중국의 니코틴 시장

Nicotine in China demonstrated resilience in value creation in 2025, supported by robust consumer spending of CNY1,020.7 billion and real GDP growth at 5%, despite stable retail volume and a contracting base of younger consumers of legal smoking age. Cigarettes maintain their dominance through habitual consumption and premiumisation, with brands leveraging ultra-low tar technologies, innovative formats and cultural storytelling to retain affluent and health-conscious users. Regulatory tightening...

Euromonitor International's Nicotine in China report offers a comprehensive guide to the size and shape of the market at a national level. It provides the latest retail sales data 2021-2025, allowing you to identify the sectors driving growth. It identifies the leading companies, the leading brands and offers strategic analysis of key factors influencing the market - be the new legislative, distribution or pricing issues. Forecasts to 2030 illustrate how the market is set to change.

Product coverage: Cigarettes, Cigarettes (Illicit+Legal), Cigars, Cigarillos and Smoking Tobacco, E-Vapour Consumables (Illicit+Legal), Smokeless Tobacco, E-Vapour Products and Heated Tobacco.

Data coverage: market sizes (historic and forecasts), company shares, brand shares and distribution data.

Why buy this report?

• Get a detailed picture of the Nicotine market;
• Pinpoint growth sectors and identify factors driving change;
• Understand the competitive environment, the market's major players and leading brands;
• Use five-year forecasts to assess how the market is predicted to develop.

Euromonitor International has over 50 years' experience of publishing market research reports, business reference books and online information systems. With offices in London, Chicago, Singapore, Shanghai, Vilnius, Dubai, Cape Town, Santiago, Sydney, Tokyo, Bengaluru, Sao Paulo, Seoul, Hong Kong, Dusseldorf and Mexico City and a network of analysts in 100 countries, Euromonitor International has a unique capability and an understanding of diverse markets to develop reliable information resources to help drive informed strategic planning. To learn more about how our research solutions can support you, contact your local Euromonitor International office.

TABLE OF CONTENTS

List Of Contents And Tables

Executive Summary

2025 Developments

Key Data Insights

Key Industry Trends

CHART 1 Key Industry Trends for Nicotine

Industry Performance

Decreasing Smoking Prevalence Challenges Nicotine Growth

Regulatory Tightening Leads to Increase in Premiumisation Strategies

Cultural Storytelling and Technological Innovation Intensify Amid Regulatory Challenges

CHART 2 Volume Sales 2020-2030

CHART 3 Volume Sales by Category 2025

What'S Next?

Relx to Consolidate E-Vapour Products as Regulatory Controls Reshape Innovation

CHART 4 Analyst Insight for Nicotine

Wang Guan Cigar Festival and Channel Reforms to Expand Cigar Appeal

CHART 5 Forecast Volume Sales 2020-2030

CHART 6 Forecast Volume Sales by Category 2025-2030

Competitive Landscape

Provincial Leaders Intensify Consolidation as Regulatory Pressure Rises

CHART 7 Company Shares 2025

CHART 8 Brand Shares 2025

Channels

Tobacco Specialists Strengthen Position as Compliance Drives Channel Consolidation

Products

Consumer Demand and Compliance Reshape Innovation

Landmark Launches Define the New Premium Standard

Innovation Delivers Pricing Power and Structural Consolidation

Operating Environment

Legislation

Legislative Overview

CHART 9 Legislation Summary at a Glance

Minimum Legal Smoking Age

Smoking Prevalence

Tar Levels

Health Warnings

Plain Packaging

Advertising and Sponsorship

Point-Of-Sale Display Bans

Smoking in Public Places

Low Ignition Propensity (Lip) Cigarette Regulation

Flavoured Tobacco Product Ban

Reduced Harm

Vapour Products

Production/Imports/Exports

Economic Context

CHART 10 Economic Context for Nicotine

CHART 11 Real Gdp Growth 2020-2030

CHART 12 Inflation 2020-2030

Consumer Context

CHART 13 Consumer Context for Nicotine

CHART 14 Population 2020-2030

CHART 15 Population by Generation 2025

Country Reports Disclaimer

CIGARETTES IN CHINA

• Key Data Insights
• 2025 Developments
• Cigarettes Summary
• Key Industry Trends
• CHART 16 Key Industry Trends for Cigarettes
• Industry Performance
• Declining Smoking Rates Pose Challenge to Cigarette Growth
• Furongwang Leverages Capsule Cooling and Design to Retain Youth
• CHART 17 Volume Sales 2020-2030
• What'S Next?
• Chunghwa and Huanghelou to Strengthen Loyalty through Cultural Value and Scarcity
• CHART 18 Analyst Insight for Cigarettes
• Companies to Pivot to Harm-Reduction and Sensory Innovation under Tightening Regulation
• CHART 19 Forecast Volume Sales 2020-2030

