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欧美转向电动汽车的购买意愿正在消退
汽车商业评论· 2025-06-17 14:23
Core Insights - A survey by Shell reveals a growing reluctance among drivers to switch from fuel vehicles to electric vehicles (EVs), with this trend being more pronounced in Europe than in the US [4] - Current EV drivers report increased confidence and satisfaction, while interest among fuel vehicle drivers is stagnating or declining [4][5] - The survey indicates that 91% of current EV drivers are considering purchasing another EV as their next vehicle [7] Summary by Sections Survey Findings - 61% of global EV drivers feel less concerned about running out of charge compared to a year ago, and 72% believe the availability of public charging stations has improved [4] - Interest in EVs among fuel vehicle drivers has decreased, with US interest dropping from 34% in 2024 to 31% in 2025, and European interest declining from 48% to 41% in the same period [4] Cost Concerns - Cost remains the primary barrier to EV adoption, with 43% of non-EV drivers in Europe citing price as their main concern [5] - High vehicle prices in Europe, despite decreasing battery costs, along with rising energy costs and broader economic pressures, are affecting consumer purchasing intentions [5] Policy Support - 46% of gasoline and diesel vehicle drivers in the US support policies encouraging the phase-out of fuel vehicles, while the support in Europe is at 44% [9] - Support for such policies is contingent on EV pricing and charging infrastructure improvements [9] Charging Experience - Only 51% of European drivers reported improved reliability of public charging stations in the past year, compared to 74% in China and 80% in the US [13] - 78% of EVs driven in Europe are new, down from 82% the previous year, indicating growth in the used car market which may attract more consumers [14] Research Methodology - The survey involved over 15,000 drivers across nine markets, including key markets in Europe, the US, and China, conducted in March 2025 [18][19][20]
国投期货能源日报-20250617
Guo Tou Qi Huo· 2025-06-17 11:58
Report Industry Investment Ratings - Crude oil: ★☆☆, indicating a bullish bias but limited operability on the market [1] - Fuel oil: ☆☆☆, suggesting a short - term balance in trends and poor operability [1] - Low - sulfur fuel oil: ☆☆, also suggesting a short - term balance in trends and poor operability [1] - Asphalt: ☆☆, indicating a short - term balance in trends and poor operability [1] - Liquefied petroleum gas: ★☆☆, showing a bullish bias but limited operability on the market [1] Report's Core View - Amid geopolitical tensions in the Middle East, different energy products are affected in various ways. Investors should pay attention to supply risks and price fluctuations, and choose appropriate investment strategies based on product fundamentals and geopolitical situations [2][3][4][5] Summary by Related Catalogs Crude Oil - Before the US and Iran resume negotiations, the Israel - Iran conflict shows no clear sign of downgrading. Although OPEC's effective idle capacity and OPEC+'s production increase elasticity can make up for Iran's oil exports in about 6 months, investors should focus on the risk of attacks on Iran's oil production and export facilities and short - term supply reduction [2] - Based on the market pricing performance in 2011 when Iran threatened to block the Strait of Hormuz, the extreme upside risk of the Brent crude oil near - month contract points to $80 - 90 per barrel. Investors are advised to hold out - of - the - money call options for hedging and adopt a medium - term short strategy after the geopolitical situation eases [2] - Due to the direct impact of Middle East geopolitical risks on the supply of medium - sulfur crude oil, the tanker freight from the Middle East to China is supported, and the spread between SC and Brent is expected to rise [2] Fuel Oil & Low - sulfur Fuel Oil - After the pulse - like rise and subsequent decline of crude oil today, the upward trend of fuel - related futures has come to a halt [3] - The Israel - Iran conflict boosts the geopolitical premium of high - sulfur fuel oil, but the demand for high - sulfur fuel oil from ship bunkering and deep - processing is weak, and the demand boost from summer power generation in the Middle East and North Africa is limited due to high valuation. The FU crack spread is expected to be under pressure [3] - The supply of low - sulfur fuel oil remains abundant, the demand for low - sulfur marine fuel is insufficient, and the LU crack spread declines when crude oil strengthens due to geopolitical premium [3] Asphalt - Today, oil prices fell from high levels, and asphalt mainly fluctuated. Due to the gradual consumption of crude oil quotas, the increase in production of local refineries lacks