港股異動丨電子煙板塊連續第二日走強 消息稱中煙將推出首款電子煙
格隆匯5月20日丨電子煙板塊連續第二日走強,華寶國際暴漲超28%,中國波頓漲逾11%,思摩爾國際和中煙香港均漲逾4%。市場有消息稱,雲南中煙和鉑德合作的電子霧化煙小黃魚即將問世,這是中煙出品的首款電子煙。市場人士表示,如果消息屬實,意味着國家隊正式上場角逐,對電子煙行業是確定性的大幅增強。根據艾媒諮詢數據顯示,中國電子煙市場規模從2013年的5.5億元快速擴大至2020年的83.3億元,CAGR高達72.5%。雖然當前中國煙民規模世界排名第一,但電子煙滲透率僅為1%左右,較美國32%、英國50%的滲透率依然有非常巨大的發展空間。

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