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[original] the United States temporarily lifted the ban on electronic cigarettes, and the battery supply chain got a breather


On November 9, the New York Times, the Washington Post, CNN and other well-known media reported that U.S. President trump had temporarily withdrawn his ban on flavored e-cigarettes, which he said on September 11.

This also means that domestic e-cigarette manufacturers and upstream supply chains such as batteries have a chance to breathe.

China's e-cigarette manufacturing occupies more than 90% of the global market, while the United States, as the largest consumer market of e-cigarettes in the world, accounts for nearly half of the global market. Earlier, US President Trump's statement on banning the sale of flavored e-cigarettes caused an uproar in the global e-cigarette market.

A series of chain reactions followed. Several U.S. governors have issued an administrative ban on e-cigarettes. Three e-cigarette retail channel giants announced that they would stop selling e-cigarettes. The investment of investors in Juul, the U.S. e-cigarette brand giant, has been reduced to $4.5 billion

For domestic e-cigarettes, the market shock is not only in the United States. On November 1, the China market supervision and administration and the State Tobacco Monopoly Administration issued the notice on further protecting minors from e-cigarettes, urging the Internet to ban the sale of e-cigarettes and withdraw e-cigarette advertisements published through the Internet.

After the announcement was launched, a number of domestic e-cigarette brands stood in line, saying that they supported and implemented the online ban on e-cigarettes and refused to serve minors. At the same time, some e-commerce platforms have also begun to order e-cigarettes and related products off the shelves.

Under the double "blow", the domestic e-cigarette industry is facing a dilemma of "making it worse".

Earlier, a senior enterprise leader in the domestic e-cigarette supply chain told high tech lithium that the U.S. market, the main market for e-cigarette export, was volatile and had a wide range of implications. In addition, the introduction of a series of domestic regulations and prohibitions will have a significant impact on the entire e-cigarette industry, especially the e-cigarette giant enterprises and their related supply chains, and the industry is expected to usher in a clean-up.

At this time, the United States announced to postpone the issuance of the ban on e-cigarettes, which undoubtedly raised the hope of "rebirth" for the e-cigarette industry.

A lithium battery supplier of e-cigarette immediately said that according to the next development path of e-cigarette, the e-cigarette industry will be a big game for the company's next plan.

It can be seen that practitioners are still optimistic about the subsequent development of the e-cigarette industry.

It is worth noting that with the improvement of domestic regulations on the supervision of e-cigarette industry, inferior manufacturers and products will be further eliminated, and e-cigarette enterprises will also develop along a benign trend within the scope of legal compliance. Industry reshuffle is still inevitable.

However, in the short term, thanks to the reopening of the U.S. e-cigarette market, the reshuffle of the domestic e-cigarette and lithium battery industry chain will also be eased.

Article source:High tech lithium power grid

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