GTJA stated that since the launch of Elfar's disposable e-cigarette with oil-electric display screen, many brands have followed suit. The e-cigarette brands that have already launched large-screen products include RabBeats, HQD, FRESOR, SMOK, IJOY, FiBiE, and ABUFUN. At the same time, with the iteration of products, the size and technical solutions of the screens are constantly upgrading, and the proportion of screen-to-rod is increasing, while the display solution is gradually transitioning from tri-color LED to full-color LCD. As the price continues to decrease, the penetration rate of e-cigarettes with screens is expected to further increase. As the new trend and trend of the e-cigarette industry, many upstream electronic component manufacturers in China have expressed that demand is showing a rapid growth trend, including but not limited to Juncheng Technology, Purun Shares, New Phase Micro, and Huicheng Shares. It is recommended to pay attention to related links of the e-cigarette industry chain with screens, such as MCU, display screen, Nor Flash, DDIC, etc.
国泰君安：国内多家企业明确表示电子烟需求快速增长，关注产业链投资机会
GTJA: Multiple domestic companies have expressed that there is a rapid increase in demand for electronic cigarettes, and they are paying attention to investment opportunities in the industry chain.
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