全球烟草行业市场前景及投资研究报告-培训课件外文版2024.5

INDUSTRIES

&

MARKETSSmoking

Tobacco:

market

data&

analysisMarket

Insights

reportOctober

2023Table

of

ContentsOverviewAppendixSummary567ProductOverviewAuthor2728MarketDefinitionKey

TakeawaysMarket

NumbersRevenue9121518212425Average

Revenue

per

CapitaAverage

Volume

per

CapitaVolumePrice

per

UnitOnline

Revenue

ShareMobile/Desktop

Split2MARKET

INSIGHTSThis

report

is

part

ofour

Market

Insights

productGain

a

better

understanding

ofmarkets

across

190+

geographical

entities

–

ona

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1,000+

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management10190+geographicalentities1,000+400+Find

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on:https://www.sectorsmarketsreportsGo

toMarketInsightscom/outlook/3CHAPTER

1OverviewSmoking

tobacco

is

popular

in

countries

where

differences

in

taxation

induceconsumers

to

substitute

ready-m

ad

e

cigarettes

with

roll-your-own

cigarettesOverview:

SummarySummarySmoking

tobacco

(including

pipe

tobacco

but

excluding

smokeless

tobacco)

ismostly

popular

in

countries

where

differences

in

taxation

induce

consumers

tosubstitute

ready-made

cigarettes

with

roll-your-own

cigarettes.The

Scandinavian

Tobacco

Group

is

one

of

the

leading

players

in

this

segment.

Itsportfolio

includes

fine-cut

tobacco

brands

such

as

Bugler,

Break,

Escort,

Bali

Shag,and

Tiedemanns

as

well

as

pipe

tobacco

brands

such

as

CaptainBlack,

Erinmore,and

Borkum

Riff.This

trend

can

mainly

be

observed

in

parts

of

Europe

and

North

America.

InGermany,

for

instance,

roll-your-own

tobacco

(fine-cut

tobacco)

is

the

second-most-popular

tobacco

product,

behind

cigarettes,

with

17%

of

the

populationusing

it,

according

to

the2022.Global

Consumer

Survey

conducted

in

earlySimilarly,

in

the

UK,

14%

of

respondents

stated

that

they

consumed

fine-cuttobacco.The

trend

is

not

so

common

in

some

of

the

countries

in

the

East,however.

In

India,

for

example,

fine-cut

tobaccois

not

so

popular,

because

of

theavailability

of

cheaper

cigarette

alternatives,

such

as

“Beedi,”

which

have

aparticularly

strong

presence

in

rural

areas.5Sources:Market

Insights

2023Smoking

Tobacco

is

especially

popular

in

European

countriesOverview:

Market

DefinitionMarket

definitionDefinition:Smoking

Tobacco

includes

loose

tobacco

that

isused

for

rolling

cigarettes

(Rol

l-your-own

cigarettes,

RYO)

as

well

as

pipe

tobacco.

Smokeless

tobacco

(chewingtobacco,

snuff,

andsimilar

products)

is

currently

not

included.Smoking

Tobacco

is

especially

popular

in

Europe

where

different

taxationlevelshighly

incentivizehand-rolling

of

Cigarettes.

In

contrast,

in

countrieswith

a

ratherlow-price

level

of

filter

Cigarettes,

Smoking

Tobacco's

role

is

insignificant.Additional

information:The

market

comprises

revenue

and

average

revenue

per

capita,

volume

andaverage

volume

per

capita,

price

per

unit,and

sales

channels.

To

give

a

betterrepresentation

of

per

capita

figures,

the

population

considered

is

15

years

andabove.6Sources:Market

Insights

2023Smoking

Tobacco

accounted

for

6.23%

of

the

Tobacco

Products

market

revenuein

2022Overview:

Key

Takeaways

and

in

scope

/

out

of

scopeKey

TakeawaysIn

scopeOut

of

scope•

Revenue

in

the

Smoking

Tobacco

segment

amounts

to

US$59.3bn

in

2023.

Themarketis

expected

to

grow

annually

by

4.02%

(CAGR

2023-2028).This

market

includes:This

market

excludes:•

In

global

comparison,

most

revenue

is

generated

in

China

(US$13,110m

in

2023).•

Fine-cut

tobacco

(roll-your-own,RYO)

such

as

Marlboro

Gold

Fine-CutHand-Rolling

Tobacco,

Gold

LeafHand-Rolling

Tobacco,

etc•

Untaxed

Smoking

Tobacco

such

asillegally

sold

smoking

tobacco•

In

relation

to

total

population

figures,

per

person

revenues

of

US$9.20

aregenerated

in

2023.•

Cigarettes

such

as

Marlboro

Reds,Marlboro

Golds,

Camel

Blues,

etc•

In

theSmoking

Tobacco

segment,

volume

is

expected

to

amountto

311.6m

kg

by2028.

