Will 3 Billion Be Born? Will Vaping Enter Its Busiest Period of the Year?

Recently I saw an analysis from Talent Magazine pointing out that somee-cigarette enterprises is about to usher in the busiest period of the year.

It mentioned several data that are of concern, and the analysis pointed out that according toSkollAccording to the latest order situation, orders in the fourth quarter also maintained explosive growth and will usher in the busiest period of the year. It is currently estimated that Skor's operating income will reach more than 3.5 billion yuan this year, and its net profit will be more than 1 billion yuan. Next year, its operating income is expected to reach 6 billion yuan, truly achieving leapfrog development. Does this mean an additional 3 billion company will be added this year? In 2022, the company will have only revenue of 546 million yuan and net profit of 85.36 million yuan. And its ownershipe-cigarette brandsSikaryand SKE.

Wintech's financial report shows that Skor has made breakthrough progress in overseas market development this year. In the first half of 2023, it achieved revenue of 1.433 billion yuan, a year-on-year increase of 1,477.33%; and achieved net profit of 417 million yuan, which has reached 76% of the whole year last year. It seems that the average monthly sales exceed 200 million yuan, and the conservative forecast of net profit for the whole year may be 600 million yuan.

In addition, what is also interesting is what the strategy will be after one-off exports have a second spring?

At the same time, we also found that it not only cultivated deeply in one goe-cigarettesAt the same time, it has also developed ammo replacement e-cigarettes to disperse the risk of excessive concentration of disposable products.

It can be seen that some companies are studying strategic issues. In view of the current one-time concentration risk, companies are already making decentralization strategies. It can also be seen that deep cultivation is a strategy, but spreading the risk of too concentrated one-time products is a future strategy.

Of course, it is undeniable that the explosive growth of disposable e-cigarettes has given some companies a second spring of development. Especially after 2022, many companies will quickly seize the European and American markets at one time. At the same time, given that the current coverage in the Middle East and Indonesia is not enough at one time, it is still developing. And even the European region is developing at once. But at the same time, we also see that one-time issues of public concern are also occurring, and this move continues to attract regional attention. Therefore, the future global e-cigarette trend may also undergo some subtle changes by the end of this year.

Market trends are like rare business opportunities for companies. From the United States to Western Europe, there has been rapid growth at one time. According to Euromonitor data, sales of e-cigarettes in Western Europe increased from US$2.1 billion in 2015 to US$5.7 billion in 2022. Among them, disposable e-cigarettes experienced explosive growth in 2022, with sales growing rapidly to US$1.54 billion, a year-on-year increase of more than 800%. Especially in the United Kingdom, which uses e-cigarettes as a tobacco control method, its disposable e-cigarettes have experienced explosive growth. In 2022, sales of disposable e-cigarettes in the UK will soar tenfold to nearly US$1.1 billion. The market share of disposable e-cigarettes has also increased from less than 1% in 2020 to 43% in 2022. Some China e-cigarette companies have also seized this industry opportunity of disposable e-cigarettes and achieved rapid growth in sales. Large companies, including Simmore, are using one-time rapid penetration into European and American markets to achieve greater revenue growth in overseas markets.

(One-off trend in Western Europe)

Looking back on history, from 2015 to 2021, the most popular e-cigarette category was open, including bomb replacement. In 2022, disposable e-cigarettes will become popular rapidly, and the market share will increase from 8% in 2021 to 53% in 2022.

50% seizure of half the market will make each country as a wholee-cigarette marketAlmost a new round.

Because of its one-time fast-moving nature, many companies are still seeing one-time markets in emerging regions, including markets in South America, central and northeastern regions, Africa and other regions. From this point of view, there is still a second spring on a global scale at one time, but in the context of facing problems at one time, we must also find other alternative paths to regain social recognition. Such a trend deserves attention.

Every bottleneck window in the market will be an opportunity. Cotton cores will drive a rapid leap in the one-time industry. What about the one-time after encountering obstacles? Companies should think about how to plan their next strategy.