Goldman Sachs: Logistics cost inflation is emerging among mainland China's consumer staples companies, significantly impacting the profitability of Master Kong and Uni-President.

Goldman Sachs noted in a report that, since March to April, broad-based logistics cost inflation has begun to emerge among the Chinese consumer staples stocks covered by the firm (companies such as Haitian and Yihai have already highlighted this point). The market is also fully aware that the cost advantage associated with locked-in packaging materials—particularly PET—is expected to gradually turn into a headwind starting in the second half of 2026, when the new procurement season begins. The firm’s cost tracking indicates that diesel prices have risen 5% year-to-date, and the average daily price since May is up 11% compared to the 2025 average level. Historically, diesel prices have exhibited a strong correlation with Brent crude oil prices.

AASTOCKS52minutes ago

Guosen Securities: Bottoming signals in the baijiu sector are gradually strengthening, with mass-market products leading the stabilization and improvement.

Considering that major liquor companies are accelerating the reduction of operational burdens, a low base effect will follow May 19, and with their active efforts to enhance investor returns, bottoming-out signals for the sector are gradually strengthening, positioning it to move forward with a lighter load in the second half of the year.

Zhitong Finance09:21

Weilong Sets 2026 AGM to Approve Dividend and Share Issuance Mandate

TipRanksMay 20 23:08

MSCI Global Small Cap Index May Adjustment: Meitu (01357) and 13 other stocks included, while Jianpu Technology (06166) and 20 others removed.

On May 13, MSCI (Ming Sheng Company), an international index compiler, announced the results of its quarterly index adjustment for May 2026. This adjustment will take effect after the market closes on May 29.

Zhitong FinanceMay 13 10:01

Founder Securities: A clear turning point in operations as they rebound from the bottom; leading food and beverage companies enter a new normal of moderate growth.

Under stricter regulations in the health supplements industry, mid- to low-tier brands may face accelerated elimination, while the market is expected to further consolidate around leading brands.

Zhitong FinanceMay 8 09:58

WL DELICIOUS: 2025 Annual Report

HKEXApr 23 17:44 · Announcements