记者今天从国家发展改革委了解到，2月24日24时国内成品油零售调价将开启上调窗口。据国家发展改 革委价格监测中心监测，本轮成品油调价周期内（2月3日—2月23日）国际油价震荡上行。 2月24日24时起，国内汽、柴油零售限价每吨分别上调175元、170元。全国平均来看：92号汽油、95号 汽油、0号柴油分别上调0.14元、0.15元、0.14元。 央视财经记者给您算了笔账，用92号汽油加满50升油箱将多花7元。 本轮成品油调价周期国际油价震荡上行 国家发展改革委价格监测中心预计，地缘局势变化仍是加剧当前国际油价波动的主要因素。美伊局势面 临高度不确定性，美国持续从军事和外交两方面加大对伊朗施压，伊朗对中东局势表态强硬，并威胁可 能关闭霍尔木兹海峡，后期需密切关注美伊军事动向及谈判进程。然而，也需要看到，全球供应过剩的 基本面仍未发生改变，国际能源署在最新的月度报告中将2026年全球石油需求增长预期从93万桶/日下 调至85万桶/日，美国新一轮关税上调举措也将给全球经济增长和石油需求带来压力。 来源：央视财经 ...

记者今天从国家发展改革委了解到，2月24日24时国内成品油零售调价将开启上调窗口。据国家发展改革委价格监测中心监测，本轮成品油调价周期内（2 月3日—2月23日）国际油价震荡上行。 2月24日24时起，国内汽、柴油零售限价每吨分别上调175元、170元。全国平均来看：92号汽油、95号汽油、0号柴油分别上调0.14元、0.15元、0.14元。 央视财经记者给您算了笔账，用92号汽油加满50升油箱将多花7元。 本轮成品油调价周期国际油价震荡上行 调价周期内，地缘政治风险上升主导国际油价震荡上行。一是美伊紧张局势骤然升级。伊朗在霍尔木兹海峡开展军事演习，一度关闭部分海域，而美方持 续在中东地区增派军事力量，加剧市场恐慌情绪。二是俄乌会谈进展缓慢。俄乌在日内瓦举行的最新和平会谈仅持续两小时便结束，未取得任何突破性进 展，相互军事打击仍在持续，和谈前景艰难且不确定。此外，美国冬季风暴导致原油产量下滑，加之美国原油库存超预期大幅下降，进一步提振油价。调 价周期内，布伦特原油期货价格一度升至72美元，为2025年7月以来高位。 国家发展改革委价格监测中心预计，地缘局势变化仍是加剧当前国际油价波动的主要因素。美伊局势面临高 ...

央视财经（记者 平凡 张娅芳）记者今天从国家发展改革委了解到，2月24日24时国内成品油零售调价将开启上调窗口。据国家发展改革委价格监测中心监 测，本轮成品油调价周期内（2月3日—2月23日）国际油价震荡上行。 2月24日24时起，国内汽、柴油零售限价每吨分别上调175元、170元。全国平均来看：92号汽油、95号汽油、0号柴油分别上调0.14元、0.15元、0.14元。 调价周期内，地缘政治风险上升主导国际油价震荡上行。一是美伊紧张局势骤然升级。伊朗在霍尔木兹海峡开展军事演习，一度关闭部分海域，而美方持续 在中东地区增派军事力量，加剧市场恐慌情绪。二是俄乌会谈进展缓慢。俄乌在日内瓦举行的最新和平会谈仅持续两小时便结束，未取得任何突破性进展， 相互军事打击仍在持续，和谈前景艰难且不确定。此外，美国冬季风暴导致原油产量下滑，加之美国原油库存超预期大幅下降，进一步提振油价。调价周期 内，布伦特原油期货价格一度升至72美元，为2025年7月以来高位。 国家发展改革委价格监测中心预计，地缘局势变化仍是加剧当前国际油价波动的主要因素。美伊局势面临高度不确定性，美国持续从军事和外交两方面加大 对伊朗施压，伊朗对中东局势表 ...

