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华泰证券:伊以冲突扩大 油价进入高波动阶段

华泰证券认为伊朗原油产量及出口短期或将下滑,油价将进入高波动阶段,霍尔木兹海峡关乎沙特等中东产油国的共同核心利益,运输受阻风险有待进一步评估 ... 全球石油需求增量持续受电、气冲击,供给端产油国协同趋弱及新兴供应力量崛起,预计2025—2027年油价中枢仍将下行,基于边际成本及供给方“利重于量”诉求的新一轮再平衡,油价中枢仍将高于60美元/桶。

媒体报道
华泰证券:伊以冲突扩大 油价进入高波动阶段 财联社/格隆汇/第一财经
华泰证券:伊以冲突扩大,油价进入高波动阶段 钛媒体

事件追踪
2025-04-18 华泰证券:黄金作为中长期高胜率资产仍具稀缺性
2024-11-04 油价上涨 受OPEC+推迟增产及伊朗警告力度升级推动
2023-11-30 华泰证券:供给扰动和低温天气支撑新年前煤价
2023-08-17 华泰证券:粮价高位震荡下,种业与饲料板块阶段性受益

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华泰证券:伊以冲突扩大 油价进入高波动阶段

华泰证券认为伊朗原油产量及出口短期或将下滑,油价将进入高波动阶段,霍尔木兹海峡关乎沙特等中东产油国的共同核心利益,运输受阻风险有待进一步评估 ... 全球石油需求增量持续受电、气冲击,供给端产油国协同趋弱及新兴供应力量崛起,预计2025—2027年油价中枢仍将下行,基于边际成本及供给方“利重于量”诉求的新一轮再平衡,油价中枢仍将高于60美元/桶。

媒体报道
华泰证券:伊以冲突扩大 油价进入高波动阶段 财联社/格隆汇/第一财经
华泰证券:伊以冲突扩大,油价进入高波动阶段 钛媒体

事件追踪
2025-04-18 华泰证券:黄金作为中长期高胜率资产仍具稀缺性
2024-11-04 油价上涨 受OPEC+推迟增产及伊朗警告力度升级推动
2023-11-30 华泰证券:供给扰动和低温天气支撑新年前煤价
2023-08-17 华泰证券:粮价高位震荡下,种业与饲料板块阶段性受益

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