申万宏源石油化工行业春季投资策略：上游弹性凸显下游领衔国际

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智通财经APP获悉，申万宏源发布研报称，油价具备向上弹性，2026年整体预期维持高油价背景，油公司业绩将单边受益;油价景气回暖，有望加大投资油气的勘探开发;美国乙烷供需维持宽松格局，油价上涨具备较大能源套利;海外能源危机，加速落后产能出清，国内规模企业有望凭借稳定供应链取得显著优势;下游聚酯板块供需逐步收紧，景气存在改善预期。申万宏源主要观点如下：油气开采：地缘政治冲突加剧，油价快速冲高预计...

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申万宏源石油化工行业春季投资策略：上游弹性凸显 下游领衔国际

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申万宏源石油化工行业春季投资策略：上游弹性凸显下游领衔国际