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再現“內卷行情”?思摩爾跳水,比亞迪電子拉昇
格隆匯 06-04 16:16
格隆匯6月4日丨港股市場思摩爾國際盤中跳水大跌超13%,最終收跌11.27%;比亞迪電子卻逆勢拉昇一度漲超9%,最終收漲7.21%;電子煙板塊再現5月底的“內卷行情”。5月26日,有機構稱比亞迪電子的電子煙業務已經完成專利佈局,產線進入試生產,預計6月可能進入大規模量產,根據測算全部40條產線滿產產值或將接近百億水平。對於行業內卷,有機構認為,新競爭者(比亞迪電子)進入市場,挖走客户的機會將有限,因思摩爾高新技術知識、專利保護,獨家供應協議以及複雜的申請過程提供了護城河。

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