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Report Industry Investment Rating - Not provided Core Viewpoints - OPEC+ eight member countries will maintain the original plan to suspend the increase in oil production in March. Although it is the off-season for crude oil demand, due to the impact of the winter storm, EIA data shows that US crude oil inventories have decreased more than expected, and refined oil inventories have also decreased more than expected, with overall oil product inventories continuing to decline. However, global floating crude oil storage remains high, and the crude oil market remains in a state of supply surplus. The latest EIA January report has raised the expected supply surplus for 2026. Saudi Aramco has announced a 30 - cent per barrel price cut for Arabian Light crude oil to be shipped to Asia in March 2025. Chevron is increasing the transportation of Venezuelan crude oil, which currently has little impact on global crude oil supply and demand. The US - Iran nuclear negotiations in Muscat, Oman, have “temporarily” ended. The geopolitical risk in Iran remains highly uncertain. Iran has a large crude oil production capacity, and attention should be paid to the US - Iran negotiations. Trump has announced that the so - called “reciprocal tariffs” imposed by the US on Indian goods will be reduced from 25% to 18% immediately. Modi has agreed that India will stop buying Russian oil and purchase more oil from the US, and may also buy oil from Venezuela. Indian refineries may increase crude oil purchases from the Middle East and the Americas. The new round of talks between Russia, Ukraine, and the US ended in the UAE on the 5th. Although a new round of prisoner exchanges was completed, no substantial progress was made on core issues such as territory and ceasefire. The geopolitical situation in Iran has repeatedly caused sharp fluctuations in oil prices. With the current cold wave weakening, attention should be paid to the impact of the next cold wave. The production at Kazakhstan's Tengiz oil field has recovered to 60% of its peak, and full production is expected to resume on February 23. It is expected that crude oil prices will fluctuate within a range in the near future [1]. Summary by Relevant Catalogs Market Analysis - OPEC+ eight member countries will suspend the increase in oil production in March. The winter storm has led to a larger - than - expected reduction in US crude oil and refined oil inventories, but the global floating crude oil storage is high, and the supply surplus situation persists. Saudi Aramco has cut the price of Arabian Light crude oil to Asia. Chevron is increasing Venezuelan oil transportation. The US - Iran nuclear negotiations have “temporarily” ended, and the geopolitical risk in Iran is uncertain. Trump has reduced tariffs on Indian goods, and India may adjust its oil - purchasing sources. The Russia - Ukraine - US talks have not made substantial progress on core issues. The geopolitical situation in Iran causes oil price fluctuations. The cold wave is weakening, and attention should be paid to the next one. The Tengiz oil field in Kazakhstan is expected to fully resume production on February 23, and crude oil prices are expected to fluctuate within a range [1]. Futures and Spot Market Conditions - Today, the main crude oil futures contract 2604 rose 2.17% to 476.1 yuan/ton, with a minimum price of 465.2 yuan/ton, a maximum price of 477.9 yuan/ton, and an increase in open interest of 1256 to 44,264 lots [2]. Fundamental Tracking - The EIA monthly report has raised the 2026 WTI crude oil price by $0.79 per barrel to $52.21 per barrel, lowered the 2026 global oil demand forecast from 105.2 million barrels per day to 104.8 million barrels per day, and raised the 2026 global oil production forecast from 107.4 million barrels per day to 107.7 million barrels per day. The IEA has raised the 2026 global oil demand growth rate by 70,000 barrels per day to 930,000 barrels per day and raised the 2026 global oil production growth rate by 100,000 barrels per day to 2.5 million barrels per day. On the evening of February 4, EIA data showed that US crude oil inventories for the week ending January 30 decreased by 3.455 million barrels, compared with an expected increase of 489,000 barrels, and were 1.25% higher than the five - year average. Gasoline inventories increased by 685,000 barrels, compared with an expected increase of 1.389 million barrels. Refined oil inventories decreased by 5.553 million barrels, compared with an expected decrease of 2.255 million barrels. Cushing crude oil inventories decreased by 743,000 barrels [3]. Supply - Side Situation - The latest OPEC monthly report shows that OPEC's crude oil production in November decreased by 21,000 barrels per day to 28.459 million barrels per day, and its production in December 2025 increased by 105,000 barrels per day month - on - month to 28.564 million barrels per day. Due to the impact of the winter storm, US crude oil production for the week ending January 30 decreased by 484,000 barrels per day to 13.215 million barrels per day, the largest decline since January 19, 2024. The four - week average supply of US crude oil products has increased to 20.802 million barrels per day, a 2.54% increase compared with the same period last year, changing from being lower than the same period last year to being higher. Among them, the weekly gasoline production decreased by 6.90% to 8.153 million barrels per day, the four - week average production was 8.262 million barrels per day, a 0.44% decrease compared with the same period last year. The weekly diesel production increased by 5.92% to 4.31 million barrels per day, the four - week average production was 4 million barrels per day, a 2.35% increase compared with the same period last year. The rebound in diesel and other oil products has driven a 3.28% month - on - month increase in the single - week supply of US crude oil products [4].

