SMOORE INTL(06969)

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港股概念追踪|海外新型烟草渗透率提升趋势明显 产业链龙头企业受益(附概念股)
智通财经网· 2025-05-19 01:23
Group 1 - The global tobacco market is projected to reach $951.4 billion in 2024, with a year-on-year growth of 2.6% [1] - Cigarettes and cigars are expected to account for $775.6 billion, while new tobacco products will reach $87 billion, showing significant growth in the latter category at 13.1% [1] - The new tobacco sector, including e-cigarettes and heated tobacco products, is anticipated to grow, with e-cigarettes projected at $23 billion and heated tobacco at $38.9 billion, reflecting growth rates of 9% and 13% respectively [1] Group 2 - Smoore International (06969) is positioned as a leading manufacturer of vaporized electronic products, with positive feedback on its Glo Hilo product linked to British American Tobacco [2] - The HNB business of Smoore International is expected to show strong growth and profitability potential by 2026 as market penetration increases [2] - China Tobacco Hong Kong (06055) is advancing its exclusive cigarette export business through a framework agreement with Mongkun Company, which is expected to enhance revenue and profitability [2]
思摩尔国际(06969.HK):公司进入新品周期
Ge Long Hui· 2025-05-17 01:56
Group 1 - Glo Hilo series will launch in Japan on June 9, 2025, starting with a pilot in Sendai before nationwide rollout [1] - The Glo Hilo electronic cigarette features two models: a basic version with a 76g weight and a Plus version with a modular design weighing 107g, both offering different battery life and charging capabilities [1] - The phased rollout strategy aims to optimize product strategy through small-scale testing [1] Group 2 - Innovative electronic cigarette solutions include STAR RING, the world's first fingertip gyroscope e-cigarette, and SQUEEZY POD, the world's first tactile cartridge e-cigarette, both designed for enhanced user experience [2] - The company is entering a new product capacity release cycle, with positive feedback expected from the Japanese market launch in June, potentially expanding into the European and American markets [2] - Long-term projections indicate significant market share growth for the Glo series compared to IQOS, with expected revenue growth rates of 10.9%, 19.08%, and 16.63% for 2025-2027 [2]
智通港股52周新高、新低统计|5月16日
智通财经网· 2025-05-16 08:41
Summary of Key Points Core Viewpoint - As of May 16, a total of 54 stocks reached their 52-week highs, indicating a positive trend in the market, with notable performances from Glory Holdings, Jian De International Holdings, and Xunlong [1]. Group 1: 52-Week Highs - Glory Holdings (09998) achieved a closing price of 0.209 with a peak of 0.290, marking a high rate of 72.62% [1]. - Jian De International Holdings (00865) closed at 0.054, reaching a high of 0.073, reflecting a 25.86% increase [1]. - Xunlong (01930) closed at 0.370, with a peak of 0.500, resulting in a 25.00% increase [1]. - Other notable stocks include Sound Technology (02495) with a 20.67% increase and CLSA PREMIUM (06877) with a 19.15% increase [1]. Group 2: 52-Week Lows - INTL GENIUS (00033) recorded a closing price of 1.290, with a low of 0.930, reflecting a decrease of 22.50% [2]. - 威发国际 (00765) closed at 0.300, reaching a low of 0.265, indicating a decline of 22.06% [2]. - 时腾科技 (08113) had a closing price of 0.042, with a low of 0.030, showing a decrease of 21.05% [2]. - Other significant declines include 顺豪控股 (00253) with a 12.50% decrease and 奥传思维控股 (08091) with a 10.00% decrease [2].
北水动向|北水成交净卖出2.21亿 北水继续抢筹建行(00939) 抛售腾讯(00700)超23亿港元
智通财经网· 2025-05-15 09:58
智通财经APP获悉,5月15日港股市场,北水成交净卖出2.21亿港元,其中港股通(沪)成交净买入19.63亿 港元,港股通(深)成交净卖出21.84亿港元。 微盟集团(02013)获净买入1.13亿港元。消息面上,腾讯发布全员信,宣布对微信事业群组织架构进行调 整:成立电商产品部,负责微信内交易模式的探索,加速发展交易基建及交易生态,运营微信交易新模 式。尽管腾讯总裁刘炽平表示,微信电商团队独立无需过度解读,但市场仍憧憬微信商业化加速。根据 此前财报显示,微盟已为超70%的微信视频号年度达人提供营销服务,在单场GMV破2,000万人民币的 达人直播中,约60%场次均有微盟深度参与。 小米集团-W(01810)获净买入9823万港元。消息面上,德意志银行分析师报告称,随著小米集团开始增 加更多汽车相关广告,以及其SUV车型YU7即将亮相,该公司的新订单可能会从5月下旬开始增加。小 米集团近期订单的连续下滑已引发投资者对其汽车业务能力的担忧。不过,德意志银行表示,由于这些 因素大多是短期或暂时性的,小米集团的新订单流可能会从5月下旬开始增加。 北水净买入最多的个股是建设银行(00939)、中国移动(00941)、 ...
