周一盘中，思摩尔国际（06969）股价大涨6.53%，引发市场关注。截至发稿时，该股涨幅略有回落，报318.2港元，涨幅为5.5%，成交额达8556.28万港元。
近期，思摩尔国际公布了2025年第一季度业绩。报告显示，公司第一季度税前利润为2.55亿元，同比下降36.3%；税后利润为1.92亿元，同比下降43.4%；全面收益总额为2.08亿元，同比下降32.9%。业绩下滑主要是由于行政开支、分销及销售开支以及研发开支总体上较2024年同期有较大幅度的增长。
尽管短期业绩承压，但市场对思摩尔国际的长期发展前景仍保持乐观。天风证券在最新研报中指出，公司在印尼建设的第十四家工厂（也是海外首家工厂）产能成熟后，有望平滑关税影响。该工厂位于印尼玛琅摄政区，占地六公顷，拥有16条先进生产线，预计年产值可达8.6亿美元。分析师认为，在监管趋严的背景下，行业集中度可能加速提升，而思摩尔国际作为全球领先的雾化科技解决方案提供商，其壁垒优势将不断凸显。这些因素可能是推动投资者信心和股价上涨的重要原因。
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