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redhu
09-09
$亿航智能(EH)$
低空经济领跑者,三证齐全。1000架在手订单。小鹏汇天只是个玩具。
redhu
2023-10-17
$亿航智能(EH)$
新赛道新龙头。长线大牛股。10年前的特斯拉。
redhu
2023-06-21
$Faraday Future(FFIE)$
市值只有3.3亿了。人家拿出3亿美金,直接把公司收了,没贾总什么事了?
redhu
2023-06-21
$Faraday Future(FFIE)$
redhu
2023-03-30
$RLX科技(RLX)$
悦客国际做海外业务不属于上市公司,那上市公司只做国内业务就没戏了。
redhu
2023-03-27
$RLX科技(RLX)$
有哪位知道公司的联系电话?
redhu
2023-03-24
这篇文章不错,转发给大家看看
@少林大方丈:
$Faraday Future(FFIE)$
zhangbo只是换了个方式入股
redhu
2023-03-23
$Faraday Future(FFIE)$
Zhong Bo 是谁啊
redhu
2023-03-23
$Faraday Future(FFIE)$
Zhang Bo是谁啊
redhu
2023-01-12
$Faraday Future(FFIE)$
redhu
2023-01-10
这篇文章不错,转发给大家看看
@redhu:
$RLX科技(RLX)$
防疫一刻有悦刻。致悦刻管理层及研发部。 目前新冠疫情肆虐,百姓苦不堪言。我偶尔看到一个短视频。是国外一个病毒学专家。教大家防病毒方法。他说所有病毒都是从人体的七窍进入,包括新冠病毒感冒病毒等等。只要用白酒50度以上护住七窍就能防住病毒。用白酒漱口,棉花蘸白酒擦拭鼻腔,眼部,耳部。当然主要是口腔和鼻腔。一两小时搞一次就行。 我突然想到悦刻是电子烟也是雾化器。研发一个酒精烟弹。酒精雾化从口腔吸入,从鼻腔呼出。等于把口腔和鼻腔消了一遍毒。定时吸几口新冠病毒肯定会在口腔和鼻腔里被灭掉。(当然开车时不能用。) 守住了病毒的入口大门,也就防止了病毒侵入我们的身体。不管病毒如何变异,我们以不变应万变。当口罩摘下的时候,就可以吸几口雾化的酒精取而代之。 在印尼有个丁香烟,很著名,在烟草中加入丁香,据说可以治胸痛。悦刻是电子烟,此刻可以研发一款防病毒的雾化器。如果有效也是功德无量。 我是悦刻小股东,也希望其他小股东们看到此文多多转发给悦刻管理层。2023.1.6
redhu
2023-01-06
$RLX科技(RLX)$
防疫一刻有悦刻。致悦刻管理层及研发部。 目前新冠疫情肆虐,百姓苦不堪言。我偶尔看到一个短视频。是国外一个病毒学专家。教大家防病毒方法。他说所有病毒都是从人体的七窍进入,包括新冠病毒感冒病毒等等。只要用白酒50度以上护住七窍就能防住病毒。用白酒漱口,棉花蘸白酒擦拭鼻腔,眼部,耳部。当然主要是口腔和鼻腔。一两小时搞一次就行。 我突然想到悦刻是电子烟也是雾化器。研发一个酒精烟弹。酒精雾化从口腔吸入,从鼻腔呼出。等于把口腔和鼻腔消了一遍毒。定时吸几口新冠病毒肯定会在口腔和鼻腔里被灭掉。(当然开车时不能用。) 守住了病毒的入口大门,也就防止了病毒侵入我们的身体。不管病毒如何变异,我们以不变应万变。当口罩摘下的时候,就可以吸几口雾化的酒精取而代之。 在印尼有个丁香烟,很著名,在烟草中加入丁香,据说可以治胸痛。悦刻是电子烟,此刻可以研发一款防病毒的雾化器。如果有效也是功德无量。 我是悦刻小股东,也希望其他小股东们看到此文多多转发给悦刻管理层。2023.1.6
redhu
2022-11-28
good
redhu
2022-11-11
$快手-W(01024)$
redhu
2022-10-20
$RLX科技(RLX)$
,闭眼买长线绝对赚钱,公司现金已经超过市值
redhu
2022-09-07
这篇文章不错,转发给大家看
电子烟国标倒计时,雾芯科技还有未来吗?
redhu
2022-04-27
$贝壳(BEKE)$
,今年被中概股害惨了以后,还是买美股啊!
