金吾财讯 | “三桶油”股价受压，截至发稿，中石油(00857)跌1.65%，中石化(00386)跌1.4%，中海油(00883)跌1.37%。消息面上，周二，国际油价延续回落，其中WTI原油主力收跌1.91%，布伦特原油主力收跌0.55%。光大期货表示，1） 美国新任总统宣布全国能源紧急状态，并将签署一系列行政令，全力推动传统能源的钻探和开采，以提高石油和天然气产量，降低能源成本。这一政策延续了特朗普2017年入主白宫后的能源增产思路，曾在2018年推动美国原油产量达到创纪录高位。在供给端持续增加的预期下，考虑到OPEC和EIA此前多次下调2025年原油需求增速预测，市场对未来供需过剩的担忧情绪有所升温。2)受能源增产政策和需求前景不明的影响，市场短期或将继续交易对供需过剩的担忧，油价预计偏弱运行。交易者应密切关注政策落地情况及市场反应，审慎操作。
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