resilience. After the peak maintenance period, major refineries plan to increase the operation of deep - processing units, and the increase in asphalt production is expected to be limited [4] - The shipment volume of 54 sample refineries has increased month - on - month, and the cumulative year - on - year growth has turned positive. The sales volume of road rollers, a leading indicator of asphalt consumption, increased significantly year - on - year from January to April, indicating a substantial boost in terminal demand soon [4] - The latest factory and social inventories of asphalt have both declined. The fundamental support factors for asphalt still exist, but the BU crack spread is under pressure before the risk of rising oil prices caused by geopolitical risks is eliminated [4] Liquefied Petroleum Gas (LPG) - The Middle East geopolitical conflict is still intensifying, increasing the risk of Iran's LPG production and exports. The international market prices in the risk and remains strong [5] - Currently, China's chemical demand for LPG is still recovering, and attention should be paid to the pressure of declining margins after the increase in import costs. The mid - month arrival volume and refinery gas release are both increasing. If the geopolitical risk eases, the supply pressure will bring strong downward pressure [5] - The fundamental supply - side pressure remains, but the market has been oscillating strongly recently to price in the risk [5]
Equinor ASA: Buy-back of shares to share programmes for employees  
Globenewswire· 2025-06-17 10:03
Group 1 - The buy-back programme for Equinor ASA was announced on 5 February 2025, with a duration from 14 February 2025 to 15 January 2026 [1] - The total purchase amount under the buy-back programme is NOK 1,992,000,000, with a maximum of 19,080,000 shares to be acquired [2] - As of 13 June 2025, Equinor ASA has purchased a total of 581,274 shares at an average price of NOK 271.8164 per share, totaling NOK 157,999,806 [2][3] Group 2 - The accumulated buy-backs under the programme amount to 3,180,225 shares, with a total transaction value of NOK 805,999,350 [3] - Following the transactions, Equinor ASA owns a total of 93,637,393 shares, representing 3.35% of its share capital [3] - The company is obligated to disclose this information under the EU Market Abuse Regulation and the Norwegian Securities Trading Act [4]
地缘冲突不确定性升级,资金积极布局石油板块,石油ETF(561360)近2日净流入近1亿元
Mei Ri Jing Ji Xin Wen· 2025-06-17 06:42
Group 1 - The global political instability is on the rise, with significant developments in U.S.-China relations and conflicts in the Middle East [1] - The U.S. is experiencing tensions between federal and local authorities, highlighted by the deployment of the National Guard to suppress riots in Los Angeles [1] - Israel has engaged in military action against Iran, targeting sites related to Iran's nuclear program, which has led to a retaliatory response from Iran [1] Group 2 - Oil prices have surged significantly this week, leading the global asset market [1] - Oil ETFs encompass various sectors within the oil and gas industry, including exploration, equipment manufacturing, transportation, sales, and refining, indicating strong market competitiveness and risk resilience [1] - Given the current market environment and policy trends, oil ETFs present a convenient and efficient investment tool for capturing long-term opportunities in the oil sector [1] - Investors without stock accounts can access oil ETF opportunities through linked funds [1]
财经早报:A股掀起新一轮“易主潮” 油价年内第五涨板上钉钉
Xin Lang Cai Jing· 2025-06-17 00:56
Group 1 - Iran's armed forces shot down an F-35 fighter jet, with Israel's military claiming unawareness of the incident [2] - Israeli Prime Minister Netanyahu stated that Israel has killed 10 Iranian senior nuclear scientists and will continue targeting Iranian nuclear objectives [2] - 21 countries condemned Israel's actions in the ongoing conflict with Iran [2] Group 2 - The National Medical Products Administration of China announced a "30-day fast-track approval channel" for innovative drug clinical trials to enhance the efficiency of drug development [3] - The initiative aims to support key national research projects and encourage international multi-center clinical trials [3] Group 3 - Domestic fuel prices are expected to rise for the fifth time this year, with predictions of an increase of 230 yuan per ton for gasoline and diesel [4] - The rise in oil prices is attributed to strong international crude oil prices and tensions in the Middle East [4] Group 4 - Goldman Sachs identified a group of ten leading Chinese private enterprises, dubbed the "Ten Giants of Chinese Private Enterprises," which are expected to strengthen their market positions [5] - The report suggests that these companies could