石油ETF（561360）收涨近1%，机构称油气资本开支提升支撑行业景气

Group 1 - The oil and petrochemical, refining, and trading industries are benefiting from the mid-to-high fluctuations in international crude oil prices, with global and domestic oil and gas capital expenditures continuing to rise [1] - The domestic strategy of increasing reserves and production is driving demand due to the rising dependence on foreign crude oil; overseas, companies with high technical barriers are expected to gain advantages in international markets [1] - The development of unconventional land oil and gas and offshore oil is becoming a new growth area, with offshore oil being particularly attractive due to its abundant reserves and rapidly decreasing costs [1] Group 2 - The industry competition is characterized by an oligopoly, primarily dominated by the "Big Three" state-owned oil companies, with private enterprises supplementing niche areas [1] - The overall outlook for the industry remains positive, driven by both oil prices and energy security [1] - The oil ETF (561360) tracks the oil and gas industry index (H30198), which selects listed companies involved in oil and gas extraction and services to reflect the overall performance of the oil and gas industry chain [1]