异动解读 | 思摩尔国际盘中大涨5.17%,南向资金持续加仓

异动解读
May 22, 2025

5月22日上午,思摩尔国际(06969.HK)股价表现强势,盘中大涨5.17%。截至上午9时56分,该股报价17.89港元。

消息面上,南向资金继续看好思摩尔国际。据悉,5月21日南向资金增持思摩尔国际542.00万股,截至当日收盘,港股通共持有思摩尔国际65279.35万股,占流通股10.56%。值得注意的是,思摩尔国际近5个交易日虽下跌3.93%,但港股通仍累计增持1523.27万股,显示出机构投资者对该股的持续看好。

分析人士指出,作为电子雾化设备及组件领域的龙头企业,思摩尔国际有望受益于全球新型烟草市场的快速增长。东吴证券近期发布的研报提到,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。随着新品类产品的持续推出和市场拓展,思摩尔国际的业务前景被普遍看好。

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