思摩尔国际（06969）今日盘中大涨7.02%，引起投资者广泛关注。截至盘中，该股报价18.07港元，成交额达1.44亿港元。
消息面上，波兰Glo官网于9月18日正式发布Glo Hilo新品，这可能是推动思摩尔国际股价上涨的主要原因。新品不仅改良了分体式和一体式设备，还将颜色选择增加至7种。更值得注意的是，波兰市场此次推出了更加丰富的烟支口味选择，初期已发布13款口味烟支，包括8种茶基调味和5种烟草味。英美烟草（BTI）还提供了购买加热器具赠送4包烟支的促销活动，进一步加大了对Glo Hilo新品的推广力度。
分析人士预计，Glo Hilo的下一个目标市场将是意大利，这是2024年全球HNB出货量第三大市场。此外，业内还期待思摩尔国际在其他增量市场的有序拓展。中金此前指出，随着产品不断完善，HNB新品普遍以试销经验复用的方式进行全球扩张。新市场开拓节奏、用户增长速度等阶段性成果将推动资本市场预期修正，而市场份额提升、收入增速和盈利兑现则共同决定了合理估值。分析师看好头部国际烟草品牌依托创新性新品实现市场份额提升的趋势。
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