金吾财讯 | 烟草概念股盘初集体上涨，截止发稿，思摩尔国际（06969）涨9.26%，华宝国际（00336）涨2.23%，中烟香港（06055）涨1.88%。消息面上，此前思摩尔国际发布中期业绩，2026年上半年实现总营业收入72.1亿元（人民币，下同），同比增长19.9%；实现净利润5.7亿元，同比增长16.2%。剔除股权激励费用后的经调整净利润为7.6亿元，同比微增2.6%；若进一步剔除雾化医疗业务亏损，经调整净利润为8.9亿元，同比增长7.1%。国证国际认为HNB如期放量、美国合规雾化迎监管利好、自有品牌稳健增长，三大主线共支撑中长期业绩。
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