智通财经APP获悉，思摩尔国际(06969)再跌超8%，截至发稿，跌8.01%，报8.96港元，成交额5800.26万港元。
消息面上，思摩尔国际发布公告，该集团截至2025年3月31日止3个月取得税后利润1.92亿元人民币，同比减少43.4%；期内全面收益总额2.08亿元，同比减少32.9%。纯利下降主要由于行政开支、分销及销售开支、研发开支总体上较上年同期有较大增长。
国金证券此前指出，美国加征关税背景下，市场较为关注其对于思摩尔国际美国出口业务的影响，我们认为应理性看待后续影响，主因：思摩尔拥有印尼工厂，东南亚国家预计将陆续与美国协商调整，后续关税落地幅度仍有变数；电子烟作为高加价倍率且具有消费粘性的品类，关税可一定程度向终端传导，并且涨价幅度也并不明显；思摩尔作为以技术驱动型的企业在产业链具备较强议价能力。
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