“Ugwayi we-elekthronikhi uwuhlobo olusha lomkhiqizo we-elekthronikhi, okuwugwayi ophathwayo we-elekthronikhi.Ngokuyinhloko ilingisa uhlobo lukagwayi wendabuko futhi isebenzisa izingxenye ezifana ne-e-liquid, isistimu yokufudumeza, amandla kagesi, nesisefo ukuze kushise futhi ku-athomu, ngaleyo ndlela kukhiqize ama-aerosol anephunga elithile.”
1. Uhlolojikelele, ukuhlukaniswa, kanye nezici zemboni kagwayi we-elekthronikhi
Ugwayi we-elekthronikhi uwuhlobo olusha lomkhiqizo we-elekthronikhi, okuwugwayi we-elekthronikhi ophathwayo.Ikakhulukazi ilingisa uhlobo lukagwayi wendabuko futhi isebenzisa izingxenye ezifana ne-e-liquid, isistimu yokufudumeza, ukunikezwa kwamandla kagesi, nesihlungi ukuze kushise futhi ku-atomize, ngaleyo ndlela ikhiqize ama-aerosol anephunga elithile.
Ngokuvumelana ne "Analysis of the Development Situation and Investment Strategy Research Report on China's Electronic Cigarette Market (2023-2030)" ekhishwe yi-Guanyan Report.com, ugwayi we-electronic uhlukaniswe ngogwayi we-athomu we-electronic kanye nemikhiqizo kagwayi engashi (HNB) esekelwe. ngezimiso zabo zokusebenza.I-Electronic Cigarette (EC), eyaziwa nangokuthi i-Electronic Nicotine Delivery Systems (ENDS), iwuhlobo olusha lomkhiqizo kagwayi okhiqiza igesi ngowoyela we-athomu ukuze usetshenziswe abantu.Ugwayi we-electronic atomized ithuluzi elincane elisetshenziselwa ukulingisa noma ukufaka esikhundleni sokubhema ugwayi.Isimiso sawo esiyisisekelo siwukusebenzisa ukushisa, i-ultrasound nezinye izindlela ukwenza i-atomize i-glycerol noma i-propylene glycol izixazululo eziqukethe i-nicotine nezingxenye ze-essence, ukukhiqiza inkungu efana nokushiswa kukagwayi ukuze abantu babheme.Njengamanje, osikilidi be-e-athomu abatholakalayo emakethe bahlukaniswe ikakhulukazi ogwayi be-elekthronikhi abavaliwe kanye nogwayi we-e ovulekile.I-Heating Non Burning (HNB) ayisusi kugwayi, futhi umgomo wayo wokusebenza ukukhiqiza ama-aerosol aqukethe i-nicotine ngemva kokushisisa ama-flakes kagwayi ku-200-300 ℃.Ngenxa yezinga lokushisa eliphansi kakhulu lokusebenza uma kuqhathaniswa nogwayi wendabuko (600 ℃) kanye nokucutshungulwa okuyinkimbinkimbi kwamaqabunga kagwayi, inezici ezinamandla zokunciphisa ukulimala.
Ngokombono wezici zemboni, imodi yokukhiqiza yemboni kagwayi we-elekthronikhi ayikavuthwa, inomkhiqizo ophezulu kanye nobunzima bezimakethe.Izinguquko ezidingweni zabasebenzisi zibeke ingcindezi enkulu ekugcineni ucwaningo nentuthuko;Ngokombono wesimo semboni, ugwayi we-elekthronikhi, njengomkhiqizo omele umnotho omusha, amafomethi amasha, nokusetshenziswa okusha, sekuphenduke isengezo esibalulekile kugwayi wendabuko.