redhu
2021-11-03
富途回购股票了,希望老虎也能跟上。
redhu
2021-10-28
海南自贸岛是一个离岸市场。建议老虎去海南成立分公司。还可以成立区块链公司。
redhu
2021-10-28
$老虎证券(TIGR)$
我提个建议,老虎到海南自贸港注册一个分公司。从事境外交易区块链服务。
去老虎APP查看更多动态
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低空经济领跑者,三证齐全。1000架在手订单。小鹏汇天只是个玩具。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/347597211385888","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"idStr":"4120360017010400","authorIdStr":"4120360017010400"},"content":"很看好,但是目前商业化确实单一了一些,公司不会讲故事,要学学蔚来汽车李斌","text":"很看好,但是目前商业化确实单一了一些,公司不会讲故事,要学学蔚来汽车李斌","html":"很看好,但是目前商业化确实单一了一些,公司不会讲故事,要学学蔚来汽车李斌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231599709876296,"gmtCreate":1697551641867,"gmtModify":1697551642934,"author":{"id":"3458269085914905","authorId":"3458269085914905","name":"redhu","avatar":"https://static.tigerbbs.com/adb180db8f9d3ca679e8ab39c89f5324","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458269085914905","authorIdStr":"3458269085914905"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>市值只有3.3亿了。人家拿出3亿美金,直接把公司收了,没贾总什么事了?","text":"$Faraday Future(FFIE)$ 市值只有3.3亿了。人家拿出3亿美金,直接把公司收了,没贾总什么事了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/189769345544192","isVote":1,"tweetType":1,"viewCount":1819,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554171418840432","authorId":"3554171418840432","name":"xsiverson","avatar":"https://static.tigerbbs.com/8065a0b4e6a78462581d1167357b60c6","crmLevel":5,"crmLevelSwitch":0,"idStr":"3554171418840432","authorIdStr":"3554171418840432"},"content":"3亿是贾总自己出,最后50%股份是他的了,他就可以认真做事了,现在没到认真做事的时候","text":"3亿是贾总自己出,最后50%股份是他的了,他就可以认真做事了,现在没到认真做事的时候","html":"3亿是贾总自己出,最后50%股份是他的了,他就可以认真做事了,现在没到认真做事的时候"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189684057104408,"gmtCreate":1687334996672,"gmtModify":1687334997547,"author":{"id":"3458269085914905","authorId":"3458269085914905","name":"redhu","avatar":"https://static.tigerbbs.com/adb180db8f9d3ca679e8ab39c89f5324","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458269085914905","authorIdStr":"3458269085914905"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>","text":"$Faraday Future(FFIE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189684057104408","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659417261,"gmtCreate":1680184572753,"gmtModify":1680184574149,"author":{"id":"3458269085914905","authorId":"3458269085914905","name":"redhu","avatar":"https://static.tigerbbs.com/adb180db8f9d3ca679e8ab39c89f5324","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458269085914905","authorIdStr":"3458269085914905"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$ </a>悦客国际做海外业务不属于上市公司,那上市公司只做国内业务就没戏了。","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$ </a>悦客国际做海外业务不属于上市公司,那上市公司只做国内业务就没戏了。","text":"$RLX科技(RLX)$ 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目前新冠疫情肆虐,百姓苦不堪言。我偶尔看到一个短视频。是国外一个病毒学专家。教大家防病毒方法。他说所有病毒都是从人体的七窍进入,包括新冠病毒感冒病毒等等。只要用白酒50度以上护住七窍就能防住病毒。