思摩尔国际(06969)午后涨4.21% 机构指公司有望从欧美合规雾化市场显著扩容中充分受益

金吾财讯2025-12-11

金吾财讯 | 思摩尔国际(06969)午后急升，截至发稿，涨4.21%，报11.88港元，成交额2.38亿港元。国金证券发布研报称，从海外各烟草巨头2025年发展来看，传统卷烟销量下滑已是不可逆转的趋势，各烟草巨头均将新型烟草作为保障公司长期发展的核心动力。英法等国已全面禁止一次性烟，欧洲市场正处于由一次性向换弹式、类换弹式及开放式产品需求转换过程中，合规企业发展机遇正重新开启。HNB方面，各烟草巨头竞相布局其中，美国市场26年有望正式开启，其全球渗透率有望进一步提升，将带来广阔扩容空间。凭借Hilo优秀的产品性能且BAT进一步完善营销策略后，Hilo有望重塑当前HNB竞争格局。该机构重点推荐关注思摩尔国际，在欧美合规雾化市场显著扩容、hilo全球推广节奏不断持续放量在即的背景下，公司有望从中充分受益。此外建议关注新型烟草(雾化、HNB、口含烟)产业链其余相关标的。

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