印度香烟储量在12月下跌后上升, 收入强劲、乐观, Indian cigarette stocks rose after a December drop, fueled by strong earnings and optimism despite a new 15%–30% tax hike.

2026年2月6日，印度香烟股大幅上涨，ITC和Godfrey Phillips分别上涨5%和超过10%，此前因新一轮消费税上涨引发的12月下跌后，公司实现反弹。 Indian cigarette stocks surged on February 6, 2026, with ITC and Godfrey Phillips rising 5% and over 10% respectively, following a rebound after a December decline triggered by a new excise duty hike. 2月1日生效的税收上涨使许多背包的价格上涨了15%到30%，其中Godfrey Phillips的97mm背包价格上涨了25%。 The tax increase, effective February 1, raised prices by 15% to 30% for many packs, including a 25% jump for Godfrey Phillips’ 97mm pack. 尽管利润率和需求存在担忧，ITC和Godfrey Phillips第三季度的强劲业绩——由快速消费品和香烟销售推动——提升了投资者信心。 Despite concerns over margins and demand, strong Q3 results from ITC and Godfrey Phillips—driven by FMCG and cigarette sales—boosted investor confidence. 分析家们引述了技术纠正和对未来业绩的乐观看法,贸易中心的非香烟企业被视为增长的主要驱动因素。 Analysts cited a technical correction and optimism over future performance, with ITC’s non-cigarette businesses seen as key growth drivers.