RMB 100 Million Investment in Vaping? Industry Agglomeration and Investment Fever Return
withe-cigarettesEntering a new stage, high-quality development has become more concentrated and has become more "investment craze", once again attracting attention.
The so-called opportunities and challenges coexist.
In China, many companies have recently been found to be increasing their "investment" in e-cigarettes. For example, some listed companies have increased strategic investment in e-cigarettes. For example, Changhong Energy spent nearly 100 million to acquire Shenzhen Juheyuan and quickly entered into e-cigarettes; 500 million company Zhifang also focused on developing e-cigarettes; Goer Group invested 100 million yuan to establish a new company, its business scope includes e-cigarette retail; Shenzhen Yinghe Technology Co., Ltd.'s decision to invest overseas and establish a British subsidiary makes it the top ten in the UKSkoll(SKE) will invest 2 million yuan in the UK to establish a subsidiary, focusing on the UK and European markets; listed company Shunhao Co., Ltd. will continue to promote the listing of "Yilong" products in many places; its first day market value will reach US$400 millionCBDManufacturer Ispire has successfully listed in the United States, and the capital boom has once again attracted much attention; Bao 'an District Qianhai Longsheng Private Equity Investment Management Co., Ltd. has established a 1 billion yuan e-cigarette industry investment fund to support outstanding enterprises in Bao' an Districte-cigarette enterprises, guide the gathering of enterprises in the e-cigarette industry chain and build leading enterprises in all aspects of the e-cigarette industry chain; in recent years, China e-cigarette companies have been very enthusiastic about investing and setting up factories in Indonesia and Southeast Asia. For example, China e-cigarette Simmore decided last year to build a factory in Malang with a total investment of 1.12 trillion Indonesian rupiah.jinjia"Capital increase" Indonesian investment with more than 10 million shares...
In 2019, China's e-cigarettes ushered in an investment boom. In 2023, four years later, will e-cigarettes also have a "mission" in the new era?
(Concentrated overseas, is the upstream and downstream investment craze coming again?)
Recently, Huachuang Securities also published an article "e-cigarette industryThe In-depth Report "" Looking at investment opportunities in the e-cigarette industry from Tencent and Moutai "points out the balance between capital logic and social logic, and points out that whether it is compliance or past non-compliance, the focus should be: investors are sought aftere-cigarette companiesBehind the scenes, how big can this industry do? Are there still investment and entry opportunities? A good commercial track should have two characteristics: one is that the entire industry is rising rapidly and the industry ceiling is high enough; the other is that the company's own business is also rising and its development prospects are good, as is the case with e-cigarettes. It is clearly pointed out that "like liquor and games, the e-cigarette industry will definitely be pyramidal and stepped."
As e-cigarettes enter a new stage and become more standardized and compliant, the high-quality development of the industry has ushered in opportunities. This opportunity may point more to investment in overseas markets, more manufacturers and brand merchants going abroad to compete in the international market, and investment to continuously consolidate the status of the "Made in China Supply Chain."
2023 can be said to be a rebirth, and a new year is a critical year for regrouping. It is also a highly coordinated year for resources to further enhance comprehensive strength and rush out.
I don't know, are you also paying attention to new opportunities at this stage? Connect global channels and recommend companies with goodwill and compliance, so that global channels can save time and effort to find China suppliers. The purpose is to "jointly build products, jointly build markets, and jointly build services." Innovatively join hands with China's supply chain to go to sea. Please pay attention to CVIC's "British E-Cigarette Super Buyers Meets" in London and Manchester in May!
Goer Group has set up a new company with 100 million yuan. The business scope includes e-cigarette retail!
News on April 16, recently, the enterprise check APP showed that Goer Life Co., Ltd. was established with the legal representative of Wang Guancheng and a registered capital of 100 million yuan. Its business scope includes: catering services; tobacco product retail; e-cigarette retail; drug retail; Medical services, etc. Enterprise check's equity penetration shows that the company is 100% controlled by Goer Group Co., Ltd.
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Goer Group's 100 million yuan establishment of a living company whose business scope includes e-cigarette retail, is also worthy of attention. Data shows that Goer Group is a leading enterprise in the electroacoustic industry in China and a global leading manufacturer in the field of micro-electroacoustic, with a market value of more than 80 billion yuan.
