中烟香港(06055)早盘大热,一度涨超6.7%,报24.95港元,引起市场广泛关注。分析人士认为,中烟香港受到多重利好因素影响。
首先,作为烟草行业龙头企业,其主要产品卷烟销售呈现稳定增长态势。受全球天气变化影响,近期烟叶产量下降,叠加农药等原材料涨价,烟草开支增加,推动烟草价格上涨,有利于提升企业毛利水平。中烟香港上半年净利润同比增长33%,体现出公司抗风险能力以及盈利水平提升。
其次,在新型烟草方面,公司也积极布局。其他烟草龙头公司最新业绩显示,新型烟草业务增长强劲,成为业绩新亮点。作为中烟集团旗舰资本运作平台,中烟香港未来在新型烟草产品创新和市场开拓方面潜力巨大。此外业内预计,中烟香港在收购兼并方面也有不小想象空间,或将进一步整合资源,为长期增长储备动力。
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