电子烟巨头思摩尔国际（06969.HK）今日盘中大涨5.01%，引发市场关注。这一涨幅或与公司近期发布的2025年第一季度业绩更新以及行业发展前景有关。
根据公司发布的业绩更新，思摩尔国际2025年第一季度实现税后净利润1.92亿元，同比下降43.4%。尽管利润有所下降，但市场似乎更关注公司的长期发展潜力。分析指出，公司在APV（高级个人雾化器）和换弹产品市场有望延续增长态势，这可能是投资者看好的重要因素之一。
此外，思摩尔国际在加热不燃烧（HNB）产品领域的布局也引起了市场的关注。作为英美烟草的核心供应商，公司有望从HNB市场的扩张中获益。特别是随着美国市场对HNB产品的逐步开放，思摩尔国际的增长前景被认为更加明朗。分析师预计，到2026年下半年，公司的HNB产品有望进入美国市场，这将为公司带来可观的增长机会。
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