港股上市公司思摩尔国际(06969)今日盘中大涨5.22%,引发市场关注。该股此前一个交易日曾重挫近12%,今日开盘即呈现强劲反弹态势。
消息面上,英美烟草新品Glo Hilo预计于6月9日在日本宫城县率先上市,这一消息为思摩尔国际带来利好。分析人士指出,日本作为全球最大的HNB(加热不燃烧)市场之一,该新品的推出有望为BAT在日本市场份额扩张带来新机遇,并促进日本HNB产品渗透率提升。作为电子雾化设备供应商,思摩尔国际有望从中受益。
多家券商对思摩尔国际保持乐观态度。东北证券指出,公司电子雾化产品将在监管趋严、市场非合规产品淘汰出清背景下迎来增长修复,未来HNB业务有望伴随大客户HNB新品的市场拓展打开长期广阔空间。财通证券则认为,公司进入新品产能释放周期,日本产品计划有望形成积极反馈,若欧美市场拓展顺利将进一步打开全球空间和公司长期发展的新曲线。
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