智通财经APP获悉，思摩尔国际(06969)涨超5%，截至发稿，涨5.35%，报10.64港元，成交额1.12亿港元。
消息面上，国金证券近期发布研报称，欧美政策逆风期或将结束，公司雾化换弹+开放式电子烟业务有望显著受益。此外，公司大客户英美烟草近期已在塞尔维亚推出HNB突破性新品glo hilo，产品力提升较为明显，并将于2025年在核心市场中进一步推广。此外，公司作为其新型烟草核心供应商，后续有望受益于英美烟草在HNB领域的快速成长。
该行指，近年来，公司在保证雾化电子烟技术领先优势的同时，对于特殊、医疗及美容雾化等研发方向上持续加大投入。依托自身雾化平台化优势，公司在特殊、美容雾化领域持续迭代产品，并且在医疗雾化领域储备了较多差异化的领先技术。整体来看，公司新品类在平台化优势助推下，产品迭代顺利，后续有望逐步放量，支撑公司长期成长。
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