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总结
据多家印度媒体报道，印度政府近期上调香烟等烟草制品的消费税/特别消费税，引发市场对需求走弱与企业盈利下滑的担忧。印度主要烟草公司ITC与Godfrey Phillips等股价走低，盘中跌幅一度约5%（部分报道称ITC跌幅更大）。行业组织FAIFA称，加税可能挤压烟农收益、推高终端价格，并刺激走私与非法贸易扩张。投资者同时评估税负上升对公司现金流、分红及后续提价空间的影响，相关板块短期波动加剧。
正文
ITC, Godfrey Phillips shares slide up to 5% amid sharp excise duty hike on cigarettes The Economic Times Duty hike on tobacco products will hurt farmers, fuel smuggling: FAIFA The Hindu India's Largest Cigarette Maker ITC Plunges 10% After Tobacco Tax Hike NDTV Tobacco stocks continue to slide as govt levies new tax on cigarettes; ITC shares drop over 5% Telegraph India India's Tobacco Taxation Reforms - Explained Vajiram & Ravi
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