中烟香港(06055.HK)今日盘中股价大涨7.14%,引发了市场的广泛关注。
据财经媒体报道,国金证券发布研究报告,首次覆盖中烟香港,给予"买入"评级,目标价32.2港元。分析师认为,中烟香港作为中烟体系的资本运作平台,其收购中烟巴西为未来并购扩张提供了良好范本。同时,随着加热不燃烧烟草业务(HNB)的快速增长,中烟香港预计将从中获益。
数据显示,2023年全球HNB市场规模达341亿美元,预计未来几年复合年增长率将保持在13.5%左右,正处于行业发展红利期。中烟香港旗下的新型烟草制品出口分部正积极拓展加热不燃烧烟草等新型烟草制品在海外市场的销售,未来有望持续受益于这一快速增长的市场。
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