中国海洋石油今日盘中大涨8.04%，引起了市场的广泛关注。
消息面上，受中东战事升级影响，霍尔木兹海峡商业运输几近停摆，国际油价在上周大幅上涨，创下2023年10月以来新高。科威特国家石油公司与阿布扎比国家石油公司相继宣布削减产量，全球能源供应面临严峻压力。分析人士预计，如果霍尔木兹海峡这一全球重要能源通道继续受限，中东地区原油日均减产量可能超过400万桶，部分交易商已开始展望更高价位。
在此背景下，作为油气上游勘探开发企业，中国海洋石油直接受益于油价上涨预期。机构研报指出，由于地缘政治溢价提升，油价中枢或从2025年的每桶约67美元上升至70美元以上，建议投资者重点关注油气上游勘探开发企业的投资机会。
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