BPCP&CC@EC2610A

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QUANTGROUP

XunZhong

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The National Development and Reform Commission of China announced that starting from March 9 at 24:00, the retail prices of gasoline and diesel will be increased by 695 yuan and 670 yuan per ton, respectively, marking the largest single increase since March 2022 and the fourth consecutive increase this year. Companies such as PetroChina, Sinopec, and CNOOC will ensure the production and supply of refined oil, and relevant departments will strengthen market supervision to maintain the implementation of price policies

Tasty Money

PETROCHINA

CNOOC

Sinopec Corp.

SINOPEC CORP

The mainland will raise the price of refined oil starting at midnight, with gasoline increasing by 695 yuan per ton

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Deutsche Bank warns that the oil price trend bears "striking similarities" to the oil crises of the 1970s: both storms occurred 4-5 years after a surge in inflation, with the epicenter pointing to Iran. However, Deutsche Bank notes that current inflation expectations are stable and the economy is more resilient, making it unlikely to easily fall into the stagflation nightmare caused by the "wage-price spiral" of the 1970s

- Recent fluctuations in oil prices have drawn parallels to the stagflation era of the 1970s, according to Deutsche Bank's Jim Reid.  
- Reid indicates that while the current global energy market resembles the trajectory preceding the second oil crisis, economic structures have changed significantly, suggesting that a repeat of 1970s-style stagflation is unlikely.  
- He emphasizes that the historical cycles could depend on the duration of the current conflict, as market pricing does not completely reflect the risks of prolonged supply disruptions.

Wallstreetcn

ZPEC

Bosera CSI Oil & Gas Resources Index ETF

Exxon Mobil

Direxion Daily Energy Bull 2X

SINOPEC SSC

Chevron

VG Energy

Guotai CSI Oil & Gas Industry ETF

VanEck Oil Services ETF

BP p.l.c. ADRhedged

ISHRS S&P Glb Engy

China Universal CSI Oil & Gas Resources ETF

SHANGHAI PECHEM

Invesco Great Wall CNI Oil&Gas ETF

Pro Ultr Bloomberg Crude Oil

E Fund CSI Petrochemical Industry ETF

VanEck Oil Refiners ETF

United States Oil Fund LP

Shell plc ADRhedged

Shell

iShares US Oil Equip & Svcs

Astonishing historical similarities! After the surge in oil prices, will the "1970s stagflation nightmare" reoccur?

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The three major A-share indices opened higher, with the Shanghai Composite Index at 4,098 points, the Shenzhen Component Index at 14,239 points, and the ChiNext Index at 3,281 points. The central parity rate of the RMB against the USD was reported at 6.8982, reaching a new high for 2023. CATL opened 4.9% higher and plans to distribute a cash dividend of 69.57 yuan. The three major oil companies opened lower due to a decline in international oil prices, with CNOOC dropping nearly 10%. Power and grid equipment stocks continued to rise, with GCLET opening 3.9% higher

AASTOCKS

CATL

GCLET

The three major A-share indices of Shanghai and Shenzhen opened higher, with the ChiNext rising 2.3%. The three oil giants quickly rebounded, and CATL rose nearly 5% after earnings

G7 finance ministers, led by Japanese Finance Minister Satsuki Katayama, are urging relevant departments to coordinate the release of emergency oil reserves in response to the impact of the Middle East situation on global trade and economic conditions. A joint statement from the G7 will outline specific measures, including the release of these reserves.

CoinLive

G7 finance ministers will push relevant departments to coordinate the release of emergency oil reserves.

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Chinese energy stocks surged as Middle East tensions drove crude oil prices to a near four-year high. China National Offshore Oil Corporation rose 7.1%, PetroChina increased by 5%, and Sinopec gained 1.7%. Since March, CNOOC's stock has climbed 21%, while PetroChina and Sinopec have risen 19% and 8%, respectively. Crude oil prices soared nearly 30% to around $120 per barrel, influenced by military actions in Iran and production cuts from UAE and Kuwait. Future price movements depend on the resumption of shipping through the Strait of Hormuz, with potential for significant global supply shortages if disruptions continue.

Yicai

Yinhua CSI Oil & Gas Resources ETF

ChinaAMC CSI Petrochemical Industry ETF

Chinese Oil, Gas Stocks Surge as Middle East Crisis Drives Up Prices

China makes biggest retail fuel price cap increase in four years amid Iran war

marketscreener

China Universal CSI Energy ETF

ICBCCS CSI Guoxin Central-SOEs Modern Energy ETF

GF CSI All Share Energy ETF

Penghua CNI Oil&Gas ETF

China makes biggest retail fuel price cap increase in four years amid Iran war

FENY

AMLP

President Donald Trump dismissed concerns about soaring oil prices, saying it was only a short-term issue and a “small price to pay” for the destruction of Iran’s “nuclear threat.”

Fidelity MSCI Energy Index

Global X MLP

iShares US Oil & Gas Expl & Prod

SPDR Energy Select

Invesco Oil & Gas Services ETF

Us Brent Oil

GLOBAL X MLP & Energy Infra

Alerian MLP

SPDR O&G Equip

SPDR O&G Ex & Prd

Global oil prices soar to highest level since 2022 as Iran war continues to escalate

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Asian energy stocks surged as oil prices soared past $100 a barrel amid escalating Middle East conflict, raising concerns over supply disruptions. Major companies like Cnooc, PetroChina, and Sinopec saw significant gains in both mainland and Hong Kong markets. Investors are reacting to potential lasting damage to energy infrastructure, particularly in the Strait of Hormuz, which is crucial for global oil transport. Analysts warn that prolonged conflict could severely impact global oil supply, affecting net oil-importing Asian economies.

MorningStar

SINOPEC N4704

CNOOC F03 N3305

CNOOC F13 N4305

SINOPEC N3005

SINOPEC N2911

CNOOC F13 N2909

Asian Energy Stocks Surge, Mirroring Oil Prices as Mideast Conflict Grows

JP Morgan's investment ratings and target prices for the "Three Oil Giants" (Table)

Financial Analysis

Conference Minutes

The following are the Minutes of the 3Q25 earnings call of CATL organized by Dolphin Research. For the earnings interpretation, please refer to &#34;Full Capacity Expansion! Has the King of Ning Finally Made It?&#34; 1. Review of Core Financial Information 2. Detailed Content of the Earnings Call 2.1 Management Statements 1. Domestic Capacity: Jining, Shandong (only Jining base...)

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Pros

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JD.com

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XPENG-W

LI AUTO-W

XIAOMI-W

ZEEKR Intelligent Tech

BYD COMPANY

Tesla

NIO Inc

NIO Inc. USD OV

XPeng

Li Auto

JD HK SDR 10to1

CATL HK SDR 30to1

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

CATL (Minutes): Demand is strong, profitability does not rely on price increases

BPCP&CC@EC2610A(26780.HK)

The mainland will raise the price of refined oil starting at midnight, with gasoline increasing by 695 yuan per ton

Astonishing historical similarities! After the surge in oil prices, will the "1970s stagflation nightmare" reoccur?

The three major A-share indices of Shanghai and Shenzhen opened higher, with the ChiNext rising 2.3%. The three oil giants quickly rebounded, and CATL rose nearly 5% after earnings

G7 finance ministers will push relevant departments to coordinate the release of emergency oil reserves.

Chinese Oil, Gas Stocks Surge as Middle East Crisis Drives Up Prices