Foggy electronic cigarette.

Editor’s note: This article is from WeChat public account “Zinc Finance” (ID: xincaijing) , Author Liu Jinyuan, editor Chen Kaile. Authorized release. Original title: “New” Humen Sells Tobacco “.

Near the end of the year, the winter in Shenzhen manholes at 22 degrees north latitude gradually spread.

The e-cigarettes, which fell like the temperature, and ignited a few months ago. At the moment, it has been proved that this is an out-of-the-box fake air outlet.

History is always surprisingly similar.

180 years ago, Lin Zexu destroyed 2.54 million pounds of opium seized from the British at Humen, less than 30 kilometers from the manhole. Today, 180 years later, at almost the same place, the government has launched a new Humen cigarette.

And just last month, a new rule issued jointly by the State Administration of Market Supervision and Administration and the State Tobacco Monopoly Administration has suddenly stopped the car for high-speed electronic cigarettes. “Blind, huge threat”, these eye-catching words have been mentioned repeatedly in the announcement, and the red flags of this particular industry have begun to flash.

The market is responding fast. “Support national policies and resolutely implement the content of the announcement.” The circle of friends is full of clear-cut statements from the founders of major e-cigarettes. The rainstorm was approaching and everyone was in danger for a while.

Time back two months ago, at the e-cigarette industry sharing conference hosted by Zinc Finance, even though many people in the industry were worried about uncertain policies, everyone at the sharing conference still kept smiling. Although the national protection of minors and online e-cigarettes has been heard for a long time, compared with the penetration rate of 30% in the United States, the penetration rate in China is only 0.6%, and the gap between the two has become a lot of people. Protection umbrella.

The new

Until the announcement, all talents suddenly realized that the tide had receded.

The storm is coming, and Shenzhen is the first to be hit. This city, dubbed the “center of electronic cigarette production in the world,” has thousands of companies parasitic on the upstream and downstream of electronic cigarettes, supplying more than 90% of the world’s electronic cigarettes. Equipment production. At the eye of the storm is the manhole in Baoan District called the electronic cigarette street.

To some extent, the encounter on the manhole representsIn view of the plight of the entire Chinese e-cigarette industry, manholes have experienced several ups and downs in the past ten years, which also reflects the past, present and misty future of the e-cigarette industry.

01. Xinhumen: “Central Road” and “Shasan Village”

From the center road to the intersection with Beihuan Road, this street in Shajing is a bit deserted and silent, and often two or three people who see it flash in a hurry. No one will forget that there are more than 1000 companies engaged in e-cigarettes on both sides of this street, about three kilometers long.

But people do n’t feel sorrowful. Compared with the deserted reality, the Internet shows a different picture. Most people are typing in front of the computer in the office, waiting for a sum of money to arrive.

Occasionally, men and women stepping on flip-flops and walking along the corridor of the building are occasionally encountered. Most of them are engaged in the foreign trade of electronic cigarettes, because the threshold for starting is low, and most of them even take the family as a unit. Two or three people can complete the work, one person is in charge of shipment and one person is in charge of contacting the buyer.

If he is an uninformed outsider and wants to find an e-cigarette company, he is likely to die. Because there were no instructions on an e-cigarette company along the street, because it was hurried away overnight, leaving no clues.

This is also the “personality” of traditional e-cigarette practitioners. Chen Jian, the founder of an e-cigarette brand, told Zinc Finance that in the past, everyone was low-key and bored to make money. “The Internet people are coming in to make the whole industry thrive,” Chen Jian said, which is obviously not what he wants to see.

Walk 1.5 km west along the end of the Zhonglu Road, which is Shasan Village. This is the birthplace of the manhole electronic cigarette industry. Today Heyuan, Kanger, and Simore are born. Another name of Simore is called Mcwell.

The former Shasan Village has disappeared and replaced by the Shasan Village Industrial Zone. The humble factory has become an open and regular high-industrial factory. The 24-hour operation of electronic cigarettes is almost the only theme of Shasan Village. For local villagers, “assembly-sleeping-assembly” has also become a fixed life rhythm.

Even if the machine is running at high speed all the time, it does not prevent the villagers from having a dream in their hearts.

In the past 7 or 8 years, hundreds of myths of entrepreneurship have been born in this village far away from the center of Shenzhen. They are more simplified into magical numbers, spread word-of-mouth in the mouths of villagers, attracting more entrepreneurs to come to manholes, build factories, sell electronic cigarettes, and they dream of a free path to wealth.

Myths are crazy, but many people ignore the difficulty of reaching the summit. In the past, many people can persist, and now more are