石油短缺：下游企业传递的信号（轮胎行业）-Naphtha shortage_ What downstream companies are telling us (Tires)

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 24 March 2026 | 9:15PM JST Equity Research NAPHTHA SHORTAGE What downstream companies are telling us (Tires) The supply bottlenecks in petrochemical feedstocks, particularly crude oil and naphtha, resulting from disruptions in the Strait of Hormuz are likely to have ramifications well beyond chemical manufacturers alone (report). We believe the impact could spread across a wide range of industries, including automobiles, home appliances and electronic devices, apparel, food pack ...