Trump Threatens to Use Force Again; Oil and Gas Sector Rises Against the Trend; These 5 Stocks Are Expected to Double Their Performance This Year

On April 2 at the start of the trading day, influenced by remarks made by Trump, market risk appetite came under pressure. International oil prices surged, and A-share oil and gas and shipping sectors also rose notably. Among them, Boyi Shares capped at the 20cm limit up; multiple stocks such as Heshun Petroleum, China Merchants Jinlun Shipping, and BlueFlame Holdings also hit the limit up. Several other stocks—including Keli Shares, China Merchants Nanyou, Tongyuan Petroleum, and Intercontinental Gases—also followed higher.

Trump: Will carry out an “extremely猛烈” strike against Iran

At 9:00 a.m. Beijing time on April 2, U.S. President Trump delivered a nationwide address and issued an “important update” on the Iran issue.

According to reports by Xinhua News Agency and CCTV News, in the speech, Trump claimed on his own that the war with Iran had achieved “rapid, decisive, overwhelming victory,” and said Iran’s ability to launch missiles and drones has been “greatly weakened,” with weapon factories and rocket launch facilities now “next to none left.”

In the speech, Trump said the war with Iran is expected to complete all military objectives “within a very short time.” “Within the next two to three weeks, we will carry out an extremely猛烈 strike on them…… and negotiations are also ongoing.”

Trump also said that if an agreement cannot be reached, the United States will carry out猛烈 strikes against all power plants in Iran. He emphasized that the U.S. is implementing close monitoring and control of these facilities via satellites. If the other side is found to have any changes, the U.S. will immediately launch missiles to deliver a “catastrophic” strike.

“In the past, the U.S. didn’t need the Strait of Hormuz, and it doesn’t need it now either.” Trump said the U.S. nearly does not need to import oil through the Strait of Hormuz; countries that need to obtain oil through the Strait of Hormuz must “take responsibility for maintaining this passage themselves.” Trump urged these countries to either “buy oil from the U.S.” or to find the courage and “go抢油” directly in the Strait of Hormuz. He said that when the war with Iran ends, the strait “will naturally open.”

Affected by Trump’s remarks, global assets saw violent fluctuations. U.S. stock index futures all turned lower, and the Asia-Pacific market came under pressure. International oil prices quickly climbed; the increase in Brent widened to nearly 5%, to $106.16 per barrel, and U