Hong Kong Stock Concept Tracker | Oil prices continue to rise, leading companies in the crude oil industry chain benefit (with concept stocks)

Title context: Hong Kong Stock Concept Tracker | Oil prices continue to rise, leading companies in the crude oil industry chain benefit (with concept stocks) Text: The Saudi East-West oil pipeline was attacked and shut down, and diplomatic negotiations between Iran and Gulf countries were announced to be postponed. The two shocks fermented simultaneously, putting the global energy market under the most severe supply pressure in decades. Bernstein analysts warned that Brent crude oil prices may further surge to $120 to $150 per barrel from current levels. Brent crude oil futures rose as much as 3.7% overnight, touching above $108 per barrel, then slightly retreated to $107.70; WTI futures were around $103. According to a previous Xinhua News Agency report, the regional meeting originally scheduled for the 14th in Salalah, a city in southern Oman, has been postponed. Omani Foreign Minister Badr Albusaidi said on social media on Sunday night that the postponement was "in order to seek consensus," and reiterated that all parties are committed to promoting regional dialogue and cooperation. JP Morgan recently released an energy market commentary saying that although some oil transportation in the Strait of Hormuz has resumed, there is still huge uncertainty over whether it can remain sustainable and fully open. CICC released a research report saying that since the third quarter, the central fluctuation level of Brent oil prices has continued to rise, and the quarterly center of $90/barrel forecast in the bank's mid-year outlook in June is now materializing. Recently, Middle East geopolitical tensions have escalated again, the volume of damaged Gulf oil exports has returned to more than 10 million barrels/day, Brent oil prices have broken through $100/barrel, and spot oil prices in the North Sea and the Middle East are close to $120/barrel. Global onshore oil inventories returned to a destocking channel in August-September, similar to the situation in April this year. Considering that the current oil inventory level is lower than before, the bank warned that short-term crude oil premium elasticity is relatively large. Crude oil industry chain: CNOOC Limited(00883), China Petroleum & Chemical Corporation(00386), PetroChina(00857) Oilfield service enterprises: CHINA OILFIELD(02883), SINOPEC SSC(01033), Shandong Molong Petroleum Machinery(00568), ANTON OILFIELD(03337)