证券之星消息，截至2026年2月3日收盘，和顺石油(603353)报收于38.65元，上涨5.83%，换手率6.5%， 成交量11.07万手，成交额4.17亿元。 2月3日的资金流向数据方面，主力资金净流入3679.88万元，占总成交额8.83%，游资资金净流出 1849.73万元，占总成交额4.44%，散户资金净流出1830.15万元，占总成交额4.39%。 近5日资金流向一览见下表： 注：主力资金为特大单成交，游资为大单成交，散户为中小单成交 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 该股主要指标及行业内排名如下： | 指标 | 和顺石油 | 石油行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 66.44亿元 | 2348.56亿元 | 61 OT | | 净资产 | 16.54亿元 | 1921.21亿元 | 61 ET | | 净利润 | 2180.62万元 | 136.37亿元 | 61 ET | | 市盈率(动) | 228.52 | 41.51 | 14 19 | ...

Group 1 - The core viewpoint of the article highlights the escalating tensions in the Middle East as the U.S. increases military presence and threatens action against Iran, raising the risk of military confrontation [1] - The U.S. may target the Iranian Revolutionary Guard's command centers, intelligence departments, and military bases if it decides to conduct a limited strike [1] - The Gulf region's energy sector is identified as Iran's most vulnerable point, with potential attacks leading to severe and lasting damage to its economy [1] Group 2 - Iran possesses a significant number of ballistic missiles and drones, which are seen as its primary means of retaliation, capable of launching saturation attacks on U.S. military bases and naval vessels in the region [4] - Various armed groups, including the Houthis, Hezbollah, and Iraqi militias, may also become involved in the conflict, forming a "resistance arc" [4] - Iran's strategic capability to block the Strait of Hormuz and the Red Sea could disrupt global oil supply, potentially causing a spike in international oil prices and triggering economic turmoil worldwide [4]

Report Industry Investment Rating No relevant information provided. Core View of the Report - The short - term market is volatile due to global liquidity repricing, but the inflation narrative remains unchanged in the long - term [1][2] - Different commodity sectors have different investment opportunities and risk characteristics, and it is recommended to buy precious metals on dips [3][4] Summary by Related Catalogs Market Analysis - Trump announced the nomination of Kevin Warsh as the next Fed Chair on January 30th. After the market priced in the "Review of Fed Independence", silver fell over 30% and gold fell 11% on a single - day, hitting the largest decline since March 1980. On February 2nd, the global commodity market was severely sold off, and major exchanges raised margin requirements [1] - The central government emphasized consumption promotion and price stability at the Central Economic Work Conference on December 11th. The central bank cut the interest rates of various structural monetary policy tools by 0.25 percentage points on January 15th, and the Ministry of Finance issued 5 policy documents on January 20th. Geopolitical tensions globally, and the US Senate passed a $1.2 trillion government spending bill [2] Commodity Analysis - The long - term supply constraint in the non - ferrous sector remains unrelieved. Precious metals have allocation value after the adjustment. OPEC+ plans to keep oil production stable in March, and the US will "sell on behalf" of Venezuelan oil. Trump hopes to cut oil prices to $50 per barrel. The chemical industry's methanol and PTA are relatively resistant to decline. The agricultural sector needs to pay attention to weather and pig diseases. The black sector focuses on domestic policy expectations and low - valuation repair [3] Strategy - For commodities and stock index futures, buy precious metals on dips [4] Important News - The Shanghai Gold Exchange adjusted the margin level and price limit ratio of the silver deferred contract. CME raised the margin rates for gold and silver trading. Trump said negotiations on Greenland were about to reach an agreement. OPEC+ will keep oil production stable in March. The US federal government had a "technical shutdown". Iran and the US are moving towards negotiations [5]

卓创资讯分析师 朱光明 [导语] 近期，随着中东局势的复杂变化，特别是美国对中东地区部署军队和航母等，加大了地区的紧 张局势，同时中东某国也在举行军演，事态扩大背景下，原油价格一度走高，内盘sc价格更是溢价明 显，出现涨停；随后美国释放和谈信号，油价回落。整体来看，油价不确定性较高，宽幅波动依然将延 续。 一、美国部署航母，威胁中东，油价多日上涨 近期两周左右时间，原油价格持续走高，以美原油为例，最低处于55美元/桶，最高涨到66美元/桶，上 涨幅度超过10美元/桶，内盘sc价格更是从410元/桶涨到500元/桶，考虑到美元走弱和人民币走强的汇率 影响，内盘溢价明显，这与中东局势紧张和中国进口原油可能中断存在较大关系。 因为目前中东局势整体可控，但是不确定性较高，虽然美国释放和谈的信号，但是美原油价格依然处于 63美元/桶附近波动，市场依然警惕可能达不成协议导致的油价再度上涨风险。因此，整体中东局势带 来的溢价问题依然存在。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 二、中东石油产量和出口均较高，军事力量主导航运安全 中 ...

