I. International oil prices rose significantly
1. US oil and Brent oil rose by more than 1.5%
On March 31, international oil prices continued to rise, with US oil and Brent oil futures contracts rising by more than 1.5%. Market analysts believe that geopolitical tensions and improved demand expectations are the main driving factors.
2. Fuel oil benchmark price fluctuations
The fuel oil benchmark price on that day was 5,542 yuan/ton, down 2.87% from the beginning of the month, reflecting the periodic supply and demand adjustments in the refined oil market.
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II. International policies and market trends
1. US threat of tariffs on Russian oil
Trump said that if Russia hinders the ceasefire agreement between Russia and Ukraine, the United States may impose "secondary tariffs" on countries that buy Russian oil, which may exacerbate global energy trade fluctuations.
2. China Energy Administration promotes international cooperation
Wang Hongzhi, director of the National Energy Administration, met with senior executives of Baker Hughes and Russian oil companies in the United States, focusing on oil and gas technology cooperation and low-carbon transformation issues.
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III. China market and capital trends
1. PetroChina is favored by capital
On March 31, PetroChina received financing purchases of 86.3364 million yuan, and the financing balance reached 2.395 billion yuan, showing the market's confidence in energy blue-chip stocks.
2. Net inflow of funds in the oil and gas sector
The main funds of the oil and gas exploration sector had a net inflow of 63.61 million yuan, with leading stocks such as China National Offshore Oil Corporation and China Petroleum leading the gains; the net inflow of funds in the refining and trading sector was 14.85 million yuan, and Heshun Petroleum ranked first in the increase.
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IV. Policy and industrial layout
1. Construction of high-end equipment standards
The State Food and Drug Administration intends to strengthen the standards of high-end medical devices such as medical exoskeleton robots to promote the research and development and application of intelligent equipment in the oil industry.
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V. Corporate News
- Rongsheng Petrochemical Block Transaction
On March 31, Rongsheng Petrochemical had a block transaction of 4.0476 million yuan, with a net inflow of 19.479 million yuan from retail investors. The market paid attention to the capital operation of refining and chemical companies.