香港股市消费电子龙头思摩尔国际(06969)今日盘中大涨8.4%,引起市场广泛关注。从新闻报道来看,该股价上涨主要源于以下几个方面:
一是海外电子烟行业监管趋严,合规产品有望获益。据报道,美国政府近期加大了对非法调味雾化产品的打击力度,部分州已开始限制非法产品,合法雾化市场规模因而显著增长。英美烟草公司预计,到2030年雾化电子烟用户有望达到1.01亿个。作为全球电子烟代工龙头,思摩尔将受益于海外新型烟草需求的快速增长,其合规产品和设备有望扩容增长。
二是国内监管政策风险有望出尽。市场人士指出,国内口味烟禁令和电子烟消费税等政策落地后,政策底部已现,伴随销售环境改善和新国标产品力提升,国内电子烟销售情况有望向好。作为头部企业,思摩尔或将从中获益。
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