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監管加碼,電子煙概念股集體下跌

3月14日,思摩爾國際(06969.HK)一度跌22%,創記錄新低。此前美股霧芯科技(RLX.N)收跌36.32%。消息面上,國家煙草專賣局發佈《電子煙管理辦法》並公開徵求對《電子煙》國家標準(二次徵求意見稿)的意見。標準提及不應對未成年人產生誘導性,不應使產品特徵風味呈現除煙草 Show More
3月14日,思摩爾國際(06969.HK)一度跌22%,創記錄新低。此前美股霧芯科技(RLX.N)收跌36.32%。消息面上,國家煙草專賣局發佈《電子煙管理辦法》並公開徵求對《電子煙》國家標準(二次徵求意見稿)的意見。標準提及不應對未成年人產生誘導性,不應使產品特徵風味呈現除煙草外的其他風味。
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    After the market on March 11, the State Tobacco Monopoly Administration issued the “e-cigarette” national standard (second draft for comments), which will be publicized until March 17, 2022; at the same time, it also issued the “Administrative Measures on E-cigarettes”. The new regulations will take effect on May 1.
    Since November 2021, the e-cigarette industry has ushered in a period of intensive policy publication, specifically:
    1. On November 26, 2021, the State Council issued amendments to the “Regulations on the Implementation of the Tobacco Monopoly Law of the People's Republic of China”, and e-cigarettes were officially included in traditional tobacco supervision;
    2. On November 30, 2021, the National Tobacco Monopoly Administration issued the “e-cigarette” national standard (draft for comments), which clarified the national standard for e-cigarettes;
    3. On December 2, 2021, in order to do a good job in e-cigarette supervision and standardize the order of the e-cigarette market, the State Tobacco Monopoly Administration researched and drafted the “Measures for the Administration of E-cigarettes (Draft for Comments)” and solicited comments from the public.
    What are the changes in the documents released this time compared to the previous one?
    The main changes to the “e-cigarette” national standard (second draft for comments) are as follows:
    1) In terms of flavor, it is prohibited to present flavors other than tobacco flavors.The expression in the “e-cigarette” national standard (draft for comments) is “the product shall not present a characteristic flavor that is inducing to minors”, while the statement in the “e-cigarette” national standard (second draft for comments) “shall not induce minors, and the characteristic flavor of the product shall not present flavors other than tobacco.” In contrast, the wording is more strict.
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