当地时间3月2日深夜，伊朗伊斯兰革命卫队司令顾问表示，霍尔木兹海峡已被关闭， 伊方 将打击所有试图从霍尔木兹海峡通过的船只。 2月28日，美国和以色列对伊朗发动军事打击，伊朗伊斯兰革命卫队当晚宣布，禁止任何船 只通过霍尔木兹海峡。据伊朗迈赫尔通讯社3月1日报道，一艘未经授权的油轮试图通过霍 尔木兹海峡时被击中。 霍尔木兹海峡连接波斯湾和阿曼湾，是沙特阿拉伯、伊拉克、卡塔尔、阿联酋等中东产油国 的原油出口必经之路，通过这一海峡运输的石油约占全球石油运输总量的五分之一。 历史首次， "三桶油"携手两连板 A股历史首次出现"史诗级"牵手，3月3日，临近中午收盘，随着中国石化轻轻的临门一脚触 及涨停，中国石油、中国石化、中国海油（俗称"三桶油"）历史上首次牵手晋级两连板。 据伊朗学生通讯社2日报道，伊朗伊斯兰革命卫队指挥官贾巴里在一档电视直播中说，任何 试图通过霍尔木兹海峡的船只都会被击毁， "我们不会允许一滴石油从该地区流出"。 另据伊朗法尔斯通讯社当天报道，目前没有任何油轮通过霍尔木兹海峡。26艘油轮在海峡 附近徘徊，另有27艘油轮已完全停航，合计运载能力达1200万桶原油。 近日，受中东局势紧张升级的影响，国际 ...

Core Insights - The closure of the Strait of Hormuz by Iran is significantly impacting global energy markets, particularly affecting Asia, with potential oil prices exceeding $100 per barrel due to supply disruptions [2][3] Energy Market Impact - The Strait of Hormuz is crucial for global oil trade, with approximately 13 million barrels per day passing through it, accounting for about 31% of all seaborne crude flows [2] - A prolonged closure could lead to a surge in oil prices, with Brent crude already rising nearly 10% since the onset of the conflict [2] Natural Gas Exports - About 20% of global liquefied natural gas (LNG) exports from the Gulf are at risk, particularly those from Qatar, which has halted production following drone attacks on its facilities [3] Regional Vulnerabilities - South Asia is particularly vulnerable, with countries like Pakistan, Bangladesh, and India heavily reliant on LNG imports from Qatar and the UAE [5][8] - Pakistan and Bangladesh face immediate physical strain due to limited storage and procurement flexibility, with Bangladesh already experiencing a significant gas deficit [6][7] Specific Country Analysis - India has the largest exposure in the region, with over half of its LNG imports linked to the Gulf, leading to increased costs for both oil and LNG due to the closure [8] - China, while significantly exposed, has sufficient buffers through stockpiles and alternative supplies, but would need to compete for Atlantic cargoes if the situation persists [9][10] Strategic Responses - Saudi Arabia has increased crude loadings, and strategic petroleum reserves held by major consuming nations like China may provide temporary market cushioning [11]

Core Viewpoint - The rising oil price is contributing to a series of concerns that have hindered U.S. equity performance in 2026 [1] Group 1 - The increase in oil prices is one of the factors affecting the overall performance of U.S. equities [1]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Oil jumps 10% on Iran conflict and could spike to $100 a barrel, analysts say March 1, 202612:44 PM UTCUpdated ago By Seher Dareen and Dmitry Zhdannikov Oil tankers pass through the Strait of Hormuz, December 21, 2018. REUTERS/Hamad I Mohammed/File Photo Purchase Licensing Rights, opens new tab LONDON, March 1 (Reuters) - Brent crude jumped 10% to about $80 a barrel over the counter on Sunday, ...

