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美股长牛牛牛
2021-05-27
醒醒吧！正规的电子烟对人体的伤害比传统烟草少了太多，起码人家电子烟是焦油含量为零！这又可比性吗？我抽传统烟草三十年，现在再也不碰了。抽电子烟快两年了……
抱歉，原内容已删除
美股长牛牛牛
2021-05-27
醒醒吧！正规的电子烟对人体的伤害比传统烟草少了太多，起码人家电子烟是焦油含量为零！这又可比性吗？我抽传统烟草三十年，现在再也不碰了。抽电子烟快两年了……
抱歉，原内容已删除
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17:56","market":"hk","language":"zh","title":"电子烟概念股冰火两重天，发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1128508916","media":"华尔街见闻","summary":"比亚迪电子午后一度涨超22%，另一方面，港股思摩尔国际却大跌17.10%，美股电子烟概念盘前也大跌，雾芯科技盘前跌15%。\n\n5月26日，比亚迪电子午后强力拉升，一度涨超22%，截至收盘，公司股价大涨","content":"<blockquote>\n <a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>午后一度涨超22%，另一方面，港股<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>却大跌17.10%，美股电子烟概念盘前也大跌，雾芯科技盘前跌15%。\n</blockquote>\n<p>5月26日，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>电子午后强力拉升，一度涨超22%，截至收盘，公司股价大涨11.73%。</p>\n<p><img src=\"https://static.tigerbbs.com/38d6999bdd82cf0a0ea18226c8fa949b\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>另一方面，港股思摩尔国际却大跌17.10%，美股电子烟概念盘前也大跌，雾芯科技盘前跌15%。</p>\n<p><img src=\"https://static.tigerbbs.com/921008e4dcc6cec1eef037f6bd814a3b\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>分析称，个股冰火两重天走势主要受刚刚曝光的两大消息催化：</p>\n<p>1、有券商调研纪要流出显示，比亚迪电子的电子烟业务已经完成专利布局，产线进入试生产，预计6月可能进入大规模量产，具体进度取决于客户认证和需求。据测算全部40条产线满产产值或将接近百亿水平。</p>\n<p>2、国家卫生健康委刚刚在北京发布了《中国吸烟危害健康报告2020》，与2012年原卫生部发布的旧版报告相比，报告新增加了电子烟的健康危害章节，指出“有充分证据表明电子烟是不安全的”。</p>\n<p>事实上，早在2016年，比亚迪电子就开始切入电子烟领域，2020 年贡献营收约10 亿元，主要销往海外、为加热不燃烧设备供应零部件。</p>\n<p>今年开始，公司被授权多项电子烟新型专利，全球累计近万项专利，预计下半年开始从事ODM 加工，根据最新流出的调研纪要看，“试产线已经跑通，客户那边已经送样，等客户确认，转量产。”目前已经量产的项目包括电子雾化烟杆、棉芯烟弹，预计5 月份量产陶瓷烟弹。</p>\n<p>值得注意的是，公司未来主要客户包括中烟、悦刻，后者目前正是思摩尔国际的大客户之一。</p>\n<p>另外，<b>针对今日思摩尔国际的大跌以及国家卫健委发布的报告，<a href=\"https://laohu8.com/S/601788\">光大证券</a>轻工团队作出如下点评：</b></p>\n<p><a href=\"https://laohu8.com/S/06178\">光大证券</a>轻工团队判断本次思摩尔国际下跌的主要原因在于：</p>\n<blockquote>\n 1）思摩尔上市时拥有较优的市场格局，因而享有较高估值，市场可能考虑未来的格局存在变动，出现杀估值情况。\n</blockquote>\n<blockquote>\n 2）在陶瓷芯技术的认知上，比亚迪电子的调研今日反馈较好，影响了大家对思摩尔技术能力的判断。\n</blockquote>\n<blockquote>\n 3）国家卫生健康委在北京发布《中国吸烟危害健康报告2020》，有充分证据证明电子烟存在不安全性。\n</blockquote>\n<p>光大证券轻工团队认为，电子烟本质靠尼古丁成瘾，天然存在政策干扰而导致涨跌，建议市场关注电子烟能力来判断投资价值：</p>\n<blockquote>\n 1） 陶瓷芯技术难在实现综合性能的最优搭配，同时保证高良率与量产能力，思摩尔的技术积累仍然处于行业领先，其良率及量产能力多年来已被充分验证。\n</blockquote>\n<blockquote>\n 2） 头部客户看重专利完整性，思摩尔作为电子烟陶瓷雾化芯的领先者，在当前及未来的产品迭代中有专利先机。