2026年2月24日，Wind数据显示，A股今日迎来马年开门红，截止收盘，沪指涨0.87%；深证成指涨1.36%；创业板指涨0.99%。沪深京三市成交额达到22184 亿，较上一交易日放量2193亿。 涨幅方面，油气板块集体爆发领涨，标普油气ETF单日涨近一成 | | | ETF涨幅 TOP10 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | | 涨幅(%) 基金管理人 | 投资类 | | 213350 | 标普油气ETF | 9.73 | 昌国産金 | QDll股票型 | | 159518 | 标普油气ETF嘉实 | 9.66 | 嘉实基金 | ODII股票型 | | 263150 | 油气ETF银华 | 9.53 | 銀未算金 | 被动指数型 | | 561760 | 油气ETF博时 | 8.42 | 博时基金 | 被动指数型 | | 159309 | 油气ETF汇添富 | 7.72 | 汇添富基金 | 被动指数型 | | 513310 | 中韩半导体ETF | 6.88 | 华泰柏瑞基金 | ODII股票型 | | 561570 | 油气ETF ...

Group 1 - The core viewpoint of the news is that Hong Kong oil stocks are performing strongly against the market trend, driven by rising international oil prices and escalating tensions between the US and Iran in the Middle East [1] Group 2 - China Petroleum & Chemical Corporation (00857) saw a price increase of over 4.47%, with a latest price of 9.590 and a total market capitalization of 1.76 trillion, reflecting a year-to-date increase of 14.44% [2] - CNOOC Services (02883) rose by 3.81%, reaching a price of 10.070 and a market cap of 48.05 billion, with a year-to-date increase of 44.06% [2] - Yanchang Petroleum International (00346) increased by 3.75%, with a latest price of 0.415 and a market cap of 0.457 billion, showing a year-to-date increase of 13.70% [2] - China National Offshore Oil Corporation (00883) experienced a 3.26% rise, with a price of 25.960 and a market cap of 1.23 trillion, marking a year-to-date increase of 21.88% [2] - Sinopec Limited (00386) had a modest increase of 0.74%, with a latest price of 5.480 and a market cap of 662.672 billion, reflecting a year-to-date increase of 17.34% [2]

Core Viewpoint - The domestic fuel prices are set to increase significantly ahead of the Lantern Festival, with gasoline and diesel prices expected to rise by 115 yuan per ton, surpassing the government's "suspended line" by 65 yuan [1] Price Adjustments - The price increase translates to an additional 0.09 to 0.10 yuan per liter for 92 and 95 gasoline, resulting in an extra cost of approximately 4.5 to 5 yuan for a full 50-liter tank [2] - The adjustment is scheduled for February 24 at midnight, marking the third consecutive price increase this year [2] - The average price of crude oil over the last nine working days was 65.32 USD per barrel, indicating a rise from the previous average of 64.04 USD [4] International Oil Market Influence - The fluctuations in international oil prices, with WTI at 62.89 USD and Brent at 67.75 USD, are the primary drivers of the domestic price adjustments [2] - The geopolitical tensions in the Middle East and concerns over global oil demand continue to impact market sentiment [4] Regional Price Variations - There are significant regional disparities in gasoline prices, with 98 gasoline prices ranging from 8.11 yuan in Jilin to 9.55 yuan in Hainan, highlighting a price gap of 1.58 yuan per liter between regions [6][8] - The high prices in East China and South China are attributed to a higher concentration of luxury vehicles and robust consumer spending [8][10] - In contrast, lower prices are observed in the Northwest and Southwest regions, where the market penetration of high-end gasoline remains below 30% [10] Diesel Market Stability - The national average price for 0 diesel is approximately 6.52 yuan per liter, with minimal price fluctuations, reflecting the stable demand from industrial sectors [10][14] - Diesel prices in industrially dense regions like East and North China remain stable between 6.50 and 6.60 yuan, demonstrating resilience against external market shocks [14]

