智通财经APP获悉，思摩尔国际(06969)涨超3%，截至发稿，涨3.48%，报11.3港元，成交额7211.35万港元。
消息面上，近期，思摩尔国际大客户英美烟草(BTI)在召开资本市场交流日活动上表示，预计雾化电子烟用户仍将持续增加，2030年有望达到1.1亿个用户；虽然一次性品类过去几年快速增长，但目前趋势有所改变，可充电的封闭式产品重回增长态势；美国市场中非法调味产品约占整体雾化电子烟市场规模的70%，目前美国部分州已经开始采取行动对部分非法产品作出限制措施，其中路易斯安那州在加强监管后，合法雾化市场规模增长28%，而非法一次性产品的渠道减少91%。
国金证券认为，10月16日，思摩尔国际的大客户英美烟草召开资本市场交流日活动，会上英美烟草不仅再次明确提出2035年成为无烟企业(即全面成为新型烟草企业)的目标，而且重点分享了新型烟草相关产品的最新情况，对于后续发展传递积极信号。
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