A few days ago, the British government agency NHS announced that e-cigarettes will be included in the medical system as prescription drugs. If implemented, the United Kingdom will become the first country in the world to use e-cigarettes as a medical product. As early as mid-October, the US FDA also passed the PMTA audit of three e-cigarette products for the first time. After layers of testing, the FDA believes that these three e-cigarettes are more likely to be used by smokers to reduce the risk of tobacco harm.

At the same time, the domestic e-cigarette secondary market has experienced rapid growth recently. The Oriental Wealth E-cigarette Index has hit a record high, with an increase of 15.23% since November.

Relevant analysts told the Cailian Press reporter that with the introduction of relevant foreign policies, domestic e-cigarette and HNB cigarettes national standards will also be implemented, superimposing the recent cigarette price increase (for details, see the Cailian Press reporter’s report "Industry Observation | A New Round of Cigarettes" The price increase or how will the listed companies of the China Tobacco supply chain be affected in the future"), China Tobacco supply chain companies may be the first to benefit, and the atomized e-cigarette channel will also face a new round of regulation.

HNB "Hot before it is sold" China Tobacco Supply Chain Company may be the first to benefit

Although the e-cigarette index hit a new high, a closer look at individual stocks reporters found that the share prices of the leading e-cigarettes, Wuxin Technology and Simer International, have continued to fluctuate downward this year. A private equity source told a reporter from the Cailian News: “The main reason is that the HNB national standard may be introduced soon. The market is more optimistic about China Tobacco's supply chain-related listed companies. Under the pressure of the rapid development of overseas and domestic e-cigarettes, China Tobacco needs to launch its own Differentiated products. The domestic HNB market is currently blank, and the future market scale will reach the level of 100 billion."

Xueqiu.com's "Baker Street 221B" column analysis pointed out that HNB is one of the main development paths of new tobacco. As of 2019, the HNB terminal retail market is about 17.1 billion U.S. dollars, a growth rate of about 45%, and atomization is about 19.5 billion U.S. dollars. Market size and 25% growth rate. HNB may grow faster from now on. It is estimated that the market size outside of China alone will exceed RMB 300 billion in the next five years, with a sales penetration rate of about 10%.

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