智通财经APP获悉，中烟香港(06055)盘中涨超5%，高见28.4港元创上市新高，年内累计涨幅已超2倍。截至发稿，涨4.09%，报28港元，成交额1.3亿港元。
国证国际指出，由于近两年极端天气变化，导致全球烟叶减产，带来烟叶价格的持续上升。卷烟的消费具有比较强的稳定性，因此在价格提升的背景下公司业绩有望继续增长。同时卷烟出口的恢复性增长仍有空间。另外未来新型烟草业务的扩张，以及可能的收并购将成为潜在的增长引擎。中烟香港作为中烟集团旗下唯一资本运作平台，未来的收并购具有很大的想象空间。
民生证券认为，从远期来看，伴随国内传统烟草红利渐进尾声，中烟香港或通过并购产能/渠道/品牌等资产，加速切入海外卷烟销售的有税市场。国海证券则指出，公司作为中国烟草体系内唯一以烟草主业的上市公司，背靠坚实壁垒，该行认为公司出口业务产品结构的优化以及自营业务规模的提升将带动公司整体毛利率提升。
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