Core Viewpoint - China National Petroleum Engineering (600339.SH) experienced a decline of 3.99% on February 13, 2026, closing at 3.85 yuan, while the Shanghai Composite Index fell by 1.26% and the oil and petrochemical sector dropped by 3.09% [1] Company Performance - The company's financial data shows significant performance fluctuations, with a net profit attributable to shareholders of 523 million yuan for the first nine months of 2025, a year-on-year decrease of 17.22%. The net profit for the third quarter alone fell by 49.19% year-on-year [1] - On February 3, 2026, the company responded to an inquiry from the Shanghai Stock Exchange regarding its stock issuance, detailing reasons for the profit decline, including increased R&D expenses and rising financial costs. The company indicated that these factors are temporary, but market concerns about profit sustainability and refinancing progress remain [1] Market and Technical Analysis - As of February 13, the stock price fell below the 20-day moving average (3.858 yuan), with the lower Bollinger Band support at 3.469 yuan. The MACD histogram turned negative at -0.026, indicating weak short-term technical indicators [2] - On that day, there was a net outflow of 35.28 million yuan from major funds, accounting for about 11% of the total trading volume, while retail investors saw a net inflow of the same amount, suggesting strong profit-taking behavior among institutional investors [2] Industry Policy and Environment - International oil price volatility has heightened market caution, with Brent crude futures at 67.75 USD per barrel on February 14, reflecting a cumulative decline of 0.6% for the week. Despite expectations for domestic oil price increases, OPEC+ production expansion tendencies and global supply surplus concerns are suppressing the overall performance of the oil service sector [3] - The company has a high debt ratio of 78.38% as of September 2025, and the financial costs associated with business expansion may continue to impact profit margins [3] Sector Performance - On February 13, the oil and petrochemical sector fell by 3.09%, and the oil service engineering sector dropped by 3.18%, both significantly underperforming the broader market. As a key stock in the sector, the company's sensitivity to performance and capital dynamics has been amplified during this industry adjustment [4] - The company's decline is attributed to multiple factors, including performance pressure, technical adjustments, industry volatility, and capital outflows. Attention should be paid to the company's future refinancing progress, the landing of new business orders, and the impact of international oil price trends on sector sentiment [4]

1. Report Industry Investment Rating - Not provided in the report 2. Core View of the Report - Due to the cold wave causing delays in resource arrivals at ports, the inventory at East China ports decreased week-on-week last week, but it remains at a high level compared to the same period. From late January to early February, multiple sets of devices such as Sinochem Quanzhou and Shanghai Petrochemical will restart, and the supply and demand of pure benzene in China may shift from a tight balance to a loose balance. The 450,000-ton maintenance device of styrene in Sinochem Quanzhou is planned to restart, and the operation of the 450,000-ton device of Bohua is still uncertain, with the operating rate expected to increase slightly. The negative impact in the nylon industry chain is transmitted upwards, and the operating rate of caprolactam is expected to remain low. The overall demand for phenol, aniline, and adipic acid is expected to increase slightly. In terms of cost, affected by the increased possibility of military conflict between the US and Iran, large-scale winter storms in the US, and the recent weakening of the US dollar, international oil prices have risen significantly recently. In the short term, BZ2603 is expected to fluctuate with oil prices [2] 3. Summary According to Relevant Catalogs 3.1 Futures Market - The closing price of the main contract of pure benzene was 6,130 yuan/ton, up 140 yuan; the settlement price was 6,067 yuan/ton, up 58 yuan. The trading volume of the main contract was 29,884 lots, up 6,572 lots; the open interest was 31,613 lots, up 760 lots. The mainstream price of pure benzene in the East China market was 5,950 yuan/ton, unchanged; in the North China market, it was 5,940 yuan/ton, unchanged; in the South China market, it was 5,900 yuan/ton, unchanged; in the Northeast region, it was 5,941 yuan/ton, down 11 yuan [2] 3.2 Spot Market - The spot price of pure benzene in South Korea's FOB intermediate price was 750 US dollars/ton, down 18 US dollars; the CFR intermediate price of pure benzene in China was 750.79 US dollars/ton, down 14.72 US dollars [2] 3.3 Upstream Situation - The spot price of Brent DTD crude oil was 69.53 US dollars/barrel, up 1.17 US dollars; the CFR intermediate price of naphtha in the Japanese region was 573.25 US dollars/ton, up 8 US dollars [2] 3.4 Industry Situation - The capacity utilization rate of pure benzene was 72.37%, down 1.89 percentage points; the weekly output was 425,300 tons, down 11,100 tons. The port inventory of pure benzene was 297,000 tons, down 27,000 tons. The production cost of pure benzene was 5,017.8 yuan/ton, up 39.8 yuan; the production profit was 446 yuan/ton, up 77 yuan [2] 3.5 Downstream Situation - The operating rate of styrene was 69.63%, down 1.23 percentage points; the capacity utilization rate of caprolactam was 76.17%, down 1 percentage point; the capacity utilization rate of phenol was 88.44%, down 0.31 percentage point; the capacity utilization rate of aniline was 87.61%, up 14.35 percentage points; the capacity utilization rate of adipic acid was 69.1%, up 3.8 percentage points [2] 3.6 Industry News - From January 16th to 22nd, the operating rate of petroleum benzene decreased by 1.89% week-on-week to 72.37%, and the operating rate of hydrogenated benzene decreased by 3.42% week-on-week to 54.17%. From January 17th to 23rd, the weighted operating rate of pure benzene downstream increased by 1.03% week-on-week to 75.53%. As of January 26th, the inventory of pure benzene at East China ports was 305,000 tons, up 2.69% week-on-week. From January 16th to 22nd, the profit of domestic petroleum benzene increased by 77 yuan/ton week-on-week to 446 yuan/ton [2]

