Core Viewpoint - The "Henan Province Tobacco Monopoly Management Regulations" has been approved and will take effect on May 1, 2026, aiming to strengthen tobacco management, improve product quality, and protect consumer interests while ensuring fiscal revenue for the state and local governments [2][34]. Group 1: General Principles - The regulations are established based on the "Tobacco Monopoly Law of the People's Republic of China" and related laws, tailored to the province's specific conditions [4]. - The regulations apply to all activities related to the production, sale, transportation, and storage of tobacco monopoly products within the province [4][5]. Group 2: Responsibilities of Authorities - The provincial tobacco monopoly administrative department is responsible for overseeing tobacco monopoly work, supported by municipal and county-level departments [6]. - County-level tobacco monopoly administrative departments are required to utilize new technologies like big data and AI to enhance service quality and management efficiency [7]. Group 3: Tobacco Leaf Management - The regulations mandate the provincial department to manage tobacco leaf planting and provide support in terms of funding and technology to improve quality and efficiency [10]. - Tobacco companies are required to unify the purchase of tobacco leaves according to national standards and must sign contracts with growers regarding planting areas and prices [10][12]. Group 4: Production and Sales of Tobacco Products - Tobacco product manufacturers must comply with national quality standards and are required to strengthen technical research to reduce harmful components [18]. - Retailers must obtain the necessary licenses and are prohibited from selling tobacco products to minors, with clear signage required in retail locations [20][21]. Group 5: Supervision and Enforcement - The tobacco monopoly administrative department has the authority to investigate violations of tobacco laws, including inspecting production and storage sites [25][30]. - There are specific penalties outlined for various violations, including fines for disrupting tobacco leaf purchasing order and for unauthorized sales of tobacco products [31][36]. Group 6: New Tobacco Products - New tobacco products, such as e-cigarettes, will be regulated similarly to traditional cigarettes under the new regulations [34].

（一）关于创新赋能行业发展问题。烟草经济是地方财税收入的重要来源，是稳定就业的重要渠道，也 是农民增收致富、乡村振兴的有效途径，随着我国烟民数量的不断减少，市场竞争日益激烈，创新赋能 行业发展作用更加凸显。一是支持烟草研究单位积极开展研究探索。二是鼓励我省烟草制品企业不断丰 富产品种类，突破发展瓶颈，实现中高端烟草制品的快速增长。明确我省烟草制品生产企业必须采用新 技术、新配方、新工艺等方式，降低烟草制品焦油含量及有害成分。三是在烟草制品上设置可倒查、可 追溯的货源标识，形成对烟草制品的闭环管理。 主任、各位副主任、秘书长、各位委员： 现就《河南省烟草专卖管理条例（修订草案）》（以下简称《条例（修订草案）》），作说明如下： 一、修订的必要性 党的十八大以来，习近平总书记多次就烟草工作作出重要指示和批示，为做好新形势下烟草工作提供了 根本遵循。我省历来高度重视烟草经济高质量发展，坚持把烟草产业作为全省经济社会发展的重要产业 来抓，要求不断提升行业现代化水平和行业治理效能，推动我省由传统烟草大省向现代烟草强省跨越发 展。但随着经济社会的发展，涉烟新产品、新平台、新渠道等市场环境不断发生变化，卷烟制售假违法 方式和 ...

Core Viewpoint - The article discusses the Chinese government's recent issuance of the "Opinions on Comprehensive Crackdown on Illegal Tobacco Activities," which outlines a series of targeted policy measures to address issues such as tobacco counterfeiting, smuggling, and illegal sales, aiming to purify the tobacco market environment and protect national interests and consumer rights [1][2]. Group 1: Measures Against Illegal Tobacco Activities - The government emphasizes the need to combat the overseas production and smuggling of counterfeit tobacco products, enhancing law enforcement collaboration with relevant countries to tackle illegal tobacco entering China [1]. - There is a focus on strengthening land and maritime law enforcement coordination to effectively target tobacco smuggling activities, including comprehensive management of border and port issues related to tobacco [1]. - The article highlights the importance of controlling risks associated with transportation tools and international mail to prevent tobacco smuggling through these channels [1]. Group 2: Domestic Crackdown on Tobacco Violations - The "Opinions" call for a rigorous crackdown on domestic illegal tobacco activities, including severing the supply chain for counterfeit tobacco materials and machinery [2]. - It stresses the need for strict enforcement against illegal storage, transportation, and sales of tobacco products, including online sales [2]. - The article mentions the regulation of electronic cigarettes and the prohibition of unauthorized production and sale of tobacco-related products, including nicotine pouches and similar items [2]. Group 3: Support and Enforcement Mechanisms - The government aims to enhance the vertical management system within the tobacco industry and improve inter-departmental law enforcement collaboration [2]. - There is a push for the professionalization and standardization of law enforcement teams to strengthen the crackdown on illegal tobacco activities [2]. - The article underscores the importance of local authorities and relevant departments taking responsibility for enforcing these measures and ensuring effective implementation [2].

