异动解读 | 思摩尔国际盘中大跌6.16%,大股东转仓疑启动减持叠加获利回吐

异动解读
Jul 31

思摩尔国际今日盘中大幅下挫6.16%,引发市场关注。该股前一交易日因加热卷烟国标征求意见消息刺激大涨,今日出现明显获利回吐。

消息面上,大股东仓位异动成为市场焦点。联交所数据显示,思摩尔国际股东近日从香港上海汇丰银行转出5亿股至花旗银行,转仓市值逾43亿港元,占总股本8.08%。结合此前亿纬锂能全资孙公司EBIL计划未来12个月内减持不超过3.5%股份的公告,市场担忧实际减持已进入执行阶段。此外,大和此前已下调公司评级至"持有",目标价大幅降至7.6港元,认为估值已充分反映中长期潜力。

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