Sudden bad news! This hundred billion market value plate suffered from the disaster netizen: love Lao Luo

category:Finance
 Sudden bad news! This hundred billion market value plate suffered from the disaster netizen: love Lao Luo


Two ministries and commissions announced that e-commerce platform banned the sale of e-cigarettes

The sword of Damocles hung on the electronic cigarette end finally fell.

Just now, the Tobacco Monopoly Bureau and the State Administration of Market Supervision issued the circular on further protecting minors from electronic cigarettes. The circular clearly stipulates that all kinds of market entities shall not sell electronic cigarettes to minors. Any organization or individual shall dissuade and stop the sale of electronic cigarettes to minors.

At the same time, in order to further strengthen the protection of physical and mental health of minors and prevent minors from purchasing and smoking electronic cigarettes through the Internet, the two departments have stipulated that from the date of issuance of the circular:

1. Urge the e-cigarette production and sales enterprises or individuals to close the e-cigarette Internet sales website or client in time;

2. Urge the e-commerce platform to close the e-cigarette shop in time and remove the e-cigarette products from the shelves in time;

3. Urge the enterprises or individuals that produce and sell e-cigarettes to withdraw the e-cigarette advertisements published through the Internet.

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Multiple e-commerce sellers: can still buy

After the announcement, fund Jun searched tmall, Jingdong and other major e-commerce platforms and found that a wide range of e-cigarettes were still sold, with prices ranging from 100 to several thousand yuan, and the products of 300 yuan were the most. Most of the brands also participated in the double 11 promotion activities of major e-commerce platforms.

Customer service of Yueke, an e-cigarette brand, told fund Jun that the company was discussing a solution and was waiting for a specific notice. Please pay attention to the follow-up announcement.

On the afternoon of November 1st, Yue Yue issued a notice on its WeChat public address, saying that resolutely supporting and implementing the electronic cigarette online ban decision, Yue Xi not serving minors. Yueke also revealed that under the guidance of relevant departments, it will improve the offline channel layout, and use AI intelligence, face recognition, age comparison, child lock design and other scientific and technological means to make every offline sales outlet of Yueke serve only adult smokers, not minors.

The customer service of another e-cigarette brand said, its OK (to buy e-cigarettes) now, if not, it will tell (you) in advance, and no notice has been received at present.. He also said that the national ban (e-cigarettes), mainly for minor customers. Other companies have made it clear that they can buy. At the same time, the statement said, first of all, you can rest assured that the quality of our products has passed the quality inspection of relevant departments, and we firmly refuse to sell electronic cigarettes to minors. If there are measures, we will implement them in accordance with the national regulations.

At present, many listed companies are involved in the e-cigarette industry chain.

According to statistics, the concept shares of e-cigarette in the A-share company include 10 shares, including Jinjia, meiyingsen, helitai, Shunhao, Yiwei lithium energy, Dongfeng, Yingqu technology and Jiyou. Among them, Shunhao shares has the highest degree of relevance, and its subsidiary, Shanghai Lexin, is mainly engaged in the R & D and production of electronic smoke appliances and other related businesses.

Since this year, except for Yingqu technology, the above e-cigarette concept shares have risen, especially Yiwei Lineng and Shunhao shares have risen 143.64% and 183.11% respectively in the year. As of November 1, the market value of these listed companies totaled 128.956 billion yuan.

Previously, according to CCTV 3.15 evening party report, e-cigarettes will also release harmful substances, harm the health of smokers and passive smokers, and also make people rely on nicotine. Affected by this, on March 18, the decline of e-cigarette related concept stocks expanded, and Shunhao shares fell for a time.

In the face of the one size fits all policy, Yueke electronic cigarettes took the lead, firmly supported and implemented the decision to ban the sale of electronic cigarettes online, Yueke did not serve minors.

Shun Hao said that up to now, the holding subsidiary Shanghai Lvxin and its subsidiaries mainly carry out the research and development and sales of low-temperature heating non combustion cigarette sets, the main sales market is Japan and other international regions, without involving the harmful atomized smoke oil electronic smoke products reported by the relevant media.

