异动解读 | 思摩尔国际盘中大涨5.15%,新型烟草前景看好获资金青睐

异动解读
Jul 07, 2025

港股上市公司思摩尔国际(06969)今日盘中大涨5.15%,引发市场关注。这一强劲涨势背后,反映了投资者对新型烟草行业前景的乐观预期,以及资金对该股的持续青睐。

据行业分析报告显示,新型烟草行业正处于稳健上升通道。特别是在雾化电子烟领域,海外合规市场正在不断扩容,这为思摩尔国际的业务发展提供了有利契机。同时,公司在加热不燃烧(HNB)业务方面,依托与英美烟草的深度合作,未来成长空间可期。多家券商对思摩尔国际保持看好态度,83%的券商给予买入评级。

资金面上,南向资金持续增持思摩尔国际股票。数据显示,7月4日当天,南向资金增持该股439万股,截至当日收盘,港股通持有思摩尔国际股份已占流通股的11.38%。这一持续流入的资金动向,进一步印证了投资者对公司前景的信心。在行业景气度向好、公司基本面稳健以及资金持续流入等多重因素推动下,思摩尔国际股价表现强劲,走出了一波显著上涨行情。

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