Investors001的个人主页 - 老虎社区

Investors001

Investors001

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IP属地：广东

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2主题

0勋章

2021-08-04

从教育到游戏，又到电子烟，你就是个沙，B

抱歉，原内容已删除

2020-11-23

$小米集團-W(01810)$三个月的成果，今晚给自己个鸡腿🍗！

2021-08-06

缺芯不炒芯，笑话，你是自己踏空了吧，发文章在搞事吧，不炒热的难道去捡垃圾的？你快去吃粑，粑吧！

抱歉，原内容已删除

2021-07-28

**，中信

抱歉，原内容已删除

2021-09-25

他家不是在加拿大吗

抱歉，原内容已删除

2022-07-19

$趣店(QD)$做空一切炒作性中概股等于送钱

2021-10-06

$火幣科技(01611)$🤣🤣🤣

2023-11-08

$纳斯达克(.IXIC)$ 出货

2021-07-28

**，信你一点都死

抱歉，原内容已删除

2022-08-10

老虎更新了看不到了k线有人知道什么原因吗

2022-08-10

老虎更新了，看不到k线有人知道什么原因吗

2021-08-24

你就是个沙，比，

【券商聚焦】中信建投维持思摩尔国际(06969)买入评级指盈利能力稳步提升

2021-08-04

沙，B

抱歉，原内容已删除

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/06969\">思摩尔国际</a>实现营收69.53亿元,同比增长79.2%；经调整后净利润29.75亿元,同比增长127.5%其中2021Q2预计实现营收40亿元,同比增长超过35%；经调整后净利润17.48亿元,同比增长约76.29%.公司中报业绩保持靓丽,整体符合预期。研报续指，公司国内业务高速增长,美国市场有望受益行业集中度提升。分业务看,公司ODM业务实现收入64.97亿元,同比增长86.2%；APV自主品牌业务实现收入4.56亿元,同比增长16.7%。分区域看,中国大陆(除出口贸易商之外)实现收入28.37亿元,同比增长414.85%,收入占比从2020H1的14.2%提升至40.8%；美国区域(加上香港区域分销部分)实现收入24.96亿元,同比增长20.20%；欧洲区域实现收入9.21亿元,同比增长24.80%；日本区域实现收入8.63亿元,同比下降39.60%.其中国内市场增速较快,主要系下游客户如悦刻,柚子等国内电子烟龙头品牌加速开店,订单出货高增所致；美国市场整体表现符合预期,核心客户如Vuse保持较快增长,伴随PMTA认证审核逐步落地以及大客户<a href=\"https://laohu8.com/S/BTI\">英美烟草</a>等加速向新型烟草转型,行业集中度有望加速提升,未来海外市场增长仍然值得期待。伴随新型烟草及全球雾化设备持续渗透,以及行业监管逐渐趋于规范,公司作为全球最大的电子雾化设备制造商,技术研发优势明显,客户资源丰富,同时有望受益于行业集中度加速提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。</p><p>中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%；经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%；对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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【券商聚焦】中信建投维持思摩尔国际(06969)买入评级 指盈利能力稳步提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-08-24 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/601066\">中信建投</a>发研报指，根据公告,2021H1<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>实现营收69.53亿元,同比增长79.2%；经调整后净利润29.75亿元,同比增长127.5%其中2021Q2预计实现营收40亿元,同比增长超过35%；经调整后净利润17.48亿元,同比增长约76.29%.公司中报业绩保持靓丽,整体符合预期。研报续指，公司国内业务高速增长,美国市场有望受益行业集中度提升。分业务看,公司ODM业务实现收入64.97亿元,同比增长86.2%；APV自主品牌业务实现收入4.56亿元,同比增长16.7%。分区域看,中国大陆(除出口贸易商之外)实现收入28.37亿元,同比增长414.85%,收入占比从2020H1的14.2%提升至40.8%；美国区域(加上香港区域分销部分)实现收入24.96亿元,同比增长20.20%；欧洲区域实现收入9.21亿元,同比增长24.80%；日本区域实现收入8.63亿元,同比下降39.60%.其中国内市场增速较快,主要系下游客户如悦刻,柚子等国内电子烟龙头品牌加速开店,订单出货高增所致；美国市场整体表现符合预期,核心客户如Vuse保持较快增长,伴随PMTA认证审核逐步落地以及大客户<a href=\"https://laohu8.com/S/BTI\">英美烟草</a>等加速向新型烟草转型,行业集中度有望加速提升,未来海外市场增长仍然值得期待。伴随新型烟草及全球雾化设备持续渗透,以及行业监管逐渐趋于规范,公司作为全球最大的电子雾化设备制造商,技术研发优势明显,客户资源丰富,同时有望受益于行业集中度加速提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。