金吾财讯 | 港股烟草板块多股上扬，截至发稿，思摩尔国际（06969）涨4.15%，中烟香港（06055）涨2.38%，中国波顿（03318）涨2.00%。消息面上，申万宏源新近研究表示，国际烟草公司英美烟草、菲莫国际、日本烟草发布的2026年中报披露，新型烟草景气度延续。同时，强制性国家标准《加热卷烟》正公开征求意见，国内HNB规范准入制度流程逐步推进，该机构建议关注新型烟草产业链。中金公司亦指，近期国际烟草龙头菲莫国际、英美烟草发布1H26业绩，新型烟草业务表现突出，国内供应链企业有望受益，叠加国内加热卷烟国家标准制定推进至公示阶段，建议关注烟草产业链投资机会。该机构强调，看好全球烟草减害需求下，新型烟草行业发展前景。
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