Core Points - The draft revision of the "Sichuan Province Tobacco Monopoly Regulations" has been submitted for a second review by the 14th People's Congress Standing Committee of Sichuan Province [1] - The revision emphasizes the responsibility of local governments and relevant social entities to enhance public education on the health hazards of smoking, including electronic cigarettes [1] - The draft expands the scope of smoke-free areas, prohibiting or restricting smoking in public transport and public places, and discouraging youth smoking [1] Regulation and Monitoring - The draft strengthens monitoring and traceability management of tobacco product transportation, requiring collaboration between tobacco regulatory authorities and other departments such as public security and transportation [1] - A mechanism for information sharing, joint law enforcement, and case transfer is to be established to enhance monitoring of tobacco product logistics [1] - The draft also calls for increased regulation of tobacco-like products and derivatives, with judicial and public security agencies required to refer cases involving tobacco products to the tobacco regulatory authority for legal processing [1] Protection of Minors - The tobacco regulatory authority is tasked with enhancing oversight of tobacco products and new tobacco products, in collaboration with market regulation and education departments, to protect minors from tobacco harm [1]

Core Viewpoint - The Zhejiang Nanhu police successfully dismantled a cross-provincial gray tobacco industry chain, arresting 14 suspects and seizing over 6 million yuan worth of counterfeit tobacco products [1][3][4]. Summary by Sections Case Background - The investigation began on June 16, 2025, when police received a tip about the sale of suspicious foreign and counterfeit cigarettes at a bar in Jiaxing [1]. - The bar owner, identified as Wu, was found to be mixing smuggled foreign cigarettes with counterfeit ones for sale, with a profit margin of 400 yuan on a 1,000 yuan smuggled cigarette [1][3]. Criminal Network Structure - Wu was identified as part of a larger, organized crime group led by key figures Yue and Wang, who had recruited others to form a comprehensive smuggling, storage, and distribution network [3]. - The group employed sophisticated evasion tactics, including establishing storage locations thousands of kilometers away and using online communication for distribution [3]. Law Enforcement Action - After four months of investigation, a coordinated operation was executed from October 13 to 16, resulting in the dismantling of the storage sites and the arrest of core members and distributors across various regions [3]. - The operation led to the seizure of a significant quantity of counterfeit domestic and smuggled foreign tobacco products, effectively cutting off the gray market supply chain from border storage to online sales to end-user bars [3].

Core Viewpoint - The new oral tobacco-free products are expected to have a favorable tax environment and less intense competition compared to vaping products, leading to the highest gross margins among new tobacco categories, attracting significant interest from international tobacco companies [1] Group 1: New Oral Tobacco Products - New oral tobacco products combine characteristics of heated non-combustible (HNB) and vaping products, addressing traditional oral tobacco's limitations such as high acceptance barriers and storage challenges [1] - The invention of new oral tobacco products has sparked global popularity, with the potential to replace traditional products and attract a new customer base through diverse flavor offerings [1] Group 2: Competitive Landscape - The market for new oral tobacco products has low entry barriers, but the market share remains concentrated among international tobacco companies, with no expected deterioration in market structure [2] - Factors supporting the current market structure include established customer bases and sales channels of traditional oral tobacco companies, a stable regulatory environment, and a short supply chain that enhances brand control over production [2] Group 3: Industry Catalysts - Philip Morris International's $16 billion acquisition of Swedish Match, the parent company of the leading brand ZYN, marks a significant direct investment in the new oral tobacco segment, reinforcing the industry's growth potential [3] - The FDA's approval of ZYN's 20 products for market release in January 2025, along with positive performance indicators from online distributors, further validates the industry's high growth outlook [3]

