帝国烟草发布2020年年报,KT&G发布2020年业绩预告。
基于帝国烟草和KT&G的未来发展战略,我们注意到国际新型烟草领域有以下发展趋势:
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全球烟草市场进入变革期,新型烟草业务布局较早的公司业绩稳定增长;
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国际烟草巨头积极利用全球资源以加强在新型烟草领域的竞争能力;
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美国PMTA等监管政策的落地将提升行业的准入门槛,未来产业链集中度有望加速提升,利好龙头企业。
来源:天风证券
电子雾化与HNB产品都是新型电子产品,结构虽小,却融合应用多种材料、表面处理、芯片电子等技术工艺,而且雾化技术一直在不断更迭,供应链在逐步完善,为了促进供应链企业间有一个良好的对接交流,艾邦搭建产业微信群交流平台,欢迎加入;Vape e-cigarettes (VAPE) and Heat-Not-Burn e-cigarettes (HNB) are both emerging electronic products. Despite their compact size, they integrate various materials, surface treatment technologies, chip electronics, and other advanced technical processes. Moreover, atomization technology is constantly evolving and the supply chain is being progressively perfected. To facilitate good communication and networking among supply chain enterprises, Aibang has established an industry WeChat group communication platform and warmly welcomes interested enterprises to join.