港股異動 | 思摩爾國際午後飆升13%
週三港股午後,思摩爾午後直線拉升超11%,截至13:24分,思摩爾國際升13.25%,報32.9港元,較發行價(12.4港元)升165%,打新持有至今,一手賺逾2萬。
電子煙監管再推進,龍頭企業率先受益
2020年7月13日,國家局召開電子煙市場專項檢查行動部署電視電話會議。
本次會議的召開旨在進一步落實《國家煙草專賣局國家市場監督管理總局關於印發電子煙市場專項檢查行動方案的通知》內容。根據國家煙草局官網,該行動是繼2018年8月《關於禁止向未成年人出售電子煙的通告》、2019年11月《關於進一步保護未成年人免受電子煙侵害的通告》之後,兩部門又一次聯合推進電子煙監管的重要舉措,表明了兩部門持續依法打擊違法違規制售電子煙行為、保護未成年人權益的鮮明態度和堅定決心。此次電子煙市場專項檢查行動已於7月10日開始,為期兩個月。
天風證券認為,監管力度加重助推電子煙行業規範化,有利於行業高速並良性發展。近年來,國家煙草專賣局與國家市場監督管理總局對電子煙市場規範化持續加強監管力度。從18年第一次通告到現在的第三次,保護未成年人的態度持續鮮明,手段措施不斷細化,並明確指出,監管行動旨在為推動電子煙行業高品質發展。在這一背景下,天風證券認為,隨不良產能淘汰,產業鏈各環節集中度將持續提升,目前已具有龍頭地位的電子煙企業和已與中煙體系進行過數十年合作的產業鏈服務商或將因更符合監管要求而率先受益。
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