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美國(guó)電子煙銷售繼續(xù)飆升

2013年01月25日 來(lái)源:煙草在線據(jù)金融時(shí)報(bào)報(bào)道編譯 作者:
A+ A

  煙草在線據(jù)金融時(shí)報(bào)報(bào)道編譯  在美國(guó),電子煙制造商越來(lái)越積極地做廣告,一家公司甚至宣稱“大煙草”已經(jīng)遇到了對(duì)手。但是這個(gè)蓬勃發(fā)展的行業(yè)擔(dān)心稅收和監(jiān)管的沖擊,可能會(huì)扼殺其最近的成功。

  新的自信來(lái)自煙草分析師開始承認(rèn),美國(guó)對(duì)電子煙的需求不斷增長(zhǎng),奪取了奧馳亞、羅瑞拉德和雷諾的消費(fèi)者。

  諸如NJOY、蒸汽和邏輯這些一夜暴富的公司,都在營(yíng)銷和廣告上的花費(fèi)越來(lái)越高,使它們的產(chǎn)品成為一個(gè)可行的吸煙替代品。

  電子煙制造商甚至涉足美國(guó)和英國(guó)的電視——這些渠道禁止煙草集團(tuán)進(jìn)入——為它們的產(chǎn)品做廣告。

  “我們的使命是使卷煙‘過(guò)時(shí)’,”按市場(chǎng)份額計(jì)算是美國(guó)最大的電子制造商的NJOY的首席執(zhí)行官克雷格·韋斯說(shuō)?!拔覀儼炎约嚎醋鍪撬鼈儺a(chǎn)品的數(shù)字化。”

  在過(guò)去10年中,傳統(tǒng)卷煙的銷售已穩(wěn)步下降。據(jù)美國(guó)疾病控制和預(yù)防中心統(tǒng)計(jì),從2000年到2011年有煙煙草產(chǎn)品的消費(fèi)下降了27%,因?yàn)槎愂赵黾恿?#xff0c;酒吧和餐廳實(shí)施了禁煙令。

  與此同時(shí),電子煙的銷售已大幅上升,在過(guò)去兩年中,翻倍增至3億美元,據(jù)高盛估計(jì)在接下來(lái)的幾年里,年銷售額將達(dá)到10億美元。該類產(chǎn)品與能量飲料和希臘酸奶對(duì)比,是正在下降的消費(fèi)者市場(chǎng)的亮點(diǎn)。

  “我們?nèi)灶A(yù)期,在未來(lái)10年,電子煙的消費(fèi),可能會(huì)超越傳統(tǒng)卷煙的消費(fèi),”富國(guó)銀行煙草分析師邦尼·赫爾佐格說(shuō)。

  電子煙通過(guò)汽化可以吸入的尼古丁液體,復(fù)制沒(méi)有任何致癌物質(zhì)的吸煙行為。

  然而,隨著衛(wèi)生監(jiān)管機(jī)構(gòu)準(zhǔn)備對(duì)產(chǎn)品實(shí)施新限制,而各州議會(huì)考慮對(duì)它們征稅時(shí),電子煙的成功可能很快就遇到一些障礙。

  電子煙目前陷入監(jiān)管的灰色地帶。美國(guó)食品和藥物管理局(FDA)預(yù)計(jì)在4月份提供如何規(guī)范該產(chǎn)品的指導(dǎo)。在2010年,該機(jī)構(gòu)試圖阻止電子煙的進(jìn)口并一直懷疑它們發(fā)表的無(wú)害聲明,打官司輸給了電子公司。

  “需要更進(jìn)一步的研究,來(lái)評(píng)估電子煙和其他新煙草產(chǎn)品的潛在公共衛(wèi)生利益和風(fēng)險(xiǎn),”FDA的發(fā)言人詹妮弗·哈里斯說(shuō)。

  制造商說(shuō),它們期待著更大的監(jiān)管力度,使人們更難以開始向美國(guó)進(jìn)口和銷售低質(zhì)量的電子煙,但是它們害怕更多的州計(jì)劃對(duì)它們的產(chǎn)品征稅。

  明尼蘇達(dá)州最近開始對(duì)電子煙征稅,去年夏威夷也在考慮納稅問(wèn)題。

  “政府將對(duì)這個(gè)行業(yè)征稅,試圖彌補(bǔ)它們?cè)诰頍煼矫媸サ亩愂?#xff0c;”新澤西的電子煙公司邏輯公司的首席執(zhí)行官艾利·阿萊洛夫說(shuō)。

