印度新的烟草税涨幅引发股市崩溃, 贸易中心和戈德弗雷·菲利普斯在2026年1月1日倒下。 India's new tobacco tax hike caused stock crashes, with ITC and Godfrey Phillips plunging on Jan. 1, 2026.

印度的烟草库存在2026年1月1日暴跌, 政府宣布自2月1日起对香烟征收新的消费税, Indian tobacco stocks plunged on January 1, 2026, after the government announced a new excise duty on cigarettes, effective February 1, ranging from ₹2,050 to ₹8,500 per 1,000 sticks, on top of a 40% GST. 为了减少烟草使用和增加收入,该举措引发了大幅的抛售,ITC股价下跌10%至52周低位362.70卢比,而戈德弗里菲利普斯股价下跌近19%. The move, aimed at reducing tobacco use and boosting revenue, triggered sharp sell-offs, with ITC shares dropping up to 10% to a 52-week low of ₹362.70 and Godfrey Phillips falling nearly 19%. 分析师警告价格上涨、潜在销售下滑及非法交易增加，Nuvama将ITC评级下调至“持有”，并下调目标价。 Analysts warned of higher prices, potential sales declines, and increased illicit trade, with Nuvama downgrading ITC to 'Hold' and cutting its target price. 税额上调是继2025年更广泛的改革之后进行的,这项改革取消了补偿税,提高了烟草产品的GST。 The tax hike follows a broader 2025 reform that eliminated the compensation cess and raised GST on tobacco products.