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港股異動丨菸草概念股走強 中煙香港漲超8%創歷史新高
中煙香港(6055.HK)今日盤中一度漲8.75%至37.3港元,股價創歷史新高,市值達258億港元,年內已累漲超57%。思摩爾國際(6969.HK)現漲12.38%至22.7港元,股價創2022年7月以來近3年新高,市值重回1400億港元上方,年內累漲超71%。消息面上,我國電子煙監管體系再升級,我國新修訂《電子煙相關生產企業、批發企業菸草專賣許可證管理細則》,自今年6月起,所有電子煙生產企業許可證將標註覈定產能。對產品質量、能耗等達不到標準、生產不合格產品的,堅決淘汰相應產能。業內人士認爲,監管趨嚴有助於市場出清非合規產品,合規企業的市場份額和盈利能力有望提升,對合規企業形成了實質性利好。(格隆匯)

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