电子烟出口规模预超千亿！行业集中度持续提升｜行业动态
财联社6月17日讯 - 近期电子烟行业迎来多项政策利好，全国统一电子烟交易管理平台于6月15日正式上线。金城医药(300233.SZ)、润都股份(002923.SZ)等企业率先获得国家烟草专卖许可证，标志着行业进入规范化发展阶段。
Caixin June 17th - The e-cigarette industry has recently welcomed multiple policy benefits, with the national unified e-cigarette trading management platform officially launched on June 15th. Companies like Jincheng Pharmaceutical (300233.SZ) and Rundo Pharma (002923.SZ) were among the first to obtain national tobacco monopoly licenses, marking the industry's entry into a standardized development phase.
出口市场持续增长
Export Market Continues to Grow
根据《2022年电子烟产业出口蓝皮书》显示：
According to the "2022 E-cigarette Industry Export Blue Book":
- 2022年全球电子烟市场规模将超1080亿美元
- Global e-cigarette market size will exceed $108 billion in 2022
- 海外市场预计保持35%增速
- Overseas market expected to maintain 35% growth rate
- 中国全年出口额预计达1867亿人民币
- China's annual export value expected to reach 186.7 billion yuan
深圳两个至上科技首席运营官郭晓渔表示："国际电子烟市场正处于快速成长期，而国内市场可能进入波动期。"
Shenzhen Two Up Technology COO Guo Xiaoyu stated: "The international e-cigarette market is in a rapid growth phase, while the domestic market may enter a period of fluctuation."
行业集中度提升
Increasing Industry Concentration
随着监管政策趋严，电子烟行业呈现明显头部化趋势：
With tightening regulations, the e-cigarette industry shows clear trends of concentration:
- 出口资源向头部企业集中
- Export resources concentrating in leading enterprises
- 行业准入门槛大幅提高
- Significantly raised industry entry barriers
- 产能分配决定企业竞争力
- Production capacity allocation determines competitiveness
郭晓渔指出："牌照上的产能限制是关键，几千吨与几百吨差异巨大。"目前，思摩尔国际(6969.HK)、亿纬锂能(300014.SZ)等头部企业优势明显。
Guo Xiaoyu noted: "The production capacity limits on licenses are crucial, with thousands of tons making a huge difference from hundreds of tons." Currently, leading companies like Smoore International (6969.HK) and EVE Energy (300014.SZ) have obvious advantages.
专家观点：艾媒咨询分析师张毅认为，政策落地明确了行业边界，有利于长期健康发展。
Expert View: iiMedia Research analyst Zhang Yi believes policy implementation has clarified industry boundaries, benefiting long-term healthy development.
