中国工业：超越能源视角，航道封锁对供应链及全球化进程的影响-China Industrials_ Looking beyond energy_ impact of blockade on the supply chain and going global

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 ab 20 March 2026 Global Research China Industrials Looking beyond energy: impact of blockade on the supply chain and going global Potential supply chain disruption overlooked if blockade continues While the market is focused on energy supply due to the closure of the Strait of Hormuz (UBS's China Strategist highlighted the impact of higher-for-longer oil prices), discussion about potential supply chain disruption has been limited. Petrochemical downstream products are widely use ...