金吾财讯 | 中国银河证券研究指，地缘局势扰动全球石油供应，26H2原油价格静待霍尔木兹海峡通行消息指引。该机构认为，在海峡解封前，预计Brent油价中枢或在100美元/桶附近；在海峡逐步恢复通行后，Brent油价中枢或回落至80美元/桶附近。一方面，当前国内化工企业对资本开支保持谨慎态度，海外落后产能正加速出清，供给端“东升西落”趋势显著。另一方面，政策持续刺激内需，同时化工品出口动能正在释放。该机构称看好26H2海内外化工品补库需求释放，以及行业业绩改善，建议关注化工板块配置价值。
金吾财讯 | 中国银河证券研究指，地缘局势扰动全球石油供应，26H2原油价格静待霍尔木兹海峡通行消息指引。该机构认为，在海峡解封前，预计Brent油价中枢或在100美元/桶附近；在海峡逐步恢复通行后，Brent油价中枢或回落至80美元/桶附近。一方面，当前国内化工企业对资本开支保持谨慎态度，海外落后产能正加速出清，供给端“东升西落”趋势显著。另一方面，政策持续刺激内需，同时化工品出口动能正在释放。该机构称看好26H2海内外化工品补库需求释放，以及行业业绩改善，建议关注化工板块配置价值。
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