智通财经APP获悉，思摩尔国际(06969)涨超5%，截至发稿，涨5.23%，报22.15港元，成交额3.55亿港元。
消息面上，思摩尔国际近日发布业绩预告，预期上半年实现收入60.13亿元，同比增长18%；期内溢利约4.43亿至5.414亿元，较上年同期下降约21%至35%。美银证券认为，集团表现符合全年收入正增长及经调整溢利持平的指引，意味下半年收入较弱; 收入增长主要来自自有品牌业务和企业客户业务，次季趋势与首季相若，但利润则受到拖累，原因包括股份支付费用增加、自有品牌产品于海外市场的销售及管理费用上升，以及法律费用大幅增加。
国金证券指出，公司具备“稀缺性+确定性”，把握新型烟草产业发展机遇。公司作为唯一一家深度切入海外大烟草集团的雾化+HNB供应链的上市企业，在欧美雾化电子烟监管趋势持续向好、HNB业务推进顺利及医疗雾化等新业务持续贡献业绩新增量的背景下，其具备“稀缺性+确定性”，看好公司后续充分受益新型烟草产业发展大机遇。
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