电子烟出口规模预超千亿：行业规范下的机遇与挑战

电子烟出口规模预超千亿：行业规范下的机遇与挑战

E-Cigarette Export Value Expected to Exceed 100 Billion: Opportunities and Challenges Under Industry Regulations

【财联社 6 月 17 日讯】 近期，电子烟行业迎来多项政策利好，正逐步告别"野蛮生长"阶段。6月15日，全国统一电子烟交易管理平台正式上线，标志着行业进入规范化发展新阶段。

【Caixin June 17】 The e-cigarette industry has recently welcomed multiple policy benefits and is gradually moving away from the "wild growth" phase. On June 15, the national unified e-cigarette trading management platform was officially launched, marking a new stage of standardized development for the industry.

出口规模突破千亿大关

Export Value Breaks Through 100 Billion Threshold

根据《2022年电子烟产业出口蓝皮书》显示，2022年全球电子烟市场规模预计将超过1080亿美元，海外市场增速保持35%。中国电子烟出口总额预计达1867亿人民币，增长率同样为35%。

According to the "2022 E-Cigarette Industry Export Blue Book", the global e-cigarette market size is expected to exceed $108 billion in 2022, with overseas markets maintaining a 35% growth rate. China's total e-cigarette exports are projected to reach 186.7 billion yuan, with the same growth rate of 35%.

行业集中度持续提升

Increasing Industry Concentration

业内人士指出，随着监管政策趋严，行业准入门槛不断提高。头部企业凭借技术积累和规模优势，市场份额持续扩大。思摩尔国际等龙头企业出口收入占比已超过60%。

Industry insiders point out that with tightening regulations, industry entry barriers continue to rise. Leading companies are expanding their market share through technological accumulation and scale advantages. Export revenue of industry leaders like Smoore International already accounts for over 60%.

出海面临新挑战

New Challenges in Overseas Expansion

香港电子烟运输禁令实施后，企业出口物流面临调整。目前主要通过韩国等替代渠道完成运输，清关难度和运输成本均有增加。

After the implementation of Hong Kong's e-cigarette transport ban, companies face logistics adjustments for exports. Currently, alternative channels through South Korea are mainly used, increasing both customs clearance difficulties and transportation costs.

产能许可成为关键

Production Capacity Licensing Becomes Crucial

专家强调，烟草专卖许可证的获批产能规模将决定企业市场竞争力。几千吨与几百吨的产能差距将直接影响企业服务客户的能力。

Experts emphasize that the approved production capacity scale of tobacco monopoly licenses will determine companies' market competitiveness. The difference between thousands of tons and hundreds of tons of capacity will directly affect companies' ability to serve customers.

行业展望：随着政策逐步明朗，电子烟行业将进入规范发展新阶段，头部企业优势将进一步凸显。

Industry Outlook: With gradually clearer policies, the e-cigarette industry will enter a new stage of standardized development, where the advantages of leading companies will become more prominent.