Group 1 - The oil sector experienced a significant rally on the 22nd, with companies like Keli Co., Ltd. rising over 10%, and others such as Beiken Energy and PetroChina reaching their daily limit up [1] - The U.S. Department of Energy announced plans to purchase 1 million barrels of crude oil to replenish its strategic petroleum reserve, utilizing $171 million allocated from the "Big and Beautiful Act" [1] - Major international agencies IEA, EIA, and OPEC released monthly reports indicating an upward adjustment in crude oil production forecasts for the next two years, while demand remains weak, suggesting a continued oversupply situation [1] Group 2 - Ping An Securities noted that the easing of Middle Eastern geopolitical tensions may lead to a reduction in oil price risk premiums, but ongoing risks from Russia-Ukraine and U.S.-Venezuela situations, along with uncertainties in U.S. government operations and trade policies, could result in volatile oil prices [2] - In the medium to long term, oil prices are expected to be anchored by fundamentals, with concerns about further downward adjustments as OPEC+ continues to increase production [2] - Domestic oil companies are reducing their sensitivity to oil price fluctuations through integrated upstream and downstream operations and diversifying their oil and gas sources, while also increasing investments in domestic offshore oil and gas resources to decrease reliance on foreign energy [2]
石油板块拉升，贝肯能源、石化油服涨停，科力股份涨超10%