此外，因一场严重冬季风暴横扫全美、令能源基础设施和电网承压，美国石油生产商在上周末损失的产 量最高达200万桶/日，约占全国产量的15%。华泰证券研报指出，地缘溢价已导致淡季油价筑底反弹， 随着需求回升及全球性储备性累库，26Q2-Q3油价有望见底上探。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 24.540 | 4.34% | | 00338 | 上海石油化工股 | 1.550 | 4.03% | | 00857 | 中国石油股份 | 9.180 | 4.20% | | 02883 | 中海油田服务 | 8.910 | 3.73% | | 00386 | 中国石油化工股 | 5.420 | 3.04% | | 00135 | 昆仑能源 | 7.990 | 0.50% | 港股石油股继续涨势，中国海洋石油、中国石油股份、上海石油化工均涨超4%，其中，中海油刷新历 史新高价，中海油田服务涨3.7%，中国石油化工涨3%。 消息上，负责中东地区美军行动的美军中央司令部27日发布声明说，其第九航空队将举行一场 ...

消息面上，受伊朗局势、美国恶劣天气以及美元走软提振，油价周二走高。WTI3月原油期货收于每桶 62.39美元，涨幅为2.9%；布伦特3月原油期货收于每桶67.57美元，涨幅为3.02%。据新华社，负责中东 地区美军行动的美军中央司令部27日发布声明说，其第九航空队将举行一场为期数天的空军战备演习。 此外，伊朗官员称已对霍尔木兹海峡进行实时监控。 智通财经APP获悉，石油股集体走高，截至发稿，中海油(00883)涨4%，报24.46港元；中海油服(02883) 涨3.26%，报8.87港元；中石油(00857)涨3.29%，报9.1港元；中石化(00386)涨1.71%，报5.35港元。 华泰证券研报指出，地缘溢价已导致淡季油价筑底反弹，随着需求回升及全球性储备性累库，26Q2-Q3 油价有望见底上探，叠加美联储降息对需求拉动，亚非拉地区成品油需求或景气上行，上调26年布伦特 均价为65美元/桶（前值62美元/桶）。长期而言，考虑主要产油国边际成本及"利重于量"诉求，油价中 枢存60美元/桶底部支撑。 ...

Group 1 - The core viewpoint of the article highlights the positive performance of the petrochemical ETF (159731), which has seen a 1.26% increase, with significant contributions from stocks like Zhejiang Longsheng and Baofeng Energy [1] - The petrochemical ETF has experienced a continuous net inflow of funds for 15 trading days, accumulating a total of 745 million yuan, reaching a new high in both share count (1.018 billion shares) and total scale (1.045 billion yuan) since its inception [1] - Guosen Securities notes that the Ministry of Industry and Information Technology has issued a growth stabilization plan for the petrochemical industry, indicating a steady shift from oil to chemicals [1] Group 2 - International oil prices are fluctuating within a narrow range, with Saudi Arabia reducing the official selling price (OSP) for Asia, which is expected to alleviate cost pressures on domestic refineries [1] - The forecast for Brent crude oil prices is projected to fluctuate between 55-65 USD per barrel by 2026, aligning with refinery cost comfort zones [1] - The petrochemical ETF closely tracks the CSI Petrochemical Industry Index, with over 91% of its weight concentrated in the basic chemicals and oil & petrochemical sectors, including major state-owned oil companies [1]

Group 1 - Oil prices increased due to the situation in Iran, adverse weather in the US, and a weakening dollar, with WTI crude oil futures closing at $62.39 per barrel, up 2.9%, and Brent crude oil futures at $67.57 per barrel, up 3.02% [1] - According to the IEA's January 21 report, the global oil demand growth forecast for 2025/2026 was raised to 850,000/930,000 barrels per day, driven by improved macroeconomic and trade outlooks, alongside a decline in oil prices and a weaker dollar [1] - The demand for petrochemical feedstock is recovering, with jet fuel leading the growth in fuel products, while non-OECD countries are expected to contribute to the entire demand increase in 2026 [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the National Oil and Gas Index (399439) include China National Petroleum, Sinopec, CNOOC, and others, accounting for 67.11% of the total index [2] - The oil ETF Penghua (159697) closely tracks the National Oil and Gas Index, reflecting the price changes of listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1][2]

Group 1 - The U.S. is conducting air force readiness exercises in the Middle East, leading to a 3.0% increase in WTI crude oil prices to $62.46 per barrel and Brent crude oil prices to $66.72 per barrel [1] - Geopolitical tensions in regions like Venezuela and Iran are raising concerns about supply risks, with the U.S. Central Command announcing military exercises amid increasing military pressure on Iran [1] - The weakening of the U.S. dollar is contributing to rising commodity prices, with the dollar index dropping to 95.51, the lowest level since February 2022, and a cumulative decline of over 2.2% for the month [2] Group 2 - The International Energy Agency (IEA) has raised its forecast for global crude oil demand growth in 2026 to 930,000 barrels per day, up from a previous estimate of 860,000 barrels per day, driven by improved global economic prospects and lower oil prices [2] - Deutsche Bank analysts have adjusted their 2026 Brent crude oil price forecast to $61.50 per barrel, anticipating a significant reduction in the oversupply of oil in the second half of 2026 [3] - Huatai Securities has raised its forecast for the average Brent crude oil price in 2026 to $65 per barrel, citing geopolitical premiums and expected demand recovery [3] Group 3 - China National Offshore Oil Corporation (00883) is the largest offshore oil and gas producer in China, focusing on exploration and production with strong cost and return profiles [4] - PetroChina Company Limited (00857) is the largest oil and gas producer and seller in China, with an integrated upstream and downstream business model covering the entire industry chain [4] - Sinopec Limited (00386) is a top global refining company with a strong sales network and capabilities in refining and chemical product production [4]

