Ngomhla ka-Okthoba 1, I-Mandatory National Standard forI-Electronic Cigarettes(“Izinga Likazwelonke” ngamafuphi) lizoqala ukusebenza ngokugcwele.Ngaleso sikhathi, bonke ababambiqhaza emakethe kagwayi we-elekthronikhi kumele basebenze ngelayisensi, futhi izitolo zikagwayi we-elekthronikhi ngeke zisakwazi ukuqhubeka nokudayisa ugwayi we-elekthronikhi onephunga elimnandi njengezithelo.
Imikhiqizo ehlangabezana nezinga likazwelonke ibekwa buthule emashalofini
Ngokwezinhlinzeko zenkathi yoshintsho yokugadwa kukagwayi we-elekthronikhi, umhla ka-1 Okthoba kulo nyaka kuzoba usuku lapho "Amazinga Kazwelonke Abalulekile Ogwayi Bama-elekthronikhi" azosebenza ngokugcwele futhi ukugadwa kukagwayi we-elekthronikhi kuzosetshenziswa ngokugcwele.Ngaleso sikhathi, wonke ugwayi we-elekthronikhi onephunga elimnandi uzokhishwa emashalofini, futhi ukuthengiselana kukagwayi we-elekthronikhi kazwelonke kuzohlanganiswa.Inkundla yokuphatha ihlinzeka kuphela ngogwayi we-elekthronikhi othandwe ugwayi ojwayelekile kanye namasethi okubhema anezikhiya zezingane.
Ngesikhathi sokuvakasha, intatheli ibone ukuthi imikhiqizo ehlangabezana nezinga lezwe elisha ibekwe buthule emashalofini.Sithatha i-RELX njengesibonelo, mayelana nezinduku zikagwayi, yethule induku ye-atomizing yomkhiqizo kazwelonke "Xinghe Dream", futhi ngokuya ngama-pods, yethule i-phantom "Wangjiang Youjing Mountain Grill 25" kanye ne-phantom ethi "Forest". I-Fuxing Mountain Grill 53″.Linda i-atomizer.
Ngokwemibiko, ukubukeka kwemikhiqizo ejwayelekile kuzwelonke kushintshile, ngaphandle kwemigqa eminingana yabalingisi abakhulu njengokuthi "Yeka abantu abasha ekubhemeni ugwayi we-elekthronikhi, unqabele abafundi basesikoleni samabanga aphansi nesesekondari ukuthi babheme ugwayi we-elekthronikhi" kanye "Inkampani yethu ikhumbuza ukuthi ukubhema ugwayi we-elekthronikhi uyingozi empilweni.Ungabhemi ugwayi we-elekthronikhi ezindaweni okungabhenywa kuzo”.Ngaphezu kwalokho, umehluko omkhulu ukuthi induku kagwayi yengeze umsebenzi wokukhiya ingane.
“Emasekhondini angu-2, i-atomizer ingavulwa ngokuyifaka nokuyikhipha ngokushesha izikhathi ezi-3 zilandelana.Phinda isenzo esifanayo ukuze uyikhiye.Esimeni sokukhiyiwa, ukumuncwa, induku ye-atomizer izodlidliza ukuze ikhumbuze ukuthi isesimweni sokukhiyiwa, okungase kuvimbele izingane ukuthi zingayisebenzisi kabi.' kusho umnikazi wesitolo.
Amakhathriji kagwayi kagesi ahlangabezana nezinga likazwelonke
Ngaphezu kwamathiphu amasha, into ebaluleke kakhulu mayelana ne-pod ukunciphisa okuqukethwe kwe-nicotine ku-2%, kuyilapho okuqukethwe kwe-nicotine kuma-pods ane-flavour yezithelo emakethe ngokuvamile ku-3% -5%.Ngemva kokuzama imikhiqizo esezingeni likazwelonke, abanye abathengi bathi ukunambitheka akuzange kushintshe kakhulu emikhiqizweni edlule, futhi abanye abathengi bathi abakwazi ukwamukela ukunambitheka kukagwayi, “Uma ukunambitheka kwesithelo sekuphelile, uma ukunambitheka kukagwayi kungelula. ukubhema, ungase uyeke ngempela ukubhema.kakade.”
Inqwaba yezinkampani ezisohlwini lwe-A-share zithole izitifiketi
Njengoba izinga likazwelonke selizosebenza ngokugcwele, ngasohlangothini lokukhiqiza, ijubane “lokunikeza amalayisensi” yizinkampani ezihlobene nalo liyakhula ngesivinini.
NgoSepthemba 20, izinkampani ezimbili ezisohlwini lwe-A-share zimemezele ngokulandelana izindaba zakamuva ngebhizinisi elihlobene ne-e-cigarette.Inkampani engaphansi kwe-Xiaosong Co., Ltd. ithole “Ilayisensi Yokukhiqiza I-Tobacco Monopoly Manufacturing Enterprise” (ibhizinisi lokucubungula ugwayi we-elekthronikhi);I-Aipu yamasheya ihlela ukusebenzisa ukheshi Ukubamba ibhizinisi elinelayisensi ngendlela yokwenyuswa kwemali, ukuze ingene embonini kagwayi we-elekthronikhi.
