全球烟草市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

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MARKETSTobaccoindustryCHAPTER

01GlobaloverviewTobaccoproductionworldwidefrom1990to2022(in1,000metrictons)*Globaltobaccoproduction1990-20228,0007,0006,0005,0004,0003,0002,0001,00001990

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20223Description:Thisstatisticshowsglobaltobaccoproductionfrom1990to2022.In2022,totaltobaccoproductioncametoapproximately5.78millionmetrictons.Chinawasthebiggesttobaccoproducerworldwideinthatyear.

ReadmoreNote(s):Worldwide;1990to2022;DataaccessedonFebruary2,2024;*Unmanufacturedtobacco.Aggregate,mayincludeofficial,semi-officialorestimateddata.Figureshavebeenroundedtoprovideabetterunderstandingofthestatistic.The[...]

ReadmoreSource(s):FAOAreaofharvestedtobaccoworldwidefrom1980to2022(inhectares)*Areaofharvestedtobaccoworldwide1980-20225,000,0004,500,0004,000,0003,500,0003,000,0002,500,0002,000,0001,500,0001,000,000500,00001980

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20224Description:Thisstatisticshowsthetotalareawheretobaccowasharvestedworldwidefrom1980to2022.In2019,thetotalareaofharvestedtobaccoamountedtosome3.34millionhectares.Thatfiguredecreasedtoaround3.14millionhectaresin2022.

ReadmoreNote(s):Worldwide;1980to2022;DataaccessedonFebruary6,2024;*Aggregate,mayincludeofficial,semi-officialorestimateddata.Figureshavebeenroundedtoprovideabetterunderstandingofthestatistic.Theoriginalsourcedoesnotgive[...]

ReadmoreSource(s):FAOLeadingtobaccoproducingcountriesworldwidein2022(in1,000metrictons)*Tobaccoproductionworldwide2022,bycountryProductioninthousandmetrictons1,00005001,5002,0002,500China,mainlandIndia2,188.1772.15667.29BrazilIndonesiaUnitedStatesZimbabwePakistan225.58202.92166.92133.56103.81MalawiArgentinaMozambique95.6495.525Description:Thisstatisticshowstheworldwidetobaccoproductionin2022,bycountry.Inthatyear,Chinawasthebiggesttobaccoproducerworldwidewithanamountofsome2.19millionmetrictonsoftobaccoproduced.

ReadmoreNote(s):Worldwide;2022;DataaccessedonFebruary2,2024;*Unmanufacturedtobacco.**FAOdatabasedonimputationmethodology.Numbershavebeenroundedtoprovideabetterunderstandingofthestatistic.Theoriginalsourcedoes[...]

ReadmoreSource(s):FAOExportvalueofunmanufacturedtobaccoworldwidein2022,byleadingcountry(inmillionU.S.dollars)Tobaccoexportvaluebyleadingcountryworldwidein2022ExportvalueinmillionU.S.dollars1,00005001,5002,0002,500BrazilZimbabweUnitedStatesIndia2,295.54926.08863.88815.93China560.74GermanyItaly366.37343.1268.49ArgentinaTurkey261.11241.3Belgium6Description:In2022,theleadingcountryofunmanufacturedtobaccobyexportvaluewasBrazil.Thatyear,Brazilgeneratedapproximately2.3billionU.S.dollarsinunmanufacturedtobaccotradesales.Zimbabwe,whichplacedsecondinunmanufacturedtobaccosalesthatyear,generatedapproximatelyhalfoftheexportsalesofBrazil.ReadmoreNote(s):Worldwide;2022Source(s):UNComtradeExportvolumeofunmanufacturedtobaccoworldwidein2022,byleadingcountry(inmillionkilograms)Tobaccoexportvolumebyleadingcountryworldwidein2022Exportvolumeinmillionkilograms0100200300400500600BrazilIndia553260China221ZimbabweUnitedStatesArgentina1881057271ItalyGermany615649TurkeyUnitedRep.ofTanzania7Description:In2022,Brazilwastheleadingexporterofunmanufacturedtobaccobyexportvolume.Approximately553millionkilogramsofunmanufacturedtobaccowasexportedthatyearfromBrazil.Incomparison,Chinawasthethirdlargerexporterbyvolumethatyear,andexportedapproximately221millionkilogramsofmanufacturedtobacco.ReadmoreNote(s):Worldwide;2022Source(s):UNComtradeLeadingtobaccocompaniesworldwidein2022,basedonnetsales(inbillionU.S.dollars)Globaltobaccomarket:leadingcompanies2022,basedonnetsalesNetsalesinbillionU.S.dollars15

