智通财经APP获悉,中烟香港(06055)盘中涨超9%,截至发稿,涨6%,报21.2港元,成交额1.18亿港元。
消息面上,4月3日,中烟香港发布公告,宣布与后续订约方蒙昆公司签署了框架协议,继续推进其独家卷烟出口业务的采购交易。根据公告,框架协议的主要条款与之前与原订约方的协议相同,且不再设定年度上限,交易期限为无限期。
平安证券指出,公司此次与蒙昆公司订立框架协议,能够进一步拓宽公司免税卷烟的供应,助力公司独家卷烟出口业务收入和盈利能力进一步增长。从远期空间看,中烟香港承载中烟海外业务的战略重任,公司将逐步集中和整合中烟的各类海外资源,成为全球烟草行业更具竞争力的市场参与者。
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