智通财经APP获悉，华宝国际(00336)午前涨超15%，截至发稿，涨14.18%，报4.51港元，成交额2.14亿港元。
消息面上，华宝国际此前发布业绩，上半年营业额16.21亿元人民币，同比增长2.5%；公司权益持有人应占盈利1.18亿元，同比增长298.1%；每股基本盈利3.66分；拟派中期股息每股1.2港仙及特别股息每股3.2港仙。营业额增加主要因为烟用新材料海外业务增长迅速，烟用原料板块的营业额同比增加45.3%至2.38亿元，以及产能逐步释放及开拓了新客户，香原料板块的营业额同比增加7.6%至4.05亿元。
据悉，华宝国际为国内烟用香精龙头。国盛证券指出，HNB烟草加热不点燃温度较卷烟低，减少了大量通过热合成和热裂解产生的香味成分，因此需要加入更多香精香料来还原和模拟卷烟的口感。同等质量烟丝，HNB烟丝所需香精量是传统烟丝6-10倍。但考虑到HNB烟弹长度是传统卷烟一半，综合下来单支烟HNB用量是传统烟草的3-5倍。
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