Core Points - The State Tobacco Monopoly Administration has established the "Management Measures for Tobacco Products in the Domestic Duty-Free Market," which will take effect on January 1, 2026, to strengthen the regulation of tobacco products in the domestic duty-free market [1][4][34] - The measures include unified management of the import and export of duty-free tobacco products, requiring wholesale and retail enterprises to only purchase and sell products listed in the product catalog [1][13][16] - A unified trading management platform will be established for duty-free tobacco products, and all related enterprises must conduct transactions through this platform [2][17] Summary by Sections General Principles - The measures aim to regulate business order, ensure national fiscal revenue, and protect consumer rights based on the Tobacco Monopoly Law and relevant regulations [7] - The measures apply to the supply of duty-free tobacco products to the domestic market, wholesale and retail operations, and the supervision of these activities [8] Business Management - The State Tobacco Monopoly Administration will manage the import and export of duty-free tobacco products through a state-run trade model [13] - Retail enterprises must submit order requests to wholesale enterprises, which will then procure from supply enterprises according to state regulations [13][14] - Annual sales and purchase plans will be issued to wholesale and retail enterprises, respectively, to control the volume of duty-free tobacco products [14][15] Traceability Management - Duty-free tobacco products must have specified markings and QR codes for traceability, ensuring compliance with quality and safety standards [22][23] - Supply and retail enterprises must perform QR code scanning during inventory and sales processes to maintain data integrity [24] Supervision and Inspection - Local tobacco monopoly authorities will collaborate with other departments to supervise and inspect the operations of duty-free tobacco products [25] - Violations by supply, wholesale, or retail enterprises can lead to penalties, including suspension of trading privileges based on the severity of the infractions [27][29][30] Additional Provisions - New tobacco products such as heated tobacco and e-cigarettes are prohibited from being sold in the domestic duty-free market [33] - The measures will supersede previous regulations and are aimed at creating a more regulated and transparent market environment for duty-free tobacco products [34]

Core Viewpoint - The National Tobacco Monopoly Administration has established regulations for the management of tax-free tobacco products in the domestic market, emphasizing strict compliance and oversight in the industry [1] Group 1: Regulatory Framework - Wholesale and retail enterprises are prohibited from purchasing or selling tax-free tobacco products not listed in the product catalog [1] - A unified trading management platform for tax-free tobacco products will be established by the State Council's tobacco monopoly administration [1] Group 2: Pricing and Market Conduct - Companies involved in the supply, wholesale, and retail of tax-free tobacco products must adhere to relevant laws and regulations regarding pricing to maintain market order [1] - Price collusion, price gouging, price fraud, predatory pricing, and failure to clearly mark prices are strictly prohibited [1] - Consumers and operators are encouraged to participate in price supervision [1] Group 3: Marketing Practices - Related enterprises are required to standardize marketing practices and are prohibited from misleading consumers through excessive packaging or confusing marketing tactics [1]

Core Viewpoint - The National Tobacco Monopoly Administration has announced the implementation of the "Management Measures for Tobacco Products in the Domestic Duty-Free Market" to strengthen the regulation of tobacco products in the domestic duty-free market [1] Group 1: Regulatory Framework - The new measures are designed to comply with the State Council's requirements for enhanced supervision of tobacco products in the domestic duty-free market [1] - The administration will manage the import and export of duty-free tobacco products uniformly under the state trading system [1] Group 2: Business Operations - Companies engaged in the retail of duty-free tobacco products must submit order requests to wholesale enterprises, which will then procure from suppliers [1] - The procurement and import/export of duty-free tobacco products must adhere to the national regulations governing state trading of tobacco goods [1]

Core Viewpoint - The National Tobacco Administration has implemented a management approach for tobacco products in the domestic duty-free market to enhance regulatory oversight as per the State Council's directives [1] Group 1: Regulatory Framework - The National Tobacco Administration has established the "Management Measures for Tobacco Products in the Domestic Duty-Free Market" to ensure compliance with the State Council's requirements [1] - The State Council's tobacco monopoly administrative department will manage the import and export of duty-free tobacco products uniformly under state trading methods [1] Group 2: Business Operations - Retail enterprises engaged in duty-free tobacco product sales must submit order requests to wholesale enterprises, which will then procure from supply enterprises [1] - The procurement and import/export of duty-free tobacco products must adhere to the regulations governing state trading of tobacco goods [1]