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电子烟概念爆发,华宝股份“20cm”涨停,思摩尔国际等大幅拉升

The concept of e-cigarette broke out, Warburg shares "20cm" rose by the daily limit, Smoore International Holdings Limited and others pulled up sharply.

證券時報APP ·  Nov 23, 2021 10:34

Boosted by news such as the change of the state of e-cigarettes to being drafted, the concept of e-cigarettes rose sharply in intraday trading on the 23rd. As of press time, Warburg shares "20cm" rose by the limit, Jiyou shares and Jinjia shares "10cm" rose by the limit, and Estelle and Shunhao shares rose more than 9 percent. In the Hong Kong stock market, Huabao International and China Bolton rose about 15%, while Smoore International Holdings Limited rose more than 13%.

On the news, the public platform of the National Standard Information Service shows that the status of the National Standard for Electronic cigarettes (20171624-Q-456) has been changed to being drafted, while the status of the Gas Chromatography Standard for the determination of nicotine, Propylene Glycol and Glycerol in Electronic cigarette Liquor (20172264-T-456) is still in the process of approval.

According to reports, a few days ago, some e-cigarette enterprises revealed that they had been invited to participate in the consultation meeting on compulsory national standards for e-cigarettes, but the specific contents and progress have not yet been announced.

As the national standards for e-cigarettes have not yet been issued, there are serious problems in the e-cigarette industry, such as "mixed fish and dragons", "non-standard content of nicotine, tobacco oil and additives", and the proliferation of fake and shoddy products. According to the analysis of a number of industry insiders, after the release of the international standard for e-cigarettes, it will further standardize the development of the e-cigarette industry, improve the quality of e-cigarette products, enhance the technical threshold and quality testing capabilities, and ensure the long-term and sustainable development of the industry.

On October 13th, FDA awarded PMTA to three Vuse e-cigarette products for the first time. Huaan Securities pointed out that this is the first time that e-cigarette products have been approved by PMTA, which is of milestone significance in the industry and has reference value for industry regulation in other countries. It is expected to enhance the confidence of global e-cigarette consumers and help consumer demand for e-cigarettes pick up.

Zheshang Securities said that a few days ago, FDA released the final rules for PMTA review, and the first authorization was completed a week later, and the approval time for other brands such as Logic, Juul, Njoy and other British and American products was also approaching, which was good for the optimization of the competition pattern in the US market. At the same time, the progress of PMTA regulation will have an exemplary effect on new global tobacco regulatory policies, promote development trends and boost consumer demand. Recommend British American Tobacco PLC Vuse atomizer core supplier Smoore International Holdings Limited, British American Tobacco PLC HNB sheet supplier Huabao International, Huabao shares, pay attention to the new tobacco industry chain company Jinjia shares, Yingqu Technology and so on.

The translation is provided by third-party software.


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