20051025303540BritishAmericanTobaccoPhilipMorrisInternationalImperialBrandsAltriaGroup34.0631.8121.5720.63JapanTobacco20.23ITC8.888Description:Withjustover31.80billionU.S.dollarsinsales,PhilipMorrisInternationalwasthesecondleaderamongtobaccocompaniesaroundtheworldin2022.Thecompany,head-quarteredinNewYork,sellsitsproductsinover180countries.Itsmostrecognizablebrand,launchedin1904,isMarlboro.ThecompanywasonlysecondtoBritishAmericanTobacco,makersofCamel,LuckyStrike,andNewportcigarettes.ImperialTobacco,makersofKool,andWinstoncigarettes,cameinthird.

ReadmoreNote(s):Worldwide;2022Source(s):ForbesMostvaluabletobaccobrandsworldwidein2023(inmillionU.S.dollars)Rankingofthemostvaluabletobaccobrandsworldwide2023BrandvalueinmillionU.S.dollars05,00010,00015,00020,00025,00030,00035,00034,74140,000MarlboroPallMallL&M6,5376,349CopenhagenCAMEL3,5543,5503,5493,2503,1173,1113,092WinstonIqosChesterfieldRothmansSampoerna9Description:In2023,Marlborowasbyfarthemostvaluabletobaccobrandintheworld,withabrandvalueofmorethan34.7billionU.S.dollars.L&M,whichrankedthird,hadabrandvalueofjustover6.3billionU.S.dollarsthatyear.

ReadmoreNote(s):Worldwide;2023Source(s):BrandFinanceCHAPTER

02ChinaTobaccoacreageinChinabetween2012and2022(inmillionhectares)TobaccoacreageinChina2012-20221.81.551.541.61.41.21.00.80.60.40.20.01.41.251.211.131.061.041.031.011.012012201320142015201620172018201920202021202211Description:ThestatisticshowstheextentoftobaccoacreageinChinabetween2012and2022.In2022,theextentoftobaccoacreageinChinaamountedtoaround1.04millionhectaresReadmoreNote(s):China;2012to2022Source(s):NationalBureauofStatisticsofChinaTobaccoproductioninChinafrom2012to2022(inmillionmetrictons)TobaccoproductioninChina2012-20223.53.253.223.02.52.01.51.00.50.02.852.682.572.392.242.192.152.132.132012201320142015201620172018201920202021202212Description:In2022,China'stobaccoproductionamountedtoapproximately2.19millionmetrictons,indicatingagradualdecreasefrom3.22millionmetrictonsin2013.YunnanwastheregionwiththelargesttobaccoplantationacreageinChina.ReadmoreNote(s):China;2012to2022Source(s):NationalBureauofStatisticsofChinaTobaccoproductioninChinain2022,byregion(in1,000metrictons)TobaccoproductioninChina2022,byregionProductioninthousandmetrictons01002003004005006007008009001,000YunnanGuizhouHenanHunanSichuan862.48226.3199.56196.62160.93Fujian121.24Hubei81.02ChongqingShaanxiShandongGuangdongJiangxi55.2454.4249.0937.1427.1426.01Heilongjiang13Description:ThestatisticshowstobaccoproductioninChinain2022,byregion.In2022,around226thousandtonsoftobaccowereproducedinGuizhouprovince.ReadmoreNote(s):China;2022Source(s):NationalBureauofStatisticsofChinaExportvalueoftobaccoandtobaccosubstitutesinChinafrom2015to2022(inbillionU.S.dollars)ValueoftobaccoexportsfromChina2015-202287654327.541.351.381.331.411.420.78100.712015201620172018201920202021202214Description:In2022,Chinaexportedapproximately7.5billionU.S.dollarsworthoftobaccoandtobaccosubstituteproducts,representingadrasticalgrowthcomparedtotheyearprior.Thatyear,theimportvalueoftobaccoproductstoChinaamountedtoabout1.69billionU.S.dollars.ReadmoreNote(s):China;2015to2022Source(s):ChinaCustoms;UNComtradeImportvalueoftobaccoandtobaccosubstitutesinChinafrom2015to2022(inbillionU.S.dollars)ValueoftobaccoimportsinChina2015-20222.01.91.861.761.761.731.81.61.41.21.00.80.60.40.20.01.691.461.172015201620172018201920202021202215Description:In2022,Chinaimportedapproximately1.69billionU.S.dollarsworthoftobaccoandtobaccoproducts.Incomparison,tobaccoexportsfromChinaamountedtoaround7.5billionU.Sdollarsthatyear.

