智通财经APP获悉，石油股全线走高，截至发稿，中海油(00883)涨3.93%，报24.32港元；中石油(00857)涨3.08%，报9.86港元；中石化(00386)涨1.5%，报4.385港元。
消息面上，美伊谈判前景再度蒙上阴影，周一，WTI原油期货站上82美元/桶，布油接近88美元/桶。特朗普表示，因伊朗提出战争赔偿，已指示美方谈判代表向伊朗索赔。伊朗方面则表示，在特朗普任期结束前不会与美国进行谈判。此外，上周美国战略石油储备(SPR)减少610万桶，降至2.987亿桶。
国信证券表示，中东地缘局势动荡，霍尔木兹海峡、曼德海峡航运受阻叠加里海原油管线停运，全球原油稳定供给显著收缩；当前处于北半球夏季需求旺季，库存低位放大价格弹性。高油价环境下，上游油气企业盈利弹性充足，具备低成本优势的煤制烯烃、海外一体化炼化企业显著受益。
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