3月2日，港股油气设备股尾盘再度拉升，山东墨龙、百勤油服涨超100%，中石化油服涨超33%，中海油田服务涨近8%。
消息面上，据报道，沙特阿美位于拉斯塔努拉的炼油设施今晨疑似遭到无人机袭击，发生一起小规模、孤立的火灾，目前火势已得到控制。随后有消息称，最为预防措施，沙特已关闭该炼油厂。据悉，拉斯塔努拉炼油厂是沙特最大的炼油厂。
湘财证券指出，哈梅内伊遇袭身亡事件短期推升国际油价是大概率事件，进而引发原油、天然气开采企业营收与利润的上升。具体到油服与设备领域，钻井、压裂、油田工程需求上升，都将推升油气公司扩产、勘探资本开支的增加。东方证券此前则表示，由于油服项目的建设周期较长，因此业主公司往往需要观察油价的持续性。预计从油价回升到油服景气传导至少需要半年左右。
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