Group 1: French Wine and Spirits Exports - French wine and spirits exports are projected to decline by 8% to €14.3 billion in 2025, marking the third consecutive year of decline [1] - Since 2022, cumulative exports have decreased by 17%, causing the sector to drop from the second largest export category to the third, behind aerospace and cosmetics [1] Group 2: Kering Group Financial Performance - Kering Group reported a 3% year-on-year decline in fourth-quarter sales, reaching €3.9 billion (approximately $4.64 billion), which was better than the expected 5% drop [1] - The Gucci brand experienced a 10% decline in comparable sales for the fourth quarter, slightly better than the anticipated 12% decrease, marking the tenth consecutive quarter of sales decline for the brand [1] Group 3: Shenzhen Airport Passenger Traffic - Shenzhen Airport reported a 2.84% year-on-year increase in passenger throughput in January 2026, totaling 5.8795 million passengers [1] - Cargo and mail throughput increased by 1.98% year-on-year to 168,600 tons, while flight takeoffs and landings rose by 0.52% to 39,121 [1] Group 4: ING's Bad Debt Sale - ING is reportedly seeking to sell approximately €230 million (around $273 million) in bad debts from its Spanish subsidiary, with negotiations expected to conclude in April [2] Group 5: Taobao Flash Sale Growth - Taobao Flash Sale reported a 347% year-on-year increase in sales of New Year goods, with orders from third and fourth-tier cities growing over 580% [3] - The platform introduced a "Spring Festival Never Closes" service, with a 32.9% increase in the number of operating merchants compared to the previous year [3] Group 6: Semiconductor Industry Outlook - SMIC expects its first-quarter sales revenue to remain flat quarter-on-quarter, with a gross margin projected between 18% and 20% [4] - The company anticipates that its sales growth for 2026 will exceed the average of comparable peers, with capital expenditures expected to remain roughly the same as in 2025 [4] Group 7: Sony's Blu-ray Recorder Production Halt - Sony announced it will gradually cease shipments of Blu-ray recorders starting this month and will stop production of BD discs for recording purposes by February 2025 [6] Group 8: BP's Financial Strategy - BP reported a fourth-quarter adjusted net profit of $1.54 billion, a 32% increase year-on-year, and announced a structural cost reduction target of $5.5 billion to $6.5 billion by the end of 2027 [6] - The company has decided to suspend stock buybacks and will use all surplus cash to strengthen its balance sheet [6] Group 9: Alphabet's Bond Issuance - Alphabet has initiated its first issuance of Swiss franc bonds [7] - The company has also launched its first issuance of pound bonds, including a 100-year bond [11]

美石油封锁迫使古巴停供航空煤油，旅客行程面临不确定性。 古巴是加勒比地区最大的岛国，对外联通高度依赖航空。旅游业长期是古巴重要的外汇来 源之一，每年12月至次年3月正是传统的旅游旺季，一些旅客担心自己的行程受到影响。 旅客 阿德里安娜·埃尔南德斯： 我刚从巴林来到古巴，（停供航空煤油）会影响到我， 因 为 我 大 约 在 15 到 20 天 后 回 程 ， 现 在 我 不 知 道 是 否 能 回 去 ， 不 知 道 航 班 是 否 会 继 续 运 营。 当 前 ， 古 巴 和 美 国 关 系 处 于 高 度 紧 张 状 态 。 1 月 初 ， 美 国 对 委 内 瑞 拉 发 动 大 规 模 军 事 打 击，美国总统特朗普随后暗示，古巴可能成为美国的下一个关注目标。特朗普1月29日签 署行政令，威胁对向古巴提供石油的国家输美商品加征从价关税。古巴国家主席迪亚斯- 卡内尔随后指责美国对古新一轮石油封锁暴露出其法西斯主义、犯罪和种族灭绝本质。 由于美国日前对古巴实施新一轮石油封锁，古巴民航当局8日表示，自2月10日起至3月 11日，古巴全国包括首都哈瓦那在内的九大机场将停供航空煤油。此举将对古巴航空业 造成巨大冲击 ...

