智通财经APP获悉，石油股涨幅居前，截至发稿，中国石油(00857)涨3.62%，报8.31港元；中国海油(00883)涨3.69%，报20.5港元；上海石化(00338)涨1.5%，报1.35港元；中国石化(00386)涨1.45%，报4.19港元。
消息面上，周日，OPEC+在线上会议后表示，以沙特为首的八个成员国将在12月提高产量13.7万桶/日，这与10月和11月的增产幅度一致。但该组织同时宣布，考虑到季节性因素，将在明年1-3月暂停增产，意味着OPEC+的增产计划踩下刹车。该消息推升油价，布伦特原油一度升至每桶65美元以上，WTI原油在每桶61美元附近。
光大证券发布研报称，2025年三季度，受油价下跌和炼化景气度低迷影响，国际油气巨头的经营业绩同比下滑，埃克森美孚、雪佛龙、壳牌、道达尔归母净利润分别同比-14.3%、-33.9%、-9.6%、-13.4%，中国石油、中国海油前三季度归母净利润跌幅小于多数国际油气巨头，在油价下行期的业绩韧性凸显，“三桶油”在油价下行期的业绩体现出一定的穿越周期属性。此外，“三桶油”继续加强增储上产，长期价值凸显。
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