港股异动 | 华宝国际(00336)涨超5% HNB有望迎新机遇 公司为全球化味觉供应链平台

智通财经
Sep 22

智通财经APP获悉,华宝国际(00336)涨超5%,截至发稿,涨5.52%,报3.73港元,成交额3936.02万港元。

消息面上,今年7月28日《加热卷烟》强制性国家标准(征求意见稿)发布,征求意见期截至9月26日,并拟于发布后6个月正式实施。申万宏源认为,强制性国家标准《加热卷烟》公开征求意见,国内HNB规范准入制度流程逐步推进。关注新型烟草产业链标的。

国金证券此前指出,公司底层的竞争壁垒是贯穿"原料—工艺—品控"全链条的供应链管理能力。伴随爆珠海外放量、薄片产能释放及调味品渠道优化驱动盈利能力修复。公司现金流充裕、分红政策极具韧性,25年8月首次推出股权激励,目标为26-28年营收较25年增长不低于10%/20%/30%,彰显增长信心。

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