ReadmoreNote(s):China;2015to2022Source(s):ChinaCustoms;UNComtradeCHAPTER

03IndiaAreaofharvestedtobaccoinIndiafrom2010to2022(in1,000hectares)AreaofharvestedtobaccoIndia2010-20226005004003002001000201020112012201320142015201620172018201920202021202217Description:In2022,thetotalareaofharvestedtobaccoinIndiaamountedtoabout425thousandhectares.Thiswasadecreaseascomparedtothepreviousyear.TheSouthAsiancountrywasthesecond-largestproduceroftobaccointheworldduringthemeasuredtimeperiod.ReadmoreNote(s):India;2010to2022Source(s):FAOProductionofunmanufacturedtobaccoacrossIndiafrom2010to2022(in1,000metrictons)Indiatobaccoproduction2010-20229008007006005004003002001000201020112012201320142015201620172018201920202021202218Description:In2022,thetotalunmanufacturedtobaccoproductioninIndiacametoapproximately772thousandmetrictons.Thisisanincreasefromthepreviousyearwherethetotalunmanufacturedtobaccoproductionwas757.5thousandmetrictons.

ReadmoreNote(s):India;2010to2022Source(s):FAOWholesalePriceIndexoftobaccoproductsacrossIndiafromfinancialyear2013to2023WholesalePriceIndexoftobaccoproductsinIndiaFY2012-2023170160150165.3160.2157.2153.4150.4148.4141.6140133130123.3120114.4108.4110100FY2013FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202319Description:Duringfiscalyear2023,theWholesalePriceIndexoftobaccoproductsacrossIndiawasover165.ThismeantthattheWPIhadincreasedbyover65percentcomparedtothebaseyearoffiscalyear2012.TherewasaconsistentincreaseintheWPIoftobaccoproductsduringthemeasuredtimeperiod.ReadmoreNote(s):India;FY2013toFY2023;BaseyearFY2012=100.Source(s):DepartmentforPromotionofIndustryandInternalTrade(India)ValueoftobaccoexportedfromIndiafromfinancialyear2011to2023(inbillionIndianrupees)TobaccoexportvaluefromIndiaFY2011-20231201008097.468.5968.8264.564.264.0964.9761.3460.258.696050.339.8540.0640200FY2011FY2012FY2013FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023*20Description:Infiscalyear2023,tobaccoexportsfromIndiaamountedtoover97billionIndianrupees,asignificantincreasefrompreviousyear.Tobaccowasanimportantcashorprofitcropforthecountry,mainlyproducedinthesouthernstatesofAndhraPradeshandKarnataka.ReadmoreNote(s):India;FY2011toFY2023;*ProvisionaldataIndia'sfinancialyearstartsinAprilandendsinMarch.Forexample,FY2019startedinApril2018andendedinMarch2019.

OneIndianrupeeisequalto0.012U.S.dollarsand0.011euros(asof[...]

