11月23日早盘,电子烟概念股集体爆发。截至发稿,华宝股份、集友股份、劲嘉股份3股涨停,爱施德、朗特智能等多股涨超5%。
行业龙头思摩尔国际亦大涨12%,截至发稿报45.9港元,月内较底部已反弹近30%。
消息面,全国标准信息服务公共平台显示,电子烟国标(20171624-Q-456)状态变更为正在起草,而《电子烟液 烟碱、丙二醇和丙三醇的测定 气相色谱法标准》(20172264-T-456)状态仍为正在批准。
浙商证券认为,海外HNB延续高增态势,国内HNB产业链日益成熟,政策机遇临近,有望实现从0到1的突破。建议关注HNB耗材供应商华宝国际、华宝股份,烟具零部件供应商盈趣科技、劲嘉股份等。
电子雾化与HNB产品都是新型电子产品,结构虽小,却融合应用多种材料、表面处理、芯片电子等技术工艺,而且雾化技术一直在不断更迭,供应链在逐步完善,为了促进供应链企业间有一个良好的对接交流,艾邦搭建产业微信群交流平台,欢迎加入;Vape e-cigarettes (VAPE) and Heat-Not-Burn e-cigarettes (HNB) are both emerging electronic products. Despite their compact size, they integrate various materials, surface treatment technologies, chip electronics, and other advanced technical processes. Moreover, atomization technology is constantly evolving and the supply chain is being progressively perfected. To facilitate good communication and networking among supply chain enterprises, Aibang has established an industry WeChat group communication platform and warmly welcomes interested enterprises to join.