异动解读 | 思摩尔国际盘中大涨5.17%,新型烟草增长前景看好

异动解读
May 22, 2025

5月22日周四盘中,思摩尔国际(06969.HK)股价大涨5.17%,截至09:56报17.89港元。

消息面上,东吴证券近日发布研报称,在减害背景下新型烟草增速领先,并将占据更多市场份额。该券商建议关注与英美烟草HNB新品gloHilo绑定的雾化电子代工龙头思摩尔国际。英美烟草的新品Hilo将于2025年6月在日本上市,后续拓展欧洲市场,预计2026年在美国上市,有望助力HNB市场快速增长。

资金面上,5月21日南向资金增持思摩尔国际542.00万股,显示机构投资者对该股保持信心。思摩尔国际作为电子雾化设备龙头企业,有望从新型烟草行业的快速增长中受益。投资者对公司未来发展前景持乐观态度,推动股价上涨。

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