瑞银——中国化工行业：伊朗局势对中国油气化工行业的影响（附下载）

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免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载瑞银——中国化工行业：伊朗局势对中国油气化工行业的影响翻译精华一、原油市场核心影响1. 全球团队预判，美以伊冲突将推动原油全期限价上行，近端合约涨幅最大；核心扰动来自霍尔木兹海峡（全球20%石油供应途经此处），目前已有船舶规避该区域，伊朗约330万桶/日的石油供应及区域油气基础设施存在受损风险。2. 潜在对冲因素：OPEC+可能...

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