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2FIRSTS Data Insight｜China’s Vape Exports to the U.S. Hit a Record $590 Million: A Peak Driven by Enforcement Cycles, Not Real Demand
2FIRSTS Data Insight｜China’s Vape Exports to the U.S. Hit a Record $590 Million: A Peak Driven by Enforcement Cycles, Not Real Demand
China’s vape exports to the U.S. surged to a record $590 million in October 2025—nearly double the usual monthly level and pushing the U.S. share above 50% of China’s global shipments.But the spike was not driven by demand. Instead, it reflected a temporary release created by tightened U.S. enforcement, a collapsed logistics pathway, and a bullwhip-style surge in replenishment.The peak signals more volatility ahead, not recovery.
Special Report
Nov.24
China’s E-Cigarette Exports Rise to USD 1.098 Billion in October 2025, Up 23.7% Year-on-Year as U.S. Demand Surges
China’s E-Cigarette Exports Rise to USD 1.098 Billion in October 2025, Up 23.7% Year-on-Year as U.S. Demand Surges
China’s e-cigarette exports reached USD 1.098 billion in October 2025, rising 24.8% month-on-month and 23.7% year-on-year, according to the latest data released by the General Administration of Customs of China. Export concentration increased to 83.11%, with the U.S. market contributing the largest share of monthly growth.
Nov.21
South Korea’s Tobacco Law Amendment to Include Synthetic Nicotine, Projected to Add Up to $340 Million in Local Tax Revenue
South Korea’s Tobacco Law Amendment to Include Synthetic Nicotine, Projected to Add Up to $340 Million in Local Tax Revenue
Following the National Assembly’s approval of amendments to the Tobacco Business Act on September 22, redefining tobacco to include synthetic nicotine, the Korea Institute of Local Finance (KILF) estimates that local governments could gain between $37 million and $340 million in additional tax revenue in 2025 from tobacco consumption and local education taxes.
Nov.19
69% of Russians Support Full Ban on E-Cigarette Sales, SuperJob Survey Shows
69% of Russians Support Full Ban on E-Cigarette Sales, SuperJob Survey Shows
According to Gazeta.Ru, a SuperJob poll found that 69% of Russians support President Vladimir Putin’s decision to fully ban vape sales in Russia. Only 7% oppose the ban, while 15% said they are indifferent and 9% were undecided.
Nov.10
84% of Britons Back Regulation of Nicotine Pouches, Survey Finds
84% of Britons Back Regulation of Nicotine Pouches, Survey Finds
A Northerner survey finds 84% of Britons support regulating nicotine pouches and 82% back a licensing scheme for vape sales, aligning with the Tobacco and Vapes Bill to improve consumer safety and youth protection.
Nov.06
Number of Vapers in Britain Surpasses Smokers for the First Time, Government Tightens Nicotine Regulations
Number of Vapers in Britain Surpasses Smokers for the First Time, Government Tightens Nicotine Regulations
For the first time, more people in Britain now vape than smoke. According to the Office for National Statistics (ONS), 10% of adults (5.4 million) regularly use e-cigarettes compared with 9.1% (4.9 million) who smoke cigarettes. The government credits vaping for the decline in smoking but plans tougher rules through the Tobacco and Vapes Bill, including a generational smoking ban and restrictions on nicotine pouch flavours, packaging, and sales.
Nov.05
62.5% of Vapers Still Use Disposables; 82% for Ages 25–34, Survey Finds
62.5% of Vapers Still Use Disposables; 82% for Ages 25–34, Survey Finds
Vape retailer Haypp reports that 62.5% of vapers still use disposable vapes, rising to 82% among those aged 25–34. 35% of disposable users say they are still buying disposables. Black-market purchases reportedly come mainly from local smaller shops (55%) and specialist vape stores (37%), as well as supermarkets, online retailers and car boot sales. 78.5% of respondents are using pre-ban stock, posing safety risks from aging lithium-ion batteries; 14% plan to continue buying disposables,.
Oct.23
China’s E-Cigarette Exports Reached USD 879 Million in September 2025, Down 6.08% MoM— U.S. Remains Top Market, Russia Falls Sharply
China’s E-Cigarette Exports Reached USD 879 Million in September 2025, Down 6.08% MoM— U.S. Remains Top Market, Russia Falls Sharply
In September 2025, China’s total e-cigarette exports reached USD 879 million, representing a 6.08% decline month-on-month but a 3.41% increase year-on-year.
Oct.20
Euromonitor: RRP Market Reaches $74 Billion, Accounting for 12.7% of Global Nicotine Industry as Five Key Trends Drive Transformation
Euromonitor: RRP Market Reaches $74 Billion, Accounting for 12.7% of Global Nicotine Industry as Five Key Trends Drive Transformation
In 2025, global tobacco leaf production surged, but prices stagnated as climate change intensified farming risks. 2Firsts reports from the ITGA meeting, revealing structural challenges and transition pressures in the industry.
Sep.29
China's e-cigarette exports reach $936 million in August 2025, up 5.27% from July
China's e-cigarette exports reach $936 million in August 2025, up 5.27% from July
China's e-cigarette export trade increased by 5.27% in August 2025, reaching $936 million, driven by strong performance in the US.
Sep.25
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