5月13日（周二）上午，思摩尔国际（06969.HK）股价表现强劲，盘中大涨7.02%，引发市场广泛关注。
此次股价上涨主要受益于海外新型烟草市场的积极前景。国金证券最新研报指出，海外新型烟草渗透率持续提升，作为全球电子烟代工市场的头部企业，思摩尔国际与BAT、NJOY等巨头深度绑定，有望在雾化电子烟合规市场规模扩大及BAT加大对HNB（加热不燃烧）投入的背景下显著受益。
值得注意的是，思摩尔国际为英美烟草供应的HNB产品GloHilo已获得积极反馈。第一上海此前报告称，该产品在使用体验和口感方面较现有主流产品有所提升。根据战略规划，GloHilo将于2025年全面进军核心市场，预计从2025年下半年开始为公司带来持续利润增长。分析师预计，到2026年，随着市场渗透率提升和客户群体扩大，思摩尔国际的HNB业务将展现强劲的发展动能与盈利潜力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.