China Business Daily Shenzhen Report (Wang Jieyu Reporter Zhi Literature Zhao Linwen/Picture) In recent years, the electronic cigarette market has shown a rapid development trend, and the market size has increased sharply. "2021 Electronic Tobacco Industry Blue Book" data shows that as of the end of 2021, there were more than 1,500 electronic cigarette manufacturing and brand -related companies in my country, of which more than 1,200 manufacturers were. In the important place of electronic cigarettes, Baoan, Shenzhen, the output value of e -cigarettes in 2021 reached 31.1 billion yuan, a year -on -year increase.

With the rapid development of the electronic cigarette industry, some companies have made great efforts and even "barbaric growth", and the industry chaos is frequent. In this regard, the state continues to increase the supervision of the electronic cigarette market, especially the new national standard for e -cigarettes on October 1, 2022, and the consumption tax of e -cigarettes on November 1, marking that the electronic cigarette industry has entered a new new development of standardized development. stage.

What changes have the electronic cigarette industry's impact on the full moon of the new national standard? A few days ago, a reporter from China Business Daily visited the Shenzhen electronic cigarette market on the spot and found that fruit smoke bullets have disappeared, and e -cigarette retail prices have risen.

Regulatory operation in the era of licenses

According to the company's investigation data, there are currently more than 160,000 electronic cigarettes in my country, of which Shenzhen ranks first in the country with 12,000 electronic cigarettes. Shajing Street in Baoan District is known as the "Electronic Cigarette Street" and is the core area of the world -class electronic cigarette industry manufacturing base.

In July 2020, the first Moore International was listed on the Hong Kong Stock Exchange. The day of opening rose sharply, and the market value once exceeded HK $ 160 billion. The electronic cigarette industry ushered in a high time. Since then, the electronic cigarette brand RELX Yuexin's Matson Technology is listed on the US New York Stock Exchange, with a market value of nearly 300 billion yuan, pushing the popularity of electronic cigarettes to the highest peak.

It is worth noting that my country's policy supervision of electronic cigarettes has also been gradually strengthened, especially since 2022 -October 1, electronic cigarette compulsory national standards were officially implemented; on October 25, the Ministry of Finance, Customs General Administration, and General Administration of Customs The State Administration of Taxation jointly issued an announcement saying that the electronic cigarettes were included in the consumption tax collection scope from November 1.

On November 3rd, one month after the new national standard of electronic cigarettes, a reporter from China Business Daily came to Shenzhen Huaqiangbei Saige Communication Market and visited some electronic cigarette brand stores on the spot.

There were more than 40 e -cigarette brands here, and it was difficult to find a shop, but now, most of the salespersons are sitting in front of the shop to play with mobile phones. There are very few smoke rods and smoke bombs on the counter. The highest time of the highest time dropped to tens of thousands of yuan.

The reporter saw that there are no fruity smoke bombs at all store counters. Mr. Wei, the person in charge of the fairy atomization, told reporters that as early as the national standard landed, they had withdrawn the relevant products. The reporter also found that some electronic cigarette stores newly appeared "taste filter" with a variety of fruit flavors. Some operators told reporters that these were added to the national standard electronic cigarette bullet, which added a filter stick. The smoke was filtered through the filter rod, which not only met the national standard requirements, but also enriched the taste experience.

In addition, some operators revealed to reporters that there are still private transactions in non -national standard products, which has a certain impact on their legal business merchants.

In an interview with the China Business Daily reporter, the editor -in -chief of the Blue Consumer Consumer Electronic Cigarette Industry Media said: "From the perspective of the retail side, the current supervision has taken effect for one month, but there are still many non -national standard products in the market and illegal one -time illegal one -time one. Electronic cigarette production and sales, some micro -business are still continuing to ship, affecting the legitimate rights and interests of the owner of the law -abiding and holding the certificate. Only by cleaning out the non -national standard products out of the market and allowing the owner of the certificate to hold the national standard products legally, can the industry be conducive to the industry. Long -term development. "

As an electronic cigarette dragon head, Simo International announced as early as August this year that all subsidiaries of the company and its subsidiaries will only accept the commission orders that have passed the national standard technical review, and all have been traded through the national unified e -cigarette transaction management platform. Essence Caitong Securities believes that Simo's move shows that it will officially discontinue production of fruit -flavored electronic cigarette products in China, and help partners to clean up new products that do not meet the country's targets, R & D and production meet the requirements of national standards. develop.

Debon Securities stated that with the removal of all fruit -flavored electronic cigarettes, the national unified e -cigarette transaction management platform only provides national standard tobacco -flavored e -cigarettes and cigarettes with children's locks. Electronic cigarettes have entered the era of licenses to facilitate the optimization of the industry competition pattern.

Retail price rises

On November 1, the consumption tax was officially levied on electronic cigarettes. According to relevant regulations, electronic cigarettes are calculated to calculate taxes from the price rate. The consumption tax rate of electronic cigarette production (import) link is 36%, and the consumption tax rate of electronic cigarette wholesale links is 11%.

Subsequently, major electronic cigarette companies quickly responded. Multiple electronic cigarette brands such as carving, grapefruit, magic flute, Ono, and carved rice have raised the recommended retail price, and most brands have increased by more than 30 %. Take Yue Carving as an example. The wholesale price of four smoke gear ranging ranges from 32.83%to 95.3%. It is recommended that the retail price increase ranging from 33.52%to 97.49%; About 82%.

Judging from the number of electronic cigarette stores visited by reporters, the prices of electronic tobacco bombs of multiple brands have risen. "From November 1st, our price of goods has risen. If the original price is sold, we are calculated on labor, hydropower, and freight. Mr. Li, who had three years, told reporters.

Mr. Wei also frankly said to reporters: "The price of the cigarette rod on the tobacco bureau's ordering platform has risen to 160 yuan, the price of the cigarette bomb has risen to 94 yuan, and one or two boxes of smoke bombs were sold in a day. Diversity, except for rent, labor costs, and water and electricity costs, you must earn at least 600-700 yuan a day to ensure no loss. "

"At present, the domestic electronic cigarette regulatory policy has become stable, and it is expected that there will be no more negative policies. The industry will be in a stable development trend. However, the industry will continue. Market competition, the market will retain more powerful brands to provide products with product and higher efficiency retail stores to sell electronic cigarettes. "Chen Zhong told reporters," When the market is relatively stable, the technical upgrades, clinical research and academic academics of electronic cigarettes are The number of discussions will increase, and in turn, it will promote the all -round upgrade of the industry -from the upgrade of trade and industry to technology and trade. Although China currently has 90%of the world's electronic cigarette production capacity, it is more dense model. The product manufacturing ability and technology need more time. "

Shenzhen Zhenwei Biotechnology Co., Ltd. is a high -tech enterprise engaged in the research and development, production and sales of electronic atomization solution. The person in charge of Zhenwei Biological Public Relations stated that in the case of compliance with national standards and electronic cigarette management measures, the company focused on the research and exploration of tobacco flavors. For this reason, the Yunnan Research Institute was established. Tobacco flavor smoke oil is more delicate and more solid, and at the same time push Chinese tobacco flavor tobacco oil to overseas.

"We hope to increase investment in scientific research, establish a sound process system, start from the source, and make rigorous analysis and screening for tobacco extracts to ensure that the product meets the requirements of national standards and sustainable development needs." Essence

Chen Zhong believes that the current national standards, management measures and taxation policies have been introduced. From the aspects of product quality, certification operation and taxation, the electronic cigarette industry has been comprehensive. Essence