异动解读 | 思摩尔国际(06969)盘中大涨6.05% 海外电子烟合规市场扩张+监管趋严利好

异动解读11-18

港股思摩尔国际(06969)今日盘中大涨6.05%,引发市场广泛关注。

消息面上,美国总统特朗普表示将再次拯救电子烟产业,海外电子烟合规市场或迎来实质性扩容。英美烟草新品GloHilo即将推出,备受市场关注。监管方面,欧美地区对非法电子烟产品的监管正趋于严格,合规产品销售持续回暖。

国内市场,在执法日趋严格且风味品种优化的情况下,合规产品销售或将持续回升。分析人士预计,思摩尔国际最艰难时期已过,主业有望现显著改善,新业务将逐步贡献增量。

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