油价突破60美元！地缘政治风险升温，油气服务龙头能否受益？

Industry Overview - As of January 13, WTI crude oil futures for March settled at $60.93 per barrel, an increase of $1.61 or 2.7% [1] - Brent crude oil futures for March settled at $65.47 per barrel, an increase of $1.60 or 2.5% [1] - Citic Securities indicates that geopolitical risks may drive oil prices higher in the short term, but the global crude oil market remains in a supply surplus, with prices expected to fluctuate between $60 and $70 per barrel [1] - A short-term supply gap of approximately 1 million barrels per day from Venezuela is anticipated to push oil prices upward [1] Oil and Gas Service Companies - Tongyuan Petroleum specializes in oilfield technical services such as perforation, and has formed a business layout in the perforation segment through the integration of North American perforation operations [1] - Zhongman Petroleum engages in oil and gas exploration and development engineering services, with recent opportunities arising from the repair needs of Venezuelan oil facilities [1] - CNOOC Services provides comprehensive offshore oil and gas development services, adapting its offshore oil and gas service business to global supply chain adjustments [1] - Jun Oil Co. focuses on oilfield extraction technical services, with demand for oilfield services adjusting in response to fluctuations in international crude oil prices [1] Oil Companies - China National Petroleum Corporation (CNPC) is involved in crude oil exploration, development, production, and sales, with its operations closely linked to international crude oil price movements [2] - China Petroleum & Chemical Corporation (Sinopec) specializes in crude oil refining, petroleum product marketing, and chemical production, with recent adjustments in international crude oil prices affecting its processing costs [2] - China National Offshore Oil Corporation (CNOOC) focuses on offshore crude oil exploration and production, with changes in the global crude oil supply landscape impacting its production and sales arrangements [2] - Intercontinental Oil and Gas has overseas oil and gas asset exploration and development operations, with geopolitical factors affecting its resource development pace [2]