A股異動 | 油氣股繼續走強 準油股份(002207.SZ)6連板
格隆匯3月3日丨油氣股繼續走強,準油股份(002207.SZ)6連板,通源石油漲超8%,貝肯能源、仁智股份漲超6%,德石股份、中國石油、永泰能源等紛紛走高。國際油價近期持續大漲,布倫特原油站上116美元/桶,刷新2013年9月以來新高,日內漲1.34%。WTI原油站上113美元/桶,日內漲超2%。中信證券發研報指,近期俄烏衝突持續激化,市場對能源品短缺的恐慌加劇。短期油價走勢仍需持續跟蹤俄烏局勢演進,若歐美對俄製裁繼續加碼,嚴重限制俄原油、天然氣出口,將導致全球原油、天然氣出現實質性短缺,大幅推漲油氣價格,不排除油價短期衝高至120美元/桶甚至更高區間的可能。油價上漲利好油公司、油服、煤化工、輕烴裂解板塊,關注煉化企業超跌帶來的佈局機會。

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