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電子煙迎重量級核彈!思摩爾大幅低開近15%,中煙香港漲近15%
格隆匯 03-23 09:23
格隆匯3月23日丨工信部擬將電子煙等新型煙草製品的監管參照捲煙的有關規定執行,監管政策超出市場預期。隔夜美股霧芯科技暴跌近50%,帶動今早港股市場電子煙概念股大幅低開。其中,霧化電子煙代工龍頭思摩爾(6969.HK)低開14.94%,從事香精、香料生產經營的中國波頓(3318.HK)低開14.91%;而中國煙草總公司的全資附屬公司中煙香港(6055.HK)則高開14.98%。中信證券預測,未來監管政策最有可能出現的情況是中煙與民企合作的形式,也就是霧化電子煙的監管最終成功納入《煙草專賣法實施條例》的執行範圍,但工信部及國家煙草專賣局有望對思摩爾、霧芯科技等頭部民營企業頒發煙草專賣許可證同時加税,或者中煙專賣但向思摩爾採購產品。

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