6月4日，港股思摩尔国际（06969）盘中大涨12.87%，股价创近3年新高，市值重回1400亿港元上方。截至发稿，该股报22.7港元。
本轮涨势主要受三方面利好因素推动：首先，国家烟草专卖局宣布电子烟监管体系再升级。自今年6月起，所有电子烟生产企业许可证将标注核定产能，对不合格产品坚决淘汰相应产能。业内人士认为，监管趋严有助于市场出清非合规产品，合规企业的市场份额和盈利能力有望提升。作为行业龙头，思摩尔国际有望从中受益。
其次，南向资金持续看好思摩尔国际。数据显示，6月3日南向资金增持该股686.29万股，已连续6个交易日增持。近20个交易日内，思摩尔国际股价累计上涨45.74%，期间港股通累计增持5545.36万股。此外，机构评级也为股价提供支撑，87%的券商给予买入建议。最后，公司新品产能释放和海外市场拓展前景良好，尤其是即将在日本推出的新品Glo Hilo，有望为公司带来新的增长动力。
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