mirror the dominance of the U.S. tech giants [5] Group 5 - Circle's CEO indicated that the moment for stablecoins to gain widespread recognition is approaching, akin to the "iPhone moment" for programmable digital currencies [6] - The potential for stablecoins to lower costs for fintech startups was highlighted, suggesting increased competition and better user experiences [6] Group 6 - A wave of control changes is occurring in A-shares, with 63 companies planning ownership changes since 2025, indicating a significant acceleration in capital consolidation [7] - The current wave differs from previous ones, with a more mature and rational market response [7] Group 7 - Trump announced a delay in sanctions against Russia to facilitate negotiations, while Russia's Foreign Ministry expressed hope for a quick resolution [8] Group 8 - Public funds are focusing on new economic sectors for the second half of the year, with expectations of a market rebound driven by supportive policies and domestic consumption [9] - The anticipated easing of U.S. trade policies is expected to reduce negative impacts on the economy [9] Group 9 - Haitai Flavor Industry's H-shares are set to list on June 19, with over 930 times subscription, raising approximately 10.1 billion HKD [10] - The company will issue 263 million H-shares, with a significant portion allocated for international investors [10] Group 10 - Midea Group announced a share repurchase plan of up to 10 billion yuan, aiming to buy back at least 50 million shares [11] - The repurchased shares will be used for capital reduction and employee incentive plans [11] Group 11 - Yunlu Co. reported that its chairman was detained, but the company stated that this would not significantly impact its operations [12][13] - The company continues to operate normally despite the chairman's absence [12][13] Group 12 - Ant Group is applying for stablecoin licenses in Hong Kong and Singapore, aiming to leverage blockchain technology for financial applications [14] - The company is accelerating investments in global asset management and partnerships [14] Group 13 - China's quantum measurement and control system has been delivered, indicating progress in quantum computing [15] - Various sectors are experiencing positive developments, including the IP economy and tourism-related industries [15] Group 14 - A-shares showed a positive trend with major indices closing higher, driven by gains in technology and financial sectors [16] - The market remains resilient despite geopolitical tensions, with significant movements in large tech stocks [16] Group 15 - European stock indices also reported gains, reflecting a positive sentiment in the market [17] Group 16 - The outlook for the second half of the year is optimistic, with expectations of a rebalancing in global assets and continued policy support [18] - Fund managers are focusing on structural opportunities in the market, particularly in technology and cyclical sectors [19] Group 17 - A new domestic insulation materials company is set to launch an IPO, indicating ongoing market activity [20] Group 18 - China Eastern Airlines reported a 15.43% increase in passenger turnover in May, reflecting recovery in the aviation sector [27] - Shenzhen Airport also saw a 15.67% increase in passenger throughput, indicating growth in travel demand [29] Group 19 - Huayue Care announced plans to reduce shareholding by up to 1.07 million shares due to funding needs [30][31] Group 20 - Baida Qiancheng signed a licensing agreement with Mango TV for a series of film and television productions, valued at 372 million yuan [32] - China Energy Construction won a bid for a project worth approximately 5 billion yuan, showcasing ongoing infrastructure investments [33]
西方石油公司:预计原油价格将回落至以色列与伊朗之间爆发最新一轮冲突之前的水平。如果以伊冲突维持现状,预计油价将走低。油价(至少)需要达到55美元/桶,才能支持产量略微增长。相比埃克森美孚或雪佛龙,本公司能坚持更长时间。绝对相信正在发生气候变化。我们(化石燃料行业/美国)正在影响到气候。模块化核反应堆技术的安全系数正在(不断)提高。
news flash· 2025-06-16 17:45
Core Viewpoint - The company anticipates that oil prices will decline to levels seen before the recent conflict between Israel and Iran, provided the situation remains stable [1] Oil Price Outlook - If the Israel-Iran conflict persists, oil prices are expected to decrease [1] - Oil prices need to reach at least $55 per barrel to support a slight increase in production [1] Competitive Position - The company believes it can sustain operations longer than competitors such as ExxonMobil or Chevron [1] Climate Change Acknowledgment - The company expresses a strong belief that climate change is occurring and acknowledges the fossil fuel industry's impact on it [1] Technology Development - The safety factors of modular nuclear reactor technology are continuously improving [1]
道达尔能源CEO:将宣布一项新协议,将在马来西亚的投资增加一倍。
news flash· 2025-06-16 08:20
道达尔能源CEO:将宣布一项新协议,将在马来西亚的投资增加一倍。 ...
