金吾财讯 | 英国快消巨头联合利华官宣，上调旗下日化品类售价。公司表示，受中东地缘局势扰动，石油相关大宗商品价格波动加剧，奥妙、金纺等家庭洗护品牌均在调价范围内。洗涤类产品核心原料表面活性剂高度依赖石油产业链，油价波动直接推高企业原材料采购成本。
此前公司预判 2026 年全年产品涨幅约 2%，而当前成本压力持续加大，定价策略随之调整。管理层在财报会议中明确，将通过产品调价对冲大宗商品成本波动风险，相关品类价格自二季度起迎来明显上调。
此次调价集中在石油关联度较高的家居护理板块，凸显上游能源成本波动对民生快消行业盈利的传导影响，后续日化终端价格走势仍将跟随国际原油及大宗商品行情持续变化。
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