Source: Atomized New Forces Synthesis
Changhong Energy spent nearly 100 million yuan to acquire Shenzhen Juheyuan and quickly cut into e-cigarettes!
On April 16, Changhong Energy recently announced that it plans to acquire a 61.6981% stake in Shenzhen Juheyuan for 98.7169 million yuan in cash. Shenzhen Juheyuan is a consumer lithium-ion battery manufacturer. Its products are mainly used in the field of e-cigarettes, the Internet of Things and smart terminals.
Regarding the reasons for this acquisition, Changhong Energy said that the company has clarified the strategic direction of "making lithium batteries bigger, making strong alkali electricity, and making new small and micro batteries" as early as in its medium and long-term strategic plan, and plans to quickly cut into the field of small lithium batteries through industrial mergers and acquisitions to achieve rapid strategic layout and precise card retention. Changhong Energy predicts that from 2023 to 2027, Shenzhen Juheyuan's operating income growth rates will be 33%, 23%, 10%, 10%, and 5% respectively. The product revenue during the forecast period will mainly come frome-cigarette battery, Internet of Things and smart terminal batteries.
Source: Atomized New Forces Synthesis
A RMB 1 billion e-cigarette industry investment fund supports outstanding enterprises!
On April 16, at a recent Bao 'an e-cigarette conference, Deputy Director Luo of the Industry and Information Technology Bureau of Bao' an District introduced the importance of the e-cigarette industry to the economy of Bao 'an District at the exchange meeting, analyzed the current challenges faced by e-cigarette companies, and demonstrated the district government's determination to help companies solve the current problems.
Subsequently, Deputy Director Luo introduced the ideas of Bao 'an District to promote the development of the e-cigarette industry. First, the government promoted the Bao' an District Guidance Fund and Qianhai Longsheng Private Equity Investment Management Co., Ltd. to jointly establish a 1 billion yuan e-cigarette industry investment fund to support outstanding e-cigarette enterprises in Bao 'an District and build leading enterprises in all links of the e-cigarette industry chain, leading the development of various small and medium-sized enterprises. At the same time, Shenzhen Baoan Industrial Investment Park Operation Co., Ltd. and Pinbaolong (Shenzhen) Industrial Park Operation Management Co., Ltd. jointly established Shenzhen New Product Baolong Industrial Park Operation Management Co., Ltd., using the new product Baolong as the operating entity, they built Longwangmiao and Taohuayuan two e-cigarette industrial parks. Among them, Taohuayuan Industrial Park will begin to welcome the first batch of e-cigarette industry chain enterprises in May this year. More than 60 e-cigarette companies participated online and offline. It can be seen that industrial agglomeration is once again staged in Bao 'an District, Shenzhen.
Source: Atomized New Forces Synthesis
The 500 million enterprise Smart Cube also focuses on developing e-cigarettes!
On April 16, Smart Cube recently stated that it will focus on allocating strategic resources in industries such as e-cigarettes and semiconductors in the future. In 2022, the company achieved operating income of 508 million yuan, a year-on-year decrease of 7.35%; net profit attributable to the parent company was 117 million yuan, a year-on-year increase of 1.48%.
It pointed out that in the future, the company will continue to use Mobile device and wearable devices as its main development lines, focusing on allocating strategic resources in industries such as e-cigarettes and semiconductors. What is noteworthy is that its customers are Simmore and others. For example, the annual report mentioned that they include Apple,JUUL Labs, Inc.、meTa, Carnival Corporation & plc, Simmore International and other world-renowned high-tech companies, as well as Goer (002241), Hon Hai Group, Lixun Precision (002475), Shunyu Group, Jiepu Group, Quanta Group, Prim Group and other world-renowned intelligent manufacturers of electronic products.
Source: Atomized New Forces Synthesis
E-cigarette companies plan to purchase 180 million yuan in bank financing in five rounds of technology!
