异动解读｜思摩尔国际盘中上涨5.76%，加热卷烟国标征求意见催化烟草板块全线爆发

行情直击07-30

7月30日，思摩尔国际盘中上涨5.76%，报9.37港元，成交额2.04亿港元。

消息面上，加热卷烟国标正式进入征求意见阶段，HNB产品国内市场开放预期显著升温，烟草概念股全线爆发。思摩尔国际作为全球电子雾化设备龙头，其HNB业务直接受益于政策推进。此前机构预计，随着新HNB客户于下半年加入，公司20亿元人民币的HNB产品销售目标可轻易达成，叠加电子烟产品销售有望超越指引，盈利加速预期进一步强化。行业层面，同业嘉耀控股此前已披露上半年扭亏为盈，印证电子烟行业整体复苏趋势。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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