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- 两名消息人士透露，Shopify即将禁止平台上架电子烟
- 此次禁令的适用地理范围尚不明确
- 消息人士称，在美国境内，禁令将覆盖合法与非法电子烟
伦敦6月23日电（路透社）——据两名知情人士透露，在美国州总检察长团体施压以遏制非法电子烟线上销售后，Shopify Inc（股票代码：SHOP.TO）最快将于本周在其平台上全面禁止电子烟。
这家总部位于渥太华的公司为数百万商家提供运营和拓展电商渠道的底层基础设施。自去年以来，Shopify一直在与由25名州总检察长组成的两党联盟进行谈判，后者一直敦促Shopify加大打击力度，整治蓬勃发展的无美国销售合法许可或违反其他法律的电子烟市场。
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无许可电子烟通常产自中国，尽管进口或销售均属非法，但在美国线上商店、电子烟专卖店、便利店或加油站随处可见。路透社最先报道的Shopify此次禁令，将是州执法官员迄今为止取得的最重大胜利，他们一直以非法电子烟危害公众健康为由，瞄准该行业的基础设施。
“我们一直以来都禁止非法活动，在得知商家违反我们的政策时会采取行动，”Shopify的一位发言人在一份声明中表示，并补充称，此类内部决策会考虑全球法律框架，并非基于任何单一团体的反馈。
“当法律要求发生变化时，我们会调整执法方式，”该发言人说道。
其中一名消息人士称，此次禁令可能扰乱电商销售，并对卖家产生“寒蝉效应”。
据英美烟草公司（股票代码：BATS.L）数据，美国非法电子烟市场目前市值约90亿美元，其美国业务因电子烟泛滥遭受重创。
截至目前，美国食品药品监督管理局仅批准了45款电子烟产品的上市许可，其中大多为烟草口味。英美烟草等大型烟草公司认为，这种做法抑制了合法市场，助长了非法销售。
非法电子烟更依赖电商渠道
目前尚不清楚该禁令是否会适用于美国以外地区。Shopify未回应有关其地理范围的置评请求。
其他国家如印度已全面禁止电子烟销售，而澳大利亚仅允许在药店销售。
两名消息人士称，在美国境内，Shopify的禁令将适用于所有电子烟，无论其是否获得美国食品药品监督管理局的上市许可。
其中一名消息人士表示，美国获得许可的电子烟线上销售占比相对较小，因此禁令对英美烟草或电子烟制造商Juul等持牌企业的影响有限。尽管非法电子烟也主要在实体店销售，但电商渠道对其而言更为重要。
另据路透社获得的5月份发给合作伙伴的全球通知显示，信用卡发卡机构万事达卡（股票代码：MA.N）已警告负责将商家纳入其网络的合作伙伴，无许可电子烟销售违反其标准。
州总检察长在4月份的一封信中敦促万事达卡和其他主要卡组织或支付处理器采取更强有力的行动，防止其网络被用于协助非法电子烟销售。
这些合作伙伴，也就是所谓的收单机构，是指充当完成信用卡交易中介的金融机构。
万事达卡的通知称，收单机构在注册商家时，需“证明已采取所有适当的控制措施”，确保其经营活动不违反法律。该通知建议这些公司实施相关管控措施，包括审查和批准商家的产品库存，以及监控交易和发票。
万事达卡表示，如果销售非法电子烟的商店使用其服务，公司将展开调查，可能同时针对零售商和收单机构，若不遵守其标准则可能面临罚款。“我们对网络上的非法活动零容忍，”万事达卡说道。
（1美元=0.7581英镑）
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Shopify to bar vapes as U.S. authorities crack down on illegal industry
2026-06-23 05:12:09 / Reuters
Flavored vape cartridges are pictured for sale at a shop in Atlanta, Georgia, U.S., September 26, 2019. REUTERS/Elijah Nouvelage/File Photo Purchase Licensing Rights, opens new tab
- Shopify set to ban vapes from its web hosting platform, two sources said
- Geographic scope of the expected ban unclear
- In the U.S., ban covers both legal and illegal vapes, sources said
LONDON, June 23 (Reuters) – Shopify Inc
SHOP.TO
will ban all vapes from its platform as soon as this week following pressure from a groupof U.S. state attorneys general aiming to curb sales of illegal e-cigarettes online, according to two sources familiar with its plans.
The Ottawa-based company provides the underlying infrastructure that lets millions of merchants operate and scale e-commerce channels. It has been in talks since last year with a bipartisan coalition of 25 state attorneys general, who have been pushing Shopify to do more to clamp down on a booming market for vapes that lack the legally required licence for U.S. sales, or violate other laws.
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Unlicensed vapes, usually made in China, are widely available in the U.S. both online and in vape shops, convenience stores or gas stations despite being illegal to import or sell. The expected Shopify ban, first reported by Reuters, would mark the most significant win yet for the state law enforcement officials, who have been targeting the industry’s infrastructure over concerns that illegal vapes put public health at risk.
“We’ve always prohibited illegal activity and take action when we become aware of merchants violating our policies,” a Shopify spokesperson said in a statement, adding such internal decisions take into account global legal frameworks and are not based on feedback from any one group.
“We adjust our enforcement approach when legal changes call for it,” the spokesperson said.
The expected ban could disrupt e-commerce sales and have a “chilling effect” on sellers, one of the sources said.
The illegal U.S. market for vapes is currently worth some $9 billion, according to British American Tobacco
BATS.L
, whose U.S. business has been hit hard by their proliferation.
The U.S. Food and Drug Administration has to date granted marketing authorisation to just 45 e-cigarette products, mostly tobacco-flavoured — an approach that big tobacco companies such as BAT argue has stifled the legal market and fuelled illegal sales.
ILLEGAL VAPES DEPEND MORE ON E-COMMERCE
It was not immediately clear whether the ban would apply beyond the United States. Shopify did not answer a question on its geographic scope.
Other countries like India have banned vape sales altogether, while in Australia they can only be sold in pharmacies.
In the U.S., the Shopify ban will apply to all vapes regardless of whether they have required FDA authorisation, the two sources said.
A relatively small portion of authorised vape sales in the U.S. occur online, which should mean a limited effect on licensed players such as BAT or e-cigarette maker Juul, one of the sources said. E-commerce is a more important channel for illegal vapes, though they are also mostly sold in brick-and-mortar stores.
Separately, credit-card issuer Mastercard
MA.N
warned partners responsible for adding merchants to its network that unlicensed vape sales violate its standards, according to a global notice issued to partners in May and obtained by Reuters.
The state attorneys general in an April letter pushed Mastercard and other major card networks or payment processors to take stronger action to prevent their networks from being used to facilitate illegal vape sales.
Those partners, also known as acquirers, are financial institutions that act as a go-between to complete credit-card transactions.
Mastercard’s notice said when acquirers register a merchant they are “attesting that all appropriate controls are in place” to make sure their activities don’t violate the law. It recommended those companies implement controls involving reviewing and approving a merchant’s product inventories, along with transaction and invoice monitoring.
Mastercard said it would launch investigations if stores selling illegal vapes used its services, potentially targeting both retailers and acquirers, with the risk of fines if they do not comply with their standards. “We have zero tolerance for unlawful activity on our network,” Mastercard said.
($1 = £0.7581)
Reporting by Emma Rumney; Additional reporting by Manya Saini and Deborah Sophia in Bengaluru; Editing by Lisa Jucca and David Gaffen
Our Standards: The Thomson Reuters Trust Principles.