油气板块集体反弹 山东墨龙(00568)涨20.17% 美伊冲突升级引发供应中断忧虑

金吾财讯
Jun 11

金吾财讯 | 油气板块集体反弹,山东墨龙(00568)涨20.17%,百勤油服(02178)涨9.14%,中港石油(00632)涨4.00%,联合能源集团(00467)涨3.57%,MI能源(01555)涨3.45%,中石化油服(01033)涨3.08%,达力普控股(01921)涨2.90%,中国海洋石油(00883)涨1.64%,中国石油股份(00857)涨1.08%。

消息面上,国际原油市场周四亚洲时段延续强势表现,美国西得克萨斯中质原油(WTI)价格连续第二个交易日走高,盘中维持在每桶91.70美元附近。市场主要受到中东紧张局势升级影响,投资者担忧地区冲突持续扩大,可能威胁全球原油运输和供应安全,从而推动风险溢价进一步上升。

美伊谈判陷入僵局,美方表态和平协议落空或将加码对伊军事行动,伊朗回击美方驻巴林、约旦、科威特军事设施,中东地缘风险抬升能源供应担忧。霍尔木兹海峡承载全球20%海运原油运输量,美方已护送超1亿桶原油过境,称若无干预油价或将触及250美元/桶,当前油价运行于85-90美元/桶区间。美国原油库存大幅去化,上周商业原油库存减少720万桶,降幅高于预期400万桶,战略石油储备跌至2023年8月以来低位,能源部拟借贷最高4000万桶原油平抑油价。

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