意大利时间上午10:30左右，布伦特原油期货上涨80美分，涨幅1.2%，报每桶65.33美元；美国西德克萨 斯中质油（WTI）上涨76美分，涨幅约1.3%。 因持续担忧供应过剩问题，OPEC+昨日宣布自11月起日产量增加137,000桶，维持与10月相同的增产水 平。会议前有消息称，尽管俄罗斯支持137,000桶的增产以避免价格压力，沙特阿拉伯仍倾向于增产幅 度为两倍、三倍甚至四倍，以快速夺回市场份额。与此同时，沙特对亚洲市场的阿拉伯轻质原油官方售 价保持不变。 尽管路透社采访的消息人士预计会有小幅增产，但上周中东原油供应增加的担忧导致该地区溢价降至22 个月低点，市场预期随之下降。短期内，一些分析师预计即将在中东开始的炼油厂检修季将有助于抑制 油价。第四季度需求基本面疲软的预期也是限制市场上涨潜力的另一因素。 10月6日，据路透社报道，由于OPEC+（石油输出国组织及其盟友）宣布11月增产幅度低于预期，原油 价格上涨逾1%，缓解了市场对供应过剩的部分担忧，但需求前景不佳可能在短期内限制价格上涨空 间。 ...

周四（9月25日）亚盘早盘，美元指数最新价报97.78，跌幅0.09%，开盘价为97.86。本周布伦特原油价 格每桶已上涨超过2美元，周三盘中最高触及68.42美元，已与9月18日的高点持平。 技术图表显示，原油价格已突破100日和55日移动均线以及日线云图底部，呈现看涨突破信号。若能突 破9月16日高点68.69美元，油价可能进一步升向9月高点69.53美元。一旦油价收盘价能高于云图底部 67.72美元，则有望进一步向云图顶部73.21美元迈进。机构分析指出，原油价格的上涨将对那些押注欧 元和日元升值的投机者构成冲击。原油价格的走强可能削弱欧元和日元的价值，对相关货币的空头头寸 构成压力。 日线图显示，美元指数当前布林中轨97.7747、上轨98.7304、下轨96.8190。价格位于中轨下方、靠近中 下轨区间，表明短线仍处弱势盘整并带有布林带挤压的收敛特征；若不能有效收复中轨，倾向在中轨— 下轨间反复回测。蜡烛图上，近期曾出现下影线极长的探底(低点96.2109)，随后反弹至97上方但受压于 中轨，显示下方逢低承接存在，但上方动态阻力抬头。 ...

每经AI快讯，9月23日，布伦特原油涨超1%，报66.690美元/桶；WTI原油涨1.26%，报62.680美元/桶。 ...

Group 1 - WTI crude oil reached $65 per barrel, with a daily increase of 0.69% [1]

Core Insights - WTI crude oil experienced a significant increase of 3.00%, currently priced at $68.68 per barrel [1] - Brent crude oil also saw a rise of nearly 3%, now priced at $71.32 per barrel [1]

Core Viewpoint - WTI crude oil has reached over $67 per barrel, marking the first time since July 18 that it has achieved this price level [1] Group 1 - WTI crude oil price is currently at $67 per barrel [1]

Group 1 - Brent crude oil has surpassed $69 per barrel, marking the first time since July 18, with a daily increase of 2.33% [1]

Core Viewpoint - The upcoming oil price adjustment on July 29, 2025, is expected to result in a price freeze, with the current trend indicating that the price reduction will not meet the standard threshold of 50 yuan per ton [1][5][7]. Price Adjustment History - In the previous adjustment (the 14th of 2025), gasoline and diesel prices decreased by 130 yuan and 125 yuan per ton, respectively, leading to a price drop of 0.1-0.12 yuan per liter [3]. - The last four price adjustments have shown a pattern of "3 increases and 1 decrease," with significant price increases observed from early June to early July, where gasoline and diesel prices rose by 560 yuan and 540 yuan per ton [3][5]. Current Market Analysis - As of July 25, 2025, the average price of crude oil is at 67.75 USD per barrel, with a change rate of -0.73%, indicating a decrease of 25 yuan per ton for gasoline and diesel [5][7]. - Recent trends in the crude oil market show a slight increase, with WTI crude oil rising by 1.2% to 66.03 USD per barrel and Brent crude oil increasing by 0.98% to 69.18 USD per barrel [5][7]. Future Predictions - The oil price adjustment mechanism suggests that the upcoming adjustment may not exceed a reduction of 50 yuan per ton, with the likelihood of a price freeze being high [5][7]. - The market remains cautious about the potential for further increases in crude oil prices, which could limit the extent of any price reductions in the upcoming adjustment [7].

Core Viewpoint - Brent crude oil has surpassed $68 per barrel, with an intraday increase of 0.16% [1] Group 1 - Brent crude oil price has reached a significant level, indicating potential market movements [1]

Group 1: Chemical Sector Performance - The chemical index and oil index experienced a comprehensive increase last week, with the chemical raw materials index rising by 1.50%, the chemical machinery index by 3.96%, the chemical pharmaceuticals index by 2.46%, and the pesticide and fertilizer index by 1.29% [1] - The top five rising petrochemical products included Vitamin B1, which increased by 12.82%, Vitamin D3 by 7.14%, and toluene diisocyanate by 4.47%, while the top five declining products included liquid chlorine, which fell by 48.51%, and hydrochloric acid by 8.29% [1] Group 2: Oil Sector Performance - International crude oil prices continued a strong trend, with WTI settling at $68.45 per barrel, up 2.16% from July 3, and Brent at $70.36 per barrel, up 3.02% from July 4 [1] - The oil processing index rose by 0.52%, the oil extraction index by 0.88%, and the oil trading index by 0.63% [1] Group 3: Capital Market Performance of Chemical Companies - The top five rising listed chemical companies in the capital market included Shangwei New Materials, which surged by 72.88%, and Hongbo New Materials, which rose by 24.726% [2] - The top five declining listed chemical companies included Ruilian New Materials, which fell by 15.98%, and Xingye Co., which dropped by 9.08% [2]