On April 16, the board of directors of Shenzhen Wulun Technology Co., Ltd. recently issued an announcement stating that the company plans to use idle funds of no more than RMB 180 million (inclusive) to invest in low-risk financial products issued by banks, securities companies, etc., and increase the company's earnings are in the interests of all shareholders.# p#pagination title #e#
The company's main business is the research and development, production and sales of e-cigarettes and their supporting products. Especially disposable cotton coreslittle YanIn 2022, the international market share will be 16.31%, ranking third in the international market. According to an article published by the Truth Initiative, a global one-time studye-cigarette marketThe analysis report conducted shows that the global disposable e-cigarettes market will be approximately RMB 30.021 billion in 2022. It is expected that the overall global demand for disposable e-cigarettes will continue to grow, with a compound growth rate of 11.2% from 2023 to 2025. By 2025, the market size will reach approximately RMB 41.25 billion. The global market size of the disposable cotton-core e-cigarette industry will reach 3.012 billion yuan in 2022, a year-on-year increase of 134.26%. Five-wheel's leading products in 2021 (disposable cotton core cigarettes) will have an international market share of 18.62% in 2021 and ranking 3rd in the international market. In 2022, the international market share will be 16.31%, ranking 3rd in the international market. Its five major customers are Elda Ltd, AKS Holding LTD, POLYFLAME EUROPE SAS, AKIVA SARL, and MY OFFICE USA CORP. The company's five major suppliers are Hunan Polylithium New Energy Technology Co., Ltd., Ji 'an City Youteli Technology Co., Ltd., Hangzhou Shangge Semiconductor Co., Ltd., Huizhou City Yutai Technology Co., Ltd., and Shenzhen Yishuhua Technology Co., Ltd.
Source: Atomized New Forces Synthesis
FEELM attacks the global one-off market with a combination of compliance and environmental protection!
April 16 news, recently,FEELMThe official Weixin Official Accounts recently announced that 4 models have won the 2023 Red Dot Award. It can be seen from the published information that compliance, ultra-thin, health and environmental protection are the main highlights of this award-winning product. Two latest FEELM Max disposable products were also exposed. This is also the first appearance of two new FEELM Max products that focus on transparent windows and zero-ni health, and environmental protection concepts respectively.
As an industry leader, FEELM's technical solution updates have always attracted the industry's attention, and its technological iteration direction has always been closely integrated with market trends. Through the award-winning disposable products, we can clearly see FEELM's big ideas for compliance and environmental protection of disposable products this year. According to the content exposed by FEELM, the FEELM Max disposable products that won the Red Dot Award are nicotine free health electronicsatomizer, and another modular environmentally friendly electronic atomizer. FEELM Max is a one-time solution with better bite count and better taste performance under EU compliance standards. The product's cotton-free design allowssmoke oilLess waste and more mouthfuls. FEELM MaxCeramic core technologyThe smoothness and consistency of the product are greatly improved.
Source: Comprehensive
Some e-cigarettes in Shenzhen temporarily welcome a "farewell"?
According to news on April 16, it was recently reported that within two days, three e-cigarette companies in Shenzhen announced changes in their business scope, ushering in a wave of farewell, mainly because similar companies received regulatory reminders from the Tobacco Monopoly Bureau.
According to Shenzhen regulatory tips, if a market entity fails to apply for change registration in accordance with the regulations, it will be ordered to make corrections. If it refuses to make corrections, it may be fined between 10,000 and 100,000 yuan, and the license will be revoked in serious circumstances. According to the regulatory reminder letter, the e-cigarette business has now become a pre-approval business and cannot engage in related business without obtaining a production license. It is expected that there will also be changes in the scope of intensive operations in the near future, temporarily bidding farewell to the domestic e-cigarette market.
Source: Atomized New Forces Synthesis
Russia will ban online sales of e-cigarettes since June?
On April 16, I recently learned a piece of news that Russia proposed a ban on online sales and offline display of e-cigarettes. This is a closed sales method similar to cigarettes after banning the visual sales of e-cigarettes. 2 cores: that is "e-cigarette productsRetail will ban public displays "and" ban online sales of e-cigarettes." The proposal will take effect on June 1, 2023.
