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港A煙草概念股集體下挫 電子煙國標獲批
格隆匯3月31日丨煙草概念股集體下挫,其中港股思摩爾國際跌10%,中國波頓跌3%,比亞迪電子、天長集團跌2%,中煙香港跌1%;A股鵬輝能源跌6%、億緯鋰能、天音控股跌3%,贛鋒鋰業、欣旺達跌2%,沃特股份、電連技術、共達電聲、勁嘉股份、集友股份跌1%。消息面上,據全國標準信息公吿服務平台信息顯示,國家煙草專賣局組織起草的《電子煙》國標已更新為批准,即將發佈。預計政策最晚於6月17日發佈。但是考慮到《電子煙管理辦法》將於5月1日起開始實施,預計國標將於5月前發佈,與管理辦法配套實施。市場分析認為,電子煙管理辦法正式出台,電子煙國標整體嚴於市場預期。長期看,預計在政策引導下,電子煙迴歸到以煙民為目標客羣,以替煙轉化為核心訴求的正確方向。電子煙國家標準和《電子煙管理辦法》發佈,將促進電子煙行業有序發展,利好具備高生產標準、高技術儲備及高資金儲備的企業,當前龍頭企業有望長期受益。

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