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市場調查報告書
商品編碼
2133495

越南的尼古丁

Nicotine in Vietnam

出版日期: | 出版商: Euromonitor International | 英文 49 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

2025年,越南尼古丁市場展現出韌性和成長勢頭,在電子菸和加熱菸草製品禁令實施後,消費者需求轉向合法菸草產品,加之執法力度加大,非法貿易競爭減少,越南尼古丁市場表現優於該地區許多競爭市場。在尼古丁市場中,紙煙仍佔據主導地位,佔據零售的大部分,並推動了整個品類的成長。 強勁的GDP成長和穩定的通貨膨脹等有利的經濟環境進一步提振了消費者支出。追求成本績效仍是市場的主要特徵。中低價位菸品牌受惠於消費者對價格實惠產品的需求不斷成長,而便利商店的擴張也提高了都市區消費者購買合法產品的便利性。雪茄、小雪茄和菸草也受益於迷你裝和小包裝的需求,為消費者提供了一個更經濟實惠的高階菸草消費管道。同時,強大的品牌忠誠度使成熟產品保持了其市場主導地位,限制了顛覆性創​​新產品的需求。越南尼古丁市場仍然高度集中,越南菸草公司(Vinataba)佔據主導地位。對生產和分銷的監管進一步鞏固了其市場地位。監管力道的加強持續重塑競爭格局,電子菸和加熱菸草製品的禁令消除了傳統菸草產品的主要競爭對手。產品創新越來越注重價格親民、包裝規格柔軟性以及零售通路的適應性,而非開發全新的產品。 同時,便利商店和小規模雜貨店透過多樣化的零售模式,提升了消費者的購買管道。展望未來,隨著菸稅的增加加重價格負擔,並加速消費者向中價位產品的轉變,預計尼古丁產品的零售將逐步下降。然而,加大對非法貿易的打擊力道預計將有利於合法銷售管道的發展,而高階雪茄有望受益於體驗式零售理念和專業分銷網路。在監管和財務壓力日益增加的情況下,競爭優勢預計將越來越依賴以價值為導向的產品系列、強大的分銷網路以及合規性。

Euromonitor International發布的《越南尼古丁市場》報告全面概​​述了越南尼古丁市場的規模和結構。報告提供2021年至2025年的最新零售銷售數據,有助於識別成長驅動型產業。此外,報告還列出了主要參與者和品牌,並對影響市場的主要因素進行了策略分析,包括新法規、分銷和定價等問題。報告也對2030年之前的市場發展趨勢進行了預測。

目標產品:紙煙、紙煙(合法和非法)、雪茄、小雪茄、吸菸用菸草製品、電子菸耗材(合法和非法)、無煙煙草、電子菸產品、加熱菸草製品。

資料範圍:市場規模(歷史資料和預測資料)、企業市場占有率、品牌佔有率和分銷資料。

購買這份報告有什麼好處?

  • 讓我們詳細了解尼古丁市場;
  • 辨識成長型產業,了解推動市場變化的因素。
  • 分析競爭格局、主要市場參與企業和主要品牌。
  • 根據五年預測,評估市場的未來成長潛力。

目錄

執行摘要

  • 2025 年的發展趨勢

關鍵數據分析

主要行業趨勢

產業表現

  • 對電子菸的禁令和加強執法正在促進尼古丁市場的成長。
  • 以價值為導向的消費行為正在推動消費者對價格實惠品牌的需求。
  • 更嚴格的監管正在加速尼古丁消費模式的轉變。

前景

  • 混合消費稅的引入預計將加速所有尼古丁產品的降級消費。
  • 儘管稅收增加,但體驗式零售預計仍將支持雪茄市場的成長。
  • 嚴格執行法律法規可望促進合法市場的發展。

競爭格局

  • Vinataba正透過監管控制和市場集中來鞏固其主導地位。

頻道

  • 雖然小規模本地雜貨店仍然佔據主導地位,但便利商店的影響力正在擴大。
  • 法律法規仍然阻礙電子商務的銷售。

產品

  • 擴大分銷網路和提高可及性是決定創新優先事項的關鍵因素。
  • 最佳化包裝尺寸和改進零售方式將提高消費者的便利性。
  • 透過規模化和提升營運能力,創新正在產生越來越大的成果。

商業環境

  • 法律法規
  • 法律法規概述
  • 最低合法吸煙年齡
  • 吸煙率
  • 焦油含量
  • 健康警告
  • 簡易包裝
  • 廣告與贊助
  • 禁止商店展示
  • 在公共場所吸煙
  • 低燃性(LIP)捲菸的監管
  • 禁止銷售調味菸草產品
  • Vapour Products
  • 生產、進口、出口

