思摩尔国际(06969)今日盘中大跌5.21%，引发市场关注。
消息面上，财政部、税务总局近日发布公告，自2026年4月1日起，将取消电子烟产品的增值税出口退税。原有的13%退税率是企业对冲成本、维持国际定价优势的关键，退税归零意味着企业需全额承担增值税成本，直接压缩利润空间。
浙商证券研报指出，国家正加紧整治国内电子烟生产、销售及出口环节的违法乱象，行业供给端格局将迎来变化。思摩尔国际作为合规运作的上市龙头，长期或受益于行业整顿，但短期受退税政策影响显著。
思摩尔国际(06969)今日盘中大跌5.21%，引发市场关注。
消息面上，财政部、税务总局近日发布公告，自2026年4月1日起，将取消电子烟产品的增值税出口退税。原有的13%退税率是企业对冲成本、维持国际定价优势的关键，退税归零意味着企业需全额承担增值税成本，直接压缩利润空间。
浙商证券研报指出，国家正加紧整治国内电子烟生产、销售及出口环节的违法乱象，行业供给端格局将迎来变化。思摩尔国际作为合规运作的上市龙头，长期或受益于行业整顿，但短期受退税政策影响显著。
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