</p><p>中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%；经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%；对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"06969":"思摩尔国际"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=742a4420a7038defe19540a8cfba2008","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161054497","content_text":"凤凰网港股|中信建投发研报指，根据公告,2021H1思摩尔国际实现营收69.53亿元,同比增长79.2%；经调整后净利润29.75亿元,同比增长127.5%其中2021Q2预计实现营收40亿元,同比增长超过35%；经调整后净利润17.48亿元,同比增长约76.29%.公司中报业绩保持靓丽,整体符合预期。研报续指，公司国内业务高速增长,美国市场有望受益行业集中度提升。分业务看,公司ODM业务实现收入64.97亿元,同比增长86.2%；APV自主品牌业务实现收入4.56亿元,同比增长16.7%。分区域看,中国大陆(除出口贸易商之外)实现收入28.37亿元,同比增长414.85%,收入占比从2020H1的14.2%提升至40.8%；美国区域(加上香港区域分销部分)实现收入24.96亿元,同比增长20.20%；欧洲区域实现收入9.21亿元,同比增长24.80%；日本区域实现收入8.63亿元,同比下降39.60%.其中国内市场增速较快,主要系下游客户如悦刻,柚子等国内电子烟龙头品牌加速开店,订单出货高增所致；美国市场整体表现符合预期,核心客户如Vuse保持较快增长,伴随PMTA认证审核逐步落地以及大客户英美烟草等加速向新型烟草转型,行业集中度有望加速提升,未来海外市场增长仍然值得期待。伴随新型烟草及全球雾化设备持续渗透,以及行业监管逐渐趋于规范,公司作为全球最大的电子雾化设备制造商,技术研发优势明显,客户资源丰富,同时有望受益于行业集中度加速提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%；经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%；对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893146953,"gmtCreate":1628250440472,"gmtModify":1628250440472,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"缺芯不炒芯，笑话，你是自己踏空了吧，发文章在搞事吧，不炒热的难道去捡垃圾的？你快去吃粑，粑吧！","listText":"缺芯不炒芯，笑话，你是自己踏空了吧，发文章在搞事吧，不炒热的难道去捡垃圾的？你快去吃粑，粑吧！","text":"缺芯不炒芯，笑话，你是自己踏空了吧，发文章在搞事吧，不炒热的难道去捡垃圾的？你快去吃粑，粑吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893146953","repostId":"1105646416","repostType":4,"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890319664,"gmtCreate":1628082817658,"gmtModify":1628098769857,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"从教育到游戏，又到电子烟，你就是个沙，B","listText":"从教育到游戏，又到电子烟，你就是个沙，B","text":"从教育到游戏，又到电子烟，你就是个沙，B","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/890319664","repostId":"1114686999","repostType":4,"isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090632547992330","authorId":"4090632547992330","name":"白洋水军","avatar":"https://static.tigerbbs.com/d36332188b14386d68f11122c22d020a","crmLevel":1,"crmLevelSwitch":0},"content":"青少年身心健康事关国家命运，难道不应该管么？为了你投在电子烟股市的几个臭钱，就能如此昧着良心说黑话？","text":"青少年身心健康事关国家命运，难道不应该管么？为了你投在电子烟股市的几个臭钱，就能如此昧着良心说黑话？","html":"青少年身心健康事关国家命运，难道不应该管么？为了你投在电子烟股市的几个臭钱，就能如此昧着良心说黑话？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890337657,"gmtCreate":1628082722079,"gmtModify":1628082722079,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"沙，B","listText":"沙，B","text":"沙，B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890337657","repostId":"1114686999","repostType":4,"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803531758,"gmtCreate":1627446787974,"gmtModify":1627446787974,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"**，信你一点都死","listText":"**，信你一点都死","text":"**，信你一点都死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803531758","repostId":"1114345027","repostType":4,"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN",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出