国际局势再现新波折，原油期货涨超2%

Industry Overview - International crude oil futures rose over 2% following U.S. President Trump's statement regarding potential tariffs on Russia if no progress is made in ending the Russia-Ukraine conflict [1] - Trump indicated that he is not concerned about the potential impact of sanctions on the oil market or prices, and plans to increase domestic oil production to offset any effects [1] Demand Insights - Huatai Securities reported signs of recovery in oil demand in both China and the U.S. since June, with U.S. refinery utilization rates remaining high and diesel inventories dropping to near three-year lows [1] - In June, China's crude oil imports and apparent diesel consumption showed month-on-month increases, with major refineries operating at over 80% capacity [1] - According to the IEA, China's crude oil inventory saw one of the largest quarterly increases on record in Q2 2025, primarily due to a significant rise in commercial crude oil stocks, which is crucial for ensuring long-term energy security [1] - Q3 is expected to be a peak season for travel and electricity demand in the Northern Hemisphere, with historical data indicating that the increase in crude oil demand for power generation from May to August could total 900,000 barrels per day, potentially exacerbating current market tensions [1] Company Highlights - Neway Valve is identified as a leading company in the industrial valve sector [1] - Jereh Group is recognized as a global leader in high-end oil and gas field equipment, engineering, and technical services [1]