国泰君安期货所长早读-20250616
Guo Tai Jun An Qi Huo· 2025-06-16 05:31
所长 早读 国泰君安期货 2025-06-16 期 请务必阅读正文之后的免责条款部分 1 期货研究 期货研究 2025-06-16 所长 早读 关注以伊冲突进展与"超级央行周" 观点分享: 以色列和伊朗之间的地缘冲突无疑是近期最大的热点。目前双方的冲突持续升级,双方 在军事、外交和能源等多个领域展开激烈对抗。6 月 15 日,伊朗对以色列发动新一轮导弹袭 击,使用无人机和弹道导弹攻击以色列多个目标,包括特拉维夫、海法等地。以色列军方宣 布对伊朗西部数十个地对地导弹目标发起打击,并击落了一架伊朗空中加油机。以色列还首 次袭击了伊朗南部布什尔省的两家炼油厂,以及德黑兰附近的燃料储存罐。若冲突进一步蔓 延至关键能源基础设施,或者伊朗不顾后果封锁霍尔木兹海峡,将对全球能源供应链造成重 大冲击。本周全球金融市场迎来"超级央行周",多国央行将陆续召开货币政策会议,重点 关注美联储、欧洲央行、日本央行等主要央行的政策动向。美联储将在 6 月 17 日至 18 日召 开货币政策会议,预计维持联邦基金利率在当前水平不变。根据 CME FedWatch 工具,市场 押注美联储在 6 月按兵不动的概率高达 99%。市场将密切关注政 ...
道达尔能源高管:公司将30%的资本支出用于建设综合电力业务。
news flash· 2025-06-16 03:52
Core Viewpoint - TotalEnergies plans to allocate 30% of its capital expenditure towards the development of integrated power businesses [1] Group 1 - The company is focusing on expanding its integrated power business as part of its strategic investment [1] - This allocation reflects a significant commitment to diversifying its energy portfolio [1] - The move aligns with industry trends towards renewable energy and integrated energy solutions [1]
伊朗怒了:动刀霍尔木兹海峡?
格隆汇APP· 2025-06-15 11:21
作者 | 独行侠 数据支持 | 勾股大数 据(www.gogudata.com) 随着以伊地缘冲突的爆发,国际油价也跟着发生了巨大波动。 6月13日,国际油价一度大涨14%,最终收涨近8%。这已经在前两日大涨近6%基础上进行的,彼时美国宣布从中东撤回人员,点燃了市场对 中东地缘政治冲突的担忧。 受油价影响,周五港 A油气板块大幅上涨,其中,山东墨龙飙升75%,中石化油服大涨25%。"三桶油"表现不俗,中国海油上涨2%,较4月 初累升24%。 目前,涨价题材颇受资本市场追捧。接下来,油气板块是否还有更好表现? 01 在 6月15日美伊正准备新一轮谈判之前,以色列以意想不到的方式对伊朗实施了军事打击,包括袭击伊朗重要核设施、精准斩首伊朗革命卫队 高管及核技术专家。 打击之后,全球金融市场一直在等伊朗方面的报复回应。 但从媒体报道细节看,以色列与伊朗之间的冲突仍处于不可控状态。 一来,伊朗在军队高层被大面积斩首后,依然发动了反击,且无人机直奔以色列核设施,不像之前两次发射数百发导弹都没对准核设施。 二来,以色列总理内塔尼亚胡先先 "跑路"到了希腊躲避袭击,并关闭了全球所有使馆。从这个维度看,以色列方面都不太认为伊朗 ...