5月31日，欧佩克线上会议讨论7月增产事宜，同意41.1万桶/日的大规模增产计划。 当前，国内化工产业正面临上游供给和下游需求两个方向市场震荡的夹击。上游供给层面，国际油价年内跌幅近15%，欧佩克仍然决定启动一场激进的增产计划， 预计油价波动将进一步加剧。而在下游需求层面，在美国关税政策影响下，市场紊乱叠加预期偏弱，更增添了许多不确定性。 面对这种市场态势，多家机构在接受券商中国记者采访时表示，很多企业在经营中采用期货套保的方式规避价格大幅波动的风险，用基差点价优化采购成本，通过 这些内功的确定性来化解外界的不确定性。 欧佩克决定进一步增产 继两次宣布增产41.1万桶/日后，5月31日欧佩克会议上讨论7月份增产事宜，决定连续第三个月宣布41.1万桶/日的大规模增产计划。此举可能导致油价进一步下跌。 其实，从上周开始市场就陆续传出与欧佩克会议相关的消息，多家机构判断欧佩克很可能继续提速增产。这一市场预期下，全球对冲基金正以8个月来最激进的姿 态押注原油暴跌。截至5月27日当周，资管公司将布伦特原油的净空头头寸猛增16922手至130019手，创下自去年10月以来的最高水平。与此同时，美国CFTC的数 据显示，W ...

Group 1 - OPEC+ agreed on a significant production increase plan of 411,000 barrels per day for July during an online meeting on May 31 [1][2] - Concerns over multiple oil-producing countries accelerating their exit from voluntary production cuts led to fluctuations in international oil prices, with WTI and Brent crude oil prices closing at $60.79 and $63.90 per barrel, respectively [1][2] - The overall decline in international oil prices this year has been approximately 15%, raising concerns about the future performance of the oil extraction industry [2] Group 2 - Analysts from JPMorgan indicated that the global oil market is currently oversupplied by 2.2 million barrels per day, suggesting that price adjustments may be necessary to restore balance [3] - Violeta Todorova from Leverage Shares noted that if OPEC+ countries increase supply as expected, oil prices could drop by about 10%, potentially reaching $53 to $55 per barrel [4] - The low oil prices pose financial risks to oil producers worldwide, particularly affecting U.S. shale oil producers who may struggle to respond to calls for increased drilling [4]

5月31日，欧佩克线上会议讨论7月增产事宜，同意41.1万桶/日的大规模增产计划。 当前，国内化工产业正面临上游供给和下游需求两个方向市场震荡的夹击。上游供给层面，国际油价年内跌幅 近15%，欧佩克仍然决定启动一场激进的增产计划，预计油价波动将进一步加剧。而在下游需求层面，在美国 关税政策影响下，市场紊乱叠加预期偏弱，更增添了许多不确定性。 面对这种市场态势，多家机构在接受券商中国记者采访时表示，很多企业在经营中采用期货套保的方式规避价 格大幅波动的风险，用基差点价优化采购成本，通过这些内功的确定性来化解外界的不确定性。 欧佩克决定进一步增产 继两次宣布增产41.1万桶/日后，5月31日欧佩克会议上讨论7月份增产事宜，决定连续第三个月宣布41.1万桶/ 日的大规模增产计划。此举可能导致油价进一步下跌。 其实，从上周开始市场就陆续传出与欧佩克会议相关的消息，多家机构判断欧佩克很可能继续提速增产。这一 市场预期下，全球对冲基金正以8个月来最激进的姿态押注原油暴跌。截至5月27日当周，资管公司将布伦特原 油的净空头头寸猛增16922手至130019手，创下自去年10月以来的最高水平。与此同时，美国CFTC的数据显 ...

石油输出国组织5月31日发表声明，八个OPEC+国家（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）5月31日举行线上会议，决定在7月份增产41.1万桶/日。这是上 述八个产油国连续第三个月实施同等力度的增产，打破了该组织多年来靠协同减产支撑油价的市场策 略，也将国际油价拖至四年来的低位。声明称，产油国根据不断变化的市场情况，逐步增加的产量可能 会暂停或逆转。（智通财经） ...

在开始阅读本文之前，我们诚挚地邀请您点击"关注"，不仅便于您参与讨论与分享，还可以让您在下次阅读相关文章时获得不一样的体验。我们非常感谢您 的认真阅读，这对我们是莫大的鼓励与支持。 提到石油，大家都非常熟悉，而我国作为石油的主要进口大国，其国内约有70%的石油需求依赖进口，显示出对外依赖度非常高。然而，尽管我国石油资源 并不富裕，甚至需要大量进口，为什么在南海珠江口发现了80亿桶的石油储量后，却将这片油田的开采权卖给了韩国呢？这背后究竟有何原因？ 珠江口盆地位于我国南海大陆架，具体地理坐标为东经113°10'至118°00'、北纬18°30'至23°30'，是一个形成于新生代的沉积盆地。这里的沉积岩层十分厚 重，最深可达一万多米，蕴藏着丰富的能源资源。珠江口盆地周围的地理环境非常复杂，东边与东沙隆起区相邻，北侧接壤万山隆起区，而西侧与海南隆起 区接壤。从地质构造上看，珠江口盆地内部大致可以划分为七个单元，包括珠一、珠二、珠三等沉降区，以及神狐暗沙、海南、东沙等隆起区，北部则是断 阶区域。 珠江口盆地的面积相当广阔，东西长约800公里，宽约200公里，总面积达到147,000平方公里，是我国南海地区的一大重要油 ...