利好之下,电子烟龙头思摩尔国际创下阶段新高!
Sou Hu Cai Jing· 2025-05-14 16:19
Core Viewpoint - Smoore International (06969.HK) experienced a significant stock price increase of 10.18%, closing at HKD 17.32 per share, marking a new high since September 2022 and breaking a two-year stagnation period [2]. Company Performance - For 2024, Smoore International is projected to achieve total revenue of approximately RMB 11.799 billion, reflecting a year-on-year growth of about 5.3%. The group's gross profit is expected to be around RMB 4.412 billion, with a gross margin of 37.4%, and a net profit of approximately RMB 1.303 billion. The board has also proposed a final dividend of HKD 0.05 per share [5]. Market Dynamics - The tightening regulations on illegal vaping products in the U.S. are seen as beneficial for compliant brands, with Smoore International positioned to gain from this trend as a leading electronic cigarette manufacturer [3][4]. - Other Hong Kong stocks in the electronic cigarette sector, such as Huabao International (00336.HK) and China Tobacco Hong Kong (06055.HK), also showed positive movements, indicating a broader market interest [3]. Analyst Ratings - First Shanghai Securities has issued a "Buy" rating for Smoore International with a target price of HKD 19, suggesting potential upside from the current stock price. The company is expected to benefit from its exclusive supply of heated not-burn (HNB) products to British American Tobacco, with significant profit growth anticipated starting in the second half of the year [6]. - Guojin Securities also highlighted the positive outlook for the HNB industry, indicating that Smoore International is well-positioned for growth due to its strategic partnerships and market expansion plans [6].
南向资金5月14日净买入超67亿港元:加仓盈富基金52.41亿港元





Jin Rong Jie· 2025-05-14 10:46
中国平安今日涨4.21%,深港股通净买入2.99亿港元。 成交详情 盈富基金今日涨2.41%,沪港股通净买入40.89亿港元,深港股通净买入11.52亿港元。 建设银行今日涨2.07%,沪港股通净买入7.61亿港元 5月14日消息,南向资金今日成交1010.26亿港元,净流入约67.07亿港元。其中沪港股通净流入约50.03 亿港元,深港股通净流入约17.04亿港元 交易所数据显示,5月14日南向资金动向: 大幅净买入:盈富基金(02800.HK)52.41亿港元、建设银行(00939.HK)7.61亿港元、中国平安 (02318.HK)2.99亿港元、中国移动(00941.HK)1.10亿港元、阿里巴巴-W(09988.HK)9044.61万港元、思摩 尔国际(06969.HK)8621.62万港元。 大幅净卖出:小米集团W(01810.HK)154406.09万港元、腾讯控股(00700.HK)89901.95万港元、中芯国际 (00981.HK)40035.39万港元、美团W(03690.HK)11389.93万港元。 中国移动今日涨1.92%,深港股通净买入1.10亿港元。 阿里巴巴W今日涨3.41% ...
北水动向|北水成交净买入67.07亿 内资抢筹盈富基金(02800)超52亿港元 绩前抛售腾讯控股(00700)
智通财经网· 2025-05-14 10:00
Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from Northbound trading, with a total net buy of 67.07 billion HKD, indicating strong investor interest in certain sectors and stocks [1]. Northbound Trading Activity - The net buy from Northbound trading included 50.03 billion HKD from the Shanghai Stock Connect and 17.04 billion HKD from the Shenzhen Stock Connect [1]. - The most bought stocks were the Tracker Fund of Hong Kong (02800), China Construction Bank (00939), and Ping An Insurance (02318) [1]. - The most sold stocks included Xiaomi Group-W (01810), Tencent (00700), and SMIC (00981) [1]. Stock-Specific Insights - **Xiaomi Group-W (01810)**: Experienced a net sell of 15.44 billion HKD, with concerns over declining orders impacting investor sentiment, although a recovery in orders is anticipated from late May [8]. - **Tencent (00700)**: Faced a net sell of 8.99 billion HKD, despite reporting a 13% year-on-year revenue increase in Q1, with significant capital expenditure directed towards AI development [7]. - **SMIC (00981)**: Saw a net sell of 4 billion HKD, with Q1 revenue slightly below expectations but a higher-than-expected gross margin, indicating resilience despite operational challenges [6]. - **China Construction Bank (00939)**: Received a net buy of 7.61 billion HKD, reflecting positive sentiment towards the financial sector [5]. - **Ping An Insurance (02318)**: Also saw net buying activity, contributing to the overall bullish trend in the financial sector [5]. Market Sentiment and Economic Factors - The positive sentiment in the market is partly attributed to constructive developments in US-China trade negotiations, which are expected to reduce global trade and recession risks [4]. - The financial sector is experiencing increased inflows due to regulatory changes that allow for greater investment in equity assets, leading to a surge in institutional buying [5].
