高盛称中国今年和2026年料将加快速度继续储备原油价格下跌和对能源安全的关注会引发购买热潮。高盛石油研究主管Daan S

智通财经
Sep 12, 2025
高盛称中国今年和2026年料将加快速度继续储备原油价格下跌和对能源安全的关注会引发购买热潮。高盛石油研究主管Daan Struyven本周接受采访称预计未来五个季度中国石油库存将增加50万桶/日。这一乐观预测远远超出了中国近期收储力度估计值。在新加坡本周举行的亚太石油会议上与会者表示中国的买盘帮助支持了需求、提振了油价不过供应过剩前景给全球市场蒙上了阴影。贡渥集团研究主管Frederic Lasserre估计中国的库存近几个月大约增加了20万桶/日。不过高盛仍预计布伦特价格明年将跌至50-60美元中段。随着OPEC+和其他产油国增产国际能源署(IEA)周四上调对2026年供应过剩规模将创下的纪录新高水平的预测。

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