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港股異動|思摩爾國際大漲超12%創逾兩年半新高 機構看好HNB業務未來增長潛力

思摩爾國際(6969.HK)午後持續拉昇,大漲超12%,最高觸及16港元,創2022年8月以來新高。

消息面上,第一上海發佈研報指,給予思摩爾國際“買入”評級及目標價19港元。研報指出,公司獨供英美菸草的HNB(加熱不燃燒)產品Glo Hilo潛力巨大,與現有主流產品相比,該產品的使用體驗和口感均得到提升,收穫消費者與客戶好評。根據戰略規劃,該產品將於 2025年全面進軍核心市場,預計自下半年起,將爲公司帶來持續的利潤增長。2026年,伴隨市場滲透率提升與客戶羣體擴容,利潤有望呈現爆發式增長,彰顯強勁的發展動能與盈利潛力,爲公司構築長期穩健發展的堅實根基。

另外,東北證券研報指,首次覆蓋思摩爾國際,給予“增持”評級。研報指出,在電子煙蓬勃發展期,公司憑藉陶瓷芯技術已成爲全球霧化科技龍頭,未來一次性電子煙監管趨嚴有利於公司業績增速修復。另外,公司HNB業務與英美菸草形成強綁定,新品上市有望拉動該業務快速增長,打開長期空間。(格隆匯)

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