Changes in Hong Kong stocks | “Three barrels of oil” collectively rising, the situation in the Middle East, repeated increases in oil prices, institutions say the strategic position of three barrels of oil is prominent

The Zhitong Finance App learned that “three barrels of oil” rose collectively. As of press release, CNPC shares (00857) rose 3.61% to HK$9.75; China Petroleum & Chemical (00386) rose 2.03% to HK$4.515; and CNOOC (00883) rose 1.71% to HK$23.8.

According to the news, international oil prices rose sharply this morning, with Brent crude oil and WTI crude oil both rising by more than 1% during the day. US President Trump said on the 27th that it is expected that the US and Iran will resume negotiations within the next week. However, at the same time, he said that he “has been considering” whether to resume military attacks on Iran. Iranian Foreign Minister Alagzi said that Iran is ready to restart war with the US, but it has not given up contacts through diplomatic channels.

Everbright Securities believes that the geographical conflict highlights the value of energy security, and that the strategic position of three barrels of oil is prominent. Currently, domestic oil and gas are still highly dependent on the outside world. Geographical conflicts threaten the security of the global energy supply chain, and the task of China's oil and gas security is still arduous. 2026H1, CNPC, Sinopec, and CNOOC's domestic oil and gas equivalent production increased by 1.0%, 0.7%, and 3.3%, respectively. “Three barrels of oil” increased efficient exploration and efficiency development efforts, and achieved remarkable results in stabilizing production and increasing production, making our own resources the cornerstone of safeguarding national security.