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港股電子煙概念股集體拉昇,中國波頓(3318.HK)暴漲超47%
格隆匯 11-23 15:24
格隆匯11月23日丨港股電子煙概念股集體拉昇,中國波頓(3318.HK)暴漲超47%,華寶國際一度漲近20%,思摩爾國際一度漲近17%。全國標準信息服務公共平台顯示,電子煙國標(20171624-Q-456)狀態變更為正在起草,而《電子煙液煙鹼、丙二醇和丙三醇的測定氣相色譜法標準》(20172264-T-456)狀態仍為正在批准。 國元證券指出,此前市場擔心我國新型煙草存在被“一刀切”的取締風險,但從目前國標會的主要內容推斷,被取締的風險大概率已不存在,行業監管預計仍將趨嚴,頭部企業有望在行業規範化的過程中受益。行業最悲觀情緒時點已過,預計相關政策有望於明年初落地。

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