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总结
印度政府上调卷烟相关税负后，烟草股持续承压。1月初，ITC股价再跌逾5%并触及约三年低位，Godfrey Phillips下挫逾3%。市场担忧税负提高将推升2月1日起卷烟零售价，抑制需求并压缩企业利润率；券商或下调盈利预期与评级，投资者关注企业提价能力、产品结构调整以及对现金流和分红的影响，并可能带动部分消费品通胀预期升温。
正文
ITC share price falls another 5%, Godfrey Phillips down over 3% on tax hike; what are the implications? Upstox Tobacco stocks continue to slide; ITC shares drop over 5% The Hindu Tax shock: ITC shares hits 3-year low after cigarette duty hike; what brokers fear next Times of India UPSC Mains Current Affairs for 2 January 2026 Vajiram & Ravi Cigarettes to cost more from February 1. Here's how new rates will be decided India Today
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