金吾财讯 | 思摩尔国际(06969)股价反复扬升，截至发稿，涨3.08%，报13.4港元，成交额1.33亿港元。
消息面上，申万宏源发研报指，2024年12月27日思摩尔国际公告股权激励计划，绩效目标直接锚定市值，设置积极。该行指，2024年11月底英美烟草HNB新系列Glo Hilo在塞尔维亚上市试销，思摩尔国际作为英美烟草Glo Hilo核心合作伙伴，HNB收入有望快速起量，支撑起第二增长曲线。随英美烟草和菲莫国际HNB专利和解，全球HNB市场有望快速扩容。另外，美国换弹式口味监管趋松，欧洲一次性电子烟监管趋严，公司传统换弹式代工有望回暖。该行表示，公司技术优势显着，HNB逻辑兑现打开公司成长空间，医疗等非烟业务接力增长，具备成长性，维持“增持”评级。
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