金吾财讯 | 华泰证券表示，6月22日，伊朗议会赞成封锁霍尔木兹海峡这一全球油气贸易的关键枢纽（最终决定权在伊朗最高国家安全委员会手中）。此前红海绕行事件导致24年全球集装箱产量激增，霍尔木兹海峡封闭的潜在可能有望重塑油气能源产能建设逻辑，各国对于油气能源的安全性考量或将大于经济性，本土油气增产与战略储备紧迫性凸显。霍尔木兹海峡原油流向的主要目的地亚洲市场或面临较大冲击风险。该机构认为地缘风险强化能源安全性诉求，油服设备需求有望增加。推荐国内领先的压裂设备供应商；海洋石油工程领先企业。
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