分享我对电子烟行业的一些判断

2021-07-14

首先，国家肯定不会完全禁止电子烟销售

这个判断基于一个底层逻辑，就是电子烟和传统烟草到底是不是简单的零和博弈。大家都知道最大的风险是可能会影响烟草税。但是一方面电子烟也纳税，另一方面电子烟还有可能扩大群体。其实随着人们健康意识的提高，本身烟民数量也在越来越少。电子烟不出现，烟草税也很难在大幅增长了。并且，电子烟还能降低对身体的危害，降低肺癌率，大家都知道我们是肺癌大国，电子烟能减轻整个社会的医疗负担。

还有一些想法，后续再谈

请教老司机

新手们：把你的问题甩到这里来！欢迎“老司机”虎友们入驻答疑！！！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

夜流沙
2021-07-15
夜流沙
电子烟必须要打压，不是因为健康原因，而是对烟草行业的替代性，因为暴利不能让企业和个人赚走，必须留给国家[贱笑]
- 夜流沙回复LeBron静待花开:
  别看他说了什么，要看他做了什么。比如315还有白皮书强调电子烟的危害，这些危害卷烟就没有吗？所以其实挺明显的，电子烟影响了烟草行业收入，而国家不会放弃烟草，只能牺牲电子烟了。
- LeBron静待花开:
  格局小了，烟草只赚中国人的钱，收中国人的税。电子烟帮助中国赚全球的钱。

发表看法

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