智通财经APP获悉，中烟香港(06055)再涨超4%，开年以来已累涨超17%。截至发稿，涨4.07%，报28.15港元，成交额1.48亿港元。
消息面上，中烟香港此前发布盈喜，预告2024年度纯利同比增幅将不低于30%。中金表示符合预期，该行看好中烟香港业务的内生增长及外延拓展之间的协同，相信中烟香港拥有独家牌照，并作为中烟集团旗下国际资本运作平台，具有稀缺价值。天风证券认为，公司背靠中烟集团、壁垒优势显著，为目前中烟旗下唯一的境外资本运作和国际业务拓展平台，具有稀缺性，有望成为中国烟草行业发展与变革的直接受益者。
国金证券近期研报指出，首次覆盖中烟香港，给予“买入”评级，预计2024-26年公司EPS为1.15/1.40/1.66港元，目标价32.2港元。该行指出，24H1公司营收/归母净利分别+12.4%/+40.8%，ROE多年维持在20%以上。特许经营权奠定公司业绩基本盘，稀缺性+确定性属性凸显。
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