金吾财讯 | 石油股普升，延长石油国际(00346)升24.21%，中海油(00883)涨7%，中石油(00857)升5.1%，中海油田服务(02883)升2.06%。国金证券指出，当前油价走势由地缘冲突风险主导，霍尔木兹海峡封锁超市场预期，原油供应升级到“实质性封锁”，短期油价将取决于冲突的持续时间和海峡通航的恢复进度，若封锁持续时长超预期，将导致原油市场的恐慌持续升级，随着全球原油库存缓冲消耗，地缘风险溢价将推至极端水平，但短期若恢复通行，则溢价或快速消退。截止3月5日，WTI现货收于81.01美元，环比+15.8美元；BRENT现货收于88.12美元，环比+15.57美元。EIA2月27日当周商业原油库存环比+347.5万桶，前值+1598.9万桶。其中库欣原油环比+156.4万桶，前值+88.1万桶。汽油库存环比-170.4万桶，前值-101.1万桶。炼厂开工率环比+0.6%至89.2%。美国原油库存上升，净进口量环比减少。美国产量1369.6万桶/天，美国净进口数据环比-0.8%。截至2月27日当周，美国活跃石油钻机数环比-2部至407部。
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