  煙草蒸汽電子煙協(xié)會(huì)的首席執(zhí)行官雷·史陶銳警告稱,對(duì)電子煙征稅,只會(huì)使煙草公司受益,而不利于公共衛(wèi)生。消費(fèi)者一直在嘗試電子煙的其中一個(gè)原因是,因?yàn)樗鼈冎灰鬅煵莨境鍪鄣膫鹘y(tǒng)卷煙一半的價(jià)格。

  電子煙被越來(lái)越多的人所接受,最初使大煙草公司措手不及,但是它們慢慢認(rèn)識(shí)到,它們不能忽視消費(fèi)者口味的變化。

  去年,羅瑞拉德以1.35億美元購(gòu)買了Blu電子煙,雷諾開始開發(fā)自己的電子煙技術(shù)。萬(wàn)寶路的美國(guó)制造商奧馳亞,迄今為止一直在旁觀,但是分析師預(yù)計(jì),很快這個(gè)煙草巨頭或者收購(gòu)一家電子煙制造商或推出自己的品牌。

  拒絕透露其計(jì)劃,一家奧馳亞集團(tuán)的發(fā)言人說(shuō):“顯然,我們正在監(jiān)測(cè)這個(gè)領(lǐng)域的進(jìn)展?!?/p>

US: Sales of E-cigarettes Continue to Soar

  Electronic cigarette makers have become increasingly aggressive in their advertising in the US, with one company even proclaiming that "Big Tobacco" has met its match. But the burgeoning industry is worried that an onslaught of taxes and regulations could snuff out its recent success.

  The new assertiveness comes as tobacco analysts have started to acknowledge that growing demand for "e-cigs" in the US is peeling away customers from tobacco giants such as Altria, Lorillard and RJ Reynolds.

  Upstarts such as NJOY, Vapor and Logic are spending more on marketing and advertising, to make the case for their products as a viable smoking alternative.

  E-cigarette makers have even ventured into television in both the US and UK - taboo for tobacco groups - with advertising for their products.

  "Our mission is to 'obsolete' cigarettes," said Craig Weiss, chief executive of NJOY, the leading US e-cigarette maker by market share. "We think of ourselves as the digital to their analogue."

  Sales of traditional cigarettes have been declining steadily in the past decade. According to the US Centers for Disease Control and Prevention, consumption of smoked tobacco products fell 27 per cent from 2000 to 2011, as taxes increased and smoking bans at bars and restaurants took hold.

  Meanwhile, sales of e-cigarettes have soared, doubling during the past two years to $300m in 2012 and on pace to reach $1bn in annual sales in the next few years, according to estimates by Goldman Sachs. The category is being compared with energy drinks and Greek yoghurt - bright spots in declining consumer markets.

  "We continue to expect consumption of e-cigarettes could surpass consumption of traditional cigarettes within the next decade," said Bonnie Herzog, tobacco analyst at Wells Fargo.

  E-cigarettes work by vaporising nicotine-laced liquid that can be inhaled, replicating the effect of smoking without all of the carcinogens.

  The success of e-cigarettes could soon hit some obstacles, however, with health regulators preparing new restrictions on the products and state legislatures considering taxing them.

  E-cigarettes currently fall into a regulatory grey area. The US Food and Drug Administration is expected to offer guidance in April about how the products should be regulated. The agency lost a legal battle with e-cigarette companies in 2010 after trying to block imports of e-cigarettes and has been sceptical about claims they are not harmful.

  "Further research is needed to assess the potential public health benefits and risks of electronic cigarettes and other novel tobacco products," said Jennifer Haliski, an FDA spokeswoman.

  Manufacturers say they are looking forward to greater oversight to make it more difficult for anyone to start importing and distributing low quality e-cigarettes to the US, but they are fearful of more states planning to tax their products.

  Minnesota recently moved to tax e-cigarettes and Hawaii also considered a tax last year.

  "The government is going to tax this industry and try to recoup the revenues they've lost from cigarettes," said Eli Alelov, chief executive of Logic, a New Jersey-based e-cigarette company.

  Ray Story, chief executive of the Tobacco Vapor Electronic Cigarette Association, warned that tax rises on e-cigarettes would only benefit tobacco companies, to the detriment of public health. One reason consumers have been trying e-cigarettes is because they can be as little as half the price of traditional cigarettes sold by big tobacco companies.

  The increasing acceptance of e-cigarettes caught big tobacco companies off guard initially but they are slowly recognising that they cannot ignore the changing tastes of their consumers.

  Last year, Lorillard bought Blu Ecigs for $135m and RJ Reynolds has started to develop its own electronic cigarette technology. Altria, the US maker of Marlboro, has stayed on the sidelines thus far, but analysts expect the tobacco giant to either acquire an e-cigarette manufacturer or launch its own brand soon.

  Declining to divulge its plans, an Altria spokesman said: "Obviously we're monitoring what's going on in that category." Enditem

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