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口味監管趨嚴 港股電子煙概念股集體下跌
格隆匯 03-14 09:23
格隆匯3月14日丨思摩爾國際跌超14%,華寶國際跌近4%,比亞迪電子跌超2%。電子煙管理辦法正式落地(同時,電子煙國標進行二次徵求意見),較前稿核心變化在於禁售除煙草口味外的調味電子煙,以防止青少年及不吸煙者使用,並將於5月1日起執行。中信證券最新點評稱,長期看最嚴的“防擴散”政策,有利於行業“強減害”功效的社會認可和價值創造。對於佔思摩爾國際收入比重70%左右的海外市場,目前經營穩健構築思摩爾國際估值底部,密切關注PMTA進展。國內外強監管帶來供給格局優化,鞏固思摩爾國際全球龍頭地位。

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