智通财经APP获悉，石油股早盘走高，截至发稿，中海油(00883)涨2.61%，报22港元；中石油(00857)涨1.82%，报8.94港元；中石化(00386)涨1.8%，报4.53港元。
消息面上，为应对全球石油供应过剩和油价下跌的压力，8个OPEC+国家发布声明称，维持11月初制定的产量计划，并在2026年第一季度暂停增产。同时，OPEC+国家就评估成员国各自最大石油产能的机制达成一致。受上述消息影响，国际油价周一亚盘一度上涨1.5%。
光大证券此前认为，在国企改革深化、油价维持高位的背景下，“三桶油”有望持续兑现业绩和高分红，开启新一轮股价上行空间。平安证券指出，国内油企通过上下游一体化布局降低了业绩对油价的敏感性，建议关注增储上产目标明确、海外开拓潜力大的头部油企。
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