思摩尔国际今日盘中大涨5.72%，表现强劲，吸引了市场目光。
消息面上，财政部与税务总局此前发布公告，明确自2026年4月1日起，取消包括电子烟在内的多类产品增值税出口退税。市场分析认为，此项政策调整将加速电子烟制造行业的整合与洗牌，长期来看有利于淘汰中小竞争者，从而巩固具备规模与技术优势的头部合规企业的市场地位。
天风证券与国投证券国际等机构研报指出，作为行业龙头且与头部品牌深度绑定的思摩尔国际，虽然短期业绩可能受到退税政策退坡的影响，但长期其竞争优势有望进一步凸显，行业价格战环境也可能因此改善，这增强了投资者对公司未来发展的信心。
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