E-cigarette Concept Stocks Surge in Morning of September 3rd

Sep.03.2024
E-cigarette Concept Stocks Surge in Morning of September 3rd
E-cigarette stocks surge in early trading on September 3rd, with Jinlong Machinery and Electrics leading the way.

In the morning trading on September 3, stocks related to the e-cigarette concept strengthened. As of the time of writing, Jinlong Machinery and Electronics surged by over 19.8%, Dongfeng Group, Kennede Electronics Mfg Co.,Ltd., and others rose by over 10%, and Jiyi Shares, Kersen Technology, Shunho Shares, and others followed suit.


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South Korea Imports 12,126 Kg of Nicotine Analogues From April to August After Bringing Synthetic Nicotine Under Tobacco Law
South Korea Imports 12,126 Kg of Nicotine Analogues From April to August After Bringing Synthetic Nicotine Under Tobacco Law
South Korea's liquid-vape market is showing changes across raw-material imports, product types and sales channels after synthetic nicotine came under the Tobacco Business Act on April 24. Customs data show nicotine-analogue imports totaled 12,126 kilograms from April through August, while synthetic-nicotine imports over the same five months totaled 231,663 kilograms, just 39.3% of the amount imported in March alone. Physical liquid-vape stores tracked in Seoul and Gyeonggi Province fell 9.9%, unmanned outlets edged higher and online sales listings increased from 27,774 to 42,437. Government testing of 105 liquid inhalation products promoted as nicotine-free separately found nicotine in 13 and 6-methylnicotine in 12.
Sep.22
Pennsylvania Vape Directory Law Survives Court Challenge From Nova Distro and Others Amid Similar Rulings Across States
Pennsylvania Vape Directory Law Survives Court Challenge From Nova Distro and Others Amid Similar Rulings Across States
A U.S. federal court upheld Pennsylvania's vape directory law on October 14, rejecting a challenge brought by Nova Distro, 101 Distributors and companies operating Tobacco Hut retail stores. Court records show that vaping accounts for about 60% of Tobacco Hut's profits and that the chain held approximately $2 million in inventory potentially subject to seizure under the law as of June 2. Pennsylvania began enforcement on October 19. The ruling follows similar appellate decisions in other states, even as new research shows that unlisted vaping products continue to account for substantial sales in states with established directories.
Regulations
Oct.22
US ITC Judge Finds Glas Infringed Two JUUL Vape Patents, Recommends Restrictions on Related Imports——Glas Received FDA Marketing Authorization for Four Vape Pods in May 2026; Proposed Restrictions Remain Under Commission Review
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A U.S. International Trade Commission (USITC) administrative law judge issued an initial determination on October 20, 2026, finding that certain Glas vaping devices, cartridges and components infringed 12 claims across two patents asserted by JUUL, constituting a violation of Section 337 of the Tariff Act of 1930. The judge recommended a limited exclusion order and a cease and desist order against the Glas respondents. Five months earlier, the FDA authorized four Glas e-cigarette pods, including mango, blueberry and two menthol variants. The patent investigation concerns device and cartridge structures and is separate from FDA premarket review. The proposed import restrictions have not become final, and their product-level scope remains unresolved.
company
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Italy Proposes Earlier Vape and HTP Tax Hikes, New Rules for E-Liquid Pricing, Exclusive Deals and Distribution
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Italy's proposed 2027–2029 budget would bring forward scheduled tax increases for e-cigarette liquids and heated tobacco products from January 1, 2028, to July 1, 2027. The consumption tax coefficient for nicotine-containing e-liquids would rise from 20% to 22%, that for nicotine-free liquids and applicable flavorings from 15% to 17%, and the heated-tobacco coefficient from 41% to 42%. The bill would also introduce official retail price schedules for e-liquids, restrict exclusive agreements between retailers and suppliers, and limit single-brand-dominated displays, sales incentives and bundled offers. Importing, authorized warehousing and retailer sourcing arrangements would also change. The proposals remain subject to parliamentary approval and subsequent implementing regulations.
Regulations
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DATA|UK Retail Research Group IGD Says Convenience Tobacco and Vape Sales Fell 10.6%, With 15.4% Market Share Versus Alcohol's 15.1%; Top Rank at Risk in 2027
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Combined tobacco and vaping sales in UK convenience stores fell 10.6% year over year in the first half of 2026, making the category a major drag on channel performance, according to retail research organization IGD. Total convenience sales declined 1.2%, while sales excluding tobacco and vaping increased 0.7%. IGD's 2026 category-share figures show tobacco and vaping accounting for 15.4% of convenience sales, compared with 15.1% for alcohol. The organization forecasts alcohol could overtake tobacco and vaping as the largest category by sales value as early as 2027 if current trends continue. IGD expects the convenience market to increase from £48.6 billion in 2026 to £54.9 billion in 2031, a 2.5% compound annual growth rate, or 3.4% excluding tobacco and vaping.
DATA
Nov.11
PMI Pushes Smoke-Free Business in Latin America as Argentina Lifts Heated Tobacco Ban, Mexico City Share Tops 7%
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PMI
Oct.13