金吾财讯 | 天风证券发研报指，中烟香港(06055)发布正面盈利预告，预计2024年全年公司所有者应占利润同比增幅不低于30%。该行认为，公司是中国烟草总公司指定的国际业务拓展平台及相关贸易业务独家营运实体，公司各业务板块有望将继续稳中向好实现高质量增长；同时公司已实现供应链纵向整合，进一步提升业务盈利能力和议价能力，公司有望在未来继续探索产业链相关整合机遇。该行认为，公司背靠中烟集团、壁垒优势显着，为目前中烟旗下唯一的境外资本运作和国际业务拓展平台，具有稀缺性，有望成为中国烟草行业发展与变革的直接受益者。预计公司24/25/26年归母净利润为7.87/9.10/11.00亿港元；公司是中烟体系唯一的国际业务平台，维持“买入”评级。
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