智通财经APP获悉，中烟香港(06055)再涨超7%，截至发稿，涨7.35%，报26.3港元，成交额8893.94万港元。
浙商证券发布研报称，全球控烟建海趋势加速，新型烟草份额不断提升。2023年HNB市场规模达到341亿美元，18-23年HNB市场规模CAGR超过23%，发展势头迅猛。国内HNB产品研发进度提速，业务和盈利水平增长显著，未来发展空间大。截至2018年，中烟下属省级烟草公司已提交了1,391项与加热不燃烧产品制造相关的技术专利申请。众多国际贸易公司对中国加热不燃烧制品表现出浓厚兴趣并将其积极引入海外市场。
国金证券指出，HNB产品正处发展红利期，产品力提升+区域扩张助力加速发展。该业务23年营收占比为1.1%，19-23年营收CAGR达48%，24H1营收同比+28%。根据欧睿统计，23年HNB全球规模达341亿美元，且预计23-27年CAGR仍将达13.5%，行业正处发展红利期。目前中烟HNB品牌的市场份额仍较低，后续依托产品力提升(如自然烟气技术)及区域持续扩张，份额有望加速提升。
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