地址：北京市朝阳区朝阳门外大街甲 6 号万通中心 D 座 20 层（100020） 总机：010-8535 6666 冠通每日交易策略 制作日期：2025 年 5 月 30 日 热点品种 碳酸锂： 今日碳酸锂开盘后高位震荡，收盘价 59883.02 元/吨，涨幅 1.35%。SMM 电池级 碳酸锂指数价格 60901 元/吨，环比上一工作日下跌 332 元/吨；电池级碳酸锂 5.94-6.2 万元/吨，均价 6.07 万元/吨，环比上一工作日下跌 200 元/吨；工业 级碳酸锂 5.86-5.96 万元/吨，均价 5.91 万元/吨，环比上一工作日下跌 200 元 /吨，碳酸锂现货成交价格重心持续下移。供给端短期碳酸锂供需维持过剩格局 延续，五月份天气转暖盐湖端开工率将季节性提高，预计国内盐湖产量将逐步抬 升，中期供应减弱，据 Mysteel，近期江西某锂盐企业预计 6 月停产检修 1 个厂， 检修时长 4 个月，预计每月影响碳酸锂月产量约 1500 吨，供给预计下降，缓解 供应压力。需求端中美关税政策变化，在关税豁免 90 天内，利好储能电池出口 预期，缓冲碳酸锂需求疲软的情况，但难以改变产业现状。库存端即 ...

消息称欧佩克+或超预期增产 金十数据5月30日讯，消息人士称，欧佩克+ 可能在周六的会议上讨论7月份将石油产量提高超过41.1万 桶/日的方案。 ...

投资咨询业务资格 沪证监许可[2015]84 号 商品日报 20250530 联系人 李婷、黄蕾、高慧、王工建、赵凯熙 电子邮箱 jytzzx@jyqh.com.cn 电话 021-68555105 主要品种观点 宏观：特朗普关税暂时恢复，六月市场风险将加剧 海外方面，美国上诉法院允许特朗普关税政策暂时继续生效，要求政府于 6 月 9 日前回 应；白宫官员对诉讼前景信心十足，即便败诉亦有替代路径，并称关税谈判同步推进中；特 朗普上任后首次会晤鲍威尔，施压降息未果，鲍威尔坚持政策独立性。美国一季度 GDP 增 速小幅上修至-0.2%，而初请失业金人数显示就业市场有所走弱。美国 Q2 经济基本面韧劲 尚在，但六月市场波动将加剧，聚焦关税的外部谈判与内部法律博弈、美债可持续性引发的 财政担忧，以及特朗普减税法案在参议院的推进。 国内方面，在美国贸易法庭叫停特朗普关税下，国内风险资产反弹，北证 50、科创板 块、小微盘涨幅超 2%，软件、生物科技板块领涨，两市成交额回升至 1.2 万亿，而债市承 压回调，10Y、30Y 国债利率升至 1.68%、1.93%。短期内国内经济基本面延续平稳，边际变 化不大，市场关注重心仍 ...

Core Insights - The company has exceeded its crude oil production target by 1,844 tons in the first four months of the year, while reducing the operating cost per ton of oil by 135 yuan and decreasing high-risk operations by 25.8% compared to the previous year [1][4] Group 1: Production and Cost Efficiency - The management area has set an annual production target increase of 2,500 tons while aiming to reduce cost indicators by 30% [1] - The implementation of the strategy "transforming methods, adjusting structure, improving quality, and increasing efficiency" has led to a significant reduction in the number of operational wells, with only 13 operational wells in the first four months, a decrease of 58.8% year-on-year [4] Group 2: Innovative Development Strategies - The company has adopted a "three not equal to" philosophy, which has shifted the focus from traditional high-cost production methods to a more efficient and precise energy utilization strategy [2] - The introduction of a full lifecycle development system and innovative "zone energy increase" model has transformed previously low-efficiency areas into high-yield zones, with the addition of 7 new energy-increasing wells in the B509 block, resulting in an annual oil increase of 1,165 tons [3] Group 3: Safety and Risk Management - The company has restructured its high-risk operation management chain, implementing a "four determinations and one early" mechanism, which has shortened the average construction cycle by 18.1% [4] - The use of non-welding wellhead connection technology has reduced single well construction time by 6 hours and decreased the exposure risk time for workers by 60% [4]

Core Viewpoint - The introduction of the "Measurement Steward" service model by the Shengli Oilfield Technical Testing Center aims to streamline measurement and testing processes, significantly improving efficiency and reducing costs for oil extraction operations [1][2]. Group 1: Service Model Overview - The "Measurement Steward" model is characterized by a "1+N" service approach, which includes overall contracting of measurement testing services and additional value-added services such as information management, equipment maintenance, and personnel training [1][2]. - The model was first piloted with the Dongxin Oil Production Plant in August 2024, integrating scattered measurement tasks into a comprehensive solution [2]. Group 2: Operational Efficiency and Cost Reduction - The volume of measurement testing orders surged from 1,700 in 2023 to 6,900 in 2024, indicating a nearly threefold increase, which has led to significant manpower consumption in repetitive tasks [1]. - The implementation of the "Measurement Steward" model has resulted in a 15% reduction in equipment maintenance costs and over 200,000 yuan savings in testing fees for the Dongxin Oil Production Plant [2]. Group 3: Future Developments - The Technical Testing Center plans to enhance the "Measurement Steward" model by incorporating technologies such as image recognition and data collection, aiming for intelligent measurement management and deeper integration with reservoir management [3].