爱沙尼亚对外情报机构的评估显示，俄罗斯正在利用旨在结束俄乌冲突的谈判作为一种"操纵工具"，目 的是恢复与美国的关系，但其并无意结束冲突。 爱沙尼亚是与俄罗斯接壤的欧盟和北约成员国，其报告指出，即使达成和平协议，莫斯科的军工复合体 仍将对其邻国构成危险。莫斯科仍希望限制北约在其边境沿线的活动——报告称，"俄罗斯极有可能在 继续进行俄乌冲突的同时，为未来的冲突做准备。" 报告称，随着日益严峻的经济前景在统治精英中引发分歧，预计今年俄罗斯的军事生产将停滞。报告指 出，借贷成本上升和投资低迷是推动俄罗斯经济陷入衰退的因素。 报告称，作为俄罗斯政府资金主要来源的石油产量已稳步下降，且不太可能在未来几年反弹。为支付冲 突成本而提高的税收和削减的开支，加上乌克兰无人机深入俄罗斯境内的袭击已经抑制了消费者情绪。 但据该情报机构称，经济全面崩溃的可能性不大。 "俄罗斯正在为其针对乌克兰的冲突设定长期行动目标。这证实了近期和平谈判言论的升温仅仅是一种 拖延时间的策略，"爱沙尼亚对外情报局在周二发布的年度报告中表示。 报告称："统治精英内部在经济政策上的分歧也已加剧，导致关于经济状况和央行货币政策的争论蔓延 到了公共领域。" 爱沙 ...

| BP 英国石油 | | | | --- | --- | --- | | 39 220 + +0.210 +0.54% | | 收盘价 02/09 16:00 美东 | | 37.300 ↓ -1.920 -4.90% | | 盘前价 02/10 04:21 美东 | | 三 7 24 S m 9 同 ♥ 白 ♥ 白 ♥ 白 一 中 中 一 | | ● 快捷交易 | | 最高价 39.355 | 开盘价 38.905 | 成交量 720.84万 | | 最低价 38.870 | 昨收价 39.010 | 成交额 2.82亿 | | 平均价 39.179 | 市福率 M 63.77 | 总市值 1004.65亿( …) | | 振 幅 1.24% | 市盈率(静) 282.16 | 总股本 25.62亿 | | 换手率 0.29% | 市净率 1.724 | 流通值 964.88亿 | | 52周最高 39.510 | 委 比 33.33% | 流通股 24.6亿 | | 52周最低 24.130 | 量 比 0.73 | 每 手 1股 | | 历史最高 39.510 | 股息TTM 1.939 | | | ...

研究所 原油研发报告 原油日报 2026 年 2 月 10 日 原油现货市场日报 研究员： 赵若晨 期货从业证号： F03151390 投资咨询从业证号： Z0023496 ： zhaoruochen_qh @chinastock.com.cn | | 阿达尼集团表示， 美国向该公司寻求信息， 因为一份媒体报道指称该 | | --- | --- | | | 公司将伊朗石油产品进口到印度， 引起了对潜在制裁的担忧。 | | | 美国政府在一份航行通告中建议， 美籍船舶在通过霍尔木兹海峡时应 | | | 尽可能远离伊朗水域。 此前一艘船舶上周在该海域遭遇骚扰， 华盛顿 | | 贸易物流 | 与德黑兰之间的紧张局势持续升温。 | | | 欧盟提议对处理俄罗斯石油的格鲁吉亚和印度尼西亚港口实施制裁。 | | | 据消息人士透露， 委内瑞拉奥里诺科石油带的产量管制放松助力该国 | | | 原油产量回升至每日100万桶水平。 | | 能源转型 | 美国环保署计划本周废除一项政策， 该政策为一系列温室气体排放管 | | | 制法规提供了法律依据， 标志着特朗普总统在应对气候变化问题上做 | | | 出的最具实质性的政策倒退 ...

英国石油美股盘前跌超5%，现报37.07美元。 本文源自：金融界AI电报 ...

国家知识产权局信息显示，山西八建集团有限公司取得一项名为"一种抗震框架结构"的专利，授权公告 号CN121066432B，申请日期为2025年11月。 天眼查资料显示，山西八建集团有限公司，成立于2005年，位于太原市，是一家以从事石油、煤炭及其 他燃料加工业为主的企业。企业注册资本60000万人民币。通过天眼查大数据分析，山西八建集团有限 公司共对外投资了29家企业，参与招投标项目5000次，专利信息561条，此外企业还拥有行政许可140 个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

古巴将面临航空燃油短缺问题 中方：将一如既往提供力所能及的支持和帮助 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 林剑：关于你的第一个问题，据了解，目前没有接到中国公民滞留的报告。关于第二个问题，具体情况 建议向中方主管部门询问。 我愿重申，中方坚定支持古巴维护国家主权和安全，反对外来干涉，坚决反对剥夺古巴人民生存权、发 展权的举动和非人道行为，将一如既往向古方提供力所能及的支持和帮助。(完) 来源：中国新闻网 中新网北京2月10日电 (记者 郭超凯)外交部发言人林剑10日主持例行记者会。 有记者提问：自今日起至 3 月 11 日，古巴将面临航空燃油短缺的问题，国际航空公司已经暂停飞往古 巴的航班。请问是否有中国公民滞留古巴？中方是否会帮助古巴缓解燃油供应危机？ ...