港股异动 | 中烟香港(06055)再涨超9% 签约蒙昆助力免税卷烟业务增长 公司有望整合中烟系资源

智通财经
May 15, 2025

智通财经APP获悉,中烟香港(06055)再涨超9%,高见35.45港元,创上市新高。截至发稿,涨8.64%,报35.2港元,成交额1.77亿港元。

消息面上,中烟香港近期发布公告,宣布与后续订约方蒙昆公司签署了框架协议,继续推进其独家卷烟出口业务的采购交易。根据公告,框架协议的主要条款与之前与原订约方的协议相同,且不再设定年度上限,交易期限为无限期。华安证券认为,公司此次与蒙昆公司订立框架协议,能够进一步拓宽公司免税卷烟的供应,助力公司独家卷烟出口业务收入和盈利能力进一步增长。

信达证券指出,中烟香港表示未来将持续推动新型烟草创新发展,提高品牌国际知名度,加速技术创新及产品迭代。公司作为中烟指定的从事国际业务拓展平台及相关贸易业务的独家营运实体,肩负资本运作重责,未来有望加速优质标的收并购进程,长期成长动能充沛。

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