瑞银：如石化下游产品供应链中断中国企业有望潜在受益_老虎社区_美港股上老虎

瑞银：如石化下游产品供应链中断中国企业有望潜在受益

智通财经03-23

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...

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