轻工纺服行业周观点:中烟香港进一步拓展烟叶出口业务 关注大促对出口企业业绩影响

招商证券股份有...
02 Dec 2024

1)烟草:中烟香港发布新公告,将烟叶类产品出口业务的经营范围拓展至非独家经营区域,并上调采购交易的年度上限和加价比例,烟叶类产品出口业务有望得到进一步拓展;2)跨境电商:黑五网一拉开序幕,销售额有望再创新高,看好大促对跨境电商标Q4 业绩的拉动作用;3)出口:多项政策出台,为外贸及跨境电商的发展提供资金、基础设施及等多方面支持。烟草:中烟香港发布新公告,将烟叶类产品出口业务的经营范围拓展至非...

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