中金：地缘冲突推升油气价格关注海外收入占比较高的油服装备及EPC服务商

智通财经03-04

智通财经APP获悉，中金发布研报称，近期中东地缘局势升温，推动油价和LNG现货价格上涨。3月3日，布伦特原油日内涨2%报79.31美元/桶；3月2日，欧洲天然气价格涨幅扩大至42%，创2022年3月以来最大涨幅。地缘冲突推升油气价格，叠加市场波动加大情况下，在OPEC+或将增产及全球能源保供需求背景下，油气企业资本开支有望持续增长，直接带动油服产业链需求。建议关注海外收入占比较高的油气EPC工程...

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中金：地缘冲突推升油气价格 关注海外收入占比较高的油服装备及EPC服务商

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中金：地缘冲突推升油气价格关注海外收入占比较高的油服装备及EPC服务商