这个周末，当大多数人正准备放松休息时，全球市场却接连传来重磅消息。 最抓人眼球的是比特币的价格，它像坐了失控的过山车，一头跌破8万美元的心 理关口，创下近一年来的新低。 无数投资者的手机被爆仓警报刷屏。 然而，这只是动荡乐章的一个音符。 在地球的另一端，美国总统特朗普正在对伊朗释 放一种"谈谈打打"的复杂信号，而全球最主要的石油生产国集团"欧佩克 "则紧急开会，决定继续踩下增产的刹车。 这三件看似独立的事件，正像三股强劲 的涡流，搅动着从国际政治到普通人口袋里财富的每一个角落。 2026年2月1日，美国总统特朗普在佛罗里达州的海湖庄园发表讲话。 他对着镜头说："我们希望与伊朗能够达成协议。 "这句话立刻被全球各大媒体捕捉， 视为紧张局势可能缓和的信号。 因为自2025年下半年以来，美国与伊朗在波斯湾地区的对峙不断升级，任何关于"谈判"的字眼都显得极其敏感。 但是，特朗普的"橄榄枝"后面紧跟着的是"大棒"。 在同一个讲话中，他强硬地回应了伊朗最高领袖哈梅内伊的警告，声称："我们派出了世界上最大、最强 大的舰艇。 如果他们想试试，那我们就会看看他说的是否正确。 "他所指的，是近期被紧急调派至波斯湾海域的"福特"号 ...

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core Viewpoints of the Report - This week, crude oil rebounded, and geopolitical risks escalated. Over the weekend, the unstable situation in Iran continued. Trump received a briefing on military strike plans against Iran but has not made a final decision on whether to authorize the strike. Israel is highly vigilant about the possibility of US intervention in Iran, and Iran has warned that if attacked, it will strike back at Israel and the US. The Iranian president has shown a willingness to meet with protest groups, indicating a tendency towards reconciliation. If the US launches a strike against Iran, oil prices may rise due to geopolitical risks. From a fundamental perspective, oil inventories increased this week, the Dubai monthly spread weakened slightly after opening low, gasoline cracking strengthened while diesel cracking fluctuated, and European refinery profits weakened. Attention should be paid to the geopolitical situation, and the price center in the first quarter is expected to be high and volatile [3] Group 3: Summary by Relevant Catalogs 1. Oil Price Data - From January 27 to February 2, WTI decreased by $3.07, BRENT decreased by $3.02, and DUBAI increased by $3.05. Other indicators such as spreads and crack spreads also showed corresponding changes [3] 2. Daily News - US and Iranian senior officials are expected to meet in Istanbul on Friday to ease tensions. Iran is willing to close or suspend its nuclear program and is more inclined to adopt the proposal of establishing a regional nuclear power production consortium put forward last year. Iran's National Security Council Secretary Ali Larijani met with Russian President Putin in Moscow and conveyed a message from Iran's Supreme Leader Khamenei, indicating that Iran could agree to transport its enriched uranium stockpile to Russia, similar to the practice under the 2015 Joint Comprehensive Plan of Action [3] - Israel will put forward three "no" requirements for Iran in its talks with US President's Special Envoy Witkoff, namely, Iran must agree not to develop a nuclear program, not to develop a ballistic missile program, and not to support armed "agents" including so - called "terrorist organizations" that threaten Israel. Israel still believes that "military strikes to overthrow the Iranian regime are 'possible'" [3] - US President Trump said that he had a conversation with Indian Prime Minister Modi. The US and India agreed to establish a trade agreement. The US will reduce its tariffs on India from 25% to 18%, and India will gradually cancel tariffs and non - tariff barriers on the US. Modi also promised to "buy US products" and purchase more than $500 billion worth of US energy, technology, agricultural products, coal and other products [3] 3. Inventory - In the week of January 23, US crude oil exports increased by 901,000 barrels per day to 4.589 million barrels per day [3] - US domestic crude oil production decreased by 36,000 barrels to 13.696 million barrels per day [3] - Commercial crude oil inventories excluding strategic reserves decreased by 2.295 million barrels to 424 million barrels, a decrease of 0.54% [3] - The four - week average supply of US crude oil products was 20.271 million barrels per day, a decrease of 0.08% compared with the same period last year [3] - US Strategic Petroleum Reserve (SPR) inventories increased by 515,000 barrels to 415 million barrels, an increase of 0.12% [3] - US commercial crude oil imports excluding strategic reserves were 5.642 million barrels per day, a decrease of 805,000 barrels per day compared with the previous week [3]

