汇丰研究发表报告指，旺旺(00151.HK) 股价自3月以来累跌14%，跑输同业(升3%)及恒指(跌7%)同期表现，主要是由于市场忧虑原材料成本上升将影响其3月底止2026财年业绩。然而，该行认为实际影响有限，预计受石油化工原料推动而价格上涨的PET，仅占公司2026财年核心原料成本的10%，而占比较高的全脂奶粉价格年初至今有所下跌，部分抵消了PET价格上涨的负面影响。此外，大米、棕榈油、铁皮及...
Source Link汇丰研究发表报告指，旺旺(00151.HK) 股价自3月以来累跌14%，跑输同业(升3%)及恒指(跌7%)同期表现，主要是由于市场忧虑原材料成本上升将影响其3月底止2026财年业绩。然而，该行认为实际影响有限，预计受石油化工原料推动而价格上涨的PET，仅占公司2026财年核心原料成本的10%，而占比较高的全脂奶粉价格年初至今有所下跌，部分抵消了PET价格上涨的负面影响。此外，大米、棕榈油、铁皮及...
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