Musi waGumiguru 1, iyo Mandatory National Standard yeMidzanga yemagetsi("National Standard" kwenguva pfupi) ichaita zvizere.Panguva iyoyo, vese vatori vechikamu mumusika wefodya wemagetsi vanofanirwa kushanda nerezinesi, uye zvitoro zvefodya zvemagetsi hazvichagone kuenderera mberi nekutengesa fodya yemagetsi yakakangwa semichero.
Zvigadzirwa zvinosangana nenyika zvinoiswa chinyararire pamasherufu
Maererano nezvinodiwa zvenguva yekushandura kwekutarisa fodya yemagetsi, Gumiguru 1 gore rino richava zuva iro "Mandatory National Standards for Electronic Cigarettes" ichatanga kushanda zvakakwana uye kutariswa kwefodya yemagetsi kuchaitwa zvizere.Panguva iyoyo, fodya yose yemagetsi inonhuhwirira ichabviswa pamasherufu, uye kutengeserana kwefodya yemagetsi yenyika kuchabatanidzwa.Iyo manejimendi chikuva inongopa yenyika yakajairwa fodya-inonaka yefodya yemagetsi nemaseti ekuputa ane makiyi evana.
Munguva yekushanya, mutori wenhau akaona kuti zvigadzirwa zvinosangana nemhando itsva yenyika zvakaiswa chinyararire pamasherufu.Tichitora RELX semuenzaniso, maererano netsvimbo yefodya, yatangisa nyika yakajairwa chigadzirwa phantom "Xinghe Dream" atomizing tsvimbo, uye maererano nemapods, yakatanga phantom "Wangjiang Youjing Mountain Grill 25" uye phantom "Forest. Fuxing Mountain Grill 53 ″.Mirira atomizer.
Sekureva kwemishumo, kutaridzika kwezvigadzirwa zvemhando yenyika zvachinja, kunze kwemitsara yakati wandei yemavara makuru akadai se "Dzivisa vechidiki kuputa fodya yemagetsi, kurambidza vadzidzi vepuraimari nesekondari kuputa fodya yemagetsi" uye "Kambani yedu inoyeuchidza kuti kuputa. zvemagetsi midzanga zvinokuvadza utano.Usapute fodya yemagetsi munzvimbo dzisingapute”.Mukuwedzera, musiyano mukuru ndewekuti tsvimbo yefodya yakawedzera basa rekuvhara mwana.
“Mumasekonzi maviri, atomizer inogona kuvhurwa nekukasira kuipinza nekuiburitsa ka3 mumutsara.Dzokorora chiito chimwechete kuti uikiye.Pakukiyiwa, kusveta, tsvimbo yeatomizer inodedera kuyeuchidza kuti iri muchimiro chakakiiwa, izvo zvinogona kudzivirira vadiki kuti vasaishandisa zvisirizvo.’ akadaro muridzi wechitoro.
Makaturiji efodya emagetsi anosangana nenyika
Mukuwedzera kune mazano matsva, chinhu chinonyanya kukosha pamusoro pepodhi ndechekuderedza nicotine zvinyorwa kusvika ku2%, nepo nicotine yezvinyorwa zvemichero-flavored pods pamusika inowanzoita 3% -5%.Mushure mekuedza zvigadzirwa zvemhando yenyika, vamwe vatengi vakati kunakirwa kwacho hakuna kunyanya kushanduka kubva kune zvakambogadzirwa, uye vamwe vatengi vakati vaisakwanisa kubvuma kunaka kwefodya, “Kana muchero wemuchero wapera, kana kunakirwa kwefodya kusiri nyore. kusvuta, ungarega chaizvoizvo kusvuta.kare."
Makambani akati wandei eA-share akanyorwa akawana zvitupa
Sezvo chiyero chenyika chave kuda kuita zvizere, kudivi rekugadzira, kumhanya kwe "rezinesi" nemakambani ane hukama kuri kuwedzerawo.
Musi waGunyana 20, makambani maviri eA-share akanyorwa akatevedzana akazivisa nhau dzichangoburwa nezvebhizinesi rine chekuita nefodya.Iyo inotsigira yeXiaosong Co., Ltd. yakawana "Tobacco Monopoly Manufacturing Enterprise License" (electronic cigarette processing enterprise);Aipu inogovera zvirongwa zvekushandisa mari Kubata bhizinesi rine rezinesi kuburikidza nekuwedzera mari, kuitira kuti icheke muindasitiri yefodya yemagetsi.
