思摩尔国际(06969)今日盘中股价大涨6.19%,引起了市场广泛关注。主要原因如下:
一方面,思摩尔国际近期公布了新的股权激励计划,向公司主席陈志平先生授出大量购股权,解锁条件为未来一定时间内公司市值达到3000-5000亿港元。这一计划有望激励管理层推动公司业绩增长。
另一方面,思摩尔的主要客户之一英美烟草(BTI)已在塞尔维亚推出新型加热不燃烧(HNB)电子雾化产品glohilo,预计将带动思摩尔在相关供应链上的订单增长。思摩尔长期深耕HNB领域技术研发,有望充分受益于大客户新品放量。因此,投资者对思摩尔的长期发展前景较为乐观。
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