智通财经APP获悉，中烟香港(06055)早盘涨超6%，截至发稿，涨4.43%，报24.75港元，成交额4630.89万港元。
消息面上，帝国烟草公布2024财年业绩，2024财年实现净收入81.57亿英镑，同比增长1.8%，其中新型烟草业务实现净收入3.35亿英镑，同比增长26.4%，主要得益于所有主要地区的业绩增长；实现营业利润39.11亿英镑，同比增长0.6%，主要系烟草、NGP以及分销业务的盈利能力提高。
值得注意的是，中烟香港中期业绩显示，上半年收入87亿港元，同比增长12.4%；净利润6.8亿，同比增长33%。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。
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