高盛：料油价上升餐饮受影响较小代工厂、运动服装及潮流玩具成本压力更显著

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智通财经APP获悉，高盛发布研报称，敏感度分析显示，餐饮行业的利润率受影响程度相对较小，因对石油副产品的成本敞口较低。不过，代工生产商(OEM)、运动服装及潮流玩具企业的成本敞口较高，可能面临更显著的成本压力。不同主要原材料价格与油价变化的关连度各有不同，而利润率水平较高企业的经营溢利应更具韧性。就成本转嫁而言，理论上OEM成本增加可由品牌承担，但价格变动可能存在时间差，而且当需求较弱时，部分...

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高盛：料油价上升餐饮受影响较小 代工厂、运动服装及潮流玩具成本压力更显著

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高盛：料油价上升餐饮受影响较小代工厂、运动服装及潮流玩具成本压力更显著