--- title: "亚洲能源股飙升，反映出油价随着中东冲突加剧而上涨" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/278329653.md" description: "亚洲能源股大幅上涨，因油价飙升至每桶 100 美元以上，伴随中东冲突升级，引发对供应中断的担忧。中海油、中国石油和中国石化等主要公司在大陆和香港市场均实现显著涨幅。投资者对能源基础设施可能遭受的长期损害作出反应，尤其是在霍尔木兹海峡，该海峡对全球石油运输至关重要。分析师警告称，持续的冲突可能严重影响全球石油供应，进而影响净石油进口的亚洲经济体" datetime: "2026-03-09T05:10:25.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278329653.md) - [en](https://longbridge.com/en/news/278329653.md) - [zh-HK](https://longbridge.com/zh-HK/news/278329653.md) --- > 支持的语言: [English](https://longbridge.com/en/news/278329653.md) | [繁體中文](https://longbridge.com/zh-HK/news/278329653.md) # 亚洲能源股飙升，反映出油价随着中东冲突加剧而上涨 By Jiahui Huang Energy stocks in Asia soared despite a regional equity selloff amid the growing conflict across the Middle East, fueling concerns about a prolonged disruption to oil and gas supplies. Oil futures vaulted past $100 a barrel for the first time in years, surging close to $120 on Monday. Front-month Brent crude was recently 25% higher at nearly $116 a barrel in midday trading, while WTI crude was up 27% around $115 a barrel. Across Asia, major energy stocks jumped in unison, with China's big three oil companies up sharply in both mainland and Hong Kong markets. Cnooc rose 10% in Shanghai, hitting its daily limit, while PetroChina and Sinopec gained 7.6% and 3.6%, respectively. In Hong Kong, Cnooc led gains on the benchmark Hang Seng Index and was last 7.0% higher. PetroChina rose 3.6%. Among other energy stocks, China Shenhua Energy gained 4.5% in Hong Kong, while Yankuang Energy Group and Ningxia Baofeng Energy Group advanced 7.7% and 10%, respectively, in Shanghai. China Coal Energy's A shares climbed 7.2%. In Malaysia, Hibiscus Petroleum's shares rose 18.5% and Petronas Chemicals advanced 7.0%. Lotte Chemical Titan increased 14% and Dialog Group gained 10%. Singapore-based Rex International, an oil exploration and production company, rose 10.5%. South Korea's S-Oil added 0.9% and Japan's Inpex rose 2.8%. The gains come as investors priced in the risk of lasting damage to energy infrastructure in the Middle East and a prolonged supply disruption. "As energy stocks typically benefit from rising oil prices, it is no surprise to see broad gains across Asia's energy sector following the recent surge in crude," said Chokwai Lee, equity research director at Morningstar. Asian countries, which are mostly net oil importers, also stand to be the worst hit as the conflict in Iran chokes off traffic through the Strait of Hormuz. The critical waterway carries about one-fifth of the world's oil and gas supplies. "The recent precise attack on Iran's oil infrastructure, an attempt to cripple Tehran's retaliation, has threatened the flow of fuel across the globe, which is alarming, especially for Asian economies," said Priyanka Sachdeva, senior market analyst at Phillip Nova. The conflict between the U.S.-Israel alliance and Iran may drag on for longer than investors initially expected, given that Iran has selected a new supreme leader, and both sides appear unwilling to move toward peace talks, according to Sachdeva. "If production facilities, pipelines, or export terminals suffer permanent damage, the impact on global supply could extend well beyond the duration of the conflict," she said. Write to Jiahui Huang at jiahui.huang@wsj.com (END) Dow Jones Newswires March 09, 2026 00:52 ET (04:52 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [SINOPEC N4704 (05423.HK)](https://longbridge.com/zh-CN/quote/05423.HK.md) - [CNOOC F03 N3305 (02568.HK)](https://longbridge.com/zh-CN/quote/02568.HK.md) - [中国海油 (600938.CN)](https://longbridge.com/zh-CN/quote/600938.CN.md) - [CNOOC F13 N4305 (05942.HK)](https://longbridge.com/zh-CN/quote/05942.HK.md) - [SINOPEC N3005 (40221.HK)](https://longbridge.com/zh-CN/quote/40221.HK.md) - [中国石油化工股份 (00386.HK)](https://longbridge.com/zh-CN/quote/00386.HK.md) - [中国石化 (600028.CN)](https://longbridge.com/zh-CN/quote/600028.CN.md) - [中国海洋石油 (00883.HK)](https://longbridge.com/zh-CN/quote/00883.HK.md) - [SINOPEC N2911 (40049.HK)](https://longbridge.com/zh-CN/quote/40049.HK.md) - [中国石油 (601857.CN)](https://longbridge.com/zh-CN/quote/601857.CN.md) - [中石化油服 (01033.HK)](https://longbridge.com/zh-CN/quote/01033.HK.md) - [CNOOC F13 N2909 (40015.HK)](https://longbridge.com/zh-CN/quote/40015.HK.md) - [中国石油股份 (00857.HK)](https://longbridge.com/zh-CN/quote/00857.HK.md) ## 相关资讯与研究 - [能源安全新时代：重估中国 “三桶油”？](https://longbridge.com/zh-CN/news/278253088.md) - [油价剑指 150 美元？中东局势引爆、多国宣布减产，油价突破 110 美元，机构：关注三大主线](https://longbridge.com/zh-CN/news/278294068.md) - [中国国有企业结构调整基金股份有限公司减持中石化油服约 3.75 亿股 每股作价 1.6078 港元](https://longbridge.com/zh-CN/news/277925666.md) - [油价飙升突破 114 美元！石油股暴涨，中国海油逼近涨停创历史新高，中国石油涨超 7%](https://longbridge.com/zh-CN/news/278310347.md) - [小摩：中东原油减产规模扩大 预计下周突破 400 万桶/日](https://longbridge.com/zh-CN/news/278311259.md)