石化化工交运行业日报第70期:油价长期不悲观 继续看好"三桶油"及油服板块

光大证券股份有...
May 29, 2025

供需前景改善叠加地缘政治风险仍存,油价仍有底部支撑。需求方面,本周美欧谈判取得积极进展,特朗普推迟对欧盟关税的起征时间,且表示对欧盟加快贸易谈判进程感到鼓舞,贸易冲突缓和或有望提振原油需求。地缘政治方面,本周西方对俄制裁风险上升,欧盟正在讨论对俄罗斯实施新一轮制裁,包括针对俄石油的相关措施、降低俄石油和石油产品价格上限以及针对俄罗斯“影子舰队”船只的新限制措施,特朗普亦考虑本周对俄实施制裁,因其对...

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