Zvinoenderana nehuwandu husina kukwana, kune anokwana manomwe A-share makambani akanyorwa akawana marezinesi emabhizinesi ekugadzira fodya monopoly, anosanganisira BYD, Jinjia, Shunhao, Dongfeng, Xiaosong, Jinlong Electromechanical, uye Jincheng Medicine.Kugadzira, kutengesa, kupinza uye kutumira kunze kwefodya yemagetsi.
Kana iri yeChina yakakura kwazvo inogadzira zvigadzirwa zvemagetsi zvemagetsi Smol International, iyo yakanyorwa pamusika weHong Kong, uye Fog Core Technology, kambani yevabereki yeRELX mhando mumusika wemasheya weUS, "yakasimbiswa"
Zvakakosha kuziva kuti kuwana rezinesi kunogona kungova kutanga patsva.Iyo itsva yenyika chiyero ine zvimwe zvakajeka uye zvakasimba zvirambidzo pakuravira kwechigadzirwa, zvekuwedzera, uye dhizaini, izvo zvinotungamira mukuderedza mutsauko pakati pezvigadzirwa.Pakati pezvigadzirwa zvehomogeneous, maitiro ekumira kunze ave dambudziko rinotevera kumakambani e-fodya.
Masangano achiri netarisiro pamusoro pezvakanakira makambani anotungamira
Pamusika wefodya yemagetsi mushure meiyo chiyero chitsva chenyika, vamwe vezvemaindasitiri vakambofunga kuti hazvidzivirike kuti indasitiri yefodya yemagetsi idzokere kune yakareruka yefodya.Mushure mekurambidzwa kwefodya yefodya, kukwezva kwefodya yemagetsi kune vashandisi vakuru kuchaderera, izvo zvinogona kukonzera kutengesa kwekutengesa kwefodya yemagetsi kuderera ne60%.% -90%, uye kutakura kwakadonha neanopfuura 50% -70%.Asi panguva imwecheteyo, mamwe masangano ane tarisiro yekuti kugadziridzwa kweiyo indasitiri chimiro kuchave nemhedzisiro yakanaka kune inotungamira mhando.
Zvimwe zvitoro zvefodya zvakavharwa
Iyo Galaxy Securities Research Report inotenda kuti mutemo uchasimudza chikumbaridzo chefodya, uye indasitiri ichatarisa pamusoro.Iro mutemo unotaura zvakananga iwo akakodzera parameter zviyero zvemagetsi zvigadzirwa zvefodya, zvinowedzera kuoma kwekugadzirwa kwechigadzirwa nekugadzirwa, uye kubvisa mabhizinesi akadzokera kumashure;kune rumwe rutivi, mutemo unorambidza ruzivo rwekushandisa fodya yemagetsi kune imwe nhanho kuburikidza nekuravira, nicotine content, uye kusunungurwa kwehuwandu.Pasi pezvirambidzo zvemitemo, kuvandudza ruzivo rwemushandisi zvakanyanya sezvinobvira zvinoenderana nekuti bhizinesi rine R&D yakakwana simba rehunyanzvi.
Zvichakadaro, mutemo uyu wasimudza zvimhingamipinyi zvekupinda muindasitiri, uye makambani akakodzera ari kuita bhizimusi refodya efodya anofanirwa kuzivisa kubazi refodya monopoly administrative department kuti ritenderwe.Neindasitiri yefodya yemagetsi ichipinda padanho rekusimudzira, musika wepamusha unotarisirwa kuwedzera zvishoma nezvishoma, uye pasi pekuwedzera kwekuwedzera kwemaindasitiri, makambani anotungamira achabatsirika zvizere.
Caitong Securities inotenda izvozvoe-fodyazvinoenderana nebasa rekudzikisa kukuvadza, uye nekufamba kwenguva, maitiro ekusimudzira ekuda kwemusika akajeka.Kutarisira kunobatsira mukuwedzera kwechikamu chemabhizinesi anobatsira mune akasiyana maindasitiri maratidziro, uye inokurudzira maindasitiri tekinoroji innovation uye budiriro yedhijitari.Mune ramangwana, mabhizinesi anotungamira ane nzvimbo yakafara yekusimudzira mumisika yemumba neyekunze.Nekuwedzera kwekudyara kweR&D uye kukwidziridzwa kwechigadzirwa, ichawedzera kubatanidza zvipingamupinyi zvemakwikwi emakambani nekuvandudza pundutso.
Nguva yekutumira: Oct-08-2022
