石化行业周报:地缘缓解 原油回落

中邮证券有限责...
Jun 30, 2025

焦点:目前原油价格是石化板块关注的焦点,当下原油的价格主要取决于地缘计价,但地缘进展目前具备不确定性。此外,成品油逐步步入消费旺季,成品油库存压力减弱对油价或有支撑。回顾:本周因原油价格下行,申万一级行业指数表现中,石油石化指数相对表现最差,报收2202.18点,较上周下跌2.07%。而中信三级行业指数表现来看,本周其他石化表现在石油石化中表现最佳,涨幅1.49%。原油:本周价格下行。美原油库存...

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