安信国际：期待海外夏季石油消费兑现可关注中石油(00857)、中海油(00883)等

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智通财经APP获悉，安信国际发布研究报告称，美国能源信息署(EIA)公布6月21日当周原油库存情况，EIA原油库存超预期增加3.6百万桶，市场预期减少3百万桶，因暂未进入夏季消费需求高峰，原油供需错配导致库存有所增加，市场对于夏季需求仍保持乐观态度，期待外海夏季石油消费兑现。在地缘政治方面，乌军通过无人机袭击俄境内能源设施，以色列与周边国家冲突加剧，需要关注近期地缘局势变化，警惕地缘局势恶化可能性...

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etc.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"00883":1,"00857":1},"content_text":"智通财经APP获悉，安信国际发布研究报告称，美国能源信息署(EIA)公布6月21日当周原油库存情况，EIA原油库存超预期增加3.6百万桶，市场预期减少3百万桶，因暂未进入夏季消费需求高峰，原油供需错配导致库存有所增加，市场对于夏季需求仍保持乐观态度，期待外海夏季石油消费兑现。在地缘政治方面，乌军通过无人机袭击俄境内能源设施，以色列与周边国家冲突加剧，需要关注近期地缘局势变化，警惕地缘局势恶化可能性，战争风险溢价或成为主要推动力，驱动油价上行。可关注公司：中国石油股份(00857)、中国海洋石油(00883)、埃克森美孚(XOM.US)、雪佛龙(CVX.US)。安信国际主要观点如下：上周国际原油价格回弹企稳上周，布伦特原油主连9月期货收盘价85美元，较前一交易日下跌0.26美元，较近5个交易日下跌0.15美元。WTI原油主连8月期货收盘价81.54美元，较前一交易日下跌0.20美元，较近5个交易日下跌0.09美元。EIA原油库存增加3.6百万桶，关注夏季石油消费情况6月21日当周，美国战略原油库存为372.2百万桶，较前周增加1.3百万桶。美国商业石油库存(不包含战略原油)为1296.1百万桶，较前周增加8.3百万桶，其中美国商业原油库存为460.7百万桶，较前周增加3.6百万桶，低于五年平均水平约2%;车用汽油库存233.9百万桶，较前周增加2.7百万桶，与五年平均水平持平;馏分燃料油库存为121.6百万桶，较前周下降0.4百万桶，低于五年平均水平约9%。对比21日当周原油库存市场预期为减少约3百万桶，EIA原油库存超预期增加3.6百万桶，行业数据显示原油库存增加0.91百万桶。原油库存以及成品油的意外增加，或表明目前暂未进入预期的消费需求高峰期，原油供需端仍存在一定错配;此外叠加近期美元指数走强，油价整体压力变大。需关注未来海外夏季石油消费兑现情况，如兑现油价或将受到提振。美国炼油厂开工率回落至92.2%截至6月21日，炼油厂平均原油投入量为16.5百万桶/日，炼油厂开工率为92.2%，较前周下降1.3%。石油产品四周日均需求为20.4百万桶，环比增加1.6%，同比增加0.8%;其中车用汽油四周日均需求约9.1百万桶，环比减少0.5%，同比减少2.0%;馏分燃料油四周日均需求3.6百万桶，环比减少1.8%，同比减少1.0%。近期油价基本面整体呈现中性，需关注地缘局势变化在供应端，因为6月初OPEC会议达成的协议，部分减产计划将在Q3逐步退出，如果届时OPEC开始增产，可能的供应过剩会将引发市场对于Q4供需的担忧;在需求方面，EIA当周原油及汽油需求数据环比有所下降，但市场对于即将到来的夏季需求高峰依然保持较为乐观态度。在地缘政治方面，乌克兰继续使用无人机袭击俄罗斯境内能源设施，袭击或可能会扰乱俄罗斯原油出口安排;此外在中东方面，以色列与黎巴嫩真主党加剧，巴勒斯坦武装持续反抗，需要关注近期地缘局势变化，需警惕地缘局势进一步恶化，战争风险溢价或成为主要推动力，驱动油价上行。风险提示：地缘政治风险、全球经济衰退风险、供需波动风险、油价波动风险、美元加息。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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安信国际：期待海外夏季石油消费兑现 可关注中石油(00857)、中海油(00883)等

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安信国际：期待海外夏季石油消费兑现可关注中石油(00857)、中海油(00883)等