思摩尔国际(06969)今日盘中大涨5.22%,引发市场关注。
消息面上,国金证券发布研报指出,海外监管趋严趋势正显现,欧美合规电子烟市场有望扩容。考虑特朗普此前曾表态"拯救"调味电子烟,若后续口味限制放松,叠加非法产品监管执行力度加强,测算美国合法换弹式电子烟的中期市场规模可望较2023年增长63%-299%。
国金证券认为,新型烟草政策逆风期正全面结束,行业仍处于发展初期,后续仍具产品渗透率提升红利,预计相关催化因素将贯穿2025全年。思摩尔国际深度绑定海外烟草龙头,将显著受益于美国合规市场扩容,其HNB业务发展亦值得期待。
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