《大行》浙商证券：思摩尔核心客户HNB新品有望放量

浙商证券

2024/12/30

浙商证券发表报告指，思摩尔国际(06969.HK)核心客户英美烟草(BAT)推出新款不燃烟草制品(HNB)产品。该行认为，新一代Glo Hilo产品无论横向对比市面上的领军产品IQOS iluma i或是纵向对比上一代老产品均有显着的性能和使用体验提升，看好其在2025至2026年逐渐拓展至更多市场、迎来放量。报告指，本次核心客户发布的HNB新品预计有较好表现，结合前期FDA不断加强对于非法销售...

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