兄弟们，还记得去年加油站那会儿的快乐吗？92号汽油跌到6.7元，加满一箱能省下好几顿早饭钱。那时候开车出门，油门都敢踩得深一点，毕竟油价便 宜，心不慌。 可这好日子还没过够，油价就翻脸了。 2026年这才刚开始，汽油柴油价格就跟坐了窜天猴似的，蹭蹭往上涨，这已经是第三次上调了。掐指一算，今年每吨汽油已经涨了将近三百块，92号汽油眼 看着就要冲破7元大关。北京的车主感受最深，上个月还能6.94元加一升，现在再去加油站，掏出来的票子又厚了一层。 这波操作真是让人看不懂。 往前倒几年，油价可是一路往下掉的。2023年那会儿，92号汽油还在8块多晃悠，加满一箱心疼半天。到了2025年底，直接跌进了6元时代，创了近年新低。 那阵子去加油站，感觉工作人员笑容都真诚了不少。从2024年到2026年初，两年时间每吨汽油降了近两千块，算下来每升便宜了1.55元。要是跟2022年高峰 比，更是跌了2.63元一升，加满一箱能省一百多。 以上纯属个人观点，欢迎关注、点赞，素材来源于网络，如侵联删我们的2030 这降幅，搁谁不得说一句真香？ 可谁能想到，2026年风向突然就变了。春节前那次调整，油价涨了。春节后回来，油价又涨了。现在新 ...

U.S. and Iranian officials are scheduled to meet to discuss Tehran's nuclear program. ...

伊朗一贯表示其核计划用于和平目的，并否认寻求研发核武器。特朗普在美国国会发表讲话时重申，伊 朗政权的核计划在去年6月针对三处设施的打击中已被"彻底摧毁"。 石油市场对与潜在冲突相关的消息高度敏感，尽管市场普遍预期供应增加将压制油价，但原油期货在年 初仍出现上涨。美国国务卿马尔科·鲁比奥与中央情报局局长周二就伊朗问题向国会高级议员作了简 报，而美军部署行动加剧了市场对可能发动袭击的猜测。 美国已下令进行自2003年第二次海湾战争以来中东地区最大规模的军事集结，其中包括两艘航空母舰。 美媒援引一名国防官员的消息称，美方正向该地区增派更多军事力量，包括向以色列部署12架F-22隐形 战斗机。 若敌对行动升级，德黑兰可能会通过扰乱霍尔木兹海峡的航运进行报复，该海峡承担着全球约四分之一 的海运石油贸易。运输液化天然气的油轮也需途经这条分隔伊朗与阿拉伯半岛的狭窄水道。 Vortexa有限公司美洲市场分析主管Samantha Hartke表示："只要我们仍处于这种不确定性状态，美伊谈 判传出的任何消息都更有可能推高油价。" 她在谈及霍尔木兹海峡时补充道："我们认为，长期封锁不太可能出现，因为这会对伊朗的贸易流量和 收入造成 ...

华鑫证券表示，截至2026-02-23收盘，布伦特原油价格为71.49美元/桶，相较上周+4.14%；WTI原油价 格为66.31美元/桶，相较上周+3.98%。预计2026 年国际油价中枢值将维持在65美金。鉴于当前国际局势 不确定性和对油价下降的预期，我们看好具有高股息特征，同时受益原材料降价的中国石化等。 截至2026年2月25日9:40，中证石化产业指数(H11057)上涨0.33%，成分股和邦生物上涨9.92%，云天化 上涨6.91%，兴发集团上涨3.42%，川发龙蟒上涨3.29%，万华化学上涨2.27%。石化ETF(159731)多空胶 着，最新报价1.06元。流动性方面，截至2月24日，石化ETF近1月日均成交2.2亿元。 资金流入方面，石化ETF最新资金净流入104.70万元。拉长时间看，近11个交易日内有8日资金净流入， 合计"吸金"1.68亿元。石化ETF近3月份额增长15.35亿份，实现显著增长，石化ETF最新规模达18.58亿 元，创近1年新高。 石化ETF(159731)，场外联接(华夏中证石化产业ETF发起式联接A：017855；华夏中证石化产业ETF发 起式联接C：017856) ...

