Group 1 - The core viewpoint of the report highlights the performance of the petrochemical industry, noting a decline in the oil and petrochemical index by 0.41% compared to the previous week, while oilfield services showed the best performance with a 3.98% increase [1] - The report indicates that crude oil prices have risen, with increases in both crude oil and gasoline inventories [1] - In the polyester segment, the price of polyester filament remains stable, with an increase in price differentials, while the inventory days for polyester filament in Jiangsu and Zhejiang have risen, and the operating rate of weaving machines remains stable [1] Group 2 - The report suggests that if demand improves and there is progress in eliminating outdated production capacity, it would be beneficial for the midstream refining sector [2] - The report emphasizes that geopolitical factors could lead to a premium on crude oil, which would favor upstream stocks [1]
油价基本面驱动不足，但存地缘扰动
Sou Hu Cai Jing·2025-09-16 08:20