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電子煙監管擬參照捲煙執行,思摩爾、億緯鋰能齊齊暴跌!
格隆匯 03-23 12:04
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,市場普遍把關注點聚焦在提升税收上,隔夜美股霧芯科技暴跌47.84%,港A市場電子煙概念股今日亦全線大跌。其中,霧化電子煙代工龍頭思摩爾(6969.HK)盤中一度暴跌近40%,目前跌幅收窄至27%;從事電子煙銷售的中國波頓(3318.HK)一度跌超40%,目前跌幅收窄至23%;持有思摩爾國際約32.44%股份的億緯鋰能(300014.SZ)半日跌19.32%;電子煙線下代理商愛施德(002416.SZ)一字跌停。相反,煙草概念股則受益電子煙的監管而紛紛逆勢上漲,其中,中國煙草總公司的全資附屬公司中煙香港(6055.HK)盤中一度漲近24%,半日收漲11%;煙草香精龍頭華寶股份(300741.SZ)逆勢漲超5%。

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