推荐原油、天然气价格上行及地缘政治驱动的投资方向

中国能源网
Mar 06

国信证券近日发布石化化工行业2026年3月投资策略:2026年2月底美以联合对伊朗发动军事打击,伊朗随即关闭扼守全球能源咽喉的霍尔木兹海峡(该海峡为海湾石油唯一海上通道,2025年经由其出口石油约2000余万桶/天,占全球运输量约20%),并袭击卡塔尔核心LNG能源设施,导致中东能源航运受阻、欧洲天然气价格大幅上涨,成为扰动全球能源化工市场的黑天鹅事件。以下为研究报告摘要:核心观点石化化工行业...

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