智通财经网·2026-01-05 02:01Group 1 - The three major oil companies in China experienced collective declines, with PetroChina (00857) down 3.99% to HKD 8.18, CNOOC (00883) down 3.2% to HKD 21.16, and Sinopec (00386) down 1.28% to HKD 4.64 [1] - The U.S. has launched military action against Venezuela, capturing President Maduro, and plans for major U.S. oil companies to invest billions to repair Venezuela's severely damaged oil infrastructure [1] - Venezuela possesses the largest proven oil reserves globally, but its current oil production is less than 1 million barrels per day, accounting for less than 1% of global oil output [1] Group 2 - Goldman Sachs believes that any recovery in Venezuela's oil production will be "gradual and localized" due to the extent of infrastructure degradation [1] - A sustained increase in Venezuela's oil production, combined with growth from the U.S. and Russia, could heighten the risk of declining oil prices in 2027 and beyond [1]