中国9月原材料价格走势及其对相关股票的影响-China Consumer Raw Materials Price Chartbook-Raw Material Price Movements (Sept-26) and Stock Implications
October 8, 2026 03:54 PM GMT China Consumer: Raw Materials Price Chartbook | Asia Pacific Raw Material Price Movements (Sept-26) and Stock Implications In last month's summary of key raw material price trends and implications for relevant Hong Kong/China consumer stocks, we highlighted the sustained headwinds from the uptick in PET and copper prices, while hog prices slightly increased and the recovery of raw milk price continued. Implications for stocks Yili (600887.SS, OW), Mengniu (2319.HK, OW): Raw milk ...