled preliminarily that imports of pecans from the two countries were dumped in the Chinese market, China's Ministry of Commerce (MOFCOM) announced.
The investigating authority found a causal link between the alleged dumping of imports of pecans from Mexico and the US and the injury suffered by Chinese producers. The ministry said it will impose provisional anti-dumping measures in the form of security deposits beginning August 11, 2026, according to an announcement on the ministry's website on Monday.
The dumping margins for Mexican companies were determined to be 17.8 percent to 51.6 percent. Since no US company has responded to the investigation, and in accordance with Chinese law and WTO rules, the dumping margin for all US companies was determined on the basis of the best information available at 54.3 percent, according to a spokesperson of the MOFCOM.
China launched the anti-dumping investigation into pecan imports from Mexico and the US on September 25, 2025, under its Anti-Dumping Regulations, according to the ministry.
A number of Mexican companies responded to the investigation, but no US companies did so.
China has always exercised caution and restraint in using trade remedy measures, and remains firmly committed to safeguarding fair and free trade, the MOFCOM spokesperson said on Monday, briefing on the preliminary ruling. China will continue to conduct the investigation in accordance with the law, fully protect the rights of all interested parties, and make an objective and impartial final ruling based on the findings of the investigation, the spokesperson said.
Pecans, also known as American walnuts or thin-shelled walnuts, are used both as snacks and in baking, and can also be processed into edible oil.
The MOFCOM spokesperson said that the ministry has conducted the investigation in accordance with the principles of fairness, impartiality, openness, and transparency, and in strict compliance with relevant Chinese laws and regulations as well as WTO rules.
The ministry said interested parties may submit written comments within 10 days of the announcement.
Global Times
。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%。

C | 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。

D | 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。

E | 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。 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。

F | 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。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。