用白酒漱口,棉花蘸白酒擦拭鼻腔,眼部,耳部。当然主要是口腔和鼻腔。一两小时搞一次就行。 我突然想到悦刻是电子烟也是雾化器。研发一个酒精烟弹。酒精雾化从口腔吸入,从鼻腔呼出。等于把口腔和鼻腔消了一遍毒。定时吸几口新冠病毒肯定会在口腔和鼻腔里被灭掉。(当然开车时不能用。) 守住了病毒的入口大门,也就防止了病毒侵入我们的身体。不管病毒如何变异,我们以不变应万变。当口罩摘下的时候,就可以吸几口雾化的酒精取而代之。 在印尼有个丁香烟,很著名,在烟草中加入丁香,据说可以治胸痛。悦刻是电子烟,此刻可以研发一款防病毒的雾化器。如果有效也是功德无量。 我是悦刻小股东,也希望其他小股东们看到此文多多转发给悦刻管理层。2023.1.6","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$ </a>防疫一刻有悦刻。致悦刻管理层及研发部。 目前新冠疫情肆虐,百姓苦不堪言。我偶尔看到一个短视频。是国外一个病毒学专家。教大家防病毒方法。他说所有病毒都是从人体的七窍进入,包括新冠病毒感冒病毒等等。只要用白酒50度以上护住七窍就能防住病毒。用白酒漱口,棉花蘸白酒擦拭鼻腔,眼部,耳部。当然主要是口腔和鼻腔。一两小时搞一次就行。 我突然想到悦刻是电子烟也是雾化器。研发一个酒精烟弹。酒精雾化从口腔吸入,从鼻腔呼出。等于把口腔和鼻腔消了一遍毒。定时吸几口新冠病毒肯定会在口腔和鼻腔里被灭掉。(当然开车时不能用。) 守住了病毒的入口大门,也就防止了病毒侵入我们的身体。不管病毒如何变异,我们以不变应万变。当口罩摘下的时候,就可以吸几口雾化的酒精取而代之。 在印尼有个丁香烟,很著名,在烟草中加入丁香,据说可以治胸痛。悦刻是电子烟,此刻可以研发一款防病毒的雾化器。如果有效也是功德无量。 我是悦刻小股东,也希望其他小股东们看到此文多多转发给悦刻管理层。2023.1.6","text":"$RLX科技(RLX)$ 防疫一刻有悦刻。致悦刻管理层及研发部。 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我是悦刻小股东,也希望其他小股东们看到此文多多转发给悦刻管理层。2023.1.6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/628165476","isVote":1,"tweetType":1,"viewCount":11184,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4114128838020952","authorId":"4114128838020952","name":"橙子终结者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4114128838020952","authorIdStr":"4114128838020952"},"content":"想法值得表扬,实操不行。首先悦刻要求符合国标,新口味需要审核,等出来了就是春天了,肺炎确诊数会下降,需求equilibrium下降。其次医疗产品需要许可证,悦刻没有,所以不能宣传自己能防治新冠。第三研发需要投入费用,如果销量不好收不回成本,对净利是较大的损害。 顺便好奇“所有病毒都是从人体的七窍进入,包括新冠病毒感冒病毒等等。只要用白酒50度以上护住七窍就能防住病毒”???","text":"想法值得表扬,实操不行。首先悦刻要求符合国标,新口味需要审核,等出来了就是春天了,肺炎确诊数会下降,需求equilibrium下降。其次医疗产品需要许可证,悦刻没有,所以不能宣传自己能防治新冠。第三研发需要投入费用,如果销量不好收不回成本,对净利是较大的损害。 顺便好奇“所有病毒都是从人体的七窍进入,包括新冠病毒感冒病毒等等。只要用白酒50度以上护住七窍就能防住病毒”???","html":"想法值得表扬,实操不行。首先悦刻要求符合国标,新口味需要审核,等出来了就是春天了,肺炎确诊数会下降,需求equilibrium下降。其次医疗产品需要许可证,悦刻没有,所以不能宣传自己能防治新冠。第三研发需要投入费用,如果销量不好收不回成本,对净利是较大的损害。 顺便好奇“所有病毒都是从人体的七窍进入,包括新冠病毒感冒病毒等等。只要用白酒50度以上护住七窍就能防住病毒”???"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620147121,"gmtCreate":1669613641363,"gmtModify":1669613643647,"author":{"id":"3458269085914905","authorId":"3458269085914905","name":"redhu","avatar":"https://static.tigerbbs.com/adb180db8f9d3ca679e8ab39c89f5324","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458269085914905","authorIdStr":"3458269085914905"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[{"img":"https://static.tigerbbs.com/c62035980654f8ca3617612b1369664d","width":"1152","height":"1847"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620147121","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":664547631,"gmtCreate":1668152263423,"gmtModify":1668152264401,"author":{"id":"3458269085914905","authorId":"3458269085914905","name":"redhu","avatar":"https://static.tigerbbs.com/adb180db8f9d3ca679e8ab39c89f5324","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458269085914905","authorIdStr":"3458269085914905"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>","text":"$快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