Recently, the General Administration of Customs of the People's Republic of China released data on China's e-cigarette exports in October, showing a surge to US$1.098 billion, a 24.9% increase month-on-month from US$879 million in September, and a steady 23.6% year-on-year growth. Against the backdrop of diverging global market demand, this data not only demonstrates the strong resilience of China's e-cigarette industry but also highlights the driving role of core markets—with the US market contributing approximately US$591 million in exports and a 54.1% month-on-month increase, becoming the "biggest contributor" to this export rebound.
Overall exports: both volume and value increased, indicating a clear recovery trend.
The key export data for October are as follows:
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Total exports: approximately US$1.098 billion
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Month-on-month growth: 24.9%
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Year-on-year growth: 23.6%
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Other non-combustible nicotine-containing inhaled products: Export value of US$815 million, accounting for 74.2%.
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Electronic cigarettes and similar personal electronic atomization devices: Export value of US$283 million, accounting for 25.8%
The two types of products worked together to support the overall export growth trend.
Top 10 export destinations: Some saw a surge while others declined, indicating a clear market divergence.
The global e-cigarette market in October exhibited a mixed picture, with the following specific data on the rankings and performance changes of the top ten export destinations:
|
排名 |
国家/地区 |
10月出口额(万美元) |
9月出口额(万美元) |
环比变动 |
排名变化 |
|
1 |
美国 |
59,096.6 |
38,346.6 |
+54.1% |
持平 |
|
2 |
英国 |
7,202.6 |
9,004.8 |
-20.0% |
持平 |
|
3 |
德国 |
5,390.6 |
4,691.0 |
+14.9% |
持平 |
|
4 |
阿联酋 |
3,673.9 |
3,486.5 |
+5.4% |
↑1 |
|
5 |
韩国 |
3,441.1 |
3,532.2 |
-2.6% |
↓1 |
|
6 |
马来西亚 |
3,438.3 |
2,791.1 |
+23.2% |
持平 |
|
7 |
加拿大 |
2,436.1 |
2,200.4 |
+10.7% |
↑1 |
|
8 |
日本 |
2,416.2 |
2,788.2 |
-13.3% |
↓1 |
|
9 |
俄罗斯 |
2,142.0 |
1,776.0 |
+20.6% |
持平 |
|
10 |
克罗地亚 |
1,997.1 |
1,625.8 |
+22.8% |
持平 |
Conclusion: The industry's resilience is evident; the future focus should be on compliance and diversification.
The rebound in exports in October confirms the potential of the global vaping market and solidifies China's position as the "global e-cigarette manufacturing center." The United States remains the main driver of short-term growth, while emerging markets such as the Middle East and Southeast Asia are worth paying attention to.
For export-oriented enterprises, two key areas need to be focused on: first, deepening compliance to adapt to the regulations of various countries; and second, accelerating market diversification to reduce reliance on a single market. Chinese companies, leveraging their supply chain and R&D advantages, are expected to capture a larger share of the global market.
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