霍尔木兹海峡本周反复开放关闭，导致油价飙升，影响中国运输和制造业。分析人士表示，一些公司已开始延迟或取消订单，以避免将成本转嫁给消费者。布伦特原油价格维持在每桶100至105美元的高位。
制造业企业正面临供应和价格波动的严峻挑战。油价上涨已传导至加工燃料和石油基原材料，这些是支撑中国——全球最大制造业——的关键动力。行业内部人士指出，伊朗与美国之间脆弱的两周停火协议不太可能在短期内恢复冲突前的稳定。
“一些公司已开始延迟或取消订单，”广州量化咨询高级分析师王超表示，他补充说，企业试图避免将更高成本转嫁给消费者。“这不仅限于工厂。跨境电商运输也受到影响。在家用电器领域，更高的运费成本打击了终端市场需求，导致海外买家缩减或推迟采购。”
王超称，布伦特原油价格在每桶100至105美元的水平“足以挤压整个供应链的成本”。在以色列和美国一个多月前对伊朗发动打击前，原油价格约为每桶70美元。周五价格约为每桶96美元。
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Oil prices climbed on Monday after renewed fighting involving the U.S. and Iran heightened concerns about crude flows through the Strait of Hormuz. Brent crude traded above $90 a barrel, while U.S. benchmark West Texas Intermediate rose to the mid-$80s.
Crude oil prices have rocketed above $115 a barrel after the US and Iran exchanged fire, shattering a fragile ceasefire amid weeks of escalating tensions. Following stalled April peace talks, naval blockades, and ship seizures in the Strait of Hormuz, the clash has intensified fears of broader Middle East conflict, threatening global energy supplies and stoking market volatility.
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Oil prices rose following renewed strikes between the US and Iran that disrupted shipping in the Strait of Hormuz. Analysts warned that full recovery of Gulf oil supplies may take months despite signs of possible de-escalation.