664547631","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662351378,"gmtCreate":1666226704094,"gmtModify":1666226706866,"author":{"id":"3458269085914905","authorId":"3458269085914905","name":"redhu","avatar":"https://static.tigerbbs.com/adb180db8f9d3ca679e8ab39c89f5324","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458269085914905","authorIdStr":"3458269085914905"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>,闭眼买长线绝对赚钱,公司现金已经超过市值","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>,闭眼买长线绝对赚钱,公司现金已经超过市值","text":"$RLX科技(RLX)$,闭眼买长线绝对赚钱,公司现金已经超过市值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/662351378","isVote":1,"tweetType":1,"viewCount":3335,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4125476947758172","authorId":"4125476947758172","name":"SCMLS","avatar":"https://static.tigerbbs.com/5b4f5b1d8945b81e2dda8df10959c2fa","crmLevel":3,"crmLevelSwitch":0,"idStr":"4125476947758172","authorIdStr":"4125476947758172"},"content":"不好抽新品 其他品牌味道还好些 难搞 公司现金超过市值的一大把现在 而且未成年买不了 还有悦刻自己的门店都没了现在都是固定的地方卖几个品牌 公平竞争 我觉得涨也涨不了多少了","text":"不好抽新品 其他品牌味道还好些 难搞 公司现金超过市值的一大把现在 而且未成年买不了 还有悦刻自己的门店都没了现在都是固定的地方卖几个品牌 公平竞争 我觉得涨也涨不了多少了","html":"不好抽新品 其他品牌味道还好些 难搞 公司现金超过市值的一大把现在 而且未成年买不了 还有悦刻自己的门店都没了现在都是固定的地方卖几个品牌 公平竞争 我觉得涨也涨不了多少了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669597657,"gmtCreate":1662512050080,"gmtModify":1662512050819,"author":{"id":"3458269085914905","authorId":"3458269085914905","name":"redhu","avatar":"https://static.tigerbbs.com/adb180db8f9d3ca679e8ab39c89f5324","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458269085914905","authorIdStr":"3458269085914905"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669597657","repostId":"1117993355","repostType":2,"repost":{"id":"1117993355","pubTimestamp":1662085382,"share":"https://www.laohu8.com/m/news/1117993355?lang=&edition=full","pubTime":"2022-09-02 10:23","market":"us","language":"zh","title":"电子烟国标倒计时,雾芯科技还有未来吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1117993355","media":"BT财经","summary":"随着电子烟国标实施进入倒计时,动荡的电子烟行业正在掀起一场合规“风暴”。电子烟国标正式实施的日期是2022年10月1日,国家烟草专卖局此前设定了5个月的实施过渡期。过渡期内,去年11月10日前既存的电","content":"<html><head></head><body><p>随着电子烟国标实施进入倒计时,动荡的电子烟行业正在掀起一场合规“风暴”。</p><p>电子烟国标正式实施的日期是2022年10月1日,国家烟草专卖局此前设定了5个月的实施过渡期。过渡期内,去年11月10日前既存的电子烟生产经营主体可继续开展生产经营活动,并应按照要求申请有关许可证及产品技术审评等,对产品进行合规性设计,完成产品改造。过渡期到今年9月30日结束。</p><p>在10月1日之前,所有在中国境内从事电子烟生产、批发、零售的企业或个人都需要取得相应的烟草专卖许可证,否则无法登陆唯一指定的电子烟交易管理平台交易。此前,国家烟草专卖局制定的《电子烟管理办法》已经于5月1日开始实施,</p><p>随着监管风暴临近,一些电子烟烟民说:“最近去电子烟店买烟弹,很多口味已经没有了,老板都说现在的货就是最后一批了,且买且珍惜了。”</p><p>据公开信息,中国最大的电子烟品牌商雾芯科技(品牌名:悦刻)拿到了目前电子烟最大产能的生产许可证——被批准年生产1505万根烟杆、3.29亿颗烟弹以及610万支一次性电子烟产品。</p><p>对于雾芯科技而言,这看似利好,实际上却是“戴上了镣铐跳舞”。相比之下,2021年雾芯科技销售了1950万根电子烟杆、5.06亿颗烟弹,营收85.2亿元。若按规定产量计算,媒体预估雾芯科技营收约为52亿元,将降低三成;年净利润约为10亿,同比下降超过50%。</p><p>资本市场对雾芯科技的未来已经给出了答案。雾芯科技公布拿证消息的7月22日,雾芯科技创下了近四个月内的最大跌幅7.8%,以1.89美元/股收盘,截至8月31日收盘,雾芯科技股价已经跌至1.43美元/股。</p><p>随着产能缩减、监管收紧,雾芯科技该何去何从?