中烟香港(6055.HK)连续第4日上涨机构称新型烟草监管政策推进利于头部品牌
格隆汇7月24日丨中烟香港(6055.HK)今日继续上涨,现报23.3港元,涨8.37%,暂成交10.47亿港元,最新总市值161亿港元,该股今日为近期以来的连续第四日上涨,现价较IPO价4.88港元累计涨377%%。健康中国行动推进委员会近日在解读“健康中国行动”之控烟行动时表示,国家卫健委正在会同有关部门开展电子烟监管的研究,计划要通过立法的方式,对电子烟进行监管。天风证券认为,未来新型烟草制品将大概率纳入中烟管辖体系,结合新型烟草监管逐步向传统卷烟趋同的背景,未来或不仅在控烟范围中、在产品标准、许可证、乃至税利等各方面均将与传统卷烟趋近。在这一背景下,认为已与中烟体系进行过数十年合作的产业链服务商有望继续在新型烟草领域通过为中烟服务率先受益,可重点关注中烟香港。此外,据格隆汇勾股大数据通过内部港股通实时监测模型计算,中烟香港(2388.HK)9月可能被纳入港股通名单。
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