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239321728340048","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803531758,"gmtCreate":1627446787974,"gmtModify":1627446787974,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"**，信你一点都死","listText":"**，信你一点都死","text":"**，信你一点都死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803531758","repostId":"1114345027","repostType":4,"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684316146,"gmtCreate":1660104095487,"gmtModify":1660104095487,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老虎更新了看不到了k线有人知道什么原因吗","listText":"老虎更新了看不到了k线有人知道什么原因吗","text":"老虎更新了看不到了k线有人知道什么原因吗","images":[{"img":"https://static.tigerbbs.com/e0bfad025483000452c79eb3e3057e7a","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684316146","isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":684316372,"gmtCreate":1660104049798,"gmtModify":1660104049798,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老虎更新了，看不到k线有人知道什么原因吗","listText":"老虎更新了，看不到k线有人知道什么原因吗","text":"老虎更新了，看不到k线有人知道什么原因吗","images":[{"img":"https://static.tigerbbs.com/e0bfad025483000452c79eb3e3057e7a","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684316372","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":834375826,"gmtCreate":1629775981765,"gmtModify":1629775981765,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"你就是个沙，比，","listText":"你就是个沙，比，","text":"你就是个沙，比，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834375826","repostId":"2161054497","repostType":2,"repost":{"id":"2161054497","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1629775766,"share":"https://www.laohu8.com/m/news/2161054497?lang=&edition=full","pubTime":"2021-08-24 11:29","market":"hk","language":"zh","title":"【券商聚焦】中信建投维持思摩尔国际(06969)买入评级 指盈利能力稳步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2161054497","media":"凤凰网港股","summary":"研报续指，公司国内业务高速增长,美国市场有望受益行业集中度提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%；经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%；对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。","content":"<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/601066\">中信建投</a>发研报指，根据公告,2021H1<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>实现营收69.53亿元,同比增长79.2%；经调整后净利润29.75亿元,同比增长127.5%其中2021Q2预计实现营收40亿元,同比增长超过35%；经调整后净利润17.48亿元,同比增长约76.29%.公司中报业绩保持靓丽,整体符合预期。研报续指，公司国内业务高速增长,美国市场有望受益行业集中度提升。分业务看,公司ODM业务实现收入64.97亿元,同比增长86.2%；APV自主品牌业务实现收入4.56亿元,同比增长16.7%。分区域看,中国大陆(除出口贸易商之外)实现收入28.37亿元,同比增长414.85%,收入占比从2020H1的14.2%提升至40.8%；美国区域(加上香港区域分销部分)实现收入24.96亿元,同比增长20.20%；欧洲区域实现收入9.21亿元,同比增长24.80%；日本区域实现收入8.63亿元,同比下降39.60%.其中国内市场增速较快,主要系下游客户如悦刻,柚子等国内电子烟龙头品牌加速开店,订单出货高增所致；美国市场整体表现符合预期,核心客户如Vuse保持较快增长,伴随PMTA认证审核逐步落地以及大客户<a href=\"https://laohu8.com/S/BTI\">英美烟草</a>等加速向新型烟草转型,行业集中度有望加速提升,未来海外市场增长仍然值得期待。