中国驻越南大使馆提醒中国公民近期赴越注意事项 中新网1月12日电 据中国驻越南大使馆微信公众号消息，结合近期工作实际，中国驻越南大使馆整理了 相关来越注意事项，请中国公民遵守越南法律法规，做好行前准备，保障自身合法权益和出行安全。 请勿携带、使用或生产电子烟 根据越南政府第371/2025/ND-CP号法令，自2025年12月31日起，个人违规吸食电子烟将罚款 300万至 500万越南盾，并被强制没收及销毁相关产品。对于场地管理者，允许他人在其管理或拥有的场所内使 用电子烟，将罚款 500 万至1000万越南盾。对于机构，若违反上述规定，罚款额度将是个人标准的两倍 (最高达 2000万越南盾)。对于严重违规者，如涉及大规模非法贸易或生产，最高可能面临 5 年监禁。近 期已有公民反映，因携带电子烟导致入境受阻。中国驻越南使馆郑重提醒广大来越公民，请勿携带电子 烟或加热烟草制品入境，以免面临罚款、没收或更严重的法律后果。 遵守越南出入境规定，谨慎携带展品过关 自2025年12月15日起，越南政府颁布的第282/2025/ND-CP号法令正式生效。该法令对治安、秩序和社 会安全领域的行政处罚作出多项补充和调整，如： ...

转自：北京日报客户端 三、注意交通安全，请勿酒后驾车 新年伊始，接连发生多起中国公民酒驾身亡案，使馆郑重建议，持有越南当地驾照的人员，务必遵守当 地交通法规，深夜聚餐饮酒后，可打车或聘请代驾，切勿酒驾回家。无越南驾照的人员，切勿租借、驾 驶机动车。 越南常用打车软件：Grab、XanhSM、Be 结合近期工作实际，我馆整理了相关来越注意事项，请中国公民遵守越南法律法规，做好行前准备，保 障自身合法权益和出行安全。 常用代驾软件：BUTL-banuongtoilai 一、请勿携带、使用或生产电子烟 二、遵守越南出入境规定，谨慎携带展品过关 四、注意富国岛订房"陷阱" 根据越南政府第371/2025/ND-CP号法令，自2025年12月31日起，个人违规吸食电子烟将罚款300万至 500万越南盾，并被强制没收及销毁相关产品。对于场地管理者，允许他人在其管理或拥有的场所内使 用电子烟，将罚款500万至1000万越南盾。对于机构，若违反上述规定，罚款额度将是个人标准的两倍 （最高达2000万越南盾）。对于严重违规者，如涉及大规模非法贸易或生产，最高可能面临5年监禁。 近期已有公民反映，因携带电子烟导致入境受阻。中国驻 ...

Investment Rating - Industry rating is maintained as "Outperform" [9] Core Insights - The report highlights that reduced-harm products and oral tobacco have become the core growth engines for British American Tobacco (BAT) and Philip Morris International (PMI) [1][3] - BAT's revenue for the first half of 2025 was £12.069 billion, a decrease of 2.2% year-on-year, but a 1.8% increase when excluding currency effects, primarily driven by recovery in the US market [1] - PMI reported a revenue of $19.4 billion for the first half of 2025, reflecting a year-on-year growth of 6.5% [3] Summary by Sections British American Tobacco (BAT) - BAT's operating profit for the first half of 2025 was £5.069 billion, a year-on-year increase of 19.1%, with an operating margin rising by 7.5 percentage points to 42.0% [1] - The diluted EPS for BAT was £2.036, up 1.6% year-on-year [1] - The number of consumers of BAT's reduced-harm products reached 30.5 million, an increase of 1.4 million year-on-year [2] - Modern oral products generated £470 million in revenue, a 38.1% increase year-on-year, with sales volume rising by 42.2% [2] Philip Morris International (PMI) - PMI's gross profit for the first half of 2025 was $13.1 billion, a 12.0% increase year-on-year [3] - The adjusted diluted EPS for PMI was $3.6, reflecting a year-on-year growth of 16.1% [3] - PMI's total shipment volume for the first half of 2025 was 387.9 billion units, a 2.5% increase year-on-year [4] - Reduced-harm product shipments reached 87.9 billion units, a 13.1% increase year-on-year, with 41.5 million consumers globally, an increase of 5 million [4] Regional Performance - In Japan, IQOS covered over 10 million legal-age consumers, with a shipment volume of 13.9 billion units in Q2 2025, a 3.2% increase year-on-year [6] - In the EU, IQOS shipments reached 6 billion units in Q2 2025, a 13.21% increase year-on-year [6] - In South Korea, IQOS shipments were 1.6 billion units in Q2 2025, a 12.8% increase year-on-year [6] Investment Opportunities - The report suggests focusing on the vaping supply chain, including companies like Smoore International and Yihua Healthcare, as well as the tobacco supply chain with companies like China Tobacco Hong Kong and China Boton [7]