金吾财讯 | 油气设服板块局部强势，截至发稿，百勤油服(02178)涨18.82%，山东墨龙(00568)涨15.24%，中海油田服务(02883)涨3.39%，中石化油服(01033)涨1.64%。国际能源署（IEA）在上周五最新公布的月度石油市场报告中警告，上周二到周三美伊再度爆发冲突，严重遮蔽了市场前景，可能颠覆该机构对明年石油市场转为显著过剩的预测。报告指出，6月全球石油供应因霍尔木兹海峡重新开放而回升410万桶/日，但与战前水平相比，缺口仍高达940万桶/日。与此同时，成品油市场持续紧张，炼油利润率已攀升至四年高位。中金公司此前研究表示，建议投资者重点关注油气上游勘探开发、油服及炼化企业的投资机会。短期来看，地缘政治溢价的提升可能推动油价中枢从2025年的约67美元/桶，强势抬升至70美元/桶以上。
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