异动解读 | 不合规电子烟出清影响销售 思摩尔国际盘中大跌6.36%

异动解读
10 Jan

思摩尔国际(06969)今日盘中大跌6.36%,引发投资者广泛关注。

据报道,欧美市场正在出清不合规一次性电子烟产品,这可能会影响包括思摩尔国际在内的雾化电子烟制造商的销售业绩,导致客群短期内向合规换弹及开放式产品转化,对整体雾化电子烟增速带来冲击。

不过,分析人士认为,合规的电子烟产品及企业将从这个趋势中获益。在美国,HNB产品的专利纷争已达成和解,未来几年这一细分市场有望快速增长,为思摩尔国际带来新的增长动力。

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