思摩尔国际(06969.HK)今日盘中大涨5.33%，股价表现强劲，引起了市场的广泛关注。
消息面上，思摩尔国际近日公告与亿纬锂能(300014)重续采购框架协议，协议自2026年1月至2028年12月生效，采购亿纬锂能供应的电池产品。华福证券指出，这一协议旨在保障电子雾化产品的供给，随着全球电子雾化产品市场的持续增长，公司相关产品订单有望持续增加。
此外，随着国际烟草龙头HNB产品登陆主流市场，思摩尔国际的新型烟草产品在新区域的销售有望贡献增量。英国等欧洲地区市场也有望向盈利能力更强的换弹式、开放式产品切换。美国电子烟执法力度加强，合规产品份额恢复空间显著。公司雾化电子烟、HNB、雾化美容、雾化医疗等多元业务逐步进入收获期，未来增长可期。
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