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南下资金都在买思摩尔国际

南下资金是大陆流入香港的资金，大陆的资金都是要有政治觉悟的，他们的行为代表他们知道当局对电子烟的态度。

客户死了，工厂也要死。

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精彩评论

SupriseMe
2021-04-26
SupriseMe
中国是最大的电子烟代工厂，代工厂生产可以卖出口换外汇，但是这并不能说明当局对国内电子烟的态度。国内市场跟整个国际市场比，国际更大。思摩尔的逻辑在于，哪怕国内管控严格导致电子烟销量下滑，但是有国际市场支撑。只要不是全球严控电子烟，他就有市场，有利润，有增长！
- 迈耀司:
  有国家保护主义的，肯定还是内需为主。你去看思摩尔的报表，内需增速很大，已经快三分之一多了。国内最大的客户死掉，思摩尔就可以关门了
小良i
2021-04-26
小良i
以后歪果仁人手一支电子烟，就等于收歪果仁人头税一样
- 小良i回复迈耀司:
  不是，比亚迪等企业也是进军电子烟制造
- 迈耀司:
  歪果仁抽的电子烟都必须是思摩尔生产的吗

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