After the implementation of the New Deal in October, the trend of concentration of the electronic cigarette industry to the head is increasingly obvious. News from multiple sources show that many brands including Blizzard, extremely sense, and Qianmu have transferred the foundry business from BYD Electronics (00285) to Simo (06969).

According to the new consumer report of the industry media Blue Cave, the latest national standard product packaging of extremely sensitive electronic cigarettes shows that its producer is Shenzhen Mike Veor Technology Co., Ltd., which means that the company has transferred the foundry business from BYD Electronics to Simo. In addition, in addition to extremely feeling, brands such as Blizzard and Qianmu also transferred the foundry business from BYD Electronics to Simo.

Public reports show that since BYD Electronics has entered the electronic cigarette track, the basic cooperative relationship with it is basically a brand with a low popularity of the market, and the market share is not large. In October 2021, the high -profile announcement with BYD Electronics announced a strong joint joint, deepening cooperation, and based on research on user experience, helping to create more complete atomization products and start a new chapter in R & D.

After the implementation of the national standard, the industry generally believes that leading enterprises can use multiple advantages such as large -scale, automation, and strong bargaining ability to smooth tax increases. With SMEs' first retreat, the industry concentration will continue to increase.

According to the new consumption statistics of the Blue Cave, after the extremely sense of switching to Simo, the domestic compliance electronic cigarette companies of Simo's foundry include: 329 million smoke ammunition capacity, YOOZ with 74 million smoke ammunition capacity, 33 million tobacco The magic flute of the bullet capacity, the snow -added of 77 million tobal bullets, the extremely sensing of the 4 million tobal bullets, the Qianmu of 900,000 tobal bullet capacity, and Van Gogh with 150,000 smoke ammunition. The above brand quota reaches about 520 million, which means that Simo has won the share of most domestic brands.