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思摩尔国际
12.620
-0.650
-4.90%
手动刷新
成交量:
2,832.19万
成交额:
3.60亿
市值:
781.56亿
市盈率:
54.07
高:
13.320
开:
13.320
低:
12.510
收:
13.270
52周最高:
23.866
52周最低:
8.734
股本:
61.93亿
香港流通股本:
61.93亿
量比:
1.21
换手率:
0.46%
股息:
0.25
股息率:
1.99%
每股收益(LYR):
0.233
净资产收益率:
5.08%
总资产收益率:
2.21%
市净率:
3.20
市盈率(LYR):
54.07
市销率:
5.26
数据加载中...
总览
公司
新闻
公告
【券商聚焦】中金:国庆中秋黄金周消费数据亮眼 体验消费等悦己板块迎催化
金吾财讯
·
10/09
异动解读 | 思摩尔国际盘中大跌7.78%,瑞银下调盈利预期
异动解读
·
10/09
异动解读 | 思摩尔国际盘中大跌7.78%,瑞银预测利润低于市场预期
异动解读
·
10/09
港股异动 | 思摩尔国际(06969)再跌超7% 较年内高点已跌超30% 瑞银称其盈测较市场共识更低
智通财经
·
10/09
钟山风景区假期省外预约占比超八成
滚动播报
·
10/09
瑞银:维持思摩尔国际(06969)目标价13.11港元 维持“沽售”评级
智通财经
·
10/06
思摩尔国际10月06日遭主力抛售1232.7万元
市场透视
·
10/06
广西钟山制种水稻丰收在望 山水交融美如画卷
央视
·
10/04
思摩尔国际10月03日主力净流出39.0万元 散户资金买入
市场透视
·
10/03
每日卖空追踪 | 思摩尔国际 10月02日卖空量成交13.2万股,卖空比例为3.33%
市场透视
·
10/02
假期首日,游客欢乐畅游钟山风景名胜区
南京日报
·
10/02
亿纬锂能(300014.SZ)孙公司EBIL收到参股公司思摩尔国际现金分红3.748亿港币
智通财经
·
09/30
从东向西“错峰游钟山”更便捷
滚动播报
·
09/30
钟山风景区国庆、中秋假期服务提示
南京晨报
·
09/30
每日卖空追踪 | 思摩尔国际 09月29日卖空量成交163.7万股,卖空比例为8.65%
市场透视
·
09/29
《大行》中金:国庆出游景气度按年提升 消费有望延续回暖趋势
阿斯达克财经
·
09/29
轻工造纸行业周报:关注短期回调的潮玩&烟草,传统轻工布局性价比逐步显现
国金证券
·
09/29
天风证券:思摩尔医疗雾化业务实现阶段性突破 建议关注雾化产业链及烟草供应链
智通财经
·
09/28
思摩尔国际(06969)升逾7% 机构指龙头将受益于全球新烟渗透率提升
金吾财讯
·
09/26
异动解读 | 思摩尔国际盘中大涨7.02%,Glo Hilo新品在波兰市场上线
异动解读
·
09/26
更多
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10:12","pubTimestamp":1759975974,"startTime":"0","endTime":"0","summary":"周四盘中,港股思摩尔国际股价大幅下挫,跌幅高达7.78%,引发市场关注。截至发稿时,该股报16.08港元,较盘中低点15.85港元略有回升,但仍较年内高点23.92港元累计下跌超过30%。该行维持对思摩尔国际的\"沽售\"评级,目标价定为13.11港元。尽管美国自2025年初以来加强了对非法电子烟的打击力度,但瑞银通过实地考察发现,由于执法力度不一,美国执法的影响可能会减弱。然而,这似乎并未能提振投资者信心,思摩尔国际股价仍然承压。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06969"],"gpt_icon":0},{"id":"1195018633","title":"异动解读 | 思摩尔国际盘中大跌7.78%,瑞银预测利润低于市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1195018633","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195018633?lang=zh_cn&edition=fundamental","pubTime":"2025-10-09 10:12","pubTimestamp":1759975962,"startTime":"0","endTime":"0","summary":"电子烟制造商思摩尔国际今日盘中大跌7.78%,报16.08港元。该股较年内高点23.92港元已累计下跌超过30%,引发市场关注。瑞银预计,思摩尔国际2025年收入将同比增长20%,主要由电子烟销售推动。尽管美国自2025年初以来加强打击非法电子烟,但瑞银通过实地考察发现,由于执法力度不一致,美国执法的影响可能会减弱。然而,市场似乎对思摩尔国际的长期盈利能力持谨慎态度,这可能是导致股价持续下跌的另一个因素。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06969"],"gpt_icon":0},{"id":"2574418837","title":"港股异动 | 思摩尔国际(06969)再跌超7% 较年内高点已跌超30% 瑞银称其盈测较市场共识更低","url":"https://stock-news.laohu8.com/highlight/detail?id=2574418837","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574418837?lang=zh_cn&edition=fundamental","pubTime":"2025-10-09 10:08","pubTimestamp":1759975709,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,思摩尔国际再跌超7%,盘中低见15.85港元,较年内高点23.92港元已跌超30%。截至发稿,跌6.62%,报16.08港元,成交额2.61亿港元。