The

Smoking

Tobacco

segmentis

expected

to

show

avolume

growth

of0.8%

in

2024.•

Pipe

tobacco

such

as

DanishMixture

Pipe

Tobacco,

Ashton

RainyDay,

etc•

Smokeless

tobacco

(snuff

andchewing

tobacco)

such

asOliver

TwistArctic

Chewing

Tobacco,

Oden’sOriginal

Portion

CB

–

Single

Tin,

etc•

Theaveragevolume

per

person

intheSmoking

Tobacco

segmentisexpected

toamountto

46.8kg

in

2023.7Sources:Market

Insights

2023CHAPTER

2Market

NumbersSmoking

Tobacco

revenue

s

are

estimated

to

increase

at

a

CAGR(1)

of

3.9%

from2018

to

2028Market

Size:

GlobalRevenue

forecast

in

billion

US$72.2469.63+3.9%(1)66.7764.0661.7559.3356.8154.3950.2749.2048.36201820192020202120222023202420252026202720289Notes:(1)

CAGR:

CompoundAnnualGrowthRateMarket

Insights

2023Sources:With

revenue

s

of

US$

25.4

billion,

Europe

is

the

biggest

market

among

selectedregions

in

2022Market

Size:

Regional

Comparison

(1/2)Revenue

forecast

in

billion

US$+4.7%(1)33.5+3.6%(1)24.825.420.1+2.0%(1)+7.1%(1)+4.1%(1)7.87.03.220283.02.12.3202220282022202220282022202820222028EuropeAfricaAmericasAsiaAustralia

&

Oceania10

Notes:Sources:(1)

CAGR:

CompoundAnnualGrowthRateMarket

Insights

2023With

revenue

s

of

US$

12.8

billion,

China

is

the

biggest

market

among

selectedcountries

in

2022Market

Size:

Regional

Comparison

(2/2)Revenue

forecast

in

billion

US$+2.6%(1)14.9+9.8%(1)12.012.8+2.5%(1)7.86.96.7-3.1%(1)+0.3%(1)2.82.82.82.32022202820222028202220282022202820222028ChinaUnited

StatesUnited

KingdomGermanyFrance11

Notes:Sources:(1)

CAGR:

CompoundAnnualGrowthRateMarket

Insights

2023Smoking

Tobacco

average

revenue

per

user

is

estimated

to

increase

at

a

CAGR(1)of

2.9%

from

2018

to

2028Market

Size:

GlobalAverage

revenue

per

user

forecast

in

US$+2.9%(1)10.710.410.19.79.59.28.98.68.08.07.82018201920202021202220232024202520262027202812

Notes:Sources:(1)

CAGR:

CompoundAnnualGrowthRateMarket

Insights

2023With

an

average

revenue

per

user

of

US$

64.6,

Australia

&

Oceania

is

thebiggest

market

among

selected

regions

in

2022Market

Size:

Regional

Comparison

(1/2)Average

revenue

per

user

forecast

in

US$+2.8%(1)76.364.6+4.7%(1)44.333.7+1.2%(1)+2.8%(1)+4.5%(1)8.18.76.220285.32.320223.020222028202820222028202220222028EuropeAfricaAmericasAsiaAustralia

&

Oceania13

Notes:Sources:(1)

CAGR:

CompoundAnnualGrowthRateMarket

Insights

2023With

an

average

revenue

per

user

of

US$114.9,

the

UK

is

the

biggest

marketamong

selected

countries

in

2022Market

Size:

Regional

Comparison

(2/2)Average

revenue

per

user

forecast

in

US$+9.3%(1)195.8+2.6%(1)104.1114.989.10.0%(1)+2.5%(1)-3.7%(1)48.448.410.0202211.69.57.6202820222028202220282022202820222028ChinaUnited

StatesUnited

KingdomGermanyFrance14

Notes:Sources:(1)

CAGR:

CompoundAnnualGrowthRateMarket

Insights

2023Similar

to

Cigarettes,

Smoking

Tobacco

volume

consumption

is

also

projected

todecline

over

the

yearsMarket

Size:

GlobalVolume

per

capita

forecast

in

kgs50

47.446.746.646.846.746.846.746.546.446.246.14540353025201510502018201920202021202220232024202520262027202815Sources:Market

Insights

2023Europe

has

the

highest

volume

consumption

per

capita

among

the

selectedregionsMarket

Size:

Regional

Comparison

(1/2)Volume

per

capita

forecast

in

kgs142.515010050141.468.5139.869.4138.470.3137.271.3135.772.1132.273.1132.270.1131.073.2119.981.8120.676.667.778.479.229.424.072.722.864.872.729.969.129.971.029.867.122.966.265.522.568.129.824.229.029.929.829.829.729.923.123.223.323.222.722.2020182019202020212022202320242025202620272028AfricaAsiaAmericasAustralia

&

OceaniaEurope16Sources:Market

Insights

2023Per

capita

volume

consumption

is

higher

in

Germany

as

compared

to

countrieslike

the

U.S.

and

ChinaMarket

Size:

Regional

Comparison

(2/2)Volume

per

capita

forecast

in

kgs500456.5459.2450.7453.7447.7444.0439.3438.9427.3450400350300370.4133.8366.8245.5233.2250

141.8200220.7148.9208.1133.5195.4136.2168.6182.3138.7152.9157.3143.953.8140.8130.855.0128.155.3125.455.615010050111.665.7114.261.053.153.853.954.354.653.3201952.749.6202034.329.928.1202742.439.82022China36.832.026.42028020182021United

States2023France2024United

Kingdom20252026Germany17Sources:Market

Insights

2023Smoking

Tobacco

volume

sales

are

estimated

to

increase

at

a

CAGR(1)

of

0.7%from

2018

to

2028Market

Size:

GlobalVolume

forecast

in

million

kgs+0.7%(1)302.1307.9309.9311.6304.5306.1296.2297.9290.2289.4291.72018201920202021202220232024202520262027202818

Notes:Sources:(1)

CAGR:

CompoundAnnualGrowthRateMarket

Insights

2023With

volume

sales

of

113.9

million

kgs,

Asia

is

the

biggest

market

amongselected

regions

in

2022Market

Size:

Regional

Comparison

(1/2)Volume

forecast

in

million

kgs+0.8%(1)+1.3%(1)119.2113.9107.599.5-0.5%(1)60.558.7+1.7%(1)23.6+0.1%(1)21.32.620222.6202220282022202820222028202220282028EuropeAfricaAmericasAsiaAustralia&

Oceania19

Notes:Sources:(1)

CAGR:

CompoundAnnualGrowthRateMarket

Insights

2023With

volume

sales

of

68.7

million

kgs,

China

is

the

biggest

market

amongselected

countries

in

2022Market

Size:

Regional

Comparison

(2/2)Volume

forecast

in

million

kgs+0.7%(1)71.668.7+0.6%(1)34.533.2+6.9%(1)15.1-6.0%(1)-1.6%(1)11.810.18.28.17.32022202820222028202220282022202820222028ChinaUnited

StatesUnited

KingdomGermanyFrance20

Notes:Sources:(1)

CAGR:

CompoundAnnualGrowthRateMarket

Insights

2023Smoking

Tobacco

unit

prices

are

rising

steadilyMarket

Size:

GlobalPrice

per

unit

forecast

in

US$0.230.240.220.220.220.210.200.200.190.200.180.160.140.120.100.080.060.040.020.000.180.170.170.172018201920202021202220232024202520262027202821Sources:Market

Insights

2023Prices

in

Australia

&

Oceania

are

higher,

as

compared

to

regions

such

as

Europeand

the

AmericasMarket

Size:

Regional

Comparison

(1/2)Price

per

unit

forecast

in

US$1.21.00.80.61.11.11.11.01.00.90.90.30.80.20.70.70.70.30.30.30.30.30.30.20.20.10.4

0.20.20.20.10.20.20.20.10.20.10.20.10.20.10.20.10.20.120200.20.10.20.10.10.10.10.10.10.1

0.120250.10.10.10.10.0201820192021202220232024202620272028AfricaAmericasAsiaEuropeAustralia

&

Oceania22Sources:Market

Insights

2023Prices

in

the

UK

are

higher

as

compared

to

countries

like

Germany

and

FranceMarket

Size:

Regional

Comparison

(2/2)Price

per

unit

forecast

in

US$0.80.80.80.80.70.60.50.40.30.20.10.00.70.70.70.70.70.60.60.60.40.40.30.40.30.40.30.40.30.40.30.30.20.30.20.30.20.30.20.30.20.30.20.20.20.20.20.20.20.20.20.20.20.20.20.20.20.20.20.20.20.20.20.220182019202020212022202320242025202620272028ChinaGermanyUnited

StatesFranceUnited

Kingdom23Sources:Market

Insights

2023Online

sales

are

still

below

5%

for

the

Smoking

Tobacco

marketFurther

Market

AnalysisShare

of

Online

Revenue100.0%2.0%100.0%2.0%100.0%3.0%100.0%4.0%100.0%4.0%100.0%4.0%100.0%5.0%100.0%5.0%100.0%6.0%100.0%6.0%100.0%6.0%98.0%98.0%97.0%96.0%96.0%96.0%95.0%95.0%94.0%94.0%94.0%20172018201920202021Offline

Revenue

Share202220232024202520262027Online

Revenue

Share24Sources:Market

Insights

2023In

the

Smoking

Tobacco

market,

mobile

share

reached

47.0%

in

2022Further

Market

AnalysisShare

of

Desktop/Mobile100.0%100.0%100.0%43.0%100.0%43.0%100.0%43.0%100.0%47.0%100.0%51.0%100.0%54.0%100.0%58.0%100.0%59.0%100.0%62.0%44.0%43.0%56.0%201757.0%201857.0%201957.0%202057.0%202153.0%202249.0%46.0%202442.0%202541.0%202638.0%20272023Desktop

RevenueShareMobile

Revenue

Share25Sources:Market

Insights

2023CHAPTER

3