2. Ukusuka ekukhuleni kobuqaba kuya ekuthuthukisweni okuhlelekile, imboni ingene enkathini esezingeni
Ukukhula kwemboni kagwayi we-elekthronikhi waseShayina kulandelelwa emuva ngo-2003, lapho usokhemisi ogama lakhe lingu-Han Li edala ugwayi wokuqala we-electronic emhlabeni ngaphansi kwegama lomkhiqizo elithi Ruyan.Ngenxa yezithiyo zokungena eziphansi kanye nokuntuleka kwezindinganiso zikazwelonke, izindleko zokukhiqiza zemboni kagwayi we-elekthronikhi ziphansi kakhulu, kodwa umkhawulo wenzuzo yemboni yonke awuphansi uma uqhathaniswa nogwayi wendabuko, okuholela ekutheni yonke imboni kagwayi we-elekthronikhi ime ku-dividend. "yenzuzo ephezulu nezintela eziphansi".Lokhu kuphinde kwaholela abantu abaningi ngokwengeziwe ukuthi bangene olwandle lwemboni kagwayi we-elekthronikhi ngaphansi kwesimo sentshisekelo.Imininingwane ikhombisa ukuthi ngonyaka ka-2019 kuphela, bekunamacala okutshala imali angaphezu kwama-40 embonini kagwayi we-elekthronikhi.Ngokwezibalo zenani lokutshalwa kwezimali ezidaluliwe, isamba sokutshalwa kwezimali kufanele okungenani sidlule ibhiliyoni elingu-1.Phakathi kwabo, i-MITO Magic Flute e-cigarettes iwine amaphuzu aphezulu kakhulu ngonyaka ngenani lamaRandi ayizigidi ezingama-50 ngoSepthemba 18.Ngaleso sikhathi, izinhlobo zikagwayi eziphezulu ze-elekthronikhi emakethe, ezifana ne-RELX, TAKI, BINK, WEL, njll., zathola ukutshalwa kwezimali, kuyilapho izinhlobo ezintsha ze-inthanethi ezidumile, i-Ono Electronic Cigarette, FOLW, kanye ne-LINX, eyavela ku-6.18 IMpi Yezwe, yathola ukutshalwa kwezimali kwamashumi ezigidi, futhi nemikhiqizo eminingi eyaziwayo yayinabatshalizimali.
Ngemuva kwentuthuko esheshayo yemboni, kunomqondo ofihlekile wokusebenza "okumahhadlahhadla nokuhlanya" kanye "nokukhula kwe-barbaric" kwabakhiqizi bakagwayi we-elekthronikhi.Iyanda imikhiqizo engelona iqiniso kanye nezigameko ezingaphephile ezenzeka.NgoNovemba 2019, iminyango emibili yakhipha idokhumenti evimbela ukuthengiswa kukagwayi ku-inthanethi, okubangele ukushaqeka okukhulu embonini kagwayi we-elekthronikhi.Ezinkampanini eziningi zikagwayi ka-elekthronikhi osekunesikhathi eside ziku-inthanethi, lokhu ngokungangabazeki kuyigalelo elibulalayo.Kusukela lapho, imodeli yebhizinisi eyake yabuswa ku-inthanethi isingene ekugcineni, futhi okuwukuphela kwendlela yokuphuma iwukuba ubuyele kumodeli yokungaxhunyiwe ku-inthanethi.Ngokulandelayo, Imibono Eyisiqondiso Ekukhishweni Kwamalayisense Ebhizinisi Lokukhiqiza Kagwayi Ezinkampanini Zokukhiqiza Ezihlobene Nogwayi We-elekthronikhi, Izinyathelo Zenqubomgomo Eziningana Zokuthuthukisa Umthetho Womthetho kanye Nokumiswa Kwemboni Yogwayi We-elekthronikhi (Isivivinyo), kanye Nemithetho Yokulawulwa Kokwenziwa Kogwayi Kagesi (Isivivinyo ) kwethulwa ngokulandelana, futhi ukungaqiniseki kochungechunge lwezimboni kwalungiswa kancane kancane.
3. Ngaphansi kokulawulwa kukagwayi kuzwelonke, ukukhushulwa komkhiqizi, ukuqwashisa abathengi abavuthiwe, nokuphindaphinda umkhiqizo, isikali semboni siyaqhubeka nokukhula
Isenzo sesine esikhethekile sezenzo ezinkulu eziyi-15 ze-Healthy China Action (2019-2030) ukulawula ukubhema, esicacisa ngomonakalo omkhulu wokubhema empilweni yabantu futhi siphakamise izinjongo ezithile njengokuthi “ngowezi-2022 nango-2030, inani labantu evikelwe imithetho ebanzi yokungabhemi izofinyelela ku-30% kanye nama-80% nangaphezulu, ngokulandelanayo” futhi “ngowezi-2030, izinga lokubhema labadala lizokwehliswa libe ngaphansi kwama-20%”.Ngaphansi kokuqondisa kwezinqubomgomo zikazwelonke zokukhuthaza abantu ukuba balawule ukubhema ngokuqaphela, ukuqwashisa ngokuphila okuphucuzekile nokuphila okunempilo phakathi komphakathi jikelele kuyaqhubeka kwanda, futhi izinga lokubhema kwabantu abadala liyancipha kancane kancane.Uma sithatha iBeijing njengesibonelo, kusukela kwasetshenziswa Imithethonqubo Yokulawula Ukubhema YaseBeijing iminyaka engaphezu kwengu-6, izinga lokubhema phakathi kwabantu abaneminyaka engu-15 nangaphezulu edolobheni liye lehla kancane kancane.Imininingwane ikhombisa ukuthi izinga lokubhema kubantu abaneminyaka engu-15 nangaphezulu lehle lafinyelela ku-19.9%, kanti umgomo obekwe yi-Healthy Beijing Action wokufinyelela izinga lokubhema elingaphansi kuka-20% kubantu abaneminyaka engu-15 nangaphezulu ngo-2022 usufinyelelwe ngaphambili. yohlelo.Ngaphansi kwesimo sesikhathi esizayo sokulawula ukubhema kukazwelonke, isibalo sababhemayo sizoqhubeka nokuncipha.Njengoba kunikezwe ukuthi abaningi ababhemayo badinga isikhathi soshintsho lapho beyeka ukubhema, ugwayi we-elekthronikhi ubonise izinzuzo zawo: ukubavumela ukuba bathathele indawo injabulo yokukhanyisa ugwayi ngogwayi we-electronic, kuyilapho bengahogi inani elikhulu le-nicotine, kancane kancane benciphisa ukuncika kwabo kugwayi.Ngakho-ke, abathengi abaningi bakhetha ugwayi we-elekthronikhi njengenkathi yesikhashana yokuyeka ukubhema.
