思摩尔国际(06969)今日盘中大涨5.22%,主要受益于新型烟草产品(HNB)在海外市场渗透率持续提高的利好因素。
数据显示,2023年HNB烟弹/换弹式/一次性产品在全球市场规模分别为323亿/135亿/54亿美元,同比增长12.1%/8.2%/54.9%。HNB产品在日本、匈牙利、捷克、韩国等地区的渗透率已达39%/24%/19%/18%,预计2023-2028年复合年增长率可达13.5%,增长前景广阔。
作为英美烟草(BTI)在电子烟和HNB领域的重要合作伙伴,思摩尔国际订单持续旺盛,业绩有望进一步受益。未来全球监管政策趋严,合规换弹产品的需求将进一步提高,英美烟草、菲莫国际等龙头企业的合作将为思摩尔带来长期红利。
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