记者今天从国家发展改革委了解到，2月3日24时国内成品油调价窗口将再度开启。受国际油价上涨影 响，国内汽、柴油价格将再度上调，这也是2026年成品油价格的第二次上调。汽、柴油零售限价每吨分 别上调205元、195元，升价92#汽油、95#汽油、0#柴油分别上调0.16元、0.17元、0.17元。 后期来看，根据卓创资讯预计，继续关注美伊和谈情况，油价有望呈现窄幅波动行情，但是考虑到基本 面偏弱，供需过剩和库存压力较大，预计原油价格偏弱运行，下轮存在下跌可能。按照当前原油价格测 算，重新计算后的变化率或处负值范围，预计首日下调50元/吨左右。 金联创成品油分析师王延婷认为，随着春运启动，私家车出行增加，汽油需求逐步向好，加之部分用户 节前仍有备货需求，汽油需求相对坚挺。而随着户外基建项目陆续停工放假，下游开工进一步降低，柴 油需求延续平淡。另外，进入2月份，主营及地方炼厂方面检修厂家减少，整体开工负荷上涨，且主营 炼厂成品油收率明显增加，国内资源供应量相对宽裕。需求提升有限，而资源供应量增加影响下，各单 位出货压力较大，仍积极走量为主。由此来看，短期内，国内汽柴油行情存一定下行空间。 下个调价窗口在2026年2 ...

据央视财经消息，记者今天从国家发展改革委了解到，2月3日24时国内成品油调价窗口将开启。据国家 发展改革委价格监测中心监测，本轮成品油调价周期内(1月20日—2月2日)国际油价先升后降。2月3日 24时起，国内汽、柴油零售限价每吨分别上调205元、195元。全国平均来看：92号汽油、95号汽油、0 号柴油每升分别上调0.16元、0.17元、0.17元。央视财经记者给您算了笔账，用92号汽油加满50升油箱 将多花8元。 ...

Core Viewpoint - The trade dispute between the United States and India is nearing resolution, with India agreeing to stop purchasing Russian oil in exchange for the U.S. reducing tariffs on Indian goods [1][3]. Group 1: Trade Agreement Details - President Trump confirmed a bilateral trade agreement with Indian Prime Minister Modi, which includes reducing the "reciprocal tariff" on Indian goods from 25% to 18% [3][5]. - The U.S. will eliminate the additional 25% tariff imposed to pressure India to cease Russian oil purchases, leading to an overall reduction in tariffs on Indian goods to 18% [1][3]. - Modi has committed to significantly increasing the procurement of U.S. products, including energy, technology, and agriculture, with a potential purchase of over $500 billion [3][5]. Group 2: Context and Implications - The agreement comes shortly after India signed a free trade agreement with the European Union, indicating competitive dynamics in U.S.-India trade relations [4]. - The U.S. had previously imposed tariffs on Indian goods due to disagreements over oil procurement, which delayed the trade agreement for several months [5][6]. - India's oil imports from Russia had surged post-Ukraine conflict, with Russian oil accounting for over one-third of India's total imports at one point [6]. Group 3: Oil Procurement Dynamics - The Indian government has not yet formally instructed refiners to halt Russian oil imports, indicating a need for a "phased exit" from existing contracts [6]. - Recent data shows a decline in Russian oil imports by India, with OPEC oil gaining a higher share in the Indian market [6]. - The price dynamics of oil have shifted, reducing the attractiveness of discounted Russian oil as global prices have fallen [7].

其次，印度和美国的贸易总额，也远不如想象的大，这是莫迪能观望一年的原因。 而此前，印度和欧盟先行达成了贸易协议，这当然可能迫使川普考虑到紧迫性，提速了和印度达成协议，不管怎么说，莫迪老仙应对欧美的娴熟和持重， 确实和老仙的称号相契合。当然，印度停止购买俄罗斯石油的好处就如川普所说，有助于结束乌克兰战争。 俄罗斯财政部的数据显示，去年能源收入减少了近25%，而战争开支却每年超过1700亿美元，这是真正的一支蜡烛两头烧。 当然，随着油价的走低，影子船队的接连遭扣押打击，俄罗斯所能获得的战时收入也将持续减少，而钱是俄罗斯能持续这场战争的根本原因，和其野心和 民族性没有关系。 当地时间2月2日，川普称，他和印度总理莫迪通话，双方已达成一项立即生效的"贸易协议"。川普表示，印度总理莫迪同意停止采购俄罗斯石油，并承诺 改向美国购买"更多石油"，甚至可能转向委内瑞拉采购；作为交换，美方将把对印度商品的对等关税从25%下调至18%，印度将把关税与监管层面的贸易 壁垒"降至0"。 川普称此举有助于推动乌克兰战争走向结束。 莫迪随后在X发文感谢川普，称两国合作将带来互利共赢，并高度评价川普的领导力，当然，莫迪未提及"停止购买俄罗 ...

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]