Ngokwezibalo ezingaphelele, kukhona okungenani izinkampani ezisohlwini lwe-A-share eziyi-7 ezithole amalayisense amabhizinisi akhiqiza ugwayi yedwa, okuhlanganisa i-BYD, iJinjia, iShunhao, i-Dongfeng, i-Xiaosong, i-Jinlong Electromechanical, ne-Jincheng Medicine.Ukukhiqizwa, ukuthengisa, ukungenisa nokuthekelisa ugwayi we-elekthronikhi.
Ngokuqondene nomkhiqizi omkhulu wemishini yokufutha kagesi yase-China i-Smol International, esohlwini lwemakethe yamasheya yase-Hong Kong, kanye ne-Fog Core Technology, inkampani engumzali yomkhiqizo we-RELX emakethe yamasheya yaseMelika, nayo “isiqinisekisiwe”
Kubalulekile ukuqaphela ukuthi ukuthola ilayisense kungase kube isiqalo esisha.Izinga likazwelonke elisha linemikhawulo ecacile neqinile ekunambithekeni komkhiqizo, izithasiselo, kanye nokwakheka, okuholela ekunciphiseni umehluko phakathi kwemikhiqizo.Phakathi kwemikhiqizo ye-homogeneous, indlela yokugqama ibe yinkinga elandelayo yezinkampani ze-e-cigarette.
Izikhungo zisanethemba ngezinzuzo zezinkampani ezihamba phambili
Emakethe kagwayi we-elekthronikhi ngemva kwendinganiso kazwelonke entsha, abanye abangaphakathi embonini bahlulele ngaphambilini ukuthi akunakugwenywa ukuthi imboni kagwayi we-elekthronikhi ibuyele ekunambithekeni kwasekuqaleni kukagwayi.Ngemva kokuvinjelwa kukagwayi onephunga elimnandi, ukukhanga kukagwayi we-elekthronikhi kubasebenzisi abadala nakanjani kuzokwehla, okungabangela ukuthengiswa kogwayi we-elekthronikhi kwehle ngo-60%.% -90%, futhi ukuthunyelwa kwehle ngaphezu kuka-50% -70%.Kodwa ngesikhathi esifanayo, ezinye izikhungo zinethemba lokuthi ukuhlelwa kabusha kwesakhiwo semboni kuzoba nomthelela omuhle ezinkampanini ezihamba phambili.
Ezinye izitolo zama-e-cigarette zivaliwe
I-Galaxy Securities Research Report ikholelwa ukuthi inqubomgomo izophakamisa umkhawulo we-e-cigarettes, futhi imboni izogxila ekhanda.Inqubomgomo ibeka ngokuqondile izindinganiso ezifanele zepharamitha yemikhiqizo kagwayi we-elekthronikhi, yandisa ubunzima bokuthuthukiswa nokukhiqizwa komkhiqizo, futhi iqeda amabhizinisi asalela emuva;ngakolunye uhlangothi, inqubomgomo ikhawulela ulwazi lokusebenzisa ugwayi we-elekthronikhi ngokwezinga elithile ngokunambitha, okuqukethwe kwe-nicotine, kanye nenani lokukhululwa.Ngaphansi kwemikhawulo yamazinga enqubomgomo, ukuthuthukisa ulwazi lomsebenzisi ngangokunokwenzeka kuncike ekutheni ibhizinisi linawo yini amandla obuchwepheshe e-R&D anele.
Ngesikhathi esifanayo, inqubomgomo iphakamise izithiyo zokungena embonini, futhi amabhizinisi afanelekile abandakanyeka ebhizinisini likagwayi we-elekthronikhi kufanele abike emnyangweni olawula ugwayi kuphela ukuze ugunyazwe.Njengoba imboni kagwayi we-elekthronikhi ingena esigabeni sokuthuthuka okujwayelekile, imakethe yasekhaya kulindeleke ukuthi ikhule kancane kancane, futhi ngaphansi kwesizinda sokukhula kwemboni, izinkampani eziholayo zizozuza ngokugcwele.
I-Caitong Securities ikholelwa lokhoi-e-cigaretteszisekelwe endimeni yokunciphisa ukulimala, futhi ngokuhamba kwesikhathi, inkambiso yentuthuko yesidingo semakethe icacile.Ukugada kunenzuzo ekwandeni kwesabelo samabhizinisi anenzuzo kuzixhumanisi ezihlukene zezimboni, futhi kukhuthaza ukuqanjwa kabusha kwezobuchwepheshe bezimboni nokuthuthukiswa kwedijithali.Ngokuzayo, amabhizinisi ahamba phambili anendawo ebanzi yokuthuthukiswa ezimakethe zasekhaya neziphesheya kwezilwandle.Ngokukhula kokutshalwa kwezimali kwe-R&D kanye nokuthuthukiswa okuphindaphindwayo kwemikhiqizo, izophinde ihlanganise imigoqo yokuncintisana yezinkampani futhi ithuthukise inzuzo.
Isikhathi sokuthumela: Oct-08-2022
