烟草在线据《曼谷邮报》报道编译　　自从上提消费税上个月生效以来，由于自行卷制卷烟的吸烟者增多，泰国烟草专卖公司的卷烟销量大幅度下滑。

　　泰国国有的烟草制造商泰国烟草专卖公司预计，未来数个月里，卷烟销售将逐步增加，进而恢复到正常水平。

　　公司常务董事Torsak Chotimongkol说，在8月21日宣布提高烟草消费税后的第一个星期里，卷烟销量下降了70%。但这种情况在接下来的一周里得到了改善，卷烟销量反弹到正常水平的一半，并且在上周（9.16-9.22）恢复到70%。

　　泰国烟草专卖公司预计，卷烟销售将在几个月后恢复正常。

　　Torsak先生说：“这是一种短期效应。人们不熟悉新的价格，所以他们转向比较便宜的产品，例如手卷烟等。”

　　手卷烟市场一直显示出取得重大发展的迹象，如今更是超过了泰国烟草专卖公司的市场份额。

　　泰国烟草专卖公司要求财政部因为公平竞争的缘故对手卷烟市场实施控制。

　　Torsak下先生说，泰国烟草专卖公司的统计数据显示，与烟草消费税率上提一致，手卷烟市场在过去10年里以每年33%的速度增长。

　　他说，尽管最近的影响只是短期的，但第三季度的销量同比将会出现下滑，不过，由于价格上涨的缘故，总的收入将会增加。

　　泰国烟草专卖公司预计，主要在成本管理得到改善及价格因消费税上提而上涨的支持下，去年的业绩将会提高。

　　泰国烟草专卖公司去年的总收入为700亿泰铢，净利润为50亿泰铢，预计今年盈利增长到55亿到60亿泰铢。

　　Torsak先生说：“成本管理的改善是我们利润率提高的主要因素，而烟税上提也会支持今年的收益。”

　　“供应链管理是控制成本和改善运营潜力的一个重要组成部分。”

　　泰国烟草专卖公司于9月20日与TMB银行签署了供应链服务的协议。

　　对烟草专卖公司50万个零售商的网络支付系统的管理，将是供应链管理的第一步。

　　下一步是运输领域、生产领域和物流领域。

　　根据这项与TMB银行签署的综合供应链管理协议，运营成本预计将减少总费用的5%。

　　Torsak先生说，供应链管理是加强运营、提高产品质量、为东盟经济共同体在2015年成立时出现的更大竞争做好准备的一个工具。

　　他说，一些东盟成员国已经对本国的烟厂进行了投资。

　　泰国烟草专卖公司正在洛察纳工业园和清迈省兴建两家新工厂。

　　这两家工厂目的是要提高质量而非产量。泰国烟草专卖公司将保持每年32亿支卷烟的产量。

Thailand: Cigarette Sales Volume Dips

　　The cigarette sales volume of the Thailand Tobacco Monopoly (TTM) has declined significantly since the excise tax hike took effect last month as more smokers shift to rolling their own cigarettes.

　　The state-owned tobacco manufacturer expects sales will gradually improve and return to normal in the coming months.

　　Managing director Torsak Chotimongkol said the cigarette sales volume fell by 70% in the first week after the tobacco tax hike was announced on Aug 21. But the situation improved the following week, with sales rebounding to half of normal levels and then to 70% this week.

　　The TTM expects sales will return to normal in a few months.

　　"It was a short-term effect. People were not yet familiar with the new prices, so they turned to something cheaper such as roll-your-own (RYO) cigarettes," said Mr Torsak.

　　The RYO cigarette market has been showing signs of significant growth and now exceeds the TTM's market share.

　　The TTM demands the Finance Ministry control this market for the sake of fair competition.

　　TTM statistics show the RYO cigarette market has increased by 33% a year over the past decade, in line with the increase in the tobacco excise tax rate, said Mr Torsak.

　　He said despite the recent effect being only short term, third-quarter sales volume will be decline quarter-on-quarter, although revenue will improve thanks to higher prices.

　　The TTM forecasts improved full-year results supported mainly by better cost management and higher prices as a result of the excise tax increase.

　　It booked revenue of 70 billion baht for a net profit of 5 billion last year and expects the bottom line will increase to 5.5 to 6 billion this year.

　　"Improving cost management is the key factor in raising our profitability, while the tobacco tax increase will also support earnings this year," said Mr Torsak.

　　"Supply chain management is an important part of controlling costs and improving operational potential."

　　The TTM signed a contract yesterday with TMB Bank for supply chain services.

　　Management of the payment system of the TTM's network of 500,000 retailers will be the first step in supply chain management.

　　Next will be the areas of transportation, production and logistics.

　　Under the comprehensive supply chain management agreement with TMB, operating costs are expected to be cut by 5% of total expenses.

　　Mr Torsak said supply chain management is an instrument to strengthen operations and improve product quality in preparation for higher competition arising from the formation of the Asean Economic Community in 2015.

　　Some Asean members have invested in local tobacco factories, he said.

　　The TTM is building two new factories, in the Rojana Industrial Estate and Chiang Mai province.

　　They are intended to boost quality rather than capacity, which the TTM will keep at 3.2 billion cigarettes a year. Enditem