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After Export Tax Rebates Go to Zero: How China’s E-Cigarette Supply Chain Is Being Reshaped, According to 2Firsts Research

After Export Tax Rebates Go to Zero: How China’s E-Cigarette Supply Chain Is Being Reshaped, According to 2Firsts Research
China’s e-cigarette industry is adjusting to a major policy shift. From April 1, 2026, China will scrap the 13% export VAT rebate on e-cigarette products, a move affecting manufacturers centered in Shenzhen. Industry participants told 2Firsts the change is forcing a reassessment of pricing and capacity, with competition shifting toward cash flow resilience, regulatory compliance, and multi-location strategies.
Industry Insight
Jan.16
Mexico to impose an absolute ban on the commercialization, import and sale of vapes from Jan. 16, 2026

Mexico to impose an absolute ban on the commercialization, import and sale of vapes from Jan. 16, 2026
Mexico will enforce an absolute ban on the commercialization, import and sale of vapes and e-cigarettes from January 16, 2026, under a reform published in the Official Journal of the Federation (DOF) amending the General Health Law.
Jan.16
Moldova adopts new sanitary rules for tobacco products, e-cigarettes and related goods

Moldova adopts new sanitary rules for tobacco products, e-cigarettes and related goods
Moldova is introducing new sanitary standards for tobacco products, e-cigarettes and related goods, with regulations adopted on January 14 aimed at protecting public health and tightening control over tobacco sales. The rules include measures to limit minors’ access to tobacco products, including via online shops, and establish procedures for notifications, reporting and market monitoring.
Jan.16
Korea’s MFDS sets 2026 plan to manage and disclose harmful constituents in tobacco products

Korea’s MFDS sets 2026 plan to manage and disclose harmful constituents in tobacco products
South Korea’s Ministry of Food and Drug Safety (MFDS) said it has established its 2026 work plan to systematically manage harmful constituents in tobacco products and disclose related information under the Tobacco Harmfulness Management Act, which took effect in November 2025.
Jan.16
Federal Register notice: FDA seeks comments on “Warning Plans for Certain Tobacco Products”

Federal Register notice: FDA seeks comments on “Warning Plans for Certain Tobacco Products”
The U.S. Food and Drug Administration (FDA) issued a notice stating it has submitted a proposed information collection to the Office of Management and Budget (OMB) for review under the Paperwork Reduction Act.
Jan.16
MEPs seek Commission answers over EU trade officials’ contacts with PMI

MEPs seek Commission answers over EU trade officials’ contacts with PMI
POLITICO reports that five members of the European Parliament’s health committee want to invite the European Commission to answer questions about its contacts with Philip Morris International (PMI), following a POLITICO and The Examination investigation into extensive meetings between EU trade officials and tobacco lobbyists.
Jan.15
Guam DOE: Police to respond to all school-campus incidents involving minors and nicotine products

Guam DOE: Police to respond to all school-campus incidents involving minors and nicotine products
According to the Guam Department of Education (GDOE), police officers will now assist in handling incidents involving minor students who vape or use tobacco products on public school campuses, and cases may be forwarded to the Office of the Attorney General.
Jan.15
Kentucky lawmaker proposes directing Juul settlement funds to youth vaping prevention

Kentucky lawmaker proposes directing Juul settlement funds to youth vaping prevention
A Kentucky state senator has filed Senate Bill 74 to steer settlement money the Commonwealth received from vaping manufacturer Juul Labs into youth vaping prevention and cessation efforts.
Jan.14
Kyrgyzstan: Jogorku Kenesh committee sends draft vape ban bills back for revisions

Kyrgyzstan: Jogorku Kenesh committee sends draft vape ban bills back for revisions
Kyrgyzstan Jogorku Kenesh committee on labor, health, women’s affairs and social issues decided to withdraw for revision two draft laws related to banning electronic nicotine delivery systems and e-cigarettes in Kyrgyzstan.
Jan.14
Vietnam’s Health Ministry consults on tobacco-control law amendments, proposing an e-cigarette ban

Vietnam’s Health Ministry consults on tobacco-control law amendments, proposing an e-cigarette ban
VTV.vn reports that Vietnam’s Ministry of Health is collecting feedback on a draft amendment to the Law on Prevention and Control of Tobacco Harms, proposing an e-cigarette ban and broader public health protections.
Jan.13
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1
FDA Rolls Out Online PMTA Platform, a Move That 2Firsts Analysts Say Could Pull Grey-Market Products Toward Formal Compliance

2
Buenos Aires Province issues health alert over growing use and promotion of nicotine pouches

3
Kansas, U.S.: Attorney General issues alert on China-made “smart vapes” targeting children

4
Rosstandart: packaging and design requirements for vapes to be tightened in early 2026

5
China Business Journal Reports: Multiple New E-Cigarette Policies Enter Public Consultation Phase in China, Covering Capacity Control and Credit Management

6
China to Cancel VAT Export Rebates on E-Cigarette Products from April 1, 2026

7
BREAKING: China Brings Nicotine Pouches Under Tobacco Monopoly Regulation, Signaling Major Shift for Oral Products

8
Malaysia health minister says court conviction over vape promotion sets key precedent for Act 852 enforcement

9
Malaysia MOH: 25,643 enforcement operations and 496,247 premises inspected nationwide as of Nov. 30

10
Russia’s Public Chamber official opposes “generational ban” on tobacco sales, citing rights concerns

