Soochow Securities·2026-02-01 11:04Report Summary 1. Report Industry Investment Rating No specific industry investment rating is provided in the given content. 2. Core Viewpoints - The threat of the US to strike Iran has led to an upward oscillation in international oil prices [1]. - This week, the average weekly prices of Brent and WTI crude oil futures were $68.6 and $63.4 per barrel respectively, up $3.8 and $3.2 from last week [2]. 3. Summary by Directory 1. Crude Oil Weekly Data Briefing - The data sources include Bloomberg, WIND, EIA, TSA, Baker Hughes, and Dongwu Securities Research Institute [8][9]. 2. This Week's Performance Review of the Petroleum and Petrochemical Sector - 2.1 Performance of the Petroleum and Petrochemical Sector: Information on the sector's performance and the performance of sub - industries, as well as the performance of the sector and the Shanghai - Shenzhen 300 Index, is presented, but specific data is not provided in the text [11][18]. - 2.2 Performance of Listed Companies in the Sector: - The report provides the latest prices, total market values, and price changes in the past week, month, three months, one year, and since the beginning of 2026 for multiple listed companies such as CNOOC, PetroChina, and Sinopec [23]. - A valuation table shows the stock prices, total market values, net profits attributable to the parent company, PE, and PB of these companies from 2024 to 2027 [25]. 3. Crude Oil Sector Data Tracking - 3.1 Crude Oil Prices: It includes the prices and price differences of Brent, WTI, Russian Urals, and ESPO crude oils, as well as the relationships between the US dollar index, LME copper price, and WTI crude oil price [29][31][40]. - 3.2 Crude Oil Inventory: Analyzes the correlations between US commercial crude oil inventory and oil prices, the weekly destocking speed of US commercial crude oil and the increase or decrease of Brent oil prices, and presents the total, commercial, strategic, and Cushing crude oil inventories in the US [43][44][49]. - 3.3 Crude Oil Supply: Covers US crude oil production, the number of active oil rigs, and the number of active fracturing fleets, as well as their relationships with oil prices [63][64][66]. - 3.4 Crude Oil Demand: Focuses on US refinery crude oil processing volume, refinery operating rates, Shandong refinery seasonal operating rates, and the operating rates of major refineries in China [71][73][75]. - 3.5 Crude Oil Import and Export: Details the import, export, and net import volumes of US crude oil and crude oil and petroleum products [79][81]. 4. Refined Oil Sector Data Tracking - 4.1 Refined Oil Prices: Analyzes the relationship between international oil prices and domestic gasoline, diesel, and aviation kerosene prices and price differences, as well as the price differences between crude oil and refined oil in the US, Europe, and Singapore [86][109][114]. - 4.2 Refined Oil Inventory: Presents the inventories of gasoline, diesel, and aviation kerosene in the US and Singapore [124][128][136]. - 4.3 Refined Oil Supply: Covers the production volumes of gasoline, diesel, and aviation kerosene in the US [144][145]. - 4.4 Refined Oil Demand: Focuses on the consumption volumes of gasoline, diesel, and aviation kerosene in the US and the number of airport security checks for passengers [148][149][153]. - 4.5 Refined Oil Import and Export: Details the import, export, and net export volumes of gasoline, diesel, and aviation kerosene in the US [161][167][168]. 5. Oil Service Sector Data Tracking - It shows the average daily fees of self - elevating drilling platforms and semi - submersible drilling platforms in the industry [176][181].