Group 1 - The A-share market indices collectively rose on the first trading day after the holiday, with oil and gas concept stocks experiencing significant gains, led by Keli Co., which surged by 26% [2] - Brent crude oil prices increased from approximately $66 per barrel to a peak of $72 per barrel since February 18, driven primarily by rising geopolitical risk associated with the potential conflict between the U.S. and Iran [2] - Guojin Securities indicated that the oil market is currently driven by geopolitical risks rather than supply and demand, predicting high volatility in prices over the next month [2] Group 2 - The ongoing geopolitical tensions are expected to keep oil prices in a state of rising difficulty, with recommendations to focus on upstream companies with oil and gas resources and offshore oil and gas service engineering sectors that will benefit from high industry prosperity [2] - The rise in oil prices may lead to expectations of price increases in chemical products, while a potential decline in geopolitical risk premium could reduce industry cost pressures, benefiting the long-term optimization and high-quality development of the chemical industry [2]