On September 20, two A-share listed companies announced the latest news about electronic cigarettes. The subsidiary of Xiaosong Co., Ltd. has obtained the Tobacco Monopoly Production Enterprise License, and Aipu Co., Ltd. plans to control the licensed enterprise by means of cash capital increase, so as to enter the electronic cigarette industry. The national standard of electronic cigarette will be implemented from October 1. At present, seven A-share companies have "obtained certificates" through their subsidiaries. In the opinion of insiders, the legalization and standardized development of the industry is good for the electronic cigarette industry for a long time, and listed companies can obtain better development opportunities at this time.
The Measures for the Administration of Electronic Cigarettes have been implemented since May 1 this year, and the mandatory national standards will be implemented since October 1 this year. According to the analysis of Guosheng Securities Research Report, the electronic cigarette industry will implement quota production in the future, and the quota will be mainly checked by the average of the actual sales volume in three years, the utilization rate of industrial equipment capacity and other factors. Therefore, the leading enterprises are expected to take a significant lead in the approval quota based on the existing scale advantages, and the production pattern will gradually become clear.
Compared with the leading enterprises in the industry, there is still a certain gap between the output and the number of licenses held by A-share companies that have "obtained licenses". Take Simore International, a Hong Kong stock company, for example, as of September 20, six subsidiaries had received the Tobacco Monopoly Production Enterprise License. The license continues to be issued, which is just a new start for the enterprises.
On September 20, Aipu Shares announced that the company planned to increase its capital in cash by no more than 50 million yuan and acquire 51% of the equity of Shenzhen Yingcan. Shenzhen Yingcan was established on March 20, 2021, with a registered capital of 1 million yuan. Its business qualification is the License for Tobacco Monopoly Production Enterprises (aerosol production enterprises). The scope of the license includes aerosol production (domestic sales) and aerosol production (export).
Xiaosong Shares announced that Jinlaite Intelligent, a wholly-owned subsidiary of the company, has recently received the Tobacco Monopoly Production Enterprise License (an electronic cigarette processing enterprise) issued by the State Tobacco Monopoly Bureau, and can legally produce and sell electronic cigarette related products.
At present, seven A-share companies have "obtained certificates" through their subsidiaries: BYD (002594. SZ), Jinjia (002191. SZ), Shunhao (002565. SZ), Dongfeng (601515. SH), Xiaosong (002723. SZ), Jinlong Electromechanical (300032. SZ), Jincheng Pharmaceutical (300233. SZ).
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