ReadmoreSource(s):DGCI&S;ReserveBankofIndiaExportvalueoftobaccofromIndiafromfinancialyear2015to2023,bytype(inmillionU.S.dollars)ValueoftobaccoexportsfromIndiaFY2015-2023,bytypeUnmanufacturedtobaccoManufacturedtobacco9008007006005004003002001000822.23680.01665.33634.38593.88570.22570530.38410.95517.54391.15374.77359.17353340.37324.31316.88278.61FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202321Description:TheexportvalueofmanufacturedtobaccofromIndiaamountedtomorethan391millionU.S.dollarsinthefiscalyearof2023.Moreover,therewasover822milliondollarsofunmanufacturedtobaccoexportedfromthecountry.

ReadmoreNote(s):India;FY2015toFY2023Source(s):DepartmentofCommerce(India);DGCI&SCHAPTER

04BrazilTobaccoharvestedareainBrazilfrom2010to2022(in1,000hectares)Brazil:tobaccoharvestedarea2010-2022500454.5449.6345040035030025020015010050415.84410.23405.25405.88398.42375.62361.83356.48353.65349.38325.160201020112012201320142015201620172018201920202021202223Description:TheharvestedareaoftobaccoinBrazilexperiencedanoveralldownwardtrendthroughoutthepastdecade.In2022,productionamountedto325.2thousandhectares,adecreaseofmorethan28percentincomparisontothepeakyear,2011.Thetobaccoproductionvaluein2022,whichamountedto8.5billionBrazilianreals,ontheotherhand,experiencedagrowthofover25percentcomparedtothepreviousyear

ReadmoreNote(s):Brazil;2010to2022Source(s):BrazilianInstituteofGeographyandStatisticsProductionoftobaccoinBrazilfrom2010to2022(inbillionBrazilianreals)Brazil:tobaccoproductionvalue2010-202298765432108.546.856.86.716.516.056.055.885.725.634.84.64.51201020112012201320142015201620172018201920202021202224Description:In2022,theproductionoftobaccoinBrazilreachedthevalueof8.5billionBrazilianreals.Incomparisontothepreviousyear,whentherevenueamountedto6.1billion,thisrepresentedanincreaseofover25percent,andthehighestvaluerecordedduringthereportedperiod.TobaccoaccountedforjustunderonepercentoftheagriculturalproductionvalueinBrazilthatyear.ReadmoreNote(s):Brazil;2010to2022;tobaccoleavesproductionSource(s):BrazilianInstituteofGeographyandStatisticsProductionoftobaccoinBrazilfrom2010to2022(in1,000metrictons)Brazil:tobaccoproductionvolume2010-20221,0009008007006005004003002001000951.93880.88862.4867.36850.67810.55787.62769.8762.27744.16702.2675.55667.29201020112012201320142015201620172018201920202021202225Description:Brazilgenerallyproducesmorethan700thousandtonsoftobaccoeveryyear.In2022,however,productionamountedto667.3thousandmetrictons,adecreaseofmorethan10percentincomparisontothepreviousyear.Whencomparedto2017,thisrepresentsadecreaseofaround24.2percent.Inthepastdecade,onlyin2016didtobaccoproductionfallbelow700thousandtons.TheareadevotedtotobaccoharvestinginBrazilexperiencedamostlydownwardtrendinthesameperiod.

ReadmoreNote(s):Brazil;2010to2022;tobaccoleavesproductionSource(s):BrazilianInstituteofGeographyandStatisticsTobaccoexportsfromBrazilfrom2010to2023(inbillionU.S.dollars)Brazil:tobaccoexportvalue2010-20233.5333.02.52.01.51.00.50.02.72.62.42.32.221.971.961.921.811.431.282010201120122013201420152016201720182019202020212022202326Description:ExportsofprocessedtobaccoleavesfromBrazilamountedto2.4billionU.S.dollarsin2023,anincreaseofaroundninepercentwhencomparedtothepreviousyear.TobaccoexportsfromtheSouthAmericancountryhavebeenonanoveralldownwardtrendbetween2013and2021,increasingonceagainsince2022.ProcessedtobaccoleavesrepresentedthelargestshareofBraziliantobaccoexportsthatyear.

