据光伏行内人士对媒体表示，短期战争带来的直接冲击会影响产能建设、项目交付进展，但从中长期来看，中东地区能源转型潜力巨大，市场需求仍然不容忽视。
国内方面，在尿素"保供稳价"政策的强力约束影响下，尿素期货2日下跌1.14%，报1817元/吨，主流涨幅在10-40元/吨，与甲醇等走势大分化，本周预计将呈现“高位整理、窄幅波动”态势。
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短期而言，這可能讓伊朗更難組織回應。針對領導層的攻擊所帶來的混亂在軍事上帶來優勢，但同時也存在風險。
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