上述国家10月同样日均增产13.7万桶。 （文章来源：新华财经） 声明说，鉴于当前全球经济预期平稳，市场基本面稳健，石油库存处于低位，8国决定调整产量，并表 示增产举措是对2023年4月宣布的日均165万桶自愿减产量进行的回调。 声明还说，为维护石油市场稳定，8国将根据市场情况灵活调整增产节奏。 新华财经维也纳10月5日电（记者孟凡宇）石油输出国组织（欧佩克）5日发表声明说，欧佩克和非欧佩 克产油国中的8个主要产油国决定11月日均增产13.7万桶。 沙特阿拉伯、俄罗斯、伊拉克、阿联酋、科威特、哈萨克斯坦、阿尔及利亚和阿曼的代表当天举行线上 会议，讨论国际石油市场形势及前景。 ...

尽管市场预计今年和明年全球供应将过剩，但欧佩克+坚定扩产的信念似乎并没有动摇。上周国际油价 累计跌幅仍接近8%，创下6月以来的最大单周跌幅，WTI原油主力合约逼近60美元关口，刷新四个月低 位。 人民财讯10月5日电，产油国联盟欧佩克+（OPEC+）定于5日决定11月的石油生产配额水平，市场预计 该组织将确认11月原油日产量至少再增加13.7万桶。 ...

据报道，与会代表表示，欧佩克+同意小幅增加11月份的石油产量。代表们表示，欧佩克+下月将增产 13.7万桶/日。该决定将在即将开始的会议上得到批准。 该决定将在即将开始的会议上得到批准。 ...

Eight OPEC+ countries are likely to further raise oil output on Sunday with the group's leader Saudi Arabia pushing for a large increase to regain market share and Russia suggesting a more modest rise, four people with knowledge of OPEC+ talks said. ...

周四（2日）国际油价震荡走低，WTI原油近月合约逼近60美元关口，刷新四个月低位。美国政府停摆 给全球最大经济体需求前景带来考验，与此同时本周末将举行的产油国联盟欧佩克+（OPEC+）部长级 会议可能进一步增产的报道加剧了供需关系的压力。不过，地缘政治因素可能成为重大变量，俄罗斯和 伊朗的供应安全或将引发油价短期性剧烈波动。 不过，虽然正在持续释放产能，OPEC+目前连现有产量目标都未能实现。行业统计显示，4月至8月期 间，OPEC+仅完成了75%的增产目标，较该时期的计划增产量少了近50万桶/日。 在欧佩克考虑增产的同时，伊拉克石油部称，在一项临时协议打破僵局后，上周六开始原油首次通过输 油管道从伊拉克北部库尔德地区输送至土耳其，此次中断时长已达两年半。据报道，美国此前一直推动 恢复这一原油出口通道。而该通道恢复后，预计最终将通过土耳其的杰伊汉港（Ceyhan port）为国际市 场每日新增至多23万桶原油供应。 地缘政治扰动 俄乌冲突等地缘政治因素可能成为重大变量，推动油价短线涨势。 俄罗斯副总理诺瓦克（Alexander Novak）于上月25日宣布，俄罗斯将对柴油出口实施部分禁令，有效 期至今年年底， ...

供应端前景 按照日程安排，OPEC+主要成员国将于10月5日举行线上会议，商议11月的产量安排。OPEC+的石油产 量约占全球总量的一半，其成员包括石油输出国组织欧佩克成员国，以及俄罗斯等非欧佩克产油盟国。 原油跌至四个月低位。 周四（2日）国际油价震荡走低，WTI原油近月合约逼近60美元关口，刷新四个月低位。美国政府停摆 给全球最大经济体需求前景带来考验，与此同时本周末将举行的产油国联盟欧佩克+（OPEC+）部长级 会议可能进一步增产的报道加剧了供需关系的压力。不过，地缘政治因素可能成为重大变量，俄罗斯和 伊朗的供应安全或将引发油价短期性剧烈波动。 为了平衡疫情后市场，OPEC+2022年以来的减产规模在峰值时达到585万桶/日，这一减产额度由三部分 构成：220万桶/日的自愿减产、165万桶/日的额外减产，以及该组织全体成员共同实施的200万桶/日的 减产。 自今年4月起，OPEC+已放弃减产策略。该组织此举一方面是为了提升市场份额，另一方面也是受到美 国总统特朗普施压，要求其降低油价。8个参与减产的OPEC+成员国在9月底前，完全取消此前减产计 划中的一项 ——220万桶/日的自愿减产。从10月开始，这 ...