瑞银预计,思摩尔国际2025年收入同比增长20%,主要由电子烟销售推动,但由于研发和销售费用上升以及毛利率压力,净利润同比下降40%。该行对2025-27年的净利润预测比市场共识低18-45%。维持思摩尔国际“沽售”评级,目标价13.11港元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1352925.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1242","BK1580","BK1589","YANG","BK4614","06969"],"gpt_icon":0},{"id":"2574732919","title":"钟山风景区假期省外预约占比超八成","url":"https://stock-news.laohu8.com/highlight/detail?id=2574732919","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574732919?lang=zh_cn&edition=fundamental","pubTime":"2025-10-09 01:07","pubTimestamp":1759943220,"startTime":"0","endTime":"0","summary":"国庆中秋假期期间,南京文旅热度居高不下、游客数量屡创新高,钟山风景区省外预约占比超过八成,单日峰值达36.85万人次,优化提升后的通行效率显著提升。交管部门提醒,10月9日是本次钟山风景区交通优化提升措施实施后的第一个工作日,上午9时前陵园路及其他道路均可正常通行,9时后路面执勤警力将全力引导通勤车辆从正确路口驶出。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-10-09/doc-inftfepe1374700.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1589","06969","BK1580","BK1242"],"gpt_icon":0},{"id":"2573203256","title":"瑞银:维持思摩尔国际(06969)目标价13.11港元 维持“沽售”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2573203256","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2573203256?lang=zh_cn&edition=fundamental","pubTime":"2025-10-06 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16:15","pubTimestamp":1759738550,"startTime":"0","endTime":"0","summary":"10月06日, 思摩尔国际股价跌0.98%,报收17.11元,成交金额7073.1万元,换手率0.07%,振幅3.13%,量比0.30。思摩尔国际今日主力资金净流出1232.7万元,上一交易日主力净流出39.0万元。该股近5个交易日下跌1.09%,主力资金累计净流入473.9万元;近20日主力资金累计净流入377.1万元,其中净流入天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251006161957a6ae9b7b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:36","pubTimestamp":1759552560,"startTime":"0","endTime":"0","summary":"眼下正值杂交水稻制种的关键时节。在广西贺州市钟山县,蓝天白云下,群山环抱中,连片的稻田如同被大自然精心编织的绿毯,与附近的村庄相映成趣,组合成一幅绝美的山水田园画卷。钟山县是广西重要的杂交水稻制种基地,近年来,当地采用“党建+制种企业+合作社+农户”的发展模式,引导农业企业和大户发展杂交水稻制种产业,水稻制种规模达3.8万亩以上。(总台记者 廖汨 钟山融媒)©2025中央广播电视总台版权所有。未经许可,请勿转载使用。责任编辑:艾玖玫\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-10-04/doc-infstarn4252118.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1589","06969","BK1580","BK1242"],"gpt_icon":0},{"id":"2572506759","title":"思摩尔国际10月03日主力净流出39.0万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2572506759","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572506759?lang=zh_cn&edition=fundamental","pubTime":"2025-10-03 16:15","pubTimestamp":1759479322,"startTime":"0","endTime":"0","summary":"10月03日, 思摩尔国际股价跌1.82%,报收17.28元,成交金额5882.3万元,换手率0.06%,振幅2.84%,量比0.21。思摩尔国际今日主力资金净流出39.0万元,上一交易日主力净流入1422.2万元。该股近5个交易日上涨1.70%,主力资金累计净流入3967.4万元,其中2个交易日为股价下跌时净流入;近20日主力资金累计净流入1042.9万元,其中净流入天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100316161694b988fb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1759393837,"startTime":"0","endTime":"0","summary":"思摩尔国际北京时间10月02日,跌0.17%,卖空量成交13.2万股,较上一交易日减少77.78%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251002163455a6aae97d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:19","pubTimestamp":1759364340,"startTime":"0","endTime":"0","summary":"10月1日起,《钟山风景名胜区交通优化提升措施的通告》开始实施。