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It is reported that Russia's proposal prohibits online sales of e-cigarettes and offline sales of e-cigarettes prohibits public display and display. At the plenary session, the Russian State Duma supported the "Proposal on Amending Individual Legislative Regulations of The Russian Federation"(hereinafter referred to as the "Proposal") with more than 90% votes in favor. The proposal includes prohibiting online sales of e-cigarettes, and prohibiting public display and display of offline e-cigarette sales. The bill will currently be submitted to The Russian Federation House for review and awaits signature by the president. The specific bill includes: "Retail sales of tobacco products, nicotine-content products and hookah equipment in stores and exhibition halls. In accordance with this clause, a store means a building or part thereof that is specially equipped, used for selling goods and providing services to customers, and is equipped with commercial, auxiliary, administrative and living facilities, as well as for receiving, storing goods and preparing for sale; a pavilion means a building with a sales area and designed as one or more jobs."
Source: Overseas Network
How many future trends for e-cigarettes in the UK?
On April 16, it was reported that the British Electronic Cigarette Association recently provided suggestions on some future practices. For example, the British Electronic Cigarette Association responded to the government's plan to crack down on the sale of e-cigarettes to U18: Welcome!
Several plan suggestions were also mentioned. For example, last month, UKVIA launched its tough youth e-cigarette prevention action plan in Parliament. This requires: Retailers (including owners and directors) will be fined up to £ 10,000 if they are found selling to minors; a new national registration scheme for retailers-only retailers who meet strict eligibility criteria can sell e-cigarette products; the introduction of the first-ever national test procurement scheme to continuously monitor retailers 'sales to minors; funds from the fines and retailer registration scheme will be used to fund enhanced enforcement of trade standards. In addition, there have been previous calls on the government to adopt our guidance around child-safe packaging, labeling and flavor names in future regulations. These aim to set clear standards for electronic liquids, flavor names and flavor descriptors sold in the UK market. They focus on limiting citations to youth culture, removing images and descriptors that may be misleading, explicitly banning cartoons and images that appeal to young people, and proportionally limiting flavor names/descriptors that may disproportionately appeal to underage users.
Source: Overseas Network
Johor, Malaysia will continue to ban the sale of e-cigarettes!
April 16, recently, according to the New Straits Times, the Malaysian Johor government will maintain its decision to ban the sale of e-cigarette products since 2016, including e-cigarette products and e-cigarette liquid.
Johor is located in southern Malaysia, bordering Singapore, and is the southernmost state in Malaysia. The state has an important economic and strategic position and is one of Malaysia's major industrial, commercial and tourism centers. Mohd Jafni Md Shukor, chairman of the Johor Housing and Local Government Committee, said the decision taken at the State Executive Council meeting seven years ago remains valid, although the Malaysian government has begun to collect a consumption tax on nicotine (liquid and gel form) used in e-cigarettes from April 1.
Source: Overseas Network
China-Russia Electronic Cigarette Trade Compliance Meeting!
On April 16, it was reported that the recent "China-Russia Electronic Cigarette Trade Compliance and Development Work Exchange Meeting" was held at the China Council for the Promotion of International Trade-China Chamber of International Chamber of Commerce Representative Office in Russia (CCPIT). This meeting conducted in-depth discussions on topics such as China-Russia e-cigarette compliance cooperation, trade promotion, and industrial synergy.
At the scene, the conference understood and supported that China and Russia should further strengthen bilateral cooperation in e-cigarette trade and industrial development, and jointly promote the high-quality development of China-Russia e-cigarette economic and trade cooperation.
Source: Overseas Network
China Taiwan e-cigarette ban after the implementation of Kaohsiung 30% e-cigarette shops closed!
On April 16, according to the "Health Department" of Kaohsiung City, China Taiwan, since the implementation of the e-cigarette ban in Taiwan Province on March 22, 15 of the 44 e-cigarette stores in Kaohsiung City have closed.
Of the city's 44 stores, 10 have reportedly closed their operations completely and 15 have closed their doors. The rest of the stores have switched to selling other products because shop owners said the fines were too high to take risks. In addition to conducting intensive inspections of physical stores, health authorities also monitor online sales and social media advertising. At this point, a violator who produced e-cigarette advertisements will be interviewed and fined. Under the new regulations, manufacturing or importing e-cigarettes can be punished with a fine of up to NT$50 million (US$1.65 million). Advertising companies, media and advertisers found advertising unapproved tobacco products can be fined up to NT$2 million. Taiwan has completely banned e-cigarettes, heated cigarettes, etc. since March 22, and has raised the smoking ban age to 20 years.# p#pagination title #e#
Source: Overseas Network
Russia's e-cigarette sales have increased significantly!
