金吾财讯 | 石油股午后维持强势，上石化(00338)升5.37%，中石油(00857)、中海油(00883)、中海油田服务(02883)升逾4%，中石化(00857)升3.23%。国际能源署（IEA）近期发布2025年版《全球能源展望报告》显示，从现在起到2050年，全球原油需求将持续增长，预计2050年将达到1.13亿桶/日。此前，国际能源署曾多次预测全球原油需求将在2030年前达峰。报告称，信息技术将成为能源需求增长的重要推动力。与此同时，传统能源需求也将持续增长，其中石油和天然气需求将呈上升趋势。华泰证券此前指出，地缘溢价已导致淡季油价筑底反弹，随着需求回升及全球性储备性累库，26Q2-Q3油价有望见底上探。
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