美银证券：中国饮料业成本压力缓解但增长阻力犹存农夫山泉(09633.HK)为首选

智通财经07-23

【美银证券：中国饮料业成本压力缓解但增长阻力犹存农夫山泉(09633.HK)为首选】智通财经APP获悉，美银证券发布研报称，PET塑料价格已自4至5月的高位回落超过20%，这有助于部分缓解投资者对成本通胀以及饮料企业2026至2027年盈利前景的疑虑。然而，7月份的PET价格同比仍上涨约20%，加上伊朗冲突带来的不确定性，显示成本风险依然存在。同时，疲弱的消费需求、不利的夏季天气以及日益加剧的竞争，持续压抑营收增长前景。

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美银证券：中国饮料业成本压力缓解 但增长阻力犹存 农夫山泉(09633.HK)为首选

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美银证券：中国饮料业成本压力缓解但增长阻力犹存农夫山泉(09633.HK)为首选