（原标题：港股概念追踪 | 地缘紧张与需求预期双重驱动 国际油价加速上涨(附概念股)） 智通财经APP获悉，美国将在中东举行空军战备演习，国际油价应声上涨，WTI原油日内涨幅达3.0%， 报62.46美元/桶；布伦特原油日内涨幅达3.0%，报66.72美元/桶。由于伊朗与美国的对峙及美元走弱等 影响，国际油价近期仍处于震荡上行期。 2026年1月以来，委内瑞拉、伊朗等地缘紧张局势再次引发市场供应风险担忧。据新华社报道，负责中 东地区美军行动的美军中央司令部27日发布声明说，其第九航空队将举行一场为期数天的空军战备演 习，以展示其在中央司令部责任区内快速部署、分散部署和持续作战的能力。 此次演习正值美国对伊朗不断施加军事压力之际。前一天，中央司令部宣布美军"亚:伯拉罕·林肯"号航 空母舰打击群已驶入中东水域。 美国总统特朗普宣称在伊朗附近的军事存在正在增强，但同时他也表示未排除外交选项。 伊朗石油储量全球第四，而霍尔木兹海峡是全球石油运输的咽喉——每天2100万桶原油经此运往世界。 若中东局势发生变化，将对能源及运输产生巨大影响。 中东地区的地缘局势始终是原油市场的黑天鹅来源，伊朗问题的反复、霍尔木兹海峡航运受 ...

智通财经APP获悉，1月27日港股市场，北水成交净卖出6.35亿港元，其中港股通(沪)成交净卖出13.74亿港元，港股通(深)成交净买入7.39亿港元。 北水净买入最多的个股是腾讯(00700)、中国人寿(02628)、长飞光纤光缆(06869)。北水净卖出最多的个股是中国移动(00941)、紫金矿业(02899)、盈富基金 (02800)。 | 十大成交活躍證券 | | | | | | --- | --- | --- | --- | --- | | 排名 | 股票代碼 | 名稱 | 買入金額 (HKD) | 賣出金額 (HKD) | | 1 | 09988 | 阿里巴巴 - W | 2.334.368.700 | 2,391,597. | | 2 | 00700 | 騰訊控股 | 2,128,731,950 | 1,259,649, | | 3 | 00941 | 中國移動 | 521,496,700 | 2,114,277, | | র্ব | 00981 | 中芯國際 | 1,007,532,750 | 1,093,525, | | 5 | 02628 | 中國人壽 | 1,116,347,980 | ...

智通财经APP获悉，1月27日港股市场，北水成交净卖出6.35亿港元，其中港股通(沪)成交净卖出13.74亿港元，港股通(深)成交净买入7.39亿港元。 北水净买入最多的个股是腾讯(00700)、中国人寿(02628)、长飞光纤光缆(06869)。北水净卖出最多的个股是中国移动(00941)、紫金矿业(02899)、盈富基金 (02800)。 | 排名 | | 名稱 | 買入金額 (HKD) | 賣出金額 (HKD) | | --- | --- | --- | --- | --- | | 1 | 09988 | 阿里巴巴 - W | 2.334.368.700 | 2,391,597, | | 2 | 00700 | 騰訊控股 | 2,128,731,950 | 1,259,649, | | 3 | 00941 | 中國移動 | 521,496,700 | 2,114,277, | | র্ব | 00981 | 中芯國際 | 1,007,532,750 | 1,093,525, | | 5 | 02628 | 中國人壽 | 1,116,347,980 | 605,049, | | ଚ | 02899 | 紫 ...

Group 1 - The core viewpoint of the news highlights a significant increase in U.S. natural gas futures, which rose over 33% to exceed $7 per million British thermal units, marking the highest level since December 2022 due to a drop in production caused by freezing temperatures [1] - Concerns over supply risks have been reignited by regional tensions involving Venezuela and Iran, leading to an increase in WTI and Brent crude oil prices by 6.4% and 8.3% respectively since the end of December 2025 [1] - The forecast for Brent crude oil prices has been raised to an average of $65 per barrel for 2026, up from a previous estimate of $62 per barrel, driven by expected demand recovery and global inventory accumulation [1] Group 2 - As of January 27, 2026, the National Petroleum and Natural Gas Index (399439) increased by 0.71%, with notable gains in stocks such as Man Petroleum (up 2.77%) and China Petroleum (up 2.50%) [2] - The oil ETF Penghua (159697) saw a 0.30% increase, with a recent net subscription of 20 million units, marking 13 consecutive days of net inflow [2] - The top ten weighted stocks in the National Petroleum and Natural Gas Index account for 67.11% of the index, including major companies like China Petroleum, Sinopec, and CNOOC [2]

智通财经APP获悉，1月22日,阿里巴巴-W（09988）、中国海洋石油（00883）、中国人寿（02628）南 向资金净流入金额位列市场前三，分别净流入14.11 亿、5.90 亿、5.08 亿 中国移动（00941）、腾讯控股（00700）、中国宏桥（01378）南向资金净流出金额位列市场前三，分 别净流出-8.48 亿、-6.71 亿、-4.32 亿 在净流入比方面，长江基建集团（01038）、优然牧业（09858）、海天味业（03288）以56.47%、 56.41%、51.11%位列市场前三。 在净流出比方面，中教控股（00839）、中国中药（00570）、碧桂园服务（06098） 以-62.38%、-57.48%、-55.30%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 阿里巴巴-W(09988) | 14.11 亿 | 14.34% | 164.800（+0.98%） | | 中国海洋石油(00883) | 5.90 亿 | 21.89% | 22.740（+2.52%） | | 中 ...