中金：原油上涨推动通胀预期大众品结构优化+效率提升或降低成本影响

智通财经04-03

智通财经APP获悉，中金发布研报称，3月原料价格环比走高，成本上涨初期相关板块受市场情绪影响股价短期下跌，但是龙头公司通过直接提价和产品结构优化贡献了利润增长。近期原油价格上涨推动通胀预期，该行认为大众品公司有望通过提前锁价、产品结构优化、效率提升来降低利润波动。中金主要观点如下：地缘冲突推动原油价格上行，PET和油脂价格走高2026年3月原油价格同比+30-40%，PET、油脂等和原油价格呈现正...

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中金：原油上涨推动通胀预期 大众品结构优化+效率提升或降低成本影响

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中金：原油上涨推动通胀预期大众品结构优化+效率提升或降低成本影响