On April 16, according to foreign reports, the withdrawal of European and American tobacco manufacturers, as well as the gradual reduction of foreign countries doing business in Russia due to the war in Ukrainee-cigarette brands, making it possible for China's e-cigarettes to grow in Russia. By the end of 2021, there will be more than 5000 stores selling e-cigarettes in Russia, including more than 1100 in the Moscow region.
According to data from platform DNA REALTY, by 2022, the number of tobacco shops in Russia will increase by at least 20%, with most of the profits coming from e-cigarette sales. After the United States and Europe, Russia is the world's third largest importer of Electronic Nicotine Delivery Systems (ENDS). China accounts for 90% of the global market. In 2021, China's exports to Russia will reach 82.5 billion rubles. It may increase by 35% to 111 billion rubles in 2022.
Source: Overseas Network
The British government has funded 100 e-cigarettes to encourage cigarette replacement!
On April 16, it was reported that the British government provided 1 million e-cigarettes for free, encouraging the conversion of cigarettes to e-cigarettes. The British government recently said it will encourage up to 1 million smokers to switch from cigarettes to e-cigarettes and even provide financial incentives to pregnant women to achieve the world-first practice. The Ministry of Health (DoH) said under the plan, nearly one in five smokers will receive e-cigarette starter kits and support to help quit smoking.
"We will provide new smoking cessation help to 1 million smokers. We will fund a new national smoking cessation program-the first in the world." The Ministry of Health said that although the global average smoking rate is higher than that in the UK, tobacco remains the highest preventable cause of death and disease in the country.
Source: Overseas Network
Russia's State Duma voted to pass a new bill banning flavors containing e-cigarettes!
On April 16, recently in Moscow, the State Duma voted on the bill to regulate the circulation of e-cigarettes at the plenary session. The bill was supported by more than 400 members and passed with more than 90% of the votes in favor.
Vote on a bill to ban the sale of e-cigarettes to minors, which includes a series of contents such as a taste ban. For example, it is prohibited to use flavors and additives to make and sell nicotine-containing products to reduce their appeal to minors; it is prohibited to retail equipment and its components used to consume nicotine-containing products at markets and exhibitions, through remote sales and vending machines, and through delivery and door-to-door delivery.
Source: Overseas Network
Australia politicians call for "opening up" e-cigarette sales!
Australia's finance minister recently lashed out at the "explosive growth" of e-cigarettes among teenagers and hinted to the media that tougher taxes may soon be imposed on them; politicians 'calls for "open" e-cigarettes have also been opposed by health experts.
At present, the rise of e-cigarettes in Australia has created a US $5 billion loophole in the national budget, and the Australia government is considering all possible measures. Chalmers said: "We have seen the explosive growth of e-cigarettes, which I find unbelievable, not just as finance minister, but as a parent and as an Australia." He thinks anyone driving past a bus stop will see young people using e-cigarettes. He also added that this is not only a financial and budgetary issue, but also a social issue." Chalmers believes the current status quo is unacceptable, and he hints that "more severe" action will be taken on e-cigarettes."This means that all options and what should be on the table are not just a 5 billion Australian dollars (about 23 billion yuan) issue. This (budget) will be delivered to Parliament in four weeks." Under current law, Australia requires a doctor's prescription to legally purchase e-cigarettes containing nicotine.
Source: Overseas Network
Change your opposition? Health Canada recommends e-cigarettes to smokers?!
On April 16, the Canadian government's official website recently updated the e-cigarette science section, saying that there is evidence that e-cigarettes can help smokers quit smoking, and completely switching to e-cigarettes can effectively reduce the health risks of smokers. This is significantly different from its previous negative attitude that only emphasized the harm of e-cigarettes.
The local government describes it this way. The Canadian government's website wrote in its advice to smokers,"Although it is best to quit all nicotine products, giving priority to quitting cigarettes can significantly reduce your health risks. Researchers have determined that switching completely to e-cigarettes is less harmful than continuing to smoke cigarettes. If all previous smoking cessation methods have failed you, e-cigarettes can help you quit smoking."# p#pagination title #e#
Source: Atomized New Forces Synthesis
E-cigarette equipment is becoming more and more popular in Denmark!