4. Ukuphindwaphindwa kokuthuthukiswa komkhiqizo kuyisihluthulelo sokuthuthukiswa kwemboni, futhi izinga lokuphindaphinda lesikhathi esizayo lingase linqume isimo somkhakha nendlela.
Kusukela ngesikhathi sokusungulwa, ugwayi we-elekthronikhi awukayeki ukuphindaphinda.Ukuphindaphinda ngakunye kuzodala iqembu lezinkampani, futhi izici zezimpahla zabathengi ezihamba ngokushesha ziba sobala kakhulu.Imikhiqizo enezimfanelo ezisobala zezimpahla zabathengi ezihamba ngokushesha izobuyekeza futhi iphindaphinde ngokushesha.Ikakhulukazi ogwayi be-elekthronikhi abalahlwayo banezici zezimpahla zabathengi ezihamba ngokushesha, futhi umjikelezo wokusetshenziswa kwamasethi kagwayi uvamise ukuba yizinsuku ezimbalwa kuphela.Ngaphezu kokunambitha, ukubukeka okuguquguqukayo, njll., zonke izindlela zokuheha abathengi.Ngakho-ke, ukuthuthukiswa komkhiqizo kanye nokuphindaphinda kuyisihluthulelo sokuthuthukisa imboni ye-e-cigarette.
Njengamanje, amabhizinisi aphezulu ahlala ethuthukisa futhi ephula ocwaningweni nasekuthuthukisweni kwemikhiqizo.Isibonelo, uhlobo oluphambili lukagwayi we-elekthronikhi, i-MOTI Magic Flute, ithole isitifiketi kazwelonke semboni yobuchwepheshe obuphezulu ngemizamo eqhubekayo yokuqamba izinto ezintsha nocwaningo lwesayensi.Kusukela manje, i-MOTI Magic Flute inamalungelo obunikazi acishe abe ngu-200, ahlanganisa izici ezihlukahlukene ezifana nokubukeka nokwakheka komkhiqizo, futhi iye yasetshenziswa emikhiqizweni, ukufeza ngempela ukuthuthukiswa okuqhubekayo nokuphindaphindwa kwemisebenzi yomkhiqizo;I-TOFRE Furui isungule isikhungo sayo samazwe ngamazwe sokusungula i-R&D kanye nelabhorethri ka-2019 ethobelana namazinga e-CANS ukuze kuthuthukiswe imikhiqizo engcono.Iphinde yasungula imiklamo yocwaningo enamalabhorethri amanyuvesi amaningana aziwayo futhi iyaqhubeka nokwandisa utshalomali lwe-R&D;Kuze kube manje, i-TOFRE Furui inamalungelo obunikazi acishe abe ngu-200, ahlanganisa izici ezihlukahlukene ezifana nokubukeka nokwakheka komkhiqizo, futhi wonke asetshenziswe emikhiqizweni, ukufeza ngempela ukuthuthukiswa okuqhubekayo nokuphindaphindwa kwemisebenzi yomkhiqizo.Ukwengeza, amanye amabhizinisi ahlobene embonini nawo atshale imali eningi ocwaningweni nasekuthuthukiseni izinto ezintsha futhi akhiqize imiphumela ebonakalayo, esekela intuthuko esimeme yayo yonke imboni.Uma kucatshangelwa ukungqubuzana phakathi komthwalo womsebenzi nesikhathi, izinsiza zabantu, kanye nemikhawulo yeqembu lelungelo lobunikazi kumongo we-atomization kanye nobuchwepheshe be-e-liquid, noma ngabe i-R&D kanye nokusebenza kahle kokukhiqizwa kwamabhizinisi e-supply chain asekelwe emnikelweni wawo kungahlangabezana nezinga lokuphindaphinda kwemikhiqizo yokugcina kuzoba isici esibalulekile ekuthuthukisweni kokuncintisana kwesikhathi esizayo komkhakha wemboni.
