港股异动 | 思摩尔国际(06969)涨超3% Glo Hilo将于日本上线 加热不燃烧产品试点市场反馈理想

智通财经
May 22, 2025

智通财经APP获悉,思摩尔国际(06969)涨超3%,截至发稿,涨3.25%,报17.18港元,成交额1.21亿港元。

国泰海通发布研报指出,根据英美烟草官网,近期Glo Hilo产品上线日本。2016年12月,英美烟草Glo 第一代产品在宫城县首府仙台市发布。据此前在塞尔维亚发布的产品,Glo Hilo在加热性能及产品便携性等维度有明显升级,相应抽吸体验也大幅优化,未来产品性能或持续迭代改善。公司同核心客户英美烟草合作研发新一代加热不燃烧产品Glo Hilo试点市场反馈理想。

东吴证券表示,加热不燃烧2024年销量209亿支,有机同比-0.3%,glo Hilo将于25年6月在日本上市,后续拓展欧洲市场,预计2026年在美国上市,新品助力HNB快速增长。该行认为,英美烟草推动无烟转型,HNB新品将成为重要支撑,预计无烟产品(含传统口含烟)收入占比在2026/2035年突破20% /50%。

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