Finback
2021-05-28
$RLX科技(RLX)$
卫健委发文明确电子烟有危害后为什么 思摩尔 只跌不涨。而 RLX 涨？
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小良i
2021-05-28
小良i
你去看下卫健委的原文就知道了，原文的意思是说传统卷烟有害健康，生产不规范的电子烟也有害健康。总结下来就是小作坊的电子烟有害健康。 就是个利好。被媒体给断章取义说卫健委说电子烟有害健康了。然后当天比亚迪电子宣布开始电子烟代工业务，产电子烟的厂房建好了，年产值百亿。rlx是比亚迪的大客户。思膜尔的生意被比亚迪抢了，所以思膜尔跌，rlx涨
小良i
2021-05-28
小良i
前几天思膜尔大跌是比亚迪干电子烟出来时候的事，然后持仓的机构赶紧找卫健委发的文章，好混淆视听跌是因为卫健委的文章，骗韭菜接盘思膜尔
小良i
2021-05-28
小良i
然后比亚迪代工价格比思膜尔便宜20%左右 ，rlx的产品利润直接高了20%。比亚迪已经宣布只做代工自己不零售
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