供给支撑共振，需求预期升温，标普油气ETF嘉实（159518）持续走强

Group 1 - The A-share market opened higher on February 12, with the Shenzhen Component Index rising by 0.36% and the S&P Oil & Gas ETF (159518) increasing by 2.97%, with a trading volume of 1.74 billion and a turnover rate of 11.63% [1] - Recent international oil prices have shown a fluctuating upward trend, with WTI crude oil futures for March closing at $64.91 per barrel, up by 1.49%, and Brent crude oil futures for April closing at $69.40 per barrel, up by 0.87% [1] - OPEC+ has confirmed a continuation of production cuts until March 2026, and significant reductions in nickel mining quotas in Indonesia have led to a chain reaction in commodity markets, strengthening support for crude oil supply [1] Group 2 - Major international energy agencies project an increase in crude oil demand by 930,000 to 1.3 million barrels per day in 2026, and an expected growth of 1.29 to 1.34 million barrels per day in 2027 [1] - Huatai Securities reports that with the recovery in demand, oil prices are expected to bottom out and rise between the second and third quarters of 2026 [2] - The S&P Oil & Gas ETF (159518) has a current management fee of 0.5% and a custody fee of 0.1%, providing investors with an opportunity to invest in the sector [2]