Group 1 - Tongyuan Petroleum is a leading company in oil and gas perforation and fracturing technology, providing integrated oilfield services and excelling in unconventional oil and gas development [1][21] - The company has a strong technical capability and competitive edge in perforation technology and operational efficiency, benefiting from rising international oil prices and increased exploration investments [1][21] - The company is advancing smart and digital operations to enhance construction efficiency and cost control, ensuring sustained performance in the current oil service market [1][21] Group 2 - Qianeng Huanxin focuses on oil and gas exploration and development technology services, with a strong proprietary exploration interpretation system [2][22] - The company employs an innovative "technology for equity" model, participating in various oil and gas blocks, which enhances its revenue structure as exploration results convert to production [2][22] - Increased global oil company capital expenditures during the oil price upcycle are driving demand for the company's technical services [2][22] Group 3 - China Oil Engineering is a core engineering construction platform under PetroChina, specializing in full-chain oil and gas engineering contracting [3][23] - The company has a robust order book and is expanding its business internationally, particularly under the Belt and Road Initiative [3][23] - The company is also diversifying into green low-carbon businesses, enhancing its long-term growth potential [3][23] Group 4 - Blue Flame Holdings is a leading company in coalbed methane exploration and development, with significant resource reserves and extraction capabilities [4][24] - The company benefits from supportive policies for clean energy and rising demand for coalbed methane, leading to improved sales and profit margins [4][24] - The company is expanding its production capacity and pipeline layout, ensuring stable growth in performance [4][24] Group 5 - Zhun Oil Co. specializes in oilfield technical services in Xinjiang, maintaining strong partnerships with local oil companies [5][25] - The company is well-positioned to benefit from increased oil production and maintenance demands due to rising oil prices [5][25] - The company has a flexible operating mechanism that allows it to adapt quickly to the needs of small oil fields and unconventional oil and gas development [5][25] Group 6 - Zhongman Petroleum is a private enterprise with a full industry chain in oil and gas, achieving dual-driven growth through technical services and resource development [6][26] - The company has seen significant improvements in production and sales revenue due to rising oil prices [6][26] - The company is recognized for its project management capabilities and is positioned for strong growth in the recovery phase of the industry [6][26] Group 7 - Huibo Pu specializes in oilfield ground engineering and environmental protection, with leading technology in oil-water separation and wastewater treatment [7][27] - The company is experiencing increased demand for its services due to rising oil and gas development investments [7][27] - The company is expanding its presence in overseas markets, enhancing its competitiveness [7][27] Group 8 - CNOOC Services is a leading offshore oil and gas exploration and development service provider, with a comprehensive service offering [8][29] - The company benefits from increased capital expenditures in offshore oil and gas due to rising oil prices [8][29] - The company is expanding its international market presence, enhancing its competitive position globally [8][29] Group 9 - Beiken Energy focuses on drilling engineering and has a strong competitive position in the drilling sector [9][30] - The company is experiencing significant growth in work volume and revenue due to rising oil prices [9][30] - The company is expanding its overseas business, particularly in the Middle East and Central Asia [9][30] Group 10 - Bomaike specializes in high-end marine engineering equipment manufacturing, with a strong international competitive edge [10][31] - The company is seeing increased demand for its modules due to the recovery of global offshore oil and gas development [10][31] - The company is also diversifying into offshore wind and new energy modules, enhancing its long-term growth potential [10][31] Group 11 - Intercontinental Oil and Gas focuses on overseas oil and gas development, with high-quality resource