A paper decree made the e-cigarette market “tiger” shock.
On November 1, the State Tobacco Monopoly Administration and the State Administration of Markets issued a notice urging the e-commerce platform to close the e-cigarette store in time and request that the e-cigarette products be removed in time. The Notice also urged e-cigarette production and sales companies or individuals to close e-cigarette Internet sales websites or clients in a timely manner, urging e-cigarette production and sales companies or individuals to withdraw e-cigarette advertisements distributed via the Internet.
As soon as the news came out, the outside world speculated that the e-cigarette industry in the 100 billion market would quickly “cool down”. In addition to the “distressed” media, Luo Yonghao, who was still publishing small e-smoke ads, also began to use The words “blackout” and “power outage” describe the great power of the “Notice” after its release.
Perhaps, the introduction of the new policy for manufacturers, supply chains, brands and channels does not mean completely “extinguish”. Many channels and sellers have begun to talk about “turning positive” topics.
factory only worried about the decline in orders and cash flow
“It’s impossible to say no fear, no worry, just hope that the policy doesn’t go too fast.”
Laoliang originally operated a plastics factory in Longgang, Shenzhen. In the past few years, due to the rise of electronic cigarettes, this company, which has more than 10 years of experience in foreign trade processing and export, began to transform in early 2018, as an electronic cigarette brand and assembly. The factory supplies a variety of plastic and plastic housing accessories.
I have just experienced the old beam of Shenzhen e-cigarette ticket “Yu Bo”, but the original wave was not shocked, but these two days have been disturbed by the introduction of the e-cigarette New Deal. Lao Liang told me to understand the notes, although he did not find any changes in the number of parts orders in the past few days, he still had to start to ponder the development prospects of the factory.
“Our current electronic cigarette casings and accessories are mainly supplied to three large assembly plants in Shenzhen Longgang and Baoan.”Liang worried that the New Deal urged e-commerce to close the e-cigarette store and the e-cigarettes. The familiar raw material suppliers around him have already called for “care” about the factory.
Everyone is afraid of those who are playing capital. For a while, TV manufacturers owe money, and mobile phone manufacturers run for a while. “I heard that some went to the United States, some were restricted, and they kept talking. Say good money, still oh! There are people who say that they want to be tolerant and encourage innovation? It’s not silly or bad to say this!”
It is true that a large number of supply chains are in arrears, causing supply chain companies to go bankrupt and fail to pay, which is vivid for these small factory owners. Under the wind, if the factory orders are reduced and the production encounters problems, the raw material suppliers will stop supplying at any time, and immediately ask the factory to pay off the materials that have been “credited” in the past. “Almost all factories rely on the materials and get the corresponding The flow of funds, material suppliers are owed to their next home, after all, the next home is also the first money.”
Now, raw material suppliers are beginning to worry about the operation of the Laoliang factory, and they are worried that the e-cigarette-related parts factories will encounter operational and production crises. In the electronic cigarette industry belt in Shenzhen, there are hundreds of such supply chain manufacturers and assembly plants.
“We have a large number of e-cigarette foundries around us, and there are a large number of manufacturers of parts such as outer casings, electronic components, cartridges, and lithium batteries. This notice can be said to be a one-stop move.” Lao Liang said If the e-cigarette startup company (brand side) has a bankruptcy, then these manufacturers and supply chains will also have a huge impact.
Old Liang takes the factory where he is located as an example. More than 80% of the nearly 100 employees are allocated to the production line of the electronic cigarette casing (the rest undertakes orders for some plastic household goods). If e-cigarette sales decline sharply, then some employees will face the problem of waiting for jobs.
And for factories and workshops that do smoke bombs, it is also possible to face a crisis of survival. “I feel that the rules will not be one-size-fits-all. This is after all, it is about the work of many people.” In his opinion, this may be this. The notice is only urging e-commerce to “off the shelf” of e-cigarettes, but does not involve offline sales channels. “I am not saying that e-commerce channels are not important, but there are many e-cigarettes that are now sold through offline channels. That point on the line can be ignored.”
