智通财经APP获悉，食品股再度走低，截至发稿，统一企业中国(00220)跌5.54%，报8.02港元；康师傅控股(00322)跌4.86%，报12.32港元；颐海国际(01579)跌1.03%，报13.46港元；维他奶国际(00345)跌0.99%，报6.01港元。
消息面上，美伊冲突导致油价上涨，使得饮料核心包材PET价格大幅走高，国投证券指出，尽管部分饮料公司提前锁价，但对大部分饮料企业而言，今年全年成本端仍会承受一定压力。中金也表示，自6月起，随着高价PET采购开始，康师傅下半年饮料业务毛利率将面临较大压力。
高盛上月发布研报称，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。
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