金吾财讯 | 石油股集体回暖，中海油(00883)涨4.48%，中海油田服务(02883)涨3.8%，上石化(00338)涨3.67%，中石油(00857)涨1.50%，中石化(00386)涨0.80%。平安证券报告指出，美国宣布全面征收“对等关税”，市场对贸易战升级后全球经济放缓的担忧加剧，油价面临较大下行压力；此外，OPEC+决定自5月起增产41.1万桶/日，增产量远超此前市场预期，全球原油供应趋于过剩的压力进一步加剧。虽然油价面临继续下跌风险，但国内油企通过上下游一体化布局和油气来源多元化降低了业绩对油价的敏感性，并加速在国内挖掘海上油气资源等降低能源对外依存度，建议关注盈利韧性相对强的“三桶油”。
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