OPEC+代表：OPEC+将考虑在未来三个月加大增产力度。 OPEC+将讨论在未来三个月每月增加50万桶/日的产量。 更多消息，持续更新中…… 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Market Movements - US stock index futures are all up, with Dow futures rising by 0.42%, S&P 500 futures by 0.45%, and Nasdaq futures by 0.56% [1] - European indices also show positive movement, with Germany's DAX up 0.15%, UK's FTSE 100 up 0.55%, France's CAC 40 up 0.05%, and the Euro Stoxx 50 up 0.06% [2][3] Oil Prices - WTI crude oil has decreased by 1.90%, trading at $64.47 per barrel, while Brent crude oil has fallen by 1.70%, priced at $68.04 per barrel [3][4] Economic Data and Events - Investors are focusing on the upcoming non-farm payroll data, which is crucial for their expectations regarding the Federal Reserve's interest rate decisions in October and December [5] - The potential government shutdown starting October 1 may delay the release of key economic data, including the non-farm payroll report [5] Company News - BMO Capital Markets has raised its year-end target for the S&P 500 index to 7000 points, citing strong market performance and resilience [6] - Cleveland Fed President Loretta Mester expresses concerns about inflation remaining above target levels until 2028, opposing interest rate cuts [6] - Gold prices have surged by 1%, reaching a new high of over $3800, driven by strong demand from central banks and ETF investors [6] - OPEC+ is considering increasing oil production by at least 137,000 barrels per day in November, despite warnings of oversupply [6] Individual Company Updates - MoonLake Immunotherapeutics' stock plummeted over 87% after disappointing clinical trial results for its skin disease drug [7] - GlaxoSmithKline's CEO Emma Walmsley will step down after nine years, with Luke Miels set to take over in January 2026 [8] - Toyota's global sales rose for the eighth consecutive month, with a 2.2% year-over-year increase, driven by strong demand in the US market [9] - Uxin Group reported a significant increase in retail transaction volume, with a 153.9% year-over-year growth in Q2 [9]

Core Viewpoint - The oil price has unexpectedly entered a "stagnation" phase, with a significant downward trend emerging despite initial predictions of a rise [3][5]. Price Adjustments - The latest adjustment resulted in a price stagnation for refined oil, with 92 gasoline prices hovering around the 7 yuan mark [3]. - As of September 11, the expected price reduction reached 55 yuan per ton, translating to a decrease of approximately 3 to 4 cents per liter [3]. Market Dynamics - International oil prices, including WTI and Brent crude, have shown slight increases, reported at $63.28 and $67.01 per barrel respectively [3]. - The U.S. government is navigating a complex situation, balancing the restriction of Russian energy exports while managing domestic inflation [3][5]. Supply and Demand Factors - OPEC is steadily advancing its production increase plans, contributing to rising global oil inventories, which suppress upward price movements [3]. - Market traders anticipate a potential interest rate cut from the Federal Reserve, which could stimulate oil demand [3]. Regional Price Overview - Gasoline prices vary across regions, with 92 gasoline prices in different areas ranging from 6.90 to 7.20 yuan [6].

Group 1 - OPEC and eight major oil-producing countries have decided to increase production by 137,000 barrels per day starting in October [1] - The countries involved in this decision include Saudi Arabia, Russia, Iraq, UAE, Kuwait, Kazakhstan, Algeria, and Oman [1] - The decision was made during an online meeting, considering the current stable global economic outlook and low oil inventories [1]