全球战略资源博弈加剧，石油ETF（561360）盘中涨超2%，资金抢筹，近10日资金净流入超17亿元

Group 1 - The global strategic resource competition is intensifying, highlighting the strategic value of deep-sea resources [1] - Geopolitical tensions are driving up oil prices, with expectations that oil prices will fluctuate between $60 and $80 per barrel by 2026, establishing a solid foundation for the petrochemical sector [1] - The "three major oil companies" are expected to maintain high capital expenditures, enhance natural gas market development, and accelerate the transformation of midstream and downstream refining businesses [1] Group 2 - Oil service companies will benefit from high upstream capital expenditures domestically and the performance release period of overseas businesses, leading to a noticeable improvement in operational quality [1] - In refining, industry capacity expansion is nearing completion, and under the policies of "reducing oil and increasing chemicals" and "oil to specialty chemicals," supply and demand are expected to improve, moving the industry towards high-quality development [1] - In the chemical fiber sector, the addition of new polyester filament capacity is limited, accelerating structural optimization of capacity [1] Group 3 - The "anti-involution" policy is continuously promoted, which is expected to sustain improvements in supply and demand within the large refining industry, leading to a potential recovery in industry prosperity [1] - The oil ETF (561360) tracks the oil and gas industry index (H30198), which includes listed companies in oil, natural gas exploration, extraction, and processing, primarily selecting enterprises involved in upstream resource development and midstream refining to reflect the overall performance of the oil and gas industry chain [1]