Competitive Landscape

• Cntc Leverages Monopoly and Innovation to Reinforce Brand Loyalty
• CHART 20 Company Shares 2025
• CHART 21 Brand Shares 2025
• Channels
• Small Local Grocers Sustain Reach as Convenience Stores Capture Youth Demand
• CHART 22 Retail Channels 2020-2025
• Products
• Health Consciousness and Next-Generation Aesthetics Drive Cigarette Product Strategy
• Shanghai Tobacco Group and Hunan Tobacco Drive Premiumisation with Targeted Launches
• Yunyan, Yuxi and Liqun Reinforce Brand Equity through Format and Flavour Diversification
• Taxation and Pricing
• Taxation Rates
• Average Cigarette Pack Price Breakdown
• Economic Context
• CHART 23 Economic Context for Cigarettes
• CHART 24 Real Gdp Growth 2020-2030
• CHART 25 Inflation 2020-2030
• Consumer Context
• CHART 26 Consumer Context for Cigarettes
• CHART 27 Population 2020-2030
• CHART 28 Population by Generation 2025
• Country Reports Disclaimer

CIGARS, CIGARILLOS AND SMOKING TOBACCO IN CHINA

• Key Data Insights
• 2025 Developments
• Cigars, Cigarillos and Smoking Tobacco Summary
• Industry Performance
• Economic Context Sustains Steady Category Growth
• Cigars and Cigarellos Lead Growth and Sales by Appealing to New Demographics
• CHART 29 Volume Sales 2020-2030
• CHART 30 Volume Sales by Category 2025
• What'S Next?
• Mobile Cigar Lounges and Experiential Formats to Ignite Demand in Lower-Tier Cities
• Specialist Tobacco Retailers to Embrace Professionalisation and Capture Premium Trade
• Dual Innovation Strategies Set to Broaden Appeal and Foster Collectable Value
• CHART 31 Chart_30072026065323215.Pdf
• CHART 32 Forecast Volume Sales by Category 2025-2030

Competitive Landscape

• China Tobacco Sichuan Industry Corp Leverages Scarcity-Driven Innovation
• Scenario-Based Launches Unlock Premium Demand
• CHART 33 Company Shares 2025
• CHART 34 Brand Shares 2025
• Channels
• Tobacco Specialists Secure Premium Sales through Expertise
• Economic Context
• CHART 35 Economic Context for Cigars, Cigarillos and Smoking Tobacco
• CHART 36 Real Gdp Growth 2020-2030
• CHART 37 Inflation 2020-2030
• Consumer Context
• CHART 38 Consumer Context for Cigars, Cigarillos and Smoking Tobacco
• CHART 39 Population 2020-2030
• CHART 40 Population by Generation 2025
• Country Reports Disclaimer

SMOKELESS TOBACCO, E-VAPOUR PRODUCTS AND HEATED TOBACCO IN CHINA

• Key Data Insights
• 2025 Developments
• Smokeless Tobacco, E-Vapour Products and Heated Tobacco Summary
• Industry Performance
• Regulation and Enforcement Pressures Drive Steady Decline
• Relx Introduces Accessible Entry-Level Devices to Lower Trial Barriers for Compliant Products
• Relx's Tobacco Flavour Layering Drives Legal Channel Differentiation
• CHART 41 Volume Sales 2020-2030
• CHART 42 Volume Sales by Category 2025
• What'S Next?
• Leading Brands to Intensify Compliance and Consolidate Legal Sales
• Hardware and Sensory Innovation Set to Drive Value Extraction From Existing Users
• Illicit Sales to Persist but Enforcement Gradually Narrows Their Reach
• CHART 43 Forecast Volume Sales 2020-2030
• CHART 44 Forecast Volume Sales by Category 2025-2030

Competitive Landscape

• Rlx Strengthens Dominance through Compliance-Driven Consolidation and Modular Innovation
• CHART 45 Company Shares 2025
• CHART 46 Brand Shares 2025
• Channels
• Relx Advances Experiential Stores as Illicit Channels Undermine Independents
• Economic Context
• CHART 47 Economic Context for Smokeless Tobacco, E-Vapour Products and Heated Tobacco
• CHART 48 Real Gdp Growth 2020-2030
• CHART 49 Inflation 2020-2030
• Consumer Context
• CHART 50 Consumer Context for Smokeless Tobacco, E-Vapour Products and Heated Tobacco
• CHART 51 Population 2020-2030
• CHART 52 Population by Generation 2025
• Country Reports Disclaimer