在几名身穿“红马甲”的志愿者热情指引下,游客们有序排队等候接驳观光车,前往中山陵、明孝陵等景点。中山陵园管理局相关负责人表示。“双节假期,为进一步提升游客服务体验,我们推出了智慧导览图自助产品,在中山陵检录口、钟山风景名胜区游客中心、陵园路、明孝陵四方城等地都设置了相关机器设备,共投放5万份手绘地图供游客免费领取。”","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-10-02/doc-infsncvw0640503.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1242","BK1589","06969","BK1580"],"gpt_icon":0},{"id":"2571317338","title":"亿纬锂能(300014.SZ)孙公司EBIL收到参股公司思摩尔国际现金分红3.748亿港币","url":"https://stock-news.laohu8.com/highlight/detail?id=2571317338","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571317338?lang=zh_cn&edition=fundamental","pubTime":"2025-09-30 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LTD.收到该笔现金分红款3.748亿港币。公司对思摩尔国际的长期股权投资按权益法核算,该笔分红款对公司2025年度合并报表净利润无影响。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1351252.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0188","EVS.SI","BK1242","BK1580","06969","300014","BK0155","BK0132","BK0070","BK1589","LU1580142542.USD","BK0201","LU1781817850.SGD","BK0077","BK0224"],"gpt_icon":0},{"id":"2571363424","title":"从东向西“错峰游钟山”更便捷","url":"https://stock-news.laohu8.com/highlight/detail?id=2571363424","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571363424?lang=zh_cn&edition=fundamental","pubTime":"2025-09-30 05:11","pubTimestamp":1759180260,"startTime":"0","endTime":"0","summary":"建议游客朋友选择更为“错峰”、接驳车资源更丰富更便捷的“由东向西”线路,即乘坐地铁2号线至下马坊、孝陵卫、钟灵街地铁站,换乘接驳车进入景区,从灵谷寺、博爱坊、音乐台等景点开始赏玩,最后抵达陵园路步行至苜蓿园站乘车。目前,钟山风景区所有观光车线路、站点均可在高德地图搜索导航。长假高峰期间,南京公交还将开通多条假日旅游专线,为节假日大客流提供方便。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-09-30/doc-infsfezv7901976.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1242","06969","BK1580","BK1589"],"gpt_icon":0},{"id":"2571558953","title":"钟山风景区国庆、中秋假期服务提示","url":"https://stock-news.laohu8.com/highlight/detail?id=2571558953","media":"南京晨报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571558953?lang=zh_cn&edition=fundamental","pubTime":"2025-09-30 00:01","pubTimestamp":1759161660,"startTime":"0","endTime":"0","summary":"又到了钟山风景区丹桂飘香的初秋时节,恰逢南京森林音乐会即将在音乐台开幕,“双节”期间,景区服务“不打烊”,快来查收新鲜出炉的“国庆长假旅游提示”吧!节假日期间,建议市民提前预约,并按照预约时间段进入景区。10医疗救助“双节”期间,景区设立四处医疗救护点,分别在中山陵博爱广场、祭堂、中山陵游客中心、明孝陵金水桥;将有30名救护志愿者参与景区服务保障工作。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-09-30/doc-infseumz8114549.