据伊朗迈赫尔通讯社报道，过去几天，由于革命卫队和伊朗军方采取行动，以及海峡内布设的水雷，霍尔木兹海峡南部航道的能源运输量以空前速度下降，目前已跌至每日100万桶以下。报道声称，这一结构性供应冲击打破了市场平衡，推动国际原油价格飙升。该媒体进一步称，一系列事态发展表明，伊朗已完全掌控霍尔木兹海峡。

China A-share oil and gas upstream sector continued to strengthen; PetroChina rose more than 5% and CNOOC gained over 4%.

CITIC Securities expects China’s securities industry dividend yield could be on par with traditional dividend sectors by 2027. Key drivers are improving fundamentals, valuation pressure and a stable payout ratio; a higher ROA floor and steady leverage expansion should reinforce the sector’s dividend profile. Growth runway rests with top-tier investment banks and expanded retail wealth management, enhanced corporate client services and stronger institutional trading support; buy-side advisory, corporate banking and trading businesses are cited as development areas. Policy catalysts to watch include leverage expansion, third-party custody, license reform and M&A. Recommendation: focus on high-growth brokerages where valuation-led upside is already visible.