港股思摩尔国际(06969)今日盘中大涨9.83%,引发市场关注。以下是促使该股价上涨的主要原因:
首先,消息面上,全球烟草龙头公司菲利普莫里斯公布了上佳的季度业绩,其无烟业务(包括加热烟草和口腔无烟产品)出货量有望突破400亿支,且全年增长14%。这表明热门无烟产品呈现旺盛需求,为思摩尔国际这一无烟行业上游供应商带来利好。
其次,思摩尔国际作为全球领先的雾化科技解决方案提供商,凭借持续较高投入和卓越技术优势,致力拓展业务领域。公司陶瓷芯等核心技术占据优势地位,并深耕陆续上市的新品HNB专利。此前,大客户英美烟草已于去年底在塞尔维亚推出新品Glo Hilo,未来随着进一步渗透或为思摩尔国际带来业绩弹性。
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