金吾财讯 | 石油股板块普涨，上海石油化工股份（00338）涨8.52%，中国石油股份（00857）涨3.22%，中国石油化工股份（00386）涨3.06%，中海油田服务（02883）涨1.37%，中国海洋石油（00883）涨1.17%。消息面上，光大证券认为，中东地缘风险仍使油价维持高位震荡，全球成品油供给趋紧，库存紧张态势或将延续到2027年上半年。在国内石油、天然气对外依存度仍然较高的背景下，能源央企有望持续加大油气勘探开发和增储上产力度，完善能源运输通道建设，能源保供的战略价值进一步凸显。
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