On April 16, it was reported that snuff, nicotine bags and e-cigarette equipment have become increasingly popular among young people in Denmark recently. Data show that snuff, nicotine bags and e-cigarette equipment are becoming increasingly popular among young people in Denmark. 35.1% of young people aged 15 to 29 use these products daily or regularly, up from 26.3% in 2020.
According to a study conducted by the Danish National Institute of Public Health and the University of Southern Denmark on behalf of the Danish Health Authority, cigarette use dropped from 20.1% to 19%, while use of smokeless nicotine products increased from 9.1% to 12.9%.
Source: Overseas Network
Panamanian authorities reject a proposal to regulate e-cigarette products!
On April 16, Panamanian authorities recently rejected a proposal to regulate e-cigarette products. The government believes Panama should continue to implement the strategy developed by the World Health Organization's Framework Convention on Tobacco Control and reject the use of risk-reducing products to help smokers quit smoking.
In March, the Panama Tobacco Harm Reduction Association, together with citizens who use e-cigarette products, proposed a proposal to regulate the Electronic Nicotine Delivery System (ENDS) to amend Law 315 of June 30, 2022, which prevents more than 170,000 Panamanian smokers from using ENDS products. Analysis points out that thousands of Panamanian e-cigarette users are proof. Panama should follow the example of countries such as the UK or Sweden that are on the verge of becoming the world's first smoke-free country that successfully defeated smoking, rather than the failures of Argentina and Mexico. In June last year, nearly a year after Panama's National Assembly passed legislation banning the sale of e-cigarette products, Panamanian President Laurentino Cortizo agreed to the bill. The new law prohibits the sale and import of all e-cigarettes and heated tobacco products with or without nicotine.
Source: Overseas Network
Russia's largest compliant distributor advises China e-cigarette manufacturers!
On April 16, it was reported that Russia recently passed the "Proposal on Amending Individual Legislation and Regulations of The Russian Federation" with high votes. The proposal includes banning e-cigarette flavoring additives, banning online sales of e-cigarettes, and banning offline public display and display of e-cigarettes., setting the minimum retail price of e-cigarette products, etc. There are now more than 2500 online e-cigarette sales platforms in Russia. It is a long process for the government to crack down on illegal sales platforms. A license system will also be introduced."Starting from March 1, 2024, holding a license will become a mandatory requirement. If the tobacco producer does not obtain a license, the license is suspended, or the license is revoked, the production equipment will be ordered to be sealed."
IGOR SAMBORSKIY, CEO of BABYLON, one of Russia's largest compliance distributors, advised China e-cigarette manufacturers that the impact on compliance companies will not be great or even beneficial, but for e-cigarette manufacturers in gray customs or black market, their operating conditions will become increasingly difficult since the launch of the Honest Label on April 1. Judging from the current situation, the situation will only become more difficult after September 1. It also said it would wait and see carefully before September, saying the additive ban would have little impact on the legal market. It pointed out that 85% of e-cigarettes on the Russian market are illegal products. The concept of illegal means that sellers of these e-cigarettes do not pay consumption tax.
Source: Overseas Network
KT G continues to maintain its first place in South Korea's domestic e-cigarette market share!
On April 16, it was reported that the operating profits of major players in South Korea's domestic e-cigarette market have undergone new changes in 2022. Philip Morris International South Korea's operating profit increased by 163%, while BAT South Korea's operating profit fell by 12%. KT G's operating profit margin is 30%, and its market share ranks first in the Korean market, reaching 84%. According to industry sources, sales of PMI South Korean companies in 2022 will be 686.8 billion won, an increase of 21.5% from 2021. Operating profit increased by 162.5% to 80.6 billion won. Operating profit margin will increase from 5.4% in 2021 to 11.7% in 2022.
Data shows that in 2022, KT G's market share (based on convenience stores) will be 47.5%. In 2022, KT G's share of e-cigarette equipment will reach 84%. PMI South Korea has been actively targeting the e-cigarette market. Following the launch of iCos Illumina in October 2022, it launched its new lineup "iCos Illumina One" in February 2023.# p#pagination title #e#
Source: South Korean media bizwatch report