Meiyingsen said that up to now, the company and its subsidiaries have not carried out the production and sales of e-cigarettes; Dongguan meiyingsen provided a small batch of e-cigarette product packaging services for an e-cigarette customer in 2014. Yiwei lithium energy said that since July 1, 2017, mcwell, which mainly deals in e-cigarettes, is no longer included in the consolidated statement of Yiwei lithium energy. In addition, Hetai and Jiyou also responded.

Luo Yonghao just turned to e-cigarettes

In addition to the related concept stocks, there is also one person who is the most injured - Luo Yonghao. As we all know, Luo Yonghao just gave up his mobile phone and turned to e-cigarettes.

For Luo Yonghao, I believe you are not new to him, former head of hammer technology. At the end of 2018, Luo Yonghao resigned as chairman of hammer technology, bid farewell to the mobile phone business circle, and turned to be an e-cigarette, making a sensation in the e-circle for a while.

Xiaoye e-cigarette Co., Ltd., which started business again this year, was just founded in March this year, and just released new products on October 31. On November 1, it was faced with the ban of e-cigarettes on the whole network. Netizens could not help laughing, e-cigarettes need to be cool, and the second attempt after teacher Luo Yonghaos mobile phone also faces failure. Luo Yonghao has just been employed and laid off? Its a lot of work

Stir fried electronic cigarettes craze

Tobacco industry can be called money printing machine.

As an alternative to the imbalance between supply and demand in the cigarette market, e-cigarettes are also a tool to make money.

From the beginning of 2018, e-cigarettes began to be popularized in the Chinese market and attracted the attention of the capital market. With the investment of 38 million yuan of IDG and source capital obtained by Yueke in June 2018 as the mark, the capital started a frenzied stir fried e-cigarette trend in the following year.

Incomplete statistics show that source capital, IDG, Tongchuang Weiye, Zhenge fund and other venture capital institutions have successively entered the field of e-cigarettes, and invested in e-cigarette enterprises including joy, relx Yueke, Zhisheng Zhineng, jullabs, Juul, gippro (Dragon Dance), moti Magic Flute, etc.

At the end of 2018, the top management of juullabs, an American e-cigarette giant, gave us $2 billion as the year-end bonus to 1500 employees, with an average of US $1.3 million per person. In January 2019, Altria announced that the sales volume of Juul in 2018 exceeded US $1 billion, five times that of 2017. Once again, the ability of making e-cigarettes has aroused public outcry.

In the heat of electronic cigarettes, this year Lei Jun and other tycoons also briefly appeared in the industry. Cai Yuedong, the founder of No.1 IP in domestic constellation, and he Chang, the founder of Huang Taiji, founded yooz electronic cigarette, which formed a team from Dell, P & G, Uber and other hardware, FMCG and Internet companies. At 21:00 p.m. on January 20, 2019, yooz electronic cigarettes were officially sold on the spot, selling 5 million yuan within 24 hours.

Wang Ying, CEO of Yueke, is the former director of Uber China, Chen Chen, CPO, is the former senior designer of Huawei, and Jiang long, co-founder, graduated from the Chinese Academy of Sciences and Tsinghua University, also worked in Uber.

Potential safety hazards of electronic smoke

As a supplement to traditional tobacco products such as cigarettes, e-cigarettes have great health and safety risks, especially for minors. According to the data, 37 people in the United States have died of diseases related to e-cigarettes, and more than 1800 people have suffered lung damage due to the use of e-cigarettes. 14% of the patients are younger than 18 years old, and 79% are younger than 35 years old.

At present, a large number of countries in the world have banned or strictly restricted the sale of electronic cigarettes. There are more than 40 countries or regions that have clear legislation or officially announced to prohibit the sale of e-cigarettes, such as Brazil, Singapore, India, etc. In addition, more than 60 countries and regions, including the United States, the worlds largest e-cigarette consumer, and the European Union, strictly control e-cigarettes as tobacco products.

In December 2016, Singapore issued a law banning the sale of e-cigarettes. The reason is that e-cigarettes have been confirmed to contain nicotine, and the government is afraid that smoking e-cigarettes has become a trend. It is said that smoking electronic cigarettes in public places in the Philippines will lead to four months in prison.