智通财经APP获悉，思摩尔国际(06969)现涨近7%，截至发稿，涨6.6%，报15.18港元，成交额3.94亿港元。
国金证券发布研报称，总结24年海外新型烟草市场表现来看，海外新型烟草渗透率提升趋势依然明显，新型烟草业务仍是各巨头实现长远业绩增长的重要发力点。整体重点推荐关注思摩尔国际，其作为全球电子烟代工市场的头部企业，与BAT、NJOY深度绑定，在雾化电子烟合规市场规模显著扩容、BAT持续加大对HNB的投入力度下，公司或将显著受益。
第一上海此前指出，思摩尔国际为英美烟草供应的加热不燃烧(HNB)产品GloHilo试销反馈积极，其使用体验和口感较现有主流产品有所提升。根据战略规划，该产品将于2025年全面进军核心市场，并有望从2025年下半年开始为公司带来持续利润增长。预计到2026年，随着市场渗透率提升和客户群体扩容，HNB业务将展现强劲的发展动能与盈利潜力。
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