石油ETF（561360）涨超1.3%，中长期原油具备景气基础

Core Viewpoint - The long-term outlook for the oil supply and demand structure remains optimistic despite geopolitical uncertainties, with a continued positive stance on "three major oil companies" and the oil service sector from a long-term perspective [1] Group 1: Oil and Gas Sector - The macroeconomic recovery is expected to boost chemical demand, benefiting leading enterprises in the long run due to capacity elimination in chemical products [1] - The oil ETF (561360) tracks the oil and gas industry index (H30198), which selects listed companies involved in oil and gas exploration, development, production, and services to reflect the overall performance of the oil and gas industry [1] Group 2: Chemical Industry - The long-term profitability outlook for large refining, coal chemical, and ethylene sectors is positive due to the recovery in macroeconomic conditions [1]