Lub teb chaws tus qauv rau cov luam yeeb hluav taws xob tau raug coj los siv, thiab kev txhim kho kev lag luam tau ua tiav

Thaum Lub Kaum Hli 1, Lub Tuam Txhab Ua Haujlwm Hauv Tebchaws rauElectronic Cigarettes("National Standard" luv luv) yuav siv tag nrho.Lub sijhawm ntawd, txhua tus neeg koom nrog hauv kev lag luam luam yeeb hluav taws xob yuav tsum ua haujlwm nrog daim ntawv tso cai, thiab cov khw muag luam yeeb hluav taws xob tsis tuaj yeem txuas ntxiv mus muag cov luam yeeb hluav taws xob xws li txiv hmab txiv ntoo.

 

Cov khoom uas ua tau raws li lub teb chaws tus qauv yog ntsiag to tso rau ntawm lub txee

Raws li cov kev cai ntawm lub sijhawm hloov pauv ntawm kev saib xyuas luam yeeb hauv hluav taws xob, Lub Kaum Hli 1st xyoo no yuav yog hnub uas "Tseem Ceeb Lub Tebchaws Cov Qauv rau Cov Luam Yeeb" yuav siv tag nrho thiab kev saib xyuas ntawm cov luam yeeb hluav taws xob yuav ua tiav tag nrho.Lub sijhawm ntawd, tag nrho cov txiv hmab txiv ntoo-flavored hluav taws xob luam yeeb yuav raug tshem tawm ntawm lub txee, thiab lub teb chaws cov luam yeeb luam yeeb yuav sib koom ua ke.Lub chaw tswj xyuas tsuas yog muab lub teb chaws tus qauv luam yeeb-tshuaj hluav taws xob hluav taws xob thiab cov khoom haus luam yeeb nrog cov menyuam kaw.

Thaum lub sij hawm mus ntsib, tus neeg sau xov xwm pom tias cov khoom uas ua tau raws li lub teb chaws tus qauv tshiab tau muab tso rau hauv qhov chaw ntsiag to.Noj RELX ua piv txwv, hais txog cov pas luam yeeb, nws tau tshaj tawm lub teb chaws tus qauv khoom phantom "Xinghe Dream" atomizing qws, thiab hais txog cov pods, nws tau launched lub phantom "Wangjiang Youjing Roob Grill 25" thiab phantom "Forest. Fuxing Roob Grill 53 ".Tos rau lub atomizer.

Raws li cov lus ceeb toom, qhov tshwm sim ntawm cov khoom lag luam tus qauv hauv lub tebchaws tau hloov pauv, tshwj tsis yog ob peb kab ntawm cov cim loj xws li "Tshaj tawm cov tub ntxhais hluas los ntawm kev haus luam yeeb, txwv tsis pub cov tub ntxhais kawm theem pib thiab theem nrab los ntawm kev haus luam yeeb hluav taws xob" thiab "Peb lub tuam txhab ceeb toom tias kev haus luam yeeb. Cov luam yeeb hluav taws xob muaj teeb meem rau kev noj qab haus huv.Tsis txhob haus luam yeeb hluav taws xob hauv qhov chaw tsis haus luam yeeb."Tsis tas li ntawd, qhov sib txawv loj tshaj plaws yog tias tus pas luam yeeb tau ntxiv lub ntsuas phoo rau menyuam yaus.

"Nyob rau hauv 2 vib nas this, lub atomizer tuaj yeem qhib tau los ntawm kev ntxig thiab tshem tawm nws 3 zaug ua ke.Rov ua tib yam nkaus kom kaw nws.Nyob rau hauv lub xeev xauv, suction, lub atomizer pas nrig yuav vibrate kom nco ntsoov tias nws yog nyob rau hauv lub xauv lub xeev, uas yuav tiv thaiv tau cov me nyuam los ntawm misusing nws.' hais tias tus tswv khw.

 新闻3a

Electronic luam yeeb cartridges uas ua tau raws li lub teb chaws tus qauv

 

Ntxiv rau cov lus qhia tshiab, qhov tseem ceeb tshaj plaws ntawm cov pods yog txo cov ntsiab lus nicotine rau 2%, thaum cov ntsiab lus nicotine ntawm cov txiv hmab txiv ntoo-flavored pods ntawm lub khw feem ntau yog 3%-5%.Tom qab sim cov khoom lag luam hauv teb chaws, qee cov neeg siv khoom tau hais tias qhov saj tsis hloov pauv ntau ntawm cov khoom dhau los, thiab qee cov neeg siv khoom hais tias lawv tsis tuaj yeem lees txais qhov tsw qab, "Yog tias cov txiv hmab txiv ntoo tsw qab, yog tias haus luam yeeb tsw tsis yooj yim. haus luam yeeb, koj tuaj yeem txiav luam yeeb tiag tiag.xa."

 

Ntau lub tuam txhab A-share tau txais daim ntawv pov thawj

 Raws li lub teb chaws tus qauv tab tom yuav los rau hauv tag nrho cov txiaj ntsig, ntawm kev tsim khoom, qhov nrawm ntawm "kev tso cai" los ntawm cov tuam txhab muaj feem cuam tshuam kuj nrawm.

Thaum lub Cuaj Hlis 20, ob lub tuam txhab A-share tau tshaj tawm cov xov xwm tshiab tshaj plaws ntawm kev lag luam e-luam yeeb.Lub koom haum ntawm Xiaosong Co., Ltd. tau txais "Tobacco Monopoly Manufacturing Enterprise License" (electronic cigarette processing enterprise);Aipu qhia txog kev npaj siv nyiaj ntsuab Tuav lub tuam txhab muaj ntawv tso cai los ntawm kev nce peev, txhawm rau txiav rau hauv kev lag luam luam yeeb.

