摩根士丹利表示，预计OPEC+在8月、9月、10月这三个月继续恢复石油产量，从而令油价进一步走 低。OPEC+周六宣布同意连续第三个月大幅增加石油产量，对此摩根士丹利表示，这意味着到10月， 此前削减的220万桶/日的产量将被全数解除。 ...

高盛：现预计欧佩克+将在8月份最终实现41万桶/日的增产（与7月份持平）。 ...

高盛预计欧佩克+将在8月份最终实现41万桶/日的增产，与7月份持平。(智通财经) ...

石油输出国组织5月31日发表声明，八个OPEC+国家（沙特阿拉伯、俄罗斯、伊拉克、阿联酋、科威 特、哈萨克斯坦、阿尔及利亚和阿曼）5月31日举行线上会议，决定在7月份增产41.1万桶/日。这是上 述八个产油国连续第三个月实施同等力度的增产，打破了该组织多年来靠协同减产支撑油价的市场策 略，也将国际油价拖至四年来的低位。声明称，产油国根据不断变化的市场情况，逐步增加的产量可能 会暂停或逆转。（智通财经） ...

欧佩克+声明：八个成员国（沙特、俄罗斯、伊拉克、阿联酋、科威特、哈萨克斯坦、阿尔及利亚和阿 曼）将在七月份增产41.1万桶/日。根据不断变化的市场情况，逐步增加的产量可能会暂停或逆转。他 们还确认，将全额补偿自2024年1月以来的任何过剩产量。 ...

市场消息：欧佩克+增产41.1万桶/日是与会代表讨论的主要情景。 ...

Group 1 - The core focus is on the "Three Summer" production campaign, emphasizing the importance of timely harvesting, sowing, and management for ensuring grain production and farmers' income [2][3][4] - As of May 30, over 60% of the wheat harvest has been completed in the province, with 5,162.1 million acres harvested, indicating a strong progress in the campaign [4] - The government is actively coordinating efforts to ensure that all mature wheat is harvested before the expected rainfall from May 30 to June 1, which could impact the harvest [4][7] Group 2 - Various local entities are mobilizing resources to dry high-moisture wheat to prevent spoilage, with 832 regional agricultural service centers and 2,561 drying points operational [5] - The average price for standard grade three wheat is reported at 1.20 yuan per jin, with 43.1 million tons of new wheat purchased by the market as of May 28, ensuring farmers receive timely payments [6] - The province is promoting the integration of high-yield practices across 2 million acres of corn and 800,000 acres of soybeans to enhance productivity for the autumn harvest [8]

Group 1 - Oil prices for both WTI and Brent fell by nearly $1, with a daily decline of 1.00%, primarily due to OPEC+ potentially discussing an increase in oil production exceeding 411,000 barrels per day at their upcoming meeting [2] - OPEC+ members have been increasing production faster than previously planned, with Saudi Arabia and Russia aiming to punish overproducing allies and regain market share [2] - The announcement of a potential increase in production has led to a significant drop in oil prices, with analysts suggesting that the actual impact of any announcement may be limited [2][3] Group 2 - The spread between the expiring Brent July futures contract and the more liquid August contract narrowed, with the latter rising by 30 cents to $63.65, as investors anticipated OPEC+'s production increase decision [3] - A report from JPMorgan indicated that the global oil surplus has expanded to 2.2 million barrels per day, necessitating price adjustments to stimulate supply response and restore balance [3] - The reinstatement of tariffs from the Trump era has contributed to a decline in oil prices by over 10% since April 2, with ongoing trade disputes creating market uncertainty [4]

消息称欧佩克+或超预期增产 金十数据5月30日讯，消息人士称，欧佩克+ 可能在周六的会议上讨论7月份将石油产量提高超过41.1万 桶/日的方案。 ...

投资咨询业务资格：证监许可【2011】1778 号 宝城期货原油早报-2025-05-30 品种晨会纪要 时间周期说明：短期为一周以内、中期为两周至一月 | 品种 | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | | 原油 2507 | 震荡 | 震荡 | 震荡 偏弱 | 偏弱运行 | 供应预期增大，原油震荡偏弱 | 备注： 1.有夜盘的品种以夜盘收盘价为起始价格，无夜盘的品种以昨日收盘价为起始价格，当日日盘收盘 价为终点价格，计算涨跌幅度。 2.跌幅大于 1%为下跌，跌幅 0~1%为震荡偏弱，涨幅 0~1%为震荡偏强，涨幅大于 1%为上涨。 3.震荡偏强/偏弱只针对日内观点，短期和中期不做区分。 主要品种价格行情驱动逻辑—商品期货能源化工板块 原油（SC） 日内观点：震荡偏弱 中期观点：震荡 参考观点：偏弱运行 专业研究·创造价值 1 / 2 请务必阅读文末免责条款 晨会纪要 ----------------------------------------------------------------------- ...