高盛：内地必需消费品企业物流成本通胀显现对康师傅(00322)、统一企业中国(00220)利润影响较大_老虎社区_美港股上老虎

高盛：内地必需消费品企业物流成本通胀显现对康师傅(00322)、统一企业中国(00220)利润影响较大

智通财经网05-21

智通财经APP获悉，高盛发布研报称，注意到自3月至4月以来，覆盖的中国必需消费品股范围内，广泛的物流成本通胀已开始显现（例如海天、颐海等公司均已提及这一点），同时市场已充分意识到，包装材料（尤其是PET）的锁定成本优势，在2026年下半年新采购季开始时，将逐渐转变为不利因素。该行的成本追踪显示，柴油价格年初至今已上涨5%，而5月至今的日均价较2025年平均水准上涨11%。从历史数据来看，柴油价格与...

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