Sou Hu Cai Jing·2026-02-25 01:27Core Viewpoint - Domestic refined oil prices have increased for the first time after the Spring Festival, with gasoline and diesel prices rising by 175 yuan and 170 yuan per ton respectively, effective from February 24 [1] Price Adjustments - The recent adjustment marks the fourth price change of the year, with gasoline prices increasing by 0.13 to 0.15 yuan per liter and diesel by 0.14 yuan per liter, driven by a rise in international oil prices and geopolitical tensions [3][4] - Analysts predict that the next round of price adjustments will likely see an increase of approximately 180 yuan per ton, with the adjustment window expected to open on March 9, 2026 [1][5] Market Dynamics - The international crude oil market has experienced a strong rebound during the Spring Festival, with Brent crude futures rising over 5% and WTI crude futures increasing by over 4% [6][7] - Geopolitical uncertainties, particularly regarding the Middle East, are influencing oil price trends, with concerns over potential supply disruptions due to U.S. sanctions on Iran [6][7] Stock Market Impact - The rise in oil prices has positively impacted oil and gas stocks, with the oil index experiencing a maximum increase of 6.05% on February 24, closing with a 5.20% gain [7] - Companies in the upstream oil and gas sector and those benefiting from high industry demand, such as offshore oil and gas service engineering firms, are recommended for investment consideration [7]