金吾财讯 | 石油板块整体，截至发稿，延长石油国际（00346）涨2.17%，中国石油股份（00857）涨2.18%，上海石油化工股份（00338）涨0.44%，中国石油化工股份（00386）涨0.22%，昆仑能源（00135）涨0.20%。消息面上，国联证券指出，短期来看，在美伊谈判僵持、地缘风险不确定性较强的背景下，油价或将宽幅震荡，叠加当前原油低库存支撑，油价向上动力更强；中长期维度，补库逻辑叠加伊朗对海峡控制权提升，有望推动油价中枢维持高位。申万宏源表示，油价中枢上行，2026年整体或将维持高油价，油企业绩将直接受益；油价回暖也有望带动油气勘探开发资本开支加大。美国乙烷供需维持宽松，油价上涨带来较大套利空间；海外能源危机加速落后产能出清，国内具备稳定供应链的规模企业有望获得竞争优势。
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