伴随新型烟草及全球雾化设备持续渗透,以及行业监管逐渐趋于规范,公司作为全球最大的电子雾化设备制造商,技术研发优势明显,客户资源丰富,同时有望受益于行业集中度加速提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。</p><p>中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%；经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%；对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-08-24 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<a href=\"https://laohu8.com/S/601066\">中信建投</a>发研报指，根据公告,2021H1<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>实现营收69.53亿元,同比增长79.2%；经调整后净利润29.75亿元,同比增长127.5%其中2021Q2预计实现营收40亿元,同比增长超过35%；经调整后净利润17.48亿元,同比增长约76.29%.公司中报业绩保持靓丽,整体符合预期。研报续指，公司国内业务高速增长,美国市场有望受益行业集中度提升。分业务看,公司ODM业务实现收入64.97亿元,同比增长86.2%；APV自主品牌业务实现收入4.56亿元,同比增长16.7%。分区域看,中国大陆(除出口贸易商之外)实现收入28.37亿元,同比增长414.85%,收入占比从2020H1的14.2%提升至40.8%；美国区域(加上香港区域分销部分)实现收入24.96亿元,同比增长20.20%；欧洲区域实现收入9.21亿元,同比增长24.80%；日本区域实现收入8.63亿元,同比下降39.60%.其中国内市场增速较快,主要系下游客户如悦刻,柚子等国内电子烟龙头品牌加速开店,订单出货高增所致；美国市场整体表现符合预期,核心客户如Vuse保持较快增长,伴随PMTA认证审核逐步落地以及大客户<a href=\"https://laohu8.com/S/BTI\">英美烟草</a>等加速向新型烟草转型,行业集中度有望加速提升,未来海外市场增长仍然值得期待。伴随新型烟草及全球雾化设备持续渗透,以及行业监管逐渐趋于规范,公司作为全球最大的电子雾化设备制造商,技术研发优势明显,客户资源丰富,同时有望受益于行业集中度加速提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。</p><p>中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%；经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%；对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"06969":"思摩尔国际"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=742a4420a7038defe19540a8cfba2008","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161054497","content_text":"凤凰网港股|中信建投发研报指，根据公告,2021H1思摩尔国际实现营收69.53亿元,同比增长79.2%；经调整后净利润29.75亿元,同比增长127.5%其中2021Q2预计实现营收40亿元,同比增长超过35%；经调整后净利润17.48亿元,同比增长约76.29%.公司中报业绩保持靓丽,整体符合预期。研报续指，公司国内业务高速增长,美国市场有望受益行业集中度提升。分业务看,公司ODM业务实现收入64.97亿元,同比增长86.2%；APV自主品牌业务实现收入4.56亿元,同比增长16.7%。分区域看,中国大陆(除出口贸易商之外)实现收入28.37亿元,同比增长414.85%,收入占比从2020H1的14.2%提升至40.8%；美国区域(加上香港区域分销部分)实现收入24.96亿元,同比增长20.20%；欧洲区域实现收入9.21亿元,同比增长24.80%；日本区域实现收入8.63亿元,同比下降39.60%.其中国内市场增速较快,主要系下游客户如悦刻,柚子等国内电子烟龙头品牌加速开店,订单出货高增所致；美国市场整体表现符合预期,核心客户如Vuse保持较快增长,伴随PMTA认证审核逐步落地以及大客户英美烟草等加速向新型烟草转型,行业集中度有望加速提升,未来海外市场增长仍然值得期待。伴随新型烟草及全球雾化设备持续渗透,以及行业监管逐渐趋于规范,公司作为全球最大的电子雾化设备制造商,技术研发优势明显,客户资源丰富,同时有望受益于行业集中度加速提升。该行看好全球新型烟草市场空间与思摩尔国际的成长潜力。中信建投预计思摩尔国际2021-2023年营业收入分别为140.99,185.49,237.03亿元人民币,同比增长40.85%,31.56%,27.79%；经调整后净利润为55.14,74.31,96.99亿元人民币,同比增长41.65%,34.76%,30.51%；对应最新PE分别为34.8x,25.8x,19.8x,维持“买入”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890337657,"gmtCreate":1628082722079,"gmtModify":1628082722079,"author":{"id":"3560726499214554","authorId":"3560726499214554","name":"Investors001","avatar":"https://static.tigerbbs.com/7bb5717205026a2fa8d568bdf3e9d3a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"沙，B","listText":"沙，B","text":"沙，B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890337657","repostId":"1114686999","repostType":4,"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}