智通财经APP获悉,中烟香港(06055)盘中涨超7%,截至发稿,涨5.48%,报24.05港元,成交额4780.09万港元。
消息面上,随着卷烟出口业务的扩张,4月3日,中烟香港已按与原订约方订立框架协议之相同条款及条件,与后续订约方之一蒙昆公司订立框架协议。且联交所已就公司授出现有豁免,根据与原订约方的框架协议进行的持续关连交易毋须遵守公告、年度上限及独立股东批准的规定,而该等交易的期限应属无限期。
华安证券指出,中烟香港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。该行指出,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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