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


Luo Yonghao is regarded as the most injured person, and is ridiculed as just employed and laid off. As we all know, he just gave up his cell phone and turned to e-cigarettes. On the same day, Luo Yonghao also forwarded several microblogs to promote his own e-cigarette brand.

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.

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;

This means that in order to protect minors from electronic cigarettes, e-commerce platforms will be banned from selling electronic cigarettes.

Recommended reading:

E-cigarette merchants under supervision: several happy and several sad

National electronic cigarette network sale flameout! Hundreds of billions of market value plate changed dramatically?

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.

According to the report of 618 promotion of an e-commerce platform this year, the transaction volume of e-cigarettes on that day was 5.6 times higher than that of last year, and 2.1 times higher than that of last years double 11. In addition, Yueke relx, Fluw and Magic Flute moti are among the top three e-cigarette brands in e-commerce platforms.

Involving nearly 130 billion market value A-share listed companies

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.

Yingqu technology said that since 2014, as the secondary supplier of PMI electronic cigarette products, the company has only provided the research and development and production of iqos brand electronic cigarette precision plastic parts for PMI customers, and has not carried out the production of complete equipment of the brand electronic cigarette products, and has not carried out the business of smoke liquid electronic cigarette related equipment or parts, nor produced electronic smoke liquid or smoke bullet and other tobacco products.

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.

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.

Just before the two departments issued documents on the afternoon of November 1, Luo Yonghao also forwarded a promotional micro blog of Ono electronic cigarette, announcing that Ono disposable atomized electronic cigarette A1 has opened reservations in tmall and Jingdong, and will be officially sold on November 11.

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.

Stir fried electronic cigarettes craze

Tobacco industry can be called money printing machine.

On January 17 this year, Zhang Xiulian, spokesman of the State Tobacco Monopoly Bureau, introduced that in 2018, the tobacco industry realized a total industrial and commercial tax profit of 1155.6 billion yuan, which is basically equivalent to the total profit of two barrels of oil + four lines + bat.

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.

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.

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

The head of the National Tobacco Monopoly Bureau said, electronic cigarette is a special kind of tobacco product, which is generally composed of cigarette oil and smoking utensils. The oil is mainly made of nicotine and is atomized by electronic cigarette sets to be consumed by consumers.

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.

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.

Source: editor in charge of China Fund News: Yang bin_nf4368