歐佩克+減產延長疊加沙特阿美上調油價，石油股錄普漲
上週六（6月6日），歐佩克與非歐佩克產油國（歐佩克+）召開部長級視頻會議並達成新的減產協議。
據會議聲明，歐佩克+同意將日均970萬桶原油減產延長至下月底。且5月和6月未能完成減產配額的國家，將在7月至9月額外減產以作為彌補。今年4月中旬，歐佩克+達成首次協議，同意自5月1日起進行為期兩個月的減產，減產規模為每日970萬桶。
除歐佩克+國家外，美國、挪威、加拿大等產油國亦參與了該減產協議。
需求端隨着中國經濟恢復及多國取消對航空飛行、運輸、生產活動限制，石油需求正加快恢復。國際市場分析機構IHS Markit副總裁透露，4月底部中國市場對石油需求已恢復到疫情前水平90%。
受雙重利好提振，今日WTI原油期貨一度衝破40美元，但隨後回落，截至最新暫報39.29美元，小幅下跌0.66%。
（圖源：同花順）
布倫特原油連續第六週錄得上升，最新報價為42.26美元，微跌0.09%。
（圖源：同花順）
但據行業人士表示，原油需求要恢復至疫情前水平，可能需要長達兩年時間。先鋒石油（Pioneer）CEO Scott Sheffield表示，在全球眾多經濟體重新開放之後，石油需求預期將能迅速反彈至每日9400萬桶至9500萬桶水平，但之後需求反彈將停滯，直到2022年或2023年方會恢復至疫情前水平。
昨日，沙特阿美亦將7月份所有等級原油對亞洲的價格上調5.60美元-7.30美元。其中，亞洲阿拉伯輕質原油價格上調每桶6.10美元，較基準價格升水20美分。西北歐客户的官方售價較洲際交易所的布倫特原油價格升水0.30美元/桶；美國客户官方售價較阿格斯含硫原油升水1.35美元/桶。
總體而言，沙特阿美此次原油價格上調將抹去沙特與俄羅斯在價格戰中幾乎所有折扣。
受雙重利好消息提振，今日港股石油股板塊錄得普漲。截至最新，中海油田服務暫漲6.27%領漲板塊，中國海洋石油、中國石油股份及中石化分別漲3.00%、2.49%及1.67%。
（圖源：富途證券）
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