經濟情勢

消費者狀況

  • 關於國家報告的免責聲明

越南的菸草

關鍵數據分析

  • 2025 年的發展趨勢
  • 煙草概述

主要行業趨勢

產業表現

  • 監管干預正在將需求轉向合法菸草。
  • 電子菸禁令使尼古丁需求轉向了傳統香菸。
  • 打擊非法貿易正在加強合法煙草市場。

前景

  • 儘管消費群大規模穩定,但吸菸率的下降預計將對菸草銷售量產生負面影響。
  • 價格敏感型消費者預計將進一步推高對中價位品牌的需求。
  • 消費稅的提高和監管的加強預計將進一步加大合法市場的壓力。

競爭格局

  • Vinataba正利用國家支持進一步加強其控制。
  • 品牌忠誠度、強大的分銷網路和高效的營運繼續支撐著我們的市場領先地位。

頻道

  • 小規模本地雜貨店憑藉位置和周到的服務,不斷增強顧客忠誠度。
  • GS25 和 7-Eleven 正在支持現代菸草零售店的擴張。
  • 根據禁止電子商務的法律規定,紙煙不能在網路上銷售。
  • 課稅和定價
  • 稅率
  • 香煙每包平均價格細分

經濟情勢

消費者狀況

  • 關於國家報告的免責聲明

越南的雪茄、小雪茄和吸煙用菸草

關鍵數據分析

  • 2025 年的發展趨勢
  • 雪茄、小雪茄和吸煙煙草概述

產業表現

  • 經濟成長帶動了整個品類銷售量的成長。
  • 專業零售商將雪茄定位為高階生活風格產品。
  • 以價值為導向的商業模式正在擴大基本客群。

前景

  • 在強勁的經濟形勢支撐下,雪茄和小雪茄預計將推動成長。
  • 消費稅改革預計將加速對小規模、成本績效門市模式的需求。
  • 國家主導的貿易改革可望加強Vinataba作為安全隔離網閘的角色。

競爭格局

  • Vinataba 擁有進口壟斷地位,並透過這種壟斷地位鞏固主導地位。

頻道

  • 專業菸草零售商憑藉其專業知識和優質體驗,正在推動菸草分銷。
  • 儘管線下銷售管道仍然佔據主導地位,但線上銷售仍然被禁止。

經濟情勢

消費者狀況

  • 關於國家報告的免責聲明
簡介目錄
Product Code: TBVN

Nicotine in Vietnam demonstrated resilience and momentum in 2025, outperforming many regional peers as the ban on e-cigarettes and heated tobacco redirected demand towards legal tobacco products and stricter enforcement reduced competition from illicit trade. Cigarettes remained overwhelmingly dominant within nicotine, accounting for the vast majority of retail volume sales and driving overall category growth. Supportive economic conditions, including strong GDP growth and stable inflation, further reinforced consumer spending. Pursuit of value remained a defining characteristic of the market. Economy and mid-priced cigarette brands benefited from ongoing affordability pressures, while convenience store expansion improved access to legal products among urban consumers. Cigars, cigarillos and smoking tobacco also benefited from demand for mini and smaller formats, which offered a more affordable route into premium tobacco consumption. At the same time, strong brand loyalty continued to favour established products and limited demand for disruptive innovation. Vietnam’s nicotine landscape remained highly concentrated, led by Vietnam National Tobacco Corp (Vinataba), whose position was reinforced by regulatory control of production and distribution. Tightening regulation continued to reshape the competitive landscape, with the ban on e-cigarettes and heated tobacco removing a key source of competition for traditional tobacco products. Product innovation increasingly centred on affordability, pack-size flexibility and retail adaptation rather than new product development, while convenience stores and small local grocers strengthened consumer access through differing retail models. Looking ahead, nicotine retail volume is forecast to decline gradually as escalating excise taxes place increasing pressure on affordability and accelerate downtrading towards mid-priced products. Nevertheless, stronger enforcement against illicit trade is expected to support legal sales channels, while premium cigars are expected to benefit from experiential retail concepts and specialist distribution. As regulatory and fiscal pressures intensify, competitive success is expected to depend increasingly on value-focused portfolios, strong distribution networks and regulatory alignment.

Euromonitor International's Nicotine in Vietnam 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

  • E-Cigarette Ban and Stricter Enforcement Drive Nicotine Growth
  • Value-Seeking Behaviour Strengthens Demand for Affordable Brands
  • Regulatory Tightening Accelerates Shifts in Nicotine Consumption
    • CHART 2 Volume Sales 2020-2030
    • CHART 3 Volume Sales by Category 2025

What's Next?

