港股异动 | 思摩尔国际(06969)午后涨超6% 近期发布股权激励计划 公司受益大客户HNB新产品放量

智通财经
21 Jan

智通财经APP获悉,思摩尔国际(06969)午后涨超6%,截至发稿,涨5.24%,报13.26港元,成交额2.66亿港元。

消息面上,12月27日,思摩尔国际公告称计划向公司董事会主席、执行董事及主要股东陈志平先生有条件授出共6100万份购股权。国金证券指出,近期思摩尔国际发布了新股权激励计划,解锁条件为后续市值达到3000-5000亿港元,后续主要业绩驱动力为HNB新产品贡献叠加受益于雾化电子烟合规市场扩容。

中信建投表示,思摩尔国际的大客户英美烟草近期已在塞尔维亚推出HNB突破性新品glohilo;公司多年以来大力投入加热不燃烧等领域技术研发,携手大客户深度合作,有望受益于大客户新产品放量。瑞银则表示,预期英美烟草将于今年下半年正式推出这项新产品,而实际成果可能要到明年以后才能观察到。该行认为思摩尔股价被高估。

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