</p><p><b>造富神话的破灭</b></p><p>2018年,大洋彼岸,电子烟品牌JUUL凭借尼古丁盐技术占领了美国75%的电子烟市场,营收超10亿美元,后被奥驰亚集团以128亿美元收购了35%的股权,估值飙升至380亿美元,超过了SpaceX和Airbnb。</p><p>这把资本热火,也映红了中国电子烟市场。</p><p><img src=\"https://static.tigerbbs.com/b7a322fe3749f1fd4cbd96ae88cfe53a\" tg-width=\"1399\" tg-height=\"513\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图源:IT桔子</p><p>2018年6月,雾芯科技获得IDG、源码资本合计3800万元投资,拉开了资本入局电子烟的高潮大幕。据IT桔子数据,2018年电子烟行业融资10起,总计3.42亿元人民币。</p><p>2019年,电子烟开始成为热钱涌动的创业风口,“投入500万元就可以建立一个电子烟品牌”。梅花天使创始合伙人吴世春曾在朋友圈表示,电子烟是国内最火的硬件创业赛道,或将影响创税大户传统烟草的收入。</p><p>LINX灵犀、YOOZ柚子和FLOW福禄等品牌相继诞生,都拿到了千万元级的天使轮融资。已坐稳头把交椅的雾芯科技则拿到了由红杉中国领投的3000万美元A轮融资和DST Global投出的数千万美元A+轮融资,雾芯科技融资后估值从天使轮的3.8亿元暴涨至130亿元人民币。<b>这一年,电子烟行业创下了共计50起投资、金额达27.58亿元人民币的最高纪录。</b></p><p>之后,资本开始向头部企业聚焦。2020年6月,全球最大电子烟雾化设备商思摩尔国际获得了3.1亿美元的基石轮融资。2021年,喜雾、YOOZ柚子等均实现了亿元规模的融资;<b>雾芯科技则更进一步,成立不到四年,便成功登陆纽交所,创始人汪莹的身价一度猛增至1629亿元,坐上了中国女首富的宝座。</b></p><p>然而,这个造富神话并未持续太久。</p><p>雾芯科技IPO后仅两个月,2021年3月22日,工信部发布《烟草专卖法实施条例修改征求意见稿》,首次明确电子烟须参照卷烟的有关规定执行。</p><p>这短短一条变动,给整个电子烟行业带来大地震。龙头雾芯科技股价直接腰斩,从35美元的最高价跌至10美元,此后便一蹶不振。<b>截至8月31日,雾芯科技股价仅剩1.43美元,已跌去九成;市值22.13亿美元,相较542亿美元的顶峰已经缩水500多亿美元,折合人民币3000多亿元。</b></p><p><img src=\"https://static.tigerbbs.com/787aba9a89ac7c803694be640b85f6b4\" tg-width=\"1398\" tg-height=\"668\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>从雾芯科技的持股情况来看,截至2022年3月31日,有134家机构持股,持股总数达2.867亿,占比高达18.52%。然而仅三个月后,持股机构仅剩14家,持股总数6664.531万,持股比例降至4.31%。</p><p><img src=\"https://static.tigerbbs.com/654700326bfbaab5f444f90787e85e1a\" tg-width=\"1400\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>券商分析师李飞表示,这释放出了比较危险的信号,因为雾芯科技所在的美股与国内A股不同,以机构投资者为主。当持股机构锐减,意味着投资风向已经发生变化,资本不再看好雾芯科技。</p><p>但也有业内人士表示,监管政策是优胜劣汰,对于雾芯科技这样的头部企业而言,行业合规化应该会进一步稳固其市场地位。那为何市占率高达七成的雾芯科技在资本市场依旧表现疲软呢?</p><p><b>品牌商最不挣钱?</b></p><p>电子烟产业链可分为三个环节——上游环节为原料商和制造商,代表企业思摩尔国际;中游环节为品牌商,代表企业雾芯科技;下游环节则为批发商、经销商、零售商,代表企业爱施德,最后触达终端消费者。</p><p>雾芯科技难就难在了它这个身份上。</p><p>电子烟的核心技术是烟弹中的电子雾化器,而雾芯科技产品主打的FEELM陶瓷雾化芯专利就掌握在上游厂商思摩尔国际手中。据沙利文报告,思摩尔国际在全球电子雾化设备制造领域的市场份额已从2020年的约18.9%上升至2021年的约22.8%。</p><p>雾芯科技2021年财报显示,2019-2021年这三年,思摩尔国际分别占雾芯科技总采购金额的72%、78%和75%,相应的应付账款和应付票据则分别占应付账款总额的69%、83%、89%。由此可见,<b>雾芯科技对思摩尔国际依赖性极强。</b></p><p>反之,思摩尔国际拥有自己的电子烟品牌,目前旗下三家全资子公司——深圳普莱思、深圳麦克韦尔科技、深圳麦克兄弟科技——均已获批烟草专卖生产企业许可证。</p><p>财报显示,2021年思摩尔国际的企业客户销售达125.9亿元,零售客户销售达11.6亿元。虽然C端较雾芯科技的85.2亿元仍有不少差距,但思摩尔国际拥有十分可观的2B业务。<b>这意味着,只要电子烟行业存在,处在上游的思摩尔国际就不愁没有钱赚。</b></p><p>雾芯科技就没有这么好命了。</p><p>作为品牌商,不仅毛利率(2021年43.1%)拼不过上游的思摩尔国际(2021年53.6%),还要将大部分利润拱手让给下游的经销商。</p><p>据业内人士透露,一颗烟弹的成本价顶多10元,零售价格约30元;一套换弹式电子烟套装成本在60元左右,终端售价一般在299元;<b>这些利润的60%-80%都分给了渠道。</b></p><p>后来监管收紧,规定电子烟不得进行网络销售。这迫使雾芯科技不得不放弃能提供近三成收入的电商渠道,全心发力线下渠道的建设,不惜大手笔砸钱。</p><p>雾芯科技曾制定过“361计划”,计划三年内通过补贴6亿元,开出1万家门店。据《2021·电子烟零售业态蓝皮书》显示,悦刻已有27000多家专卖店,布点密集到500米就有一家店。</p><p>如此激进的扩张,加上电子烟整体大盘处在上升趋势,从财报上来看,砍掉电商后并未对营收造成太大影响,反而业绩猛涨。</p><p><img src=\"https://static.tigerbbs.com/20fb0cc838ab5fc45799ff45f782b2e9\" tg-width=\"1399\" tg-height=\"193\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>可惜好景不长。