港股收盘(05.14) | 恒指收涨2.3% 大金融股午后爆发 航运、汽车股表现亮眼
智通财经网· 2025-05-14 08:56
Market Overview - Hong Kong stocks surged today, with all three major indices rising over 2%. The Hang Seng Index increased by 2.3% or 532.38 points, closing at 23640.65 points, with a total turnover of 2228.41 million HKD [1] - The positive sentiment in the market is attributed to the unexpected progress in the first round of trade negotiations between China and the US, which is expected to continue in a constructive direction [1] Blue-Chip Stocks Performance - JD Health (06618) saw a notable increase of 5.13%, closing at 39.95 HKD, contributing 3.56 points to the Hang Seng Index. The company reported Q1 2025 revenue of 16.645 billion RMB, a year-on-year growth of 25.5%, and operating profit of 1.071 billion RMB, up 119.8% [2] - Other blue-chip stocks included China Life (02628) rising by 6.55% to 16.26 HKD, AIA (01299) up 5.15% to 65.3 HKD, while Link REIT (00823) fell by 1.34% to 40.45 HKD [2] Sector Performance - Large technology stocks collectively rose, with Baidu increasing over 4% and Alibaba and JD both rising over 3% [3] - Financial stocks experienced a significant rally, with China Pacific Insurance (02601) up 6.77% to 24.45 HKD, China Life (02628) up 6.55%, and GF Securities (01776) up 6.31% to 11.46 HKD [3] Shipping Sector - The shipping sector performed well, with Pacific Basin Shipping (02343) rising by 7.78% to 1.94 HKD and Seafront International (01308) up 6.51% to 22.9 HKD. The improvement is linked to the easing of tariff conflicts and a seasonal increase in container shipping demand [4][5] Automotive Sector - The automotive sector saw widespread gains, with Li Auto (02015) rising by 4.54% to 112.8 HKD and Xpeng Motors (09868) up 3.87% to 81.8 HKD. The retail sales of new energy passenger vehicles reached 905,000 units in April, a year-on-year increase of 33.9% [6][5] Coal Sector - The coal sector showed positive movement, with China Coal Energy (01898) up 4.91% to 8.55 HKD. Despite recent price declines, analysts suggest that demand may improve as summer approaches [7] Notable Stock Movements - Tencent Music (01698) surged by 12.84% to 61.5 HKD, reporting Q1 2025 revenue of 7.36 billion RMB, with online music service revenue growing by 15.9% [8] - Smoore International (06969) reached a new high, increasing by 10.18% to 17.32 HKD, amid rising sales of new tobacco products [9] - MicroPort Scientific (02252) saw a decline of 8.12% to 16.52 HKD due to a share placement announcement [10] - Samsonite (01910) dropped by 8.58% to 14.06 HKD after reporting a 7.3% decrease in net sales for Q1 2025 [11]
智通港股52周新高、新低统计|5月14日





智通财经网· 2025-05-14 08:41
Group 1 - As of May 14, 78 stocks reached a 52-week high, with Chang'an Renheng (08139), Hengchang Group International (01421), and Lehua Entertainment (02306) leading the high rate at 65.38%, 42.59%, and 38.52% respectively [1] - The closing price of Chang'an Renheng was 1.370, with a peak price of 2.580, indicating a significant increase [1] - Hengchang Group International closed at 0.690, reaching a high of 0.770, reflecting a 42.59% increase [1] Group 2 - Lehua Entertainment's closing price was 1.510, with a maximum price of 1.690, showing a 38.52% rise [1] - XL Ernan CO (07711) and XL Ernan CO-U had increases of 27.75% and 26.89% respectively, with closing prices of 125.000 and 15.960 [1] - Other notable stocks include Madison Holdings (08057) with a 25.00% increase and Du Fu Wine Group (00986) with a 17.48% increase [1] Group 3 - The report also highlights stocks that reached 52-week lows, with XI Ernan CO (07311) dropping by 36.46% to a closing price of 26.500 [3] - XI Ernan CO-U saw a decrease of 35.53%, closing at 3.386 [3] - Other stocks with significant declines include Touyun Biotechnology (01332) at -22.46% and Aoweiholdings (01370) at -16.67% [3]
思摩尔国际(06969.HK)涨超7%,盘中股价一度触及17港元,创2022年8月以来新高。

news flash· 2025-05-14 02:47
思摩尔国际(06969.HK)涨超7%,盘中股价一度触及17港元,创2022年8月以来新高。 ...