\n</blockquote>\n<blockquote>\n 3） 思摩尔的技术成熟度、专利完整度、客户服务能力较为优秀，客户黏性高，转产二供存在较大的摩擦成本。\n</blockquote>\n<p>总体上，光大证券轻工团队认为，技术发展是一个不断迭代的过程，不排除存在竞争对手获取部分思摩尔份额的可能性，但同时他们相信：1）电子烟市场空间足够大到容纳多位玩家；2）电子烟对产品一致性要求较高，也意味着雾化芯的生产需集中于少量玩家，思摩尔作为头部企业，仍有望维持核心客户主要供应商的地位。</p>\n<p>而关于电子烟的产品是否存在危害，光大轻工团队建议大家关注美国PMTA的论证结果。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>电子烟概念股冰火两重天，发生了什么？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n电子烟概念股冰火两重天，发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n2021-05-26 17:56 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>比亚迪电子午后一度涨超22%，另一方面，港股思摩尔国际却大跌17.10%，美股电子烟概念盘前也大跌，雾芯科技盘前跌15%。\n\n5月26日，比亚迪电子午后强力拉升，一度涨超22%，截至收盘，公司股价大涨11.73%。\n\n另一方面，港股思摩尔国际却大跌17.10%，美股电子烟概念盘前也大跌，雾芯科技盘前跌15%。\n\n分析称，个股冰火两重天走势主要受刚刚曝光的两大消息催化：\n1、有券商调研纪要流出显示，...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3d70808a15dad316fc954e27e116f4b","relate_stocks":{"06969":"思摩尔国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128508916","content_text":"比亚迪电子午后一度涨超22%，另一方面，港股思摩尔国际却大跌17.10%，美股电子烟概念盘前也大跌，雾芯科技盘前跌15%。\n\n5月26日，比亚迪电子午后强力拉升，一度涨超22%，截至收盘，公司股价大涨11.73%。\n\n另一方面，港股思摩尔国际却大跌17.10%，美股电子烟概念盘前也大跌，雾芯科技盘前跌15%。\n\n分析称，个股冰火两重天走势主要受刚刚曝光的两大消息催化：\n1、有券商调研纪要流出显示，比亚迪电子的电子烟业务已经完成专利布局，产线进入试生产，预计6月可能进入大规模量产，具体进度取决于客户认证和需求。据测算全部40条产线满产产值或将接近百亿水平。\n2、国家卫生健康委刚刚在北京发布了《中国吸烟危害健康报告2020》，与2012年原卫生部发布的旧版报告相比，报告新增加了电子烟的健康危害章节，指出“有充分证据表明电子烟是不安全的”。\n事实上，早在2016年，比亚迪电子就开始切入电子烟领域，2020 年贡献营收约10 亿元，主要销往海外、为加热不燃烧设备供应零部件。\n今年开始，公司被授权多项电子烟新型专利，全球累计近万项专利，预计下半年开始从事ODM 加工，根据最新流出的调研纪要看，“试产线已经跑通，客户那边已经送样，等客户确认，转量产。”目前已经量产的项目包括电子雾化烟杆、棉芯烟弹，预计5 月份量产陶瓷烟弹。\n值得注意的是，公司未来主要客户包括中烟、悦刻，后者目前正是思摩尔国际的大客户之一。\n另外，针对今日思摩尔国际的大跌以及国家卫健委发布的报告，光大证券轻工团队作出如下点评：\n光大证券轻工团队判断本次思摩尔国际下跌的主要原因在于：\n\n 1）思摩尔上市时拥有较优的市场格局，因而享有较高估值，市场可能考虑未来的格局存在变动，出现杀估值情况。\n\n\n 2）在陶瓷芯技术的认知上，比亚迪电子的调研今日反馈较好，影响了大家对思摩尔技术能力的判断。\n\n\n 3）国家卫生健康委在北京发布《中国吸烟危害健康报告2020》，有充分证据证明电子烟存在不安全性。\n\n光大证券轻工团队认为，电子烟本质靠尼古丁成瘾，天然存在政策干扰而导致涨跌，建议市场关注电子烟能力来判断投资价值：\n\n 1） 陶瓷芯技术难在实现综合性能的最优搭配，同时保证高良率与量产能力，思摩尔的技术积累仍然处于行业领先，其良率及量产能力多年来已被充分验证。\n\n\n 2） 头部客户看重专利完整性，思摩尔作为电子烟陶瓷雾化芯的领先者，在当前及未来的产品迭代中有专利先机。\n\n\n 3） 思摩尔的技术成熟度、专利完整度、客户服务能力较为优秀，客户黏性高，转产二供存在较大的摩擦成本。\n\n总体上，光大证券轻工团队认为，技术发展是一个不断迭代的过程，不排除存在竞争对手获取部分思摩尔份额的可能性，但同时他们相信：1）电子烟市场空间足够大到容纳多位玩家；2）电子烟对产品一致性要求较高，也意味着雾化芯的生产需集中于少量玩家，思摩尔作为头部企业，仍有望维持核心客户主要供应商的地位。\n而关于电子烟的产品是否存在危害，光大轻工团队建议大家关注美国PMTA的论证结果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