电子烟是一个强政策导向的行业,任何政策变动,落到企业头上,都有可能是“灭顶之灾”。</p><p>2022年,新规来了。</p><p><b>新规毁灭性打击</b></p><p>首先,新规禁止销售除烟草口味外的调味电子烟。</p><p>雾芯科技正是通过丰富的水果口味打开了市场,俘获了一大批年轻消费者。数据显示,市面上约九成的电子烟是水果口味。中国消费者也对水果口味的电子烟最为青睐。</p><p><img src=\"https://static.tigerbbs.com/08cd6f76f077b4ecdd46acabf7f721b3\" tg-width=\"1400\" tg-height=\"934\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>如果取消果味,电子烟与普通烟最大的差异消失,意味着品牌商失去了产品最大的卖点。</b>业内人士认为,新规对调味电子烟的禁止,会造成电子烟零售量下滑60%-90%,出货量下降超过50%-70%。</p><p>不仅如此,新规对于电子烟生产、批发、零售的各个环节都进行了严格要求,不符合者将拿不到许可证,彻底被踢出市场。对雾芯科技而言,砸钱砸出来的渠道优势或将荡然无存。</p><p>依照新规,零售商“不得排他性经营上市销售的电子烟产品”。换言之,专卖店开不了了,要想卖,就得和其他品牌的电子烟一起陈列。</p><p>此外,新规还禁止“主营业务与电子烟业务没有直接或间接互补营销关系的业态”销售,即雾芯科技大力宣传的“一个柜台便是店中店”的模式也不再行得通,便利店、药店、理发店、网吧、KTV等业态都没有资质销售电子烟。</p><p>加上学校周边不得设点、不得自动售货机销售等规定,<b>雾芯科技的线下渠道受到全面打击。</b></p><p>电子烟经销商刘琪认为,新规实施后,雾芯科技的市场地位将受到严峻挑战,“费尽心思构建的护城河基本上都没了”。</p><p>更难的是,市场话语权还在向下游批发商转移。</p><p>根据新规,电子烟产品生产企业、品牌持有企业、批发企业、零售经营主体都须在电子烟交易管理平台进行交易,而且交易顺序不能错位。也就是说,同传统烟草一样,<b>生产商和品牌商不能与零售商直接交易,而是分别与批发商单线交易,由批发商统销统购。</b></p><p>刘琪表示,如此一来,电子烟的销售模式将发生颠覆性变化,品牌商对于销售渠道的控制力将有所减弱,对于雾芯科技来说,不是个好消息。</p><p>如果电子烟全面向传统卷烟看齐的话,税率也将进一步挤压雾芯科技的利润空间。目前电子烟仅作为普通消费品征收13%的增值税,若按照乙类卷烟,则要加征36%的消费税。</p><p>雾芯科技的市场压力已经在2022年一季报中有所呈现。据财报,今年一季度营收为17.14亿元,同比下降28.5%;毛利润6.57亿元,同比降低40%。尽管仍然实现了盈利,付出的代价是削减员工薪酬。这已经是公司连续第四个季度缩减营业支出。身为行业老大,却不得不勒紧裤腰带过日子,其中艰辛可见一二。</p><p><b>电子烟出路在哪?</b></p><p>随着监管新规的出台与落地,电子烟行业不可避免地进入了转型期。</p><p>据悉,雾芯科技已经正式停产果味烟弹,正在尝试研发新口味。早在2021年9月,雾芯科技推出过主打烟草口味的一溪云品牌,目标人群为老烟民,意在对标传统卷烟。但想与传统卷烟正面打擂,难度不小。不少网友表示,烟草口味的雾化电子烟口感与真烟相差很多,且价格不低,还不如直接抽真烟。</p><p>而另外一种形态的电子烟——HNB(加热不燃烧),口感接近真烟,市场空间也高于雾化电子烟。据艾媒咨询预计,2025年中国HNB电子烟潜在市场规模约531亿元至885亿元,雾化电子烟潜在市场规模约396亿元至792亿元。国内已有电子烟厂商在朝HNB方向发力。但由于HNB技术是由国际烟草公司巨头菲莫国际发明,手握大部分基础专利,国内厂商能否绕开专利壁垒,也是个问题。</p><p>因此,对于雾芯科技而言,<b>产品路线基本上很难有大的突破或转变,要想稳固乃至扩大现有市场,恐怕还得寻求别的出路。</b></p><p>转攻海外或许是个选项。华安证券在研报中表示,新规细则并未对出口电子烟作出要求,“民营企业的海外地区市场扩张”。</p><p>数据显示,中国是全球电子烟产品最大的生产国,占据全球95%份额,但电子烟在中国市场的渗透率还不到1%,而美国市场的渗透率已经达到13%。</p><p>中国电子商会电子烟专业委员会参与出品的《2022年电子烟产业出口蓝皮书》显示,中国电子烟行业是疫情期间逆势增长的代表性行业之一。2021年,电子烟出口规模达1383亿元,较2020年同比增长180%,增速远超同期全国货物出口总额。预计2022年全年电子烟出口总额有望达到1867亿元人民币,增长率达35%。</p><p>雾芯科技在出海业务上也有所布局。早在2019年,悦刻便开始瞄准海外市场,进入东南亚市场仅半年,就占据了当地电子烟市场首位。随后在全球40余个国家积累了百万量级的消费者。彼时,汪莹表示悦刻四分之一的收入来自海外。2021年,悦刻国际正式成立,主要负责悦刻的海外业务。</p><p>但是,不同国家有着不同的监管政策,电子烟产业受政策影响很大,市场常处在急剧变化之中。比如美国,2020年开始禁止销售调味型封闭式电子烟,还需通过PMTA考核方可销售。据悉,已有超过40个国家或地区明确立法或正式宣布禁止销售电子烟,如巴西、新加坡、印度等,未来或还将新增。</p><p>因此,雾芯科技今年以来很少对外提及出海战略了。</p><p>2022年4月,雾芯科技在店主共创会上透露了未来两大发展方向——咖啡和口腔护理。据悉,咖啡品牌名为“醒刻”,已有两家门店。开店试营业期间,可凭借悦刻电子烟购买凭证在醒刻免费领取咖啡。但这样的捆绑营销,对业绩提升效果能有多大,有待验证。</p><p>如此看来,雾芯科技还没找到能够让投资人足够中意的新故事,恐怕难以再复制当年的造富神话了。</p></body></html>","source":"lsy1588993976395","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>电子烟国标倒计时,雾芯科技还有未来吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n电子烟国标倒计时,雾芯科技还有未来吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 10:23 北京时间 <a href=https://www.tmtpost.com/6241629.html><strong>BT财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着电子烟国标实施进入倒计时,动荡的电子烟行业正在掀起一场合规“风暴”。