ReadmoreNote(s):Brazil;2010to2023;exportsofprocessedtobaccoleavesSource(s):MinistériodaEconomia(Brazil)ExportsoftobaccofromBrazilin2023,bytype(inmillionU.S.dollars)Brazil:tobaccoexportvalue2023,bytype3,0002,443.922,5002,0001,5001,000500185.763.4136.450ProcessedtobaccoleavesCigars,cigarettes,andothertobaccoproductsTobaccoresidues*Rawtobacco27Description:ExportsoftobaccoanditsproductsfromBrazilamountedtoapproximately2.7billionU.S.dollarsin2023.ProcessedtobaccoleavesarethemainproductexportedbytheSouthAmericancountry,addinguptomorethan2.4billiondollarsthatyear,oraround90percentofthesector'sexportvalue.ReadmoreNote(s):Brazil;2023;*Referstoleavestemsthatarenotusedinthemanufactureofcigarettes.Thesourcedoesnotspecifythepublicationdate.Thereleasedateisthedateofaccess.

ReadmoreSource(s):MinistériodaEconomia(Brazil)ImportsofrawtobaccoinBrazilin2023,bycountryoforigin(inmillionU.S.dollars)Brazil:rawtobaccoimports2023,bycountryoforigin87.0576.2865432101.340.90.14ArgentinaTurkeyNorthMacedoniaGreeceIndonesia28Description:In2023,ArgentinawastheleadingcountryoforiginforrawtobaccoimportsinBrazil,representingaround45percentofthe15.8millionU.S.dollarsimportedintheSouthAmericancountry.Turkeyrankedsecond,withavalueofcloseto6.3milliondollars.Meanwhile,exportsofrawtobaccofromBrazilstoodatalmost36.5milliondollarsthatyear.ReadmoreNote(s):Brazil;2023;importsofunprocessedtobaccoSource(s):MinistériodaEconomia(Brazil)CHAPTER

05UnitedStatesTobaccoproductionintheUnitedStatesfrom2001to2023(in1,000pounds)TobaccoproductionintheU.S.2001-20231,200,0001,000,000800,000600,000400,000200,00002001

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202330Description:In2023,justabout432.45millionpoundsoftobaccowereproducedintheUnitedStates.MainlandChinawasthelargesttobaccoproducerworldwidein2021.ReadmoreNote(s):UnitedStates;2001to2023Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureTobaccoproductionvalueintheU.S.from2000to2022(in1,000U.S.dollars)Tobaccoproductionvalue2000-20222,500,0002,000,0001,500,0001,000,000500,00002000

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202231Description:ThisstatisticshowstheproductionvalueoftobaccointheUnitedStatesfrom2000to2022.Accordingtothereport,U.S.tobaccoproductionwasvaluedatjustoveronebillionU.S.dollarsin2022.

ReadmoreNote(s):UnitedStates;2000to2022Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureAreaoftobaccoharvestedintheU.S.from2001to2023(inacres)AreaoftobaccoharvestedintheU.S.2001-2023500,000450,000400,000350,000300,000250,000200,000150,000100,00050,00002001

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202332Description:About188thousandacresoftobaccowereharvestedintheUnitedStatesin2023.Since2001,therehasbeenanoticeabledeclineinharvestedtobacco,atabout432.5thousandacresthatyear,downover200thousandacresover20years.

ReadmoreNote(s):UnitedStates;2001to2023Source(s):NationalAgriculturalStatisticsService;USDepartmentofAgricultureLeadingtobaccoproducingU.S.statesfrom2021to2023(in1,000pounds)MajorU.S.statesintobaccoproduction2021-2023Productioninthousandpounds2023

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2021150,000050,000100,000200,000250,000300,000NorthCarolinaKentuckyVirginiaTennesseeGeorgiaSouthCarolinaPennsylvania33Description:InNorthCarolina,some260millionpoundsoftobaccowereproducedin2023.Chinawa