As for how the e-cigarette industry will change in the future, Lao Liang said that he and his colleagues in the circle are paying close attention to it. Several parts factories including themselves have begun to adjust their production capacity and product structure, and gradually reduce the electronic cigarette accessories. Production ratio, “The previous foreign trade orders have also begun to contact, or to reduce the negative impact of environmental changes on the business.”
As the world’s largest e-cigarette industry belt, a large number of e-cigarette foundries and spare parts factories in Shenzhen will be more or less affected by the new e-cigarette policy. Many pipelines and workshops are also concerned about the upstream and downstream market dynamics. .
So, how much influence does the e-commerce’s new policy of e-cigarettes have on the sales of channels and brands?
Creator is busy with the factory to ventilate and comfort each other
“We have been accommodating with (e-cigarette brand) companies, and we are actively responding.”
Changwei is the production manager of an electronic cigarette factory in Longgang District, and is also the “next home” in Laoliangkou. Despite the multi-party relationship, he was still wary of understanding the notes. It was not surprising to mention the notice from the news when he started the exchange. In fact, there has been a rumor in the industry. Everyone thinks that the relevant regulatory programs will be introduced, but they did not expect to be promulgated at the beginning of the month.
He said that several e-cigarette brands in charge of OEMs in their factories immediately expressed their support after the announcement, and actively prepared for the follow-up sales channels and franchisees’ cooperation adjustment. “In fact, Jingdong, Tian Many of the e-cigarettes sold on cats have not been removed. After all, the will of so many franchisees is not the brand or factory.”
Chang Wei said that in the past two days, he and the bosses of the brand side carefully studied the contents of the Notice. They found that the words used in this notice were only “urging” and did not clearly indicate Brands, merchants, and channel providers will be penalized in violation of the content of the notice.
“I feel that this still leaves us room for us, at least softer than the e-cigarette ticket in Shenzhen.” Chang Wei revealed that there have been many startup companies in the e-cigarette industry in the past two years, which proves that e-cigarettes have huge consumption. Demand, in addition to exports, domestic sales is also a big market, not so simpleIt is prohibited by the decree of laws and regulations.
“We give an example of a traditional cigarette. You look at the situation in the cigarette market. Anyone knows that smoking is harmful to health. Public places are actively implementing the smoking ban policy. Cigarette advertisements are also banned, but smokers are still unable to withdraw. Dependence on cigarettes and nicotine, the smoke still has to continue to smoke.” Chang Wei’s eyes revealed a trace of “you know.”
“E-cigarettes are harmful, especially the water mist generated, but this is a product of smokers’ transition to smoking cessation.” For the New Deal to prohibit e-commerce channels from selling e-cigarette products, he and other factories around him feel normal. “After all, traditional cigarette products can’t be bought and sold on Taobao or Jingdong, so many links still need to be on the right track.”
In his opinion, the purpose of this notice is not to prohibit the sale of e-cigarette products, but to regulate the sales channels of e-cigarette products. In other words, channels and brands must gradually be put on the right track and strictly regulate the market – especially the sale of electronic cigarettes to minors.
As for the fate of the channel, Changwei, who has been dealing with the e-cigarette industry for nearly five years, believes that whether it is tobacco or e-cigarette industry, there will be some small holes, and it is impossible to have no way to go. “You said that it is strictly forbidden to sell cigarettes online. Is there really no one to sell?”
He opened the phone to fish, entered the words “rations”, “understand seconds” and other terms, pointing to several “low-key” sellers selling cigarette products, said that these homes have been doing very well. As for the ban on electronic cigarettes, “you enter the electronic “marriage” on Taobao to see if there are already a large number of electronic cigarette products, sellers of smoke bombs and smoke oil accessories?”
“Many brands are worried that the three words of e-cigarettes will be blocked by e-commerce platforms, so they have all been changed to e-marriage.” When chatting about excitement, Chang Wei smiled and said that the problems that regulators can think of have long been Prepare, “In any case, everyone understands the people, and the huge market demand will not be easily changed by a paper notice.”
Of course, the most discussed in the entire e-cigar industry is the topic of relevant authorities to include e-cigarettes into formal tobacco control channels. In Changwei’s view, for some brands and foundries, it is also possible for “salted fish to turn over”. “,” can get a formal industry license, the production of electronic cigarettes is better, the cigarette factory is a regular army.”
