油服行业点评报告:油气景气度加速发酵,油服装备迎来认知差反转【招商机械】

机械倩影
Feb 26

本文首发于2026年02月25日核心观点受地缘政治波动影响,油气产业链加速震荡。市场长期以来的认知差在全球能源需求的持续增长和产能瓶颈下持续存在,行业转向价值与成长共振,看好油服行业产业链的投资机会。地缘政治动荡点燃能源市场,油价上涨催化油服行业景气上行。近期地缘政治冲突的频发直接推升了原油风险溢价,同时通过连锁反应重塑了全球能源流动格局。1)首先,中东及俄乌局势的持续反复导致市场对供应中断的担忧...

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