Raws li kev txheeb cais tsis tiav, muaj tsawg kawg yog 7 A-tshaj npe tuam txhab uas muag tau txais daim ntawv tso cai rau kev lag luam luam yeeb monopoly, suav nrog BYD, Jinjia, Shunhao, Dongfeng, Xiaosong, Jinlong Electromechanical, thiab Jincheng Tshuaj.Kev tsim khoom, muag, ntshuam thiab xa tawm cov luam yeeb hluav taws xob.

Raws li Tuam Tshoj tus loj tshaj plaws hluav taws xob vaping khoom chaw tsim tshuaj paus Smol International, uas yog teev nyob rau hauv lub Hong Kong Tshuag lag luam, thiab Fog Core Technology, cov niam txiv lub tuam txhab ntawm lub RELX hom nyob rau hauv lub US Tshuag lag luam, nws kuj tau "certified" 

Nws yog ib qho tseem ceeb uas yuav tsum nco ntsoov tias tau txais daim ntawv tso cai tsuas yog qhov pib tshiab.Lub teb chaws tus qauv tshiab muaj ntau qhov tseeb thiab nruj txwv ntawm cov khoom saj, additives, thiab tsim, uas ua rau kom nqaim qhov sib txawv ntawm cov khoom.Ntawm cov khoom homogeneous, yuav ua li cas sawv tawm tau dhau los ua qhov teeb meem ntxiv rau cov tuam txhab e-luam yeeb.

 

Cov tsev kawm ntawv tseem muaj kev cia siab txog cov txiaj ntsig ntawm cov tuam txhab ua lag luam

Rau kev lag luam luam yeeb hluav taws xob tom qab tus qauv tshiab hauv lub tebchaws, qee qhov kev lag luam sab hauv tau txiav txim siab yav dhau los tias nws yog ib qho tseem ceeb rau kev lag luam luam yeeb yuav rov qab mus rau qhov qub tsw ntawm luam yeeb.Tom qab kev txwv tsis pub haus luam yeeb, qhov zoo nkauj ntawm cov luam yeeb hluav taws xob rau cov neeg laus cov neeg siv yuav inevitably txo qis, uas yuav ua rau cov khw muag khoom ntawm cov luam yeeb hauv hluav taws xob poob 60%.% -90%, thiab cov khoom xa tuaj poob ntau dua 50% -70%.Tab sis tib lub sijhawm, qee lub koom haum tau zoo siab tias qhov kev hloov kho ntawm cov qauv kev lag luam yuav muaj kev cuam tshuam zoo rau cov hom lag luam.

ib 3b

                     Qee lub khw muag e-luam yeeb tau kaw

 

Lub Galaxy Securities Research Report ntseeg tias txoj cai yuav nce qhov pib ntawm e-luam yeeb, thiab kev lag luam yuav tsom mus rau lub taub hau.Txoj cai ncaj qha qhia txog cov txheej txheem tsis sib xws ntawm cov khoom siv luam yeeb hauv hluav taws xob, ua rau muaj kev nyuaj ntawm kev tsim khoom thiab kev tsim khoom, thiab tshem tawm cov lag luam rov qab;Ntawm qhov tod tes, txoj cai txwv tsis pub muaj kev paub txog kev siv cov luam yeeb hluav taws xob rau qee yam los ntawm kev saj, cov ntsiab lus nicotine, thiab cov nyiaj tso tawm.Raws li kev txwv ntawm cov qauv kev cai, kev txhim kho cov neeg siv kev paub ntau li ntau tau nyob ntawm seb lub tuam txhab puas muaj peev xwm R & D muaj zog.

 

Nyob rau tib lub sijhawm, txoj cai tau tsa cov kev txwv tsis pub nkag mus rau hauv kev lag luam, thiab cov tuam txhab lag luam uas koom nrog kev lag luam e-luam yeeb yuav tsum tau tshaj tawm rau lub tuam tsev tswj hwm kev lag luam luam yeeb kom pom zoo.Nrog rau kev lag luam luam yeeb nkag mus rau theem ntawm kev txhim kho tus qauv, kev lag luam hauv tsev yuav tsum nthuav dav tsis tu ncua, thiab nyob rau hauv keeb kwm yav dhau los ntawm kev lag luam nce ntxiv, cov tuam txhab ua lag luam yuav tau txais txiaj ntsig zoo.

 

Caitong Securities ntseeg li ntawde-luam yeebyog raws li lub luag hauj lwm ntawm kev tsim txom, thiab nyob rau hauv lub sij hawm ntev, txoj kev loj hlob qauv ntawm kev lag luam xav tau yog qhov tseeb.Kev saib xyuas yog qhov muaj txiaj ntsig zoo rau kev nce hauv kev sib koom ntawm cov lag luam muaj txiaj ntsig hauv ntau qhov kev sib txuas hauv kev lag luam, thiab txhawb nqa kev lag luam thev naus laus zis tshiab thiab kev txhim kho digital.Nyob rau hauv lub neej yav tom ntej, cov tuam txhab ua lag luam muaj qhov chaw dav rau kev txhim kho hauv kev lag luam hauv tsev thiab txawv teb chaws.Nrog rau kev nce hauv R & D peev thiab cov khoom lag luam hloov kho dua tshiab, nws yuav ntxiv kev sib koom ua ke ntawm kev sib tw kev lag luam thiab txhim kho cov txiaj ntsig.


Post lub sij hawm: Oct-08-2022