智通财经APP获悉，华宝国际(00336)午后涨超12%。消息面上，7月底，国家烟草专卖局正式发布《加热卷烟》强制性国家标准征求意见稿，标准拟于正式发布6个月后实施。兴业证券指出，意见稿首次明确烟支、烟具和气溶胶具体要求，国内HNB监管框架进一步成型。国内HNB仍将围绕中烟体系及烟草材料供应链开展，有利于具备中烟客户资源、全系列产品能力和先发验证优势供应商。
东北证券指出，国内卷烟市场需求增长面临较大压力，因此HNB放开提上日程成为挽救国内烟草市场的必选项。加热卷烟国标公开征求意见，标志着中国HNB产业从“政策模糊期”迈入“规则明确期”。HNB和口含烟的发展带来新的香精需求，有利于公司烟用香精业务的发展。
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