Including Changwei, many e-cigarette makers and foundry companies are closely watching the word “urging” in this notice, and are waiting for the key in the second and third editions of the Notice. The change of words. They believe that the industry is still in the initial stage of regulation, and entrepreneurs, factories and channels still have time and space to make corresponding countermeasures and corrective measures.
Retailers are in favor of regulation, supply and demand, or refactored
“For me, strengthening supervision is definitely a good thing.”
In the row of camps, tobacco and tea shops near Nanshan Science and Technology Park, A Qiang’s cigarette store is not eye-catching. He is also one of the few stores that are willing to talk about e-cigarette supervision topics. Different from the attitudes of entrepreneurs and foundries, he was overjoyed by the “Notice” issued by the competent authorities, and Geely favored the inclusion of electronic cigarette products in tobacco control.
Aqiang said that Shenzhen has a large population of foreigners and a large number of smokers. Most of the customers who buy cigarettes are young people who work and live nearby. Since the beginning of a year ago, his cigarette sales have been declining significantly due to the popularity of electronic cigarettes.
“I recommended some e-cigarette products in the same store, and put them in the store for sale.” A Qiang said that many young consumers saw that there are e-cigarettes in the store and they want to buy early adopters, especially once. Sex “smoke” is the most popular among customers.
The profit of e-cigarette products sold in his store is indeed higher than that of traditional cigarettes. However, since a friend told him a few months ago, there are tobacco inspectors selling electronic cigarettes to the market.After investigating the stores of the tobacco-producing products, he has been selling electronic cigarettes and related products for two months.
A lot of smoke hotels are quietly selling electronic cigarettes. I don’t know if they will be audited. Anyway, don’t make trouble.” A Qiang told me to understand the notes. As far as he knows, there are four or five in the surrounding business district. Home tobacco shops are quietly selling e-cigarette products. “It is generally a familiar old customer who dares to recommend it to the other party.”
In his view, if the first step in monitoring e-cigarettes is to urge e-commerce platforms to close e-cigarette stores and off-line e-cigarette products, then the next step is likely to be the same as ordinary cigarettes. The competent authority manages.
“I think the channel will be like a tobacco monopoly. Only a retail store with sales qualifications can sell e-cigarettes?” He boldly guessed that if e-cigarettes are managed by formal channels, they can only pass the line later. Under the formal authorization channel to buy, “Maybe the price will be higher, after all, it is the same as the cigarette.”
A strong analysis, this is a good thing for the tobacco and alcohol sales channels: First, it can make up for the increasingly depressed traditional cigarette sales; second, it can avoid low-cost competition of e-commerce and online sellers, “anyway It is certainly difficult for smokers to quit smoking. It depends on how the electronic cigarette products will be sold in the future.”
A strong said that he and the merchants selling electronic cigarettes around them believe that if the electronic cigarettes are sold through offline tobacco monopoly channels, then it is also a good thing for smokers. After all, relevant authorities will introduce industry standards for the design, manufacture and production of electronic cigarette products, regulate electronic cigarette manufacturers, and reduce the harm of products exceeding the standard added substances.
“I am also a veteran smoker, but now I am afraid to sell the e-cigarette products in the store.” He reluctantly said that there are many electronic cigarette products currently on the market or three products. “The fog sucked into the lungs, I don’t know what side effects are there.”
This time, the National Tobacco Monopoly Administration, National Market ManagementThe General Administration of the People’s Republic of China has issued a management approach for e-cigarette e-commerce channels, which can be regarded as the first step in regulating and regulating the e-cigarette industry. In this regard, some manufacturers, brands and channel vendors have different views, and some rely on blind analysis, interpretation of notification content, and self-comfort. Some are proactive, and actively respond to many uncertain factors in sales and production.
How to regulate, how to supervise or even put the e-cigarette industry on the right track, now no one can say that no one can guess. For the relevant departments, the notice of this supervision is more like asking for directions, and the reactions of manufacturers, enterprises, markets and consumers will become an important basis for the formulation of the next regulation.