国海海外•消费 | 中烟香港公司深度报告:“内生”铸就业务基石,“外延”拓展成长空间

消费琪谈
30 May

公司简介:中烟体系内唯一烟草主业上市公司中烟香港(06055.HK)是中国烟草体系内唯一以烟草为主业的上市公司。公司成立于2004年,业务涵盖烟叶进出口、卷烟出口、新型烟草出口及巴西经营业务五大板块,覆盖全球50余个国家和地区。依托中国烟草总公司的独家经营权,公司承担整合集团海外资产的重任,2024年营收达130.7亿港元,同比+10.5%,归母净利润8.5亿港元,同比+42.6%,稀缺性与成长性...

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