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港股異動丨電子煙概念股走強 思摩爾國際(6969.HK)升超6%領漲
格隆匯1月12日丨思摩爾國際漲超6%,華寶國際漲4.66%,中國波頓漲4%,中煙香港、比亞迪電子均漲近2%。華安證券最新研報稱,電子煙中游龍頭趨於集中,渠道端價值佔比大。未來製造商或憑藉核心技術實現可持續的高盈利。同時未來電子煙產業集中度進一步提升,帶動全產業鏈協同發展。天風證券曾表示,隨着我國霧化電子煙的監管具體細則後續逐步落地,將有效推高行業門檻,提升行業集中度,利好正規化管理、產品質量合規的行業上下游龍頭企業。

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