智通财经APP获悉，瑞银发布研报称，霍尔木兹海峡关闭影响能源供应，而中国是最大的石化产品出口国，若国际同业面临石化下游产品供应链中断，中国企业有望成为潜在受益者。
若霍尔木兹海峡封锁持续，该行认为广泛用于汽车及零部件、消费品制造及农业的石化产品供应链中断风险将会升温。该行分析师预期，若封锁持续，工程机械及机床/精密传动设备行业将面临关键零部件及原料短缺。而印度、韩国及东盟对中国石化产品出口的敞口最大。
该行认为海尔智家(06690)、福耀玻璃(03606)、科达利(002850.SZ)、恒立液压(601100.SH)、中国船舶(600150.SH)、徐工机械(000425.SZ)、中国重汽(03808)、宇通客车(600066.SH)、九号公司-WD(689009.SH)及康龙化成(03759)在环球市场份额获取方面存在潜在机遇。
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