Core Viewpoint - The Indian Sensex index opened up by 4.5%, reaching 85,323.20 points, with all sectors experiencing gains. A trade agreement between the U.S. and India has been reached, which includes a reduction in tariffs and increased oil purchases from the U.S. and potentially Venezuela [1]. Group 1: Trade Agreement - The U.S. has agreed to lower tariffs on India from 25% to 18% as part of a new trade agreement [1]. - India is set to reduce its tariffs and non-tariff barriers on U.S. goods to zero [1]. - The agreement includes a commitment from India to significantly increase its purchases of U.S. goods, including energy, technology, agricultural products, and coal, with a total value exceeding $500 billion [1]. Group 2: Oil Purchases - Indian Prime Minister Modi has agreed to stop purchasing oil from Russia and to increase oil imports from the U.S. and possibly Venezuela [1]. - This shift in oil purchasing strategy is part of the broader trade discussions between the U.S. and India [1]. Group 3: Market Reaction - The positive news regarding the trade agreement and oil purchases has led to a significant increase in the Indian stock market, with the Sensex index reflecting a strong upward trend [1].

当天有媒体在白宫提问，美国同古巴谈判想达成什么样的协议。特朗普回应称，古巴现在"从委内瑞拉得不到任何钱了"，"墨西哥将停 止向他们输送石油……我们正在同古巴领导人打交道"。 墨西哥方面暂未对特朗普言论作出回应。 墨西哥总统辛鲍姆当天早些时候在一场新闻发布会上表示，墨方正同古巴驻墨西哥大使馆开展协调，以确定人道主义援助物资具体需 求。 古巴外交部副部长德科西奥2日接受西方媒体采访时表示，古巴和美国之间有"沟通"和"信息交流"，但目前没有"对话"。不过，如果满 足一定条件，古巴政府愿意同美国对话。 来源：新华社 特朗普称墨西哥将停止向古巴输送石油，墨政府暂未回应。 美国总统特朗普2日称，墨西哥将停止向古巴输送石油。 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 编辑丨赵方婷 人民服系社主管主办 能 源 领 域 最 大 的 原 创 内 容 基 地 发行热线 010-6536 9497 中国航标报 真 010-6536 9481 传 � 人民- Dast 践行央媒使命 守望能源变革 2026年《中国能源报》 ■ O 全年定价480元|份 每周一出版 lip toil 21/ 国内邮发代 ...

2月3日 资讯分享 美国制造业一年后重返扩张区间。数据显示，ISM制造业PMI上月回升至52.6，为12个月来首次站上 50，也是自2022年8月以来的最高水平，此前已连续10个月处于收缩区间。 川普：与印度达成贸易协议，对等关税将从25%降至18%；印度将降低贸易壁垒，购买价值超过5000亿 美元的美国产品；印度将停购俄油并购买美油，还可能购买委内瑞拉石油；白宫：取消印度因购买俄油 而加征的25%关税。 美联储博斯蒂克：经济具有韧性而通胀仍处于高位，预计2026年不会降息。 据悉伊朗已下令开启与美国的核问题专项谈判，双方将于6日在土耳其会晤。 周一，金银价格周一持续下跌，上周沃什被提名为美联储下任主席后引发急剧抛售。现货黄金在欧盘前 一度跌至4402.93的日内低点，随后有所反弹，单日振幅达480美元，最终收跌4.59%，报4660.91美元/盎 司；现货白银盘中一度跌至72.28的日内低点，单日振幅达16.6美元，最终收跌6.97%，报79.23美元/盎 司。 此前川普表示美伊正进行对话，暗示紧张局势有所缓和，与此同时，美元走强及预报显示美国气温将更 加温和也令油价承压。WTI原油跳空低开并大幅下挫，随后 ...

报告日期：2026 年 2 月 3 日 申银万国期货研究所 首席点评：贵金属继续调整 2026 年春节将迎来 9 天假期，为繁荣节日市场、丰富群众文化生活、激发假期 消费活力，日前，商务部等 9 单位发布关于印发《2026"乐购新春"春节特别活 动方案》的通知。《方案》紧扣年俗文化、家庭团圆、购物出行等核心需求，扩 大优质商品和服务供给，丰富多元化消费场景，激发实体商业活力。中共中央、 国务院批复同意《现代化首都都市圈空间协同规划（2023－2035 年）》，要求建 成以首都为核心的世界一流都市圈、先行示范中国式现代化的首善之区，支撑京 津冀世界一流城市群建设。国内商品期货夜盘收盘，原油主力合约下跌 4.8%报 450 元/桶；贵金属方面，沪金主力合约下跌 3.86%报 1045 元/克，沪银主力合约 下跌 20%报 20600 元/千克。 重点品种：贵金属、原油、股指 贵金属：白银：夜盘沪银期货再度跌停。此次贵金属巨震主要受两方面因素影响： 一是因为 1 月 30 日特朗普宣布提名凯文·沃什为下一任联储主席，沃什的传统 鹰派立场，带动美元指数明显回升，市场对美联储独立性担忧有所缓解。二是此 前贵金属短期内快 ...