电子烟国标正式实施的日期是2022年10月1日,国家烟草专卖局此前设定了5个月的实施过渡期。过渡期内,去年11月10日前既存的电子烟生产经营主体可继续开展生产经营活动,并应按照要求申请有关许可证及产品技术审评等,对产品进行合规性设计,完成产品改造。过渡期到今年9月30日结束。在10月1日之前,所有在中国境内从事电子烟生产、批发...</p>\n\n<a href=\"https://www.tmtpost.com/6241629.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2edf9f40433de9411118b65473b80b0c","relate_stocks":{"RLX":"雾芯科技"},"source_url":"https://www.tmtpost.com/6241629.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117993355","content_text":"随着电子烟国标实施进入倒计时,动荡的电子烟行业正在掀起一场合规“风暴”。电子烟国标正式实施的日期是2022年10月1日,国家烟草专卖局此前设定了5个月的实施过渡期。过渡期内,去年11月10日前既存的电子烟生产经营主体可继续开展生产经营活动,并应按照要求申请有关许可证及产品技术审评等,对产品进行合规性设计,完成产品改造。过渡期到今年9月30日结束。在10月1日之前,所有在中国境内从事电子烟生产、批发、零售的企业或个人都需要取得相应的烟草专卖许可证,否则无法登陆唯一指定的电子烟交易管理平台交易。此前,国家烟草专卖局制定的《电子烟管理办法》已经于5月1日开始实施,随着监管风暴临近,一些电子烟烟民说:“最近去电子烟店买烟弹,很多口味已经没有了,老板都说现在的货就是最后一批了,且买且珍惜了。”据公开信息,中国最大的电子烟品牌商雾芯科技(品牌名:悦刻)拿到了目前电子烟最大产能的生产许可证——被批准年生产1505万根烟杆、3.29亿颗烟弹以及610万支一次性电子烟产品。对于雾芯科技而言,这看似利好,实际上却是“戴上了镣铐跳舞”。相比之下,2021年雾芯科技销售了1950万根电子烟杆、5.06亿颗烟弹,营收85.2亿元。若按规定产量计算,媒体预估雾芯科技营收约为52亿元,将降低三成;年净利润约为10亿,同比下降超过50%。资本市场对雾芯科技的未来已经给出了答案。雾芯科技公布拿证消息的7月22日,雾芯科技创下了近四个月内的最大跌幅7.8%,以1.89美元/股收盘,截至8月31日收盘,雾芯科技股价已经跌至1.43美元/股。随着产能缩减、监管收紧,雾芯科技该何去何从?造富神话的破灭2018年,大洋彼岸,电子烟品牌JUUL凭借尼古丁盐技术占领了美国75%的电子烟市场,营收超10亿美元,后被奥驰亚集团以128亿美元收购了35%的股权,估值飙升至380亿美元,超过了SpaceX和Airbnb。这把资本热火,也映红了中国电子烟市场。图源:IT桔子2018年6月,雾芯科技获得IDG、源码资本合计3800万元投资,拉开了资本入局电子烟的高潮大幕。据IT桔子数据,2018年电子烟行业融资10起,总计3.42亿元人民币。2019年,电子烟开始成为热钱涌动的创业风口,“投入500万元就可以建立一个电子烟品牌”。梅花天使创始合伙人吴世春曾在朋友圈表示,电子烟是国内最火的硬件创业赛道,或将影响创税大户传统烟草的收入。LINX灵犀、YOOZ柚子和FLOW福禄等品牌相继诞生,都拿到了千万元级的天使轮融资。已坐稳头把交椅的雾芯科技则拿到了由红杉中国领投的3000万美元A轮融资和DST Global投出的数千万美元A+轮融资,雾芯科技融资后估值从天使轮的3.8亿元暴涨至130亿元人民币。这一年,电子烟行业创下了共计50起投资、金额达27.58亿元人民币的最高纪录。之后,资本开始向头部企业聚焦。2020年6月,全球最大电子烟雾化设备商思摩尔国际获得了3.1亿美元的基石轮融资。2021年,喜雾、YOOZ柚子等均实现了亿元规模的融资;雾芯科技则更进一步,成立不到四年,便成功登陆纽交所,创始人汪莹的身价一度猛增至1629亿元,坐上了中国女首富的宝座。然而,这个造富神话并未持续太久。雾芯科技IPO后仅两个月,2021年3月22日,工信部发布《烟草专卖法实施条例修改征求意见稿》,首次明确电子烟须参照卷烟的有关规定执行。这短短一条变动,给整个电子烟行业带来大地震。龙头雾芯科技股价直接腰斩,从35美元的最高价跌至10美元,此后便一蹶不振。截至8月31日,雾芯科技股价仅剩1.43美元,已跌去九成;市值22.13亿美元,相较542亿美元的顶峰已经缩水500多亿美元,折合人民币3000多亿元。从雾芯科技的持股情况来看,截至2022年3月31日,有134家机构持股,持股总数达2.867亿,占比高达18.52%。然而仅三个月后,持股机构仅剩14家,持股总数6664.531万,持股比例降至4.31%。券商分析师李飞表示,这释放出了比较危险的信号,因为雾芯科技所在的美股与国内A股不同,以机构投资者为主。当持股机构锐减,意味着投资风向已经发生变化,资本不再看好雾芯科技。但也有业内人士表示,监管政策是优胜劣汰,对于雾芯科技这样的头部企业而言,行业合规化应该会进一步稳固其市场地位。那为何市占率高达七成的雾芯科技在资本市场依旧表现疲软呢?品牌商最不挣钱?电子烟产业链可分为三个环节——上游环节为原料商和制造商,代表企业思摩尔国际;中游环节为品牌商,代表企业雾芯科技;下游环节则为批发商、经销商、零售商,代表企业爱施德,最后触达终端消费者。雾芯科技难就难在了它这个身份上。电子烟的核心技术是烟弹中的电子雾化器,而雾芯科技产品主打的FEELM陶瓷雾化芯专利就掌握在上游厂商思摩尔国际手中。据沙利文报告,思摩尔国际在全球电子雾化设备制造领域的市场份额已从2020年的约18.9%上升至2021年的约22.8%。雾芯科技2021年财报显示,2019-2021年这三年,思摩尔国际分别占雾芯科技总采购金额的72%、78%和75%,相应的应付账款和应付票据则分别占应付账款总额的69%、83%、89%。由此可见,雾芯科技对思摩尔国际依赖性极强。反之,思摩尔国际拥有自己的电子烟品牌,目前旗下三家全资子公司——深圳普莱思、深圳麦克韦尔科技、深圳麦克兄弟科技——均已获批烟草专卖生产企业许可证。财报显示,2021年思摩尔国际的企业客户销售达125.9亿元,零售客户销售达11.6亿元。虽然C端较雾芯科技的85.2亿元仍有不少差距,但思摩尔国际拥有十分可观的2B业务。这意味着,只要电子烟行业存在,处在上游的思摩尔国际就不愁没有钱赚。雾芯科技就没有这么好命了。作为品牌商,不仅毛利率(2021年43.1%)拼不过上游的思摩尔国际(2021年53.6%),还要将大部分利润拱手让给下游的经销商。