电子烟概念股近日纷纷大涨!

电子烟品牌龙头申请赴美上市影响,A股、H股的电子烟概念股纷纷大涨!
 
1月21日,港股电子烟龙头思摩尔国际(6969.HK)继续大涨,盘中高见81.55港元,创历史新高。截止收盘,最新总市值4601亿港元。
 
 
此外,1月21日港股中国波顿涨16.5%,近日累计涨超300%;华宝国际涨8.89%。19日A股美盈森、东风股份、陕西金叶、劲嘉股份涨停,华宝股份逼近涨停,集友股份、顺灏股份均有明显上涨。
 
另外,A股爱施德(002416)也纷纷大涨。
 
受消息刺激,作为电子烟渠道商的爱施德进入2021年以来股价持续攀升,累计涨幅达80%。最近几个交易日更实现几个连板。最新市值已达172亿元。
 
电子烟概念股
 
今年以来,wind电子烟概念股指数累计上涨6.83%,其中金城医药、劲嘉股份、集友股份和亿纬锂能已累计上涨逾12%。
 
产业链公司则选择加紧布局电子烟业务。电动车龙头比亚迪也有意布局电子烟技术。比如,比亚迪于1月19日公开“一种电子烟”的专利信息。
 
今年1月6日,劲嘉股份披露,全资子公司劲嘉科技拟对龙舞科技增资,持有其3.09%股权。集友股份则布局新型烟草薄片研发,东风股份选择参股布局新型烟草制品。
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