blocks [11][32] - The company is improving its financial performance due to rising oil prices and stable production growth [11][32] - The company is optimizing its asset structure and increasing operational efficiency [11][32] Group 12 - Sinopec Oil Services is a leading oil service provider in China, with a comprehensive service network across major oil and gas production areas [12][33] - The company is benefiting from increased capital expenditures in upstream operations due to rising oil prices [12][33] - The company is improving its profitability and operational efficiency, positioning itself for sustained growth [12][33] Group 13 - Shouhua Gas focuses on unconventional natural gas development, with stable resource reserves and customer channels [13][34] - The company is benefiting from rising natural gas prices linked to oil prices, leading to improved sales and profitability [13][34] - The company is expanding its urban gas business, enhancing its resilience and growth potential [13][34] Group 14 - China National Offshore Oil Corporation is the largest offshore oil and gas producer in China, with strong cost control and profitability [14][36] - The company is experiencing significant revenue and profit growth due to rising oil prices [14][36] - The company is committed to increasing production in key offshore areas, ensuring long-term growth [14][36] Group 15 - CNOOC Engineering is a leading marine oil and gas engineering construction company, with a strong order book and growth potential [15][37] - The company is benefiting from increased investments in offshore oil and gas development [15][37] - The company is also diversifying into offshore wind and renewable energy projects [15][37] Group 16 - Guanghui Energy is a comprehensive energy service provider with a diverse product portfolio [16][38] - The company is experiencing improved profitability due to rising oil prices and strong sales growth [16][38] - The company is also expanding into new energy and green chemical businesses, enhancing its long-term growth potential [16][38] Group 17 - CNOOC Development is a comprehensive energy service platform with a focus on oilfield technical services and energy logistics [17][39] - The company is seeing strong demand for its services due to increased offshore oil and gas investments [17][39] - The company is expanding into innovative businesses such as offshore renewable energy and carbon assets [17][39] Group 18 - New Natural Gas focuses on natural gas extraction and sales, with a complete upstream and downstream layout [18][40] - The company is benefiting from rising natural gas prices linked to oil prices, leading to improved profitability [18][40] - The company is expanding its production capacity and market reach, ensuring stable growth [18][40] Group 19 - ST Xinchao focuses on overseas oil and gas asset development, with significant resource value appreciation due to rising oil prices [19][41] - The company is improving its operational efficiency and cash flow through debt optimization [19][41] - The company is positioned for significant performance and valuation recovery in the current industry cycle [19][41] Group 20 - Shandong Molong is an important player in the oil machinery equipment sector, manufacturing key oil extraction equipment [20][42] - The company is experiencing increased demand for its products due to rising oil prices and investment in oil extraction [20][42] - The company is enhancing its competitiveness through technology upgrades and expanding into overseas markets [20][42] Group 21 - Jerry Holdings is a leading company in the oil and gas equipment and service industry, specializing in high-end oil and gas equipment manufacturing [21][44] - The company is benefiting from increased demand for its products due to the growth in unconventional oil and gas development [21][44] - The company is expanding its presence in international markets and diversifying into new energy equipment [21][44]

| | 汽油(标准品) | 柴油(标准品) | | --- | --- | --- | | 实行一省一价的地区 | | | | 北京市 | 8815 | 7815 | | 天津市 | 8780 | 7780 | | 河北省 | 8780 | 7780 | | 山西省 | 8850 | 7835 | | 辽宁省 | 8780 | 7780 | | 吉林省 | 8780 | 7780 | | 黑龙江省 | 8780 | 7780 | | 上海市 | 8795 | 7785 | | 江苏省 | 8835 | 7820 | | 浙江省 | 8835 | 7835 | | 安徽省 | 8830 | 7830 | | 福建省 | 8855 | 7845 | | 江西省 | 8835 | 7840 | | 山东省 | 8790 | 7790 | | 湖北省 | 8805 | 7805 | | 湖南省 | 8845 | 7865 | | 河南省 | 8800 | 7800 | | 海南省 | 8925 | 7915 | | 重庆市 | 8995 | 7990 | | 广东省 | 8860 | 7850 | | 广西壮族自治区 ...