Di Yi Cai Jing·2025-06-17 10:14Group 1 - The escalation of geopolitical tensions in the Middle East has led to a significant increase in international oil prices, which in turn has strengthened the A-share oil and gas sector [1][4] - On June 17, the energy equipment index led the market, with companies like Keli Co., Ltd. rising by 22% and Zhun Oil Co., Ltd. hitting the daily limit [1][2] - Analysts suggest that the current oil price levels may not fully reflect the geopolitical risks, and if a supply crisis occurs, oil prices could rise further [4][5] Group 2 - Keli Co., Ltd. has seen a substantial increase in stock price, with a 72% rise over three trading days, indicating strong market interest despite risk warnings [2][3] - The oil and gas sector is experiencing a mixed performance, with upstream companies benefiting from rising oil prices while some downstream companies are beginning to see price corrections [2][3] - The overall market sentiment is influenced by the anticipation of increased demand during the peak season, which is expected to support oil prices despite concerns over OPEC+ production increases [5]