思摩尔国际今日盘中大涨6.55%，引起了市场的广泛关注。
消息面上，电子烟出口退税政策近日出现重大调整。分析认为，此次调整虽然短期可能影响公司业绩，但长期有利于行业整合和思摩尔国际市场地位的巩固，退税优惠退坡也有助于电子烟行业逐步走出价格战的泥潭。
此外，随着国际烟草龙头HNB产品登陆主流市场，公司相关新型烟草产品在新区域的销售有望贡献增量；英国等欧洲地区有望向盈利能力更强的换弹式、开放式产品切换；全球特别是美国电子烟执法力度显著加强，合规产品份额恢复空间显著，这些因素都为思摩尔国际的未来增长提供了支撑。
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