中国股票策略-中国原材料价格上涨的影响-China Equity Strategy Implications from Raw Material Price Hikes in China

05 Feb 2026 10:03:49 ET │ 30 pages Vi e w p o i n t | China Equity Strategy Implications from Raw Material Price Hikes in China CITI'S TAKE Commodity prices have surged and seem to be consolidating at higher levels. This report analyzes the impact of higher commodity prices on various sectors in China. On the positive side, (i) basic material sector is the prime beneficiary particularly for aluminum, copper & lithium suppliers; (ii) gold jewelers to benefit from the rise in gold price; (iii) CCL players cou ...