Core Viewpoint - The domestic fuel price adjustment window will open on January 20, with gasoline and diesel prices set to increase for the first time in 2026 due to rising international oil prices [1]. Group 1: Price Adjustments - From January 20, gasoline and diesel prices will each increase by 85 yuan per ton, translating to an average increase of 0.07 yuan per liter for 92-octane gasoline, 95-octane gasoline, and 0-octane diesel [1]. - Filling a 50-liter tank with 92-octane gasoline will cost an additional 3.5 yuan [3]. Group 2: International Oil Market Dynamics - The National Development and Reform Commission's Price Monitoring Center indicates that international oil prices experienced fluctuations during the adjustment cycle from January 6 to January 19, initially rising and then falling [3]. - Geopolitical situations, particularly in Iran and Venezuela, are identified as major factors influencing the volatility of international oil prices. The ongoing instability in Iran and the significant reduction in Venezuela's oil exports due to long-term sanctions are key concerns [4]. - The recent announcement by the U.S. to accept millions of barrels of sanctioned Venezuelan oil has heightened market expectations for a long-term increase in supply, although the actual recovery of Venezuelan oil exports remains uncertain due to ongoing regulatory actions [4].

Group 1 - The core viewpoint of the articles indicates that domestic fuel prices in China will increase for the first time in 2026, with gasoline and diesel prices rising by 85 yuan per ton starting from January 20 at 24:00 [1] - The average increase in fuel prices translates to an increase of 0.07 yuan per liter for 92-octane gasoline, 95-octane gasoline, and 0-octane diesel, resulting in an additional cost of 3.5 yuan for filling a 50-liter tank with 92-octane gasoline [1] Group 2 - The National Development and Reform Commission's price monitoring center reports that international oil prices experienced fluctuations during the pricing cycle from January 6 to January 19, with prices rising initially and then falling [3] - Geopolitical situations, particularly in Iran and Venezuela, are identified as major factors influencing the volatility of international oil prices, with the potential for increased price fluctuations due to ongoing instability in Iran and reduced oil exports from Venezuela [3] - The U.S. has announced plans to accept millions of barrels of sanctioned Venezuelan oil, which has heightened market expectations for a long-term increase in supply, although the actual recovery of Venezuelan oil exports remains uncertain due to ongoing regulatory actions [3]