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1242","BK1580","06969","BK1589"],"gpt_icon":0},{"id":"2571365787","title":"每日卖空追踪 | 思摩尔国际 09月29日卖空量成交163.7万股,卖空比例为8.65%","url":"https://stock-news.laohu8.com/highlight/detail?id=2571365787","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571365787?lang=zh_cn&edition=fundamental","pubTime":"2025-09-29 16:30","pubTimestamp":1759134640,"startTime":"0","endTime":"0","summary":"思摩尔国际北京时间09月29日,跌0.12%,卖空量成交163.7万股,较上一交易日减少60.68%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929163525a6a5d172&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929163525a6a5d172&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1580","BK1242","06969","BK1589"],"gpt_icon":0},{"id":"2571877772","title":"《大行》中金:国庆出游景气度按年提升 消费有望延续回暖趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2571877772","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571877772?lang=zh_cn&edition=fundamental","pubTime":"2025-09-29 11:15","pubTimestamp":1759115700,"startTime":"0","endTime":"0","summary":"中金发表报告指,2025年国庆中秋假期共计8天,2024年为7天,叠加更加灵活的前后“拼假”策略,催生更为活跃的消费窗口。报告指,“拼假”延长国庆高峰,出游景气度按年提升。)相关内容《大行》东吴证券列出南向资金上周对港股十大净买入及净卖出名单(表)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220706144423098_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220706144423098_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1473522/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0823426480.USD","BK0229","LU0345776255.USD","LU0307460666.USD","00325","LU0149721374.USD","BK1213","IE0034224299.USD","BK0196","LU0345775950.USD","BK0188","LU0359201885.HKD","LU0455707207.USD","LU0348766576.USD","LU0502904849.HKD","BK1589","LU0611395673.USD","LU2242644610.SGD","BK0028","BK1580","09992","01318","SGXZ62798434.SGD","SG9999004311.SGD","SG9999001069.SGD","BK0012","LU0531971595.HKD","LU1770036033.HKD","600315","LU0499858438.USD","LU0359201612.USD","LU0871576103.HKD","LU0039217434.USD","LU0348767384.USD","LU0499858602.USD","BK1224","LU1023057109.AUD","LU0164880469.USD","LU0327786744.USD","02367","SGXZ86797644.SGD","LU0572944931.SGD","06969","SG9999002950.SGD","BK1207","02145","LU0588546209.SGD","LU0274383008.USD","LU2543165471.USD","LU0211977185.USD"],"gpt_icon":1},{"id":"2571001874","title":"轻工造纸行业周报:关注短期回调的潮玩&烟草,传统轻工布局性价比逐步显现","url":"https://stock-news.laohu8.com/highlight/detail?id=2571001874","media":"国金证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571001874?lang=zh_cn&edition=fundamental","pubTime":"2025-09-29 10:06","pubTimestamp":1759111619,"startTime":"0","endTime":"0","summary":"行业观点更新:家居板块:内销方面,9月26日中国人民银行货币政策委员会召开2025第三季度例会,会议提及着力推动已出台金融政策措施落地,加大存量商品房和存量土地盘活力度。HNB方面,近日美国FDA公布了与菲莫国际提交的IQOS加热烟草产品相关的修改风险烟草产品续期申请材料。整体来看,延续此前观点,虽然近期回调幅度相对较大,但公司作为唯一一家深度切入海外烟草巨头的雾化+HNB供应链的上市企业,其布局价值依然凸显。