5. Uhlangothi lomkhiqizo lunephethini egxile kakhulu, kuyilapho uhlangothi lokukhiqiza lunikeza iphethini yamandla angashintshi
Njengamanje, iphethini yemikhiqizo kagwayi waseShayina igxile kakhulu, kanti yinkampani eyinhloko kuphela yohlobo lukagwayi we-elekthronikhi i-Yueke (RLX), i-Wuxin Technology, enesabelo semakethe esicishe sibe ngu-65.9%.I-SMOK, ezibeke njengomkhiqizo wezinga lokungena ezinyathelweni zakuqala, yenze inqubekelaphambili enhle eminyakeni yamuva mayelana nezixhumanisi ze-Bluetooth zamadivayisi kagwayi we-elekthronikhi, ukuthuthukiswa nokusebenza kwezinhlelo zokusebenza (Isikhathi Se-Steam), kanye nokusungulwa kwe-e-cigarette. izinkundla zokuxhumana.Kungashiwo ukuthi akusakhawulelwe ekukhiqizeni imikhiqizo kagwayi we-elekthronikhi ngokwabo, kodwa kukhona nezenzo ezithathwayo enkonzweni kanye nokutshalwa kwamasiko kagwayi we-elekthronikhi.Sekukonke, izuze impumelelo enkulu ezimakethe zaseYurophu nezaseMelika, kancane kancane ikhulula izinkampani zikagwayi zaseShayina ekubekweni kwezimboni zezinkontileka.
6. Abakhiqizi abaningi bayabheja ezimakethe zaphesheya, futhi ukunwetshwa okuqondile okuhlosiwe kungase kube indlela esebenzayo yokuvula iziteshi zokunwetshwa phesheya kwezilwandle.
Uma kuqhathaniswa nezinqubomgomo zokulawula eziqinile ezikhulayo emakethe yasekhaya, imakethe yaphesheya inesisekelo esibanzi sabasebenzisi kanye namathemba esikhathi esizayo.Ngokombiko we-“2022 Electronic Cigarette Industry Export Blue Book”, usayizi wemakethe kagwayi we-elekthronikhi emhlabeni wonke uzodlula amadola ayizigidi eziyizinkulungwane eziyi-108 ngonyaka ka-2022. ngenani eliphelele elingaphezu kwezigidigidi eziyi-100 zamadola aseMelika.
Njengamanje, iningi lamabhrendi nabakhiqizi sebeqala ukugxila ezimakethe zaphesheya kwezilwandle, futhi izinkampani ezihamba phambili ezifana ne-Yueke ne-MOTI Magic Flute seziqalile ukubheja ezimakethe zaphesheya kwezilwandle.Isibonelo, u-Yueke uzame ukuhlola phesheya kwezilwandle ngo-2019. Ngemuva kokusungulwa kwayo ngo-2021, i-Yueke International, ebhekele amabhizinisi aphesheya kwezilwandle, isiqongelele izigidi zabathengi emazweni angaphezu kuka-40 emhlabeni jikelele.Olunye uhlobo, i-MOTI Magic Flute, manje selinomkhakha webhizinisi emazweni nasezifundeni ezingama-35 emhlabeni wonke, elinamagatsha ahlukahlukene angaphezu kuka-100000 emhlabeni wonke, futhi laze lasungula inkundla ezimele ehamba phambili ye-e-commerce embonini yaseNyakatho Melika.Imephu yamanje kagwayi we-elekthronikhi ehamba emhlabeni wonke isuka eNyakatho Melika, eNtshonalanga Yurophu, eJapan naseNingizimu Korea, eMpumalanga Ephakathi, eNingizimu-mpumalanga ye-Asia iye emakethe ebanzi eLatin America ngisho nase-Afrika, futhi ijubane lokushanela umhlaba liyakhula ngesivinini.
Ukuthola abasebenzisi bekhwalithi ephezulu bakagwayi we-elekthronikhi phesheya kwezilwandle kubalulekile.Ngokombono wemakethe yomhlaba wonke, amadoda aneminyaka engu-25-34 yiqembu eliyinhloko lemikhiqizo kagwayi we-elekthronikhi, kodwa iqembu labesifazane likhuphuka ngokusekelwe ekuthuthukisweni kwesigaba esincane sikagwayi, esibalelwa ku-38%, futhi le nombolo ikhula njalo.Ngaphezu kwalokho, uma sikhuluma ngokuqondile, iningi labasebenzisi bakagwayi be-elekthronikhi abathanda imidlalo yezemidlalo, abathanda i-basketball, nabagqugquzeli bemfashini, abanamalebula athile.Ngakho-ke, ukunwetshwa okuqondile okuqondisayo kungase kube indlela ephumelelayo yokuvula imigudu yolwandle.
Isikhathi sokuthumela: Dec-14-2023