油气开采板块强势 机构圈出这些机会

第一财经
Jun 16, 2025

油气开采板块今日强势,准油股份、贝肯能源、洲际油气等涨停。光大证券指出,在地缘政治仍存不确定的前提下,中长期原油供需格局仍具备景气基础,在长期主义视角下,持续坚定看好“三桶油”及油服板块。此外,能源价格下降利好下游炼化企业减轻成本压力,看好大炼化、煤化工、乙烯盈利向好。民生证券指出,以伊冲突升级,建议持续关注地缘演变和OPEC+的实际产量情况。配置上,1)油价有底,石油企业业绩确定性高,叠加高分红...

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