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929100712a6a512ba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929100712a6a512ba&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0611395673.USD","LU0572944931.SGD","LU0359201612.USD","06969","LU1481107354.HKD","LU2543165471.USD","LU0164880469.USD","SG9999002950.SGD","BK1580","LU0823426308.USD","BK1242","LU0345776255.USD","LU0348766576.USD","LU0499858602.USD","LU0345775950.USD","BK1224","LU0499858438.USD","LU0348767384.USD","BK1589","LU0588546209.SGD","SG9999001069.SGD","LU1023057109.AUD","SGXZ86797644.SGD","LU0231483743.USD","LU0307460666.USD","LU0149721374.USD","09992","LU0359201885.HKD","LU0211977185.USD","LU0327786744.USD","LU0531971595.HKD","LU0359202008.SGD","IE0034224299.USD","LU0164865239.USD","LU0039217434.USD","LU0823426480.USD","LU1770036033.HKD","SGXZ62798434.SGD","06055","LU0871576103.HKD"],"gpt_icon":1},{"id":"2570818943","title":"天风证券:思摩尔医疗雾化业务实现阶段性突破 建议关注雾化产业链及烟草供应链","url":"https://stock-news.laohu8.com/highlight/detail?id=2570818943","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570818943?lang=zh_cn&edition=fundamental","pubTime":"2025-09-28 07:29","pubTimestamp":1759015772,"startTime":"0","endTime":"0","summary":"未来思摩尔国际将继续在医疗雾化与电子雾化综合生态中深耕细作,推动技术与应用的持续突破。天风证券主要观点如下:思摩尔医疗雾化业务实现阶段性突破,旗下子公司的ANDA申请已获得FDA受理思摩尔国际全资子公司传思生物宣布,其针对 Breo Ellipta 的等效药申请已提交并成功于9月23日正式获得美国食品药品监督管理局受理。这一举措代表着 FDA 在提高监管效率的承诺方面向前迈出了重要一步,同时维护了该机构严格的烟草产品审查科学标准。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1350268.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1242","BK0276","BK1589","159891","BK1580","06969","601162"],"gpt_icon":0},{"id":"2570681022","title":"思摩尔国际(06969)升逾7% 机构指龙头将受益于全球新烟渗透率提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2570681022","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570681022?lang=zh_cn&edition=fundamental","pubTime":"2025-09-26 10:24","pubTimestamp":1758853450,"startTime":"0","endTime":"0","summary":"金吾财讯 | 思摩尔国际 短线拉升,截至发稿,涨7.08%,报18.31港元,成交额1.73亿港元。长江证券表示,公司基本面趋势好、底部坚定看好全球新烟趋势下公司的成长潜力。此外若英美烟草今年延续2024 年10 月举办资本市场日的活动节奏,2025Q4 或可期待更多Glo Hilo 销售情况的官方指引。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966901","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06969","BK1242","BK1589","BK1580"],"gpt_icon":0},{"id":"1192321119","title":"异动解读 | 思摩尔国际盘中大涨7.02%,Glo Hilo新品在波兰市场上线","url":"https://stock-news.laohu8.com/highlight/detail?id=1192321119","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192321119?lang=zh_cn&edition=fundamental","pubTime":"2025-09-26 10:18","pubTimestamp":1758853102,"startTime":"0","endTime":"0","summary":"思摩尔国际今日盘中大涨7.02%,引起投资者广泛关注。截至盘中,该股报价18.07港元,成交额达1.44亿港元。消息面上,波兰Glo官网于9月18日正式发布Glo Hilo新品,这可能是推动思摩尔国际股价上涨的主要原因。分析人士预计,Glo Hilo的下一个目标市场将是意大利,这是2024年全球HNB出货量第三大市场。此外,业内还期待思摩尔国际在其他增量市场的有序拓展。中金此前指出,随着产品不断完善,HNB新品普遍以试销经验复用的方式进行全球扩张。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06969"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":3,"totalSize":188,"code":"91000000","status":"200"}]}}