金吾财讯 | 东吴证券发布研报称，全球烟草行业规模接近万亿美元，在减害背景下新型烟草增速领先，并将占据更多市场份额。菲莫国际和英美烟草等国际烟草巨头加大对新型烟草的布局，聚焦加热不燃烧等品类，推进无烟化转型。建议关注与英美烟草HNB新品glo Hilo绑定的雾化电子代工龙头思摩尔国际(06969)，菲莫国际IQOS的代工商盈趣科技(002925.SZ)，以及有望整合境外资产的中烟唯一上市平台中烟香港(06055)。
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