中信证券：维持思摩尔国际(06969)“买入”评级 薄荷醇口味烟在美首次过审
中信证券发布报告称，维持思摩尔国际(06969)“买入”评级。公司大客户英美烟草近期公告预计新型烟草品类营收上半年将实现单位数增长，下半年在HNB等创新产品推出后将实现双位数增长，该行判断随着公司与大客户合作深化，收入增速有望得到修复。
报告中称，NJOY四款薄荷醇口味电子烟PMTA过审释放出美国监管态度转向信号，该行判断后续或将迎来更多薄荷醇口味电子烟产品获批上市，对美国合规电子烟产品市场形成超预期利好。该行测算2023年公司来自NJOY的收入约2亿元，占总收入2%，后续伴随奥驰亚在渠道端助力叠加过审先发优势，NJOY销量提振可期，公司有望充分受益。
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