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The United States has first released electronic cigarettes, and the fog core technology rose 15%, and what impact will 400 billion markets will meet?

via:AI财经社     time:2021/10/14 18:02:03     readed:89


Wen | AI Finance News Chen Chang

Edit | Yang Jie

The long-awaited electronic cigarette industry has been "activated" by a stone thrown into the water.

On October 12, the US Food and Drug Administration (FDA) announced that it is allowed to sell its three VUSE electronic cigarette products in the United States. This decision marks the first approval of electronic smoke brands to be legally sold in the United States.

This is the rare "green light" released by the agency. Prior to this, the FDA rejected the 98% of the products received by the 4.5 million products, most of which were about atomized electronic cigarette products.


In this influence, the fogging core technology of US stocks listed on the 13th, the US stocks opened up the road, which was 14.87% on the same day, reported $ 5.33, and the market value was 7.173 billion US dollars.

Today's A-share market, GEM listed company Yixi lithium can rise by 0.29% reported 106.31 yuan, and the market value is 2017 billion. Jin Jia shares, Huabao shares, earning technology, Tianyin Holdings, Latter Smart, etc. The stock price of electronic smart electronic smoke is rising.

It has always been a regulatory pressure in the world. In China, the relevant policies on atomizing electronic cigarettes is still in the development period, including the safety of electronic cigarettes, the hazards and sales management of minors. In March 2002, the Ministry of Industry and Information Technology, the National Tobacco Monopoly Bureau jointly drafted the relevant "Draft" released, which proposed that electronic and smoke accumulated into the scope of tobacco monopoly method, allowing the Chinese electronic smoke industry to enter the license business era.

"Draft" announced the second day, the domestic electronic smoke three giants fog core technology, Si Mo International, the total market value of Yaqi lithium energy is more than 20 billion yuan.

Among them, the launch of the fog technology has skyrocketed 145.92% in January 2021, the scenery is unlimited, and the total market value reached 300 billion yuan. However, under the influence of regulatory information, the stock price has begun to fall, the maximum drop is close to 90%.

This news from the United States recently, in the industry, undoubtedly playing a strong intention to the electronic cigarette industry. In the global electronic smoking market, Chinese companies have occupied important positions.

According to the media consultation data, the global electronic smoke industry market is expected to be 63.1 billion US dollars (about 406.2 billion yuan), and the composite growth rate in 2017-2022 will reach 22.9%.

According to the Ai Finance Society, China's electronic smoke is medium, the fog core technology is a consumer electron nebulizer brand company. The main business is the R & D, design, sales of the RELX's annual electronic nebulizer; It mainly produces electric batches of electronic cigarette lithium ions. The company said in March 2021, there is currently 32.44% Smem International equity; Samo International is the world's largest atomization equipment manufacturer.

From the global perspective, the United States occupies 57% of the electronic smoke consumption market, which is the world's largest national electronic cigarette consumption country, and China occupies 90% market share of global electronic cigarette production. Among them, Simo International accounts for 16.5% of the global market share, and is a global ball electronic cigarette giant (such as Japan Tobacco, British Tobacco, Reynoldsasia-Pacific, Jeans and NJOY), design and manufacture enclosed electronic atomizing equipment and electronics. Atomization assembly.

Therefore, the agencies have given a positive attitude towards this. CITIC Securities gives Si Mo International "Buy" rating, target price of HK $ 75; Zhejiang merchants expressed optimistic as the core supplier's main benefits; Dongwu Securities also believes that atomized electronic smoke supervision enters a new stage, investors Focus on Samo International.

The electronic cigarette is allowed to be legally sold in the United States, which is also a detail. From the nicotine content, the Nikotine content of the Nikotine is 4.8%, which is higher than the EU 2% electronic ocurine content restriction standard. East Wu Securities said this said this is expected to promote the improvement of aerobotic mining rate in the United States.


Wang Peng, Associate Professor, Renmin University, said to the Ai Finance and Economic Affairs, and the US atomized electronic cigarette management method has been borrowed to a certain extent on the development of my country's atomized electronic cigarettes. However, international policies have limited impact on the country, Wang Peng believes that it is not feasible to simply migrate the United States to China, we must fully consider my country's national conditions, actual realities and regulatory policies, "at a specific time period. Inside, electronic cigarettes should be a franchise industry. "

In China, the promotion of electronic cigarette products has also been repeatedly discussed by public opinion. Wang Peng also further stated that the introduction of public policies needs to consider social impact. In his opinion, the future domestic electronic cigarette industry will still follow the relevant laws and regulations, and develop in the refinement.

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