银河证券:油价预计重回震荡,关注成长属性标的

格隆汇
05 Jun
银河证券表示,近期OPEC+减产联盟对供给端支撑力度边际减弱,但北半球出行旺季、中东发电旺季将阶段性支撑原油需求,预计Brent原油价格将在60-70美元/桶震荡运行,成本端暂不是左右行业盈利的关键,关键看行业供需改善情况。近期全球贸易紧张局势仍在反复,预计国内经济刺激政策将持续加码,看好内需潜力释放下化工行业结构性机会。

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