Zhi Tong Cai Jing·2026-01-14 06:19Core Viewpoint - CNOOC Services (02883) saw a nearly 5% increase, with a current rise of 3.91% to HKD 7.97, and a trading volume of HKD 140 million, driven by geopolitical tensions affecting oil prices [1] Group 1: Market Impact - U.S. President Trump's intensified rhetoric against Iran has raised market concerns about potential U.S. intervention, leading to a spike in international oil prices, reaching a two-month high [1] - LSEG data indicates that geopolitical tensions in Iran and Venezuela have supported global benchmark prices, with the premium of Brent crude over Dubai crude reaching its highest level since July [1] Group 2: Industry Outlook - According to a report from Everbright Securities, significant upstream capital expenditure in China is expected to ensure growth in upstream production and reserves, benefiting oil service companies [1] - The "Three Oil Giants" are actively responding to the Belt and Road Initiative, with their overseas business expansion gradually deepening, allowing subsidiary engineering companies to leverage the advantages of their parent companies and seize new opportunities abroad, likely leading to sustained breakthroughs in overseas business development [1]