  • Hybrid Excise Taxation Forecast to Accelerate Downtrading across Nicotine
    • CHART 4 Analyst Insight for Nicotine
  • Experiential Retail Set to Support Cigar Growth Despite Higher Taxes
  • Stronger Enforcement Expected to Support Legal Market Development
    • CHART 5 Forecast Volume Sales 2020-2030
    • CHART 6 Forecast Volume Sales by Category 2025-2030

Competitive Landscape

  • Vinataba Strengthens Dominance through Regulatory Control and Market Concentration
    • CHART 7 Company Shares 2025
    • CHART 8 Brand Shares 2025

Channels

  • Small Local Grocers Remain Dominant While Convenience Stores Expand Their Influence
  • Legal Restrictions Continue to Prevent E-Commerce Sales

Products

  • Distribution Expansion and Accessibility Shape Innovation Priorities
  • Pack-Size Adaptation and Retail Modernisation Support Consumer Accessibility
  • Innovation Increasingly Rewards Scale and Operational Capability

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
  • 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 VIETNAM

Key Data Insights

  • 2025 Developments
  • Cigarettes Summary

Key Industry Trends

    • CHART 16 Key Industry Trends for Cigarettes

Industry Performance

  • Regulatory Intervention Redirects Demand Towards Legal Cigarettes
  • E-Cigarette Prohibition Redirects Nicotine Demand Towards Traditional Cigarettes
  • Enforcement against Illicit Trade Strengthens the Legal Cigarette Market
    • CHART 17 Volume Sales 2020-2030

What's Next?

  • Declining Smoking Prevalence Is Projected to Weigh on Cigarette Volume Despite a Large Established Consumer Base
  • Price-Sensitive Consumers Are Expected to Reinforce Demand for Mid-Priced Brands
  • Rising Excise Taxes and Tighter Regulation Are Set to Increase Pressure on the Legal Market
    • CHART 18 Analyst Insight for Cigarettes
    • CHART 19 Forecast Volume Sales 2020-2030

Competitive Landscape

  • Vinataba Leverages State Support to Deepen Its Dominance
  • Brand Loyalty, Distribution Strength and Operational Efficiency Continue to Underpin Market Leadership
    • CHART 20 Company Shares 2025
    • CHART 21 Brand Shares 2025

Channels

  • Small Local Grocers Continue to Reinforce Loyalty through Proximity and Personal Service
  • Gs25 and 7-Eleven Support the Expansion of Modern Cigarette Retail
  • Legal Restrictions Keep Cigarettes Offline as E-Commerce Remains Banned
    • CHART 22 Retail Channels 2020-2025
  • Taxation and Pricing
  • Taxation Rates
    • CHART 23 Cigarette Price Band Definitions
  • Average Cigarette Pack Price Breakdown

Economic Context

    • CHART 24 Economic Context for Cigarettes
    • CHART 25 Real Gdp Growth 2020-2030
    • CHART 26 Inflation 2020-2030

Consumer Context

    • CHART 27 Consumer Context for Cigarettes
    • CHART 28 Population 2020-2030
    • CHART 29 Population by Generation 2025
  • Country Reports Disclaimer

CIGARS, CIGARILLOS AND SMOKING TOBACCO IN VIETNAM

Key Data Insights

  • 2025 Developments
  • Cigars, Cigarillos and Smoking Tobacco Summary

Industry Performance

  • Economic Growth Supports Volume Gains across the Category
  • Specialist Retailers Elevate Cigars as Premium Lifestyle Products
  • Value-Focused Formats Broaden the Consumer Base
    • CHART 30 Volume Sales 2020-2030
    • CHART 31 Volume Sales by Category 2025

What's Next?

  • Cigars and Cigarillos Forecast to Lead Growth as Strong Economic Conditions Support Demand
  • Excise Tax Reform Is Expected to Accelerate Demand for Smaller and Value-Focused Formats
  • State Trading Reforms Set to Strengthen Vinataba'S Gatekeeper Role
    • CHART 32 Forecast Volume Sales 2020-2030
    • CHART 33 Forecast Volume Sales by Category 2025-2030

Competitive Landscape

  • Vinataba Monopolises Imports and Strengthens Leadership through Exclusive Rights
    • CHART 34 Company Shares 2025
    • CHART 35 Brand Shares 2025

Channels

  • Specialist Tobacco Retailers Lead Distribution through Expertise and Premium Experiences
  • Online Sales Remain Prohibited as Offline Channels Retain Dominance

Economic Context

    • CHART 36 Economic Context for Cigars, Cigarillos and Smoking Tobacco
    • CHART 37 Real Gdp Growth 2020-2030
    • CHART 38 Inflation 2020-2030

Consumer Context

    • CHART 39 Consumer Context for Cigars, Cigarillos and Smoking Tobacco
    • CHART 40 Population 2020-2030
    • CHART 41 Population by Generation 2025
  • Country Reports Disclaimer