2026年2月,美以联合打击伊朗,霍尔木兹海峡封锁,全球油气价格飙升、供应链陷入紊乱。这场冲突成为继俄乌战争后又一重塑全球能源格局的关键事件。光伏新能源行业短期虽遭遇供应链扰动,但其战略价值被空前放大,中期迎来政策与市场的双重催化,全球光伏产业的格局重构已成必然趋势。一、现状:短期承压,基本面仍稳冲突对光伏行业的冲击集中在供应链、运输成本和区域项目推进三大维度:供应链局部扰动:霍尔木兹海峡油轮流量...
Source Link2026年2月,美以联合打击伊朗,霍尔木兹海峡封锁,全球油气价格飙升、供应链陷入紊乱。这场冲突成为继俄乌战争后又一重塑全球能源格局的关键事件。光伏新能源行业短期虽遭遇供应链扰动,但其战略价值被空前放大,中期迎来政策与市场的双重催化,全球光伏产业的格局重构已成必然趋势。一、现状:短期承压,基本面仍稳冲突对光伏行业的冲击集中在供应链、运输成本和区域项目推进三大维度:供应链局部扰动:霍尔木兹海峡油轮流量...
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