--- title: "亞洲能源股飆升，反映出油價隨着中東衝突加劇而上漲" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/278329653.md" description: "亞洲能源股大幅上漲，因油價飆升至每桶 100 美元以上，伴隨中東衝突升級，引發對供應中斷的擔憂。中海油、中國石油和中國石化等主要公司在大陸和香港市場均實現顯著漲幅。投資者對能源基礎設施可能遭受的長期損害作出反應，尤其是在霍爾木茲海峽，該海峽對全球石油運輸至關重要。分析師警告稱，持續的衝突可能嚴重影響全球石油供應，進而影響淨石油進口的亞洲經濟體" 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) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/278329653.md) | [English](https://longbridge.com/en/news/278329653.md) # 亞洲能源股飆升，反映出油價隨着中東衝突加劇而上漲 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. ### 相關股票 - [SINOPEC N4704 (05423.HK)](https://longbridge.com/zh-HK/quote/05423.HK.md) - [CNOOC F03 N3305 (02568.HK)](https://longbridge.com/zh-HK/quote/02568.HK.md) - [中國海油 (600938.CN)](https://longbridge.com/zh-HK/quote/600938.CN.md) - [CNOOC F13 N4305 (05942.HK)](https://longbridge.com/zh-HK/quote/05942.HK.md) - [SINOPEC N3005 (40221.HK)](https://longbridge.com/zh-HK/quote/40221.HK.md) - [中國石油化工股份 (00386.HK)](https://longbridge.com/zh-HK/quote/00386.HK.md) - [中國石化 (600028.CN)](https://longbridge.com/zh-HK/quote/600028.CN.md) - [中國海洋石油 (00883.HK)](https://longbridge.com/zh-HK/quote/00883.HK.md) - [SINOPEC N2911 (40049.HK)](https://longbridge.com/zh-HK/quote/40049.HK.md) - [中國石油 (601857.CN)](https://longbridge.com/zh-HK/quote/601857.CN.md) - [中石化油服 (01033.HK)](https://longbridge.com/zh-HK/quote/01033.HK.md) - [CNOOC F13 N2909 (40015.HK)](https://longbridge.com/zh-HK/quote/40015.HK.md) - [中國石油股份 (00857.HK)](https://longbridge.com/zh-HK/quote/00857.HK.md) ## 相關資訊與研究 - [中東局勢持續緊張 全球或面臨每日 1500 萬桶原油供應缺口](https://longbridge.com/zh-HK/news/277553118.md) - [EJFQ 信析丨油價炒浪短癮「三桶油」更值博](https://longbridge.com/zh-HK/news/277532258.md) - [伊朗局勢｜G7 傳開會商釋放應急石油儲備 恒生指數跌幅縮至 491 點](https://longbridge.com/zh-HK/news/278333702.md) - [大摩看好三桶油 中石油目標價上調 29%](https://longbridge.com/zh-HK/news/278347885.md) - [中電源動與中國海油在香港水域成功完成超大型運油輪液化天然氣加註](https://longbridge.com/zh-HK/news/277555908.md)