智通财经APP获悉，思摩尔国际(06969)涨近10%，截至发稿，涨9.83%，报13.86港元，成交额3.43亿港元。
消息面上，全球烟草龙头菲利普莫里斯周四股价大涨近11%，该公司第四季调整后每股收益为1.55美元，高于分析师预期的每股1.50美元。营收为97.1亿美元，高于预期的94.4亿美元。旗下无烟业务的加热烟草和口腔无烟产品的季度出货量今年首次超过400亿支，无烟业务2024年营收增长14%。
国海证券此前指出，思摩尔国际作为全球领先的雾化科技解决方案提供商，保持较高的研发投入，不断扩充雾化应用领域。凭借大量的技术积累，公司目前拥有技术品牌（FEELM、CCELL、METEX等）以及自有品牌（VAPORESSO、AUXO、MOYAL等）。公司陶瓷芯具备先发和技术优势，依托体验绑定客户；依靠Metex平台深耕HNB专利，公司大客户英美烟草于2024年底在塞尔维亚发售HNB新品Glo Hilo，随着后续市场的拓张或为思摩尔带来可观的业绩弹性。
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