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國標獲批!電子煙行業機會如何解讀?

4月13日,港股煙草概念股拉升,中國波頓(03318.HK)漲8.88%,思摩爾國際(06969.HK)漲超6%,華寶國際(00336.HK)漲超5%,比亞迪電子(00285.HK)漲0.53%;昨晚美股霧芯科技(RLX.N)盤前一度漲超30%,收漲1.87%。消息面上,國家市場 Show More
4月13日,港股煙草概念股拉升,中國波頓(03318.HK)漲8.88%,思摩爾國際(06969.HK)漲超6%,華寶國際(00336.HK)漲超5%,比亞迪電子(00285.HK)漲0.53%;昨晚美股霧芯科技(RLX.N)盤前一度漲超30%,收漲1.87%。消息面上,國家市場監督管理總局(國家標準化管理委員會)批准《電子煙》強制性國家標準。
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    On April 12, the State Administration for Market Regulation and the State Administration of Standardization approved the mandatory national standard for electronic cigarettes (GB 41700-2022), which will be implemented starting from October 1, 2022.
    Main contents of the national standard for electronic cigarettes:
    The main contents of the second draft of the national standard for electronic cigarettes can be summarized into 10 key points:
    1. Should not be attractive to minors, should not present product characteristics and flavors other than tobacco.
    Interpretation: Fruit-flavored and other flavored electronic cigarettes are prohibited, only mixed-type flavors dominated by tobacco flavor are allowed.
    2. Aerosols should contain nicotine.
    Interpretation: Zero nicotine, herbal aerosols without nicotine should not be promoted.
    3. Nicotine extracted from tobacco should not be less than 99% purity (mass fraction).
    Interpretation: Cool with synthetic nicotine.
    4. The electronic cigarette atomizer and cartridge used in electronic cigarette e-liquid should have a closed structure to prevent manual filling. For electronic cigarettes or cartridges filled with e-liquid, it shall be determined by inspection whether additional substances can be added.
    Interpretation: Open electronic cigarettes are cool, including large cloud and oil-filled small cigarettes.
    The electronic cigarette device and cartridges using e-liquid should have good sealing to prevent leakage. For electronic cigarettes or cartridges filled with e-liquid, place them in the most unfavorable direction on absorbent paper that meets the requirements of GB/T 1540 for at least 6 hours. Visually inspect to determine if there are any traces of e-liquid on the absorbent paper.
    Interpretation: The prohibition of leakage has become mandatory...
    Interpretation of the national standard for electronic cigarettes: 5% nicotine pods will bid farewell to the market, flavored electronic cigarettes will be banned.
    Interpretation of the national standard for electronic cigarettes: 5% nicotine pods will bid farewell to the market, flavored electronic cigarettes will be banned.
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