据业内人士透露,一颗烟弹的成本价顶多10元,零售价格约30元;一套换弹式电子烟套装成本在60元左右,终端售价一般在299元;这些利润的60%-80%都分给了渠道。后来监管收紧,规定电子烟不得进行网络销售。这迫使雾芯科技不得不放弃能提供近三成收入的电商渠道,全心发力线下渠道的建设,不惜大手笔砸钱。雾芯科技曾制定过“361计划”,计划三年内通过补贴6亿元,开出1万家门店。据《2021·电子烟零售业态蓝皮书》显示,悦刻已有27000多家专卖店,布点密集到500米就有一家店。如此激进的扩张,加上电子烟整体大盘处在上升趋势,从财报上来看,砍掉电商后并未对营收造成太大影响,反而业绩猛涨。可惜好景不长。电子烟是一个强政策导向的行业,任何政策变动,落到企业头上,都有可能是“灭顶之灾”。2022年,新规来了。新规毁灭性打击首先,新规禁止销售除烟草口味外的调味电子烟。雾芯科技正是通过丰富的水果口味打开了市场,俘获了一大批年轻消费者。数据显示,市面上约九成的电子烟是水果口味。中国消费者也对水果口味的电子烟最为青睐。如果取消果味,电子烟与普通烟最大的差异消失,意味着品牌商失去了产品最大的卖点。业内人士认为,新规对调味电子烟的禁止,会造成电子烟零售量下滑60%-90%,出货量下降超过50%-70%。不仅如此,新规对于电子烟生产、批发、零售的各个环节都进行了严格要求,不符合者将拿不到许可证,彻底被踢出市场。对雾芯科技而言,砸钱砸出来的渠道优势或将荡然无存。依照新规,零售商“不得排他性经营上市销售的电子烟产品”。换言之,专卖店开不了了,要想卖,就得和其他品牌的电子烟一起陈列。此外,新规还禁止“主营业务与电子烟业务没有直接或间接互补营销关系的业态”销售,即雾芯科技大力宣传的“一个柜台便是店中店”的模式也不再行得通,便利店、药店、理发店、网吧、KTV等业态都没有资质销售电子烟。加上学校周边不得设点、不得自动售货机销售等规定,雾芯科技的线下渠道受到全面打击。电子烟经销商刘琪认为,新规实施后,雾芯科技的市场地位将受到严峻挑战,“费尽心思构建的护城河基本上都没了”。更难的是,市场话语权还在向下游批发商转移。根据新规,电子烟产品生产企业、品牌持有企业、批发企业、零售经营主体都须在电子烟交易管理平台进行交易,而且交易顺序不能错位。也就是说,同传统烟草一样,生产商和品牌商不能与零售商直接交易,而是分别与批发商单线交易,由批发商统销统购。刘琪表示,如此一来,电子烟的销售模式将发生颠覆性变化,品牌商对于销售渠道的控制力将有所减弱,对于雾芯科技来说,不是个好消息。如果电子烟全面向传统卷烟看齐的话,税率也将进一步挤压雾芯科技的利润空间。目前电子烟仅作为普通消费品征收13%的增值税,若按照乙类卷烟,则要加征36%的消费税。雾芯科技的市场压力已经在2022年一季报中有所呈现。据财报,今年一季度营收为17.14亿元,同比下降28.5%;毛利润6.57亿元,同比降低40%。尽管仍然实现了盈利,付出的代价是削减员工薪酬。这已经是公司连续第四个季度缩减营业支出。身为行业老大,却不得不勒紧裤腰带过日子,其中艰辛可见一二。电子烟出路在哪?随着监管新规的出台与落地,电子烟行业不可避免地进入了转型期。据悉,雾芯科技已经正式停产果味烟弹,正在尝试研发新口味。早在2021年9月,雾芯科技推出过主打烟草口味的一溪云品牌,目标人群为老烟民,意在对标传统卷烟。但想与传统卷烟正面打擂,难度不小。不少网友表示,烟草口味的雾化电子烟口感与真烟相差很多,且价格不低,还不如直接抽真烟。而另外一种形态的电子烟——HNB(加热不燃烧),口感接近真烟,市场空间也高于雾化电子烟。据艾媒咨询预计,2025年中国HNB电子烟潜在市场规模约531亿元至885亿元,雾化电子烟潜在市场规模约396亿元至792亿元。国内已有电子烟厂商在朝HNB方向发力。但由于HNB技术是由国际烟草公司巨头菲莫国际发明,手握大部分基础专利,国内厂商能否绕开专利壁垒,也是个问题。因此,对于雾芯科技而言,产品路线基本上很难有大的突破或转变,要想稳固乃至扩大现有市场,恐怕还得寻求别的出路。转攻海外或许是个选项。华安证券在研报中表示,新规细则并未对出口电子烟作出要求,“民营企业的海外地区市场扩张”。数据显示,中国是全球电子烟产品最大的生产国,占据全球95%份额,但电子烟在中国市场的渗透率还不到1%,而美国市场的渗透率已经达到13%。中国电子商会电子烟专业委员会参与出品的《2022年电子烟产业出口蓝皮书》显示,中国电子烟行业是疫情期间逆势增长的代表性行业之一。2021年,电子烟出口规模达1383亿元,较2020年同比增长180%,增速远超同期全国货物出口总额。预计2022年全年电子烟出口总额有望达到1867亿元人民币,增长率达35%。雾芯科技在出海业务上也有所布局。早在2019年,悦刻便开始瞄准海外市场,进入东南亚市场仅半年,就占据了当地电子烟市场首位。随后在全球40余个国家积累了百万量级的消费者。彼时,汪莹表示悦刻四分之一的收入来自海外。2021年,悦刻国际正式成立,主要负责悦刻的海外业务。但是,不同国家有着不同的监管政策,电子烟产业受政策影响很大,市场常处在急剧变化之中。比如美国,2020年开始禁止销售调味型封闭式电子烟,还需通过PMTA考核方可销售。据悉,已有超过40个国家或地区明确立法或正式宣布禁止销售电子烟,如巴西、新加坡、印度等,未来或还将新增。因此,雾芯科技今年以来很少对外提及出海战略了。2022年4月,雾芯科技在店主共创会上透露了未来两大发展方向——咖啡和口腔护理。据悉,咖啡品牌名为“醒刻”,已有两家门店。开店试营业期间,可凭借悦刻电子烟购买凭证在醒刻免费领取咖啡。但这样的捆绑营销,对业绩提升效果能有多大,有待验证。如此看来,雾芯科技还没找到能够让投资人足够中意的新故事,恐怕难以再复制当年的造富神话了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618261777,"gmtCreate":1651053518372,"gmtModify":1651053518372,"author":{"id":"3458269085914905","authorId":"3458269085914905","name":"redhu","avatar":"https://static.tigerbbs.com/adb180db8f9d3ca679e8ab39c89f5324","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458269085914905","authorIdStr":"3458269085914905"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>,今年被中概股害惨了以后,还是买美股啊!","listText":"<a 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