Tobacco Asia

May/June 2026 - Volume 30 Number 3

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Tobacco Asia 31 www.nicotineusp.com sales@nicotineusp.com NICOTINE IN ITS PUREST FORM That pairing, explicit health targets alongside room to adjust fiscal levers, is familiar in China's tobacco-control playbook. It lets regulators influ- ence behavior through multiple channels at once, without relying on a single dramatic, easily politi- cized action. The Five-Year Plan supports that ap- proach by keeping tobacco control within a broad- er governance framework, rather than treating it as a standalone campaign. Even so, the most actionable signals for nic- otine companies aren't in the plan's text. They're emerging from parallel regulatory work that is starting to set the boundaries for next-generation categories, including how they'll be defined, what standards they must meet, and how they may eventually be controlled. Standards first, market later A Five-Year Plan sets direction. In China, national standards are where that direction begins to take shape as rules. Authorities have begun drafting mandatory national standards for heated tobacco products and nicotine pouches, bringing both into a formal process that integrates them into the country's regulatory system. Industry insiders say that step does not au- tomatically mean domestic sales will begin under the China National Tobacco Corporation (CNTC) under regulatory oversight from the State Tobacco Monopoly Administration (STMA). It can just as easily be groundwork, setting the conditions need- ed if policymakers later decide to move toward commercialization. Shenzhen remains the hub of China's next generation tobacco industry as nicotine regulation tightens in measured, incremental steps. Credit: Charlie Fong, CC4.0.

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