Group 1 - The report highlights that the escalation of geopolitical conflicts in the Middle East has led to a significant increase in international oil prices, with Brent crude oil futures exceeding $78.5 and WTI prices surpassing $77 on June 13, marking the largest daily increase since the Ukraine crisis began [2][10][11] - As of June 20, 2025, Brent crude oil prices reached $77.01 per barrel, reflecting an increase of $7.65 per barrel, or over 10%, since the onset of the Israel-Iran conflict [2][10] - The rising international energy prices are expected to benefit the oil and gas extraction industry, prompting domestic companies to increase capital expenditures, with the "Big Three" oil companies projected to have capital expenditures at historically high levels in 2024 [2][11][16] Group 2 - The report notes that the North Exchange's chemical new materials sector experienced a decline of 3.57% during the week, with the North Exchange 50 index closing at 1347.46 points, down 2.55% [3][18][19] - Specific companies within the chemical new materials sector, such as Ningxin New Materials and Keli Co., saw significant stock price increases of 46.75% and 25.26%, respectively, during the same week [3][24][25] - The report identifies several companies involved in oil and gas extraction, including Keli Co., Bingyang Technology, and Wande Co., which are positioned to benefit from the high oil prices and increased capital expenditures in the industry [2][16][17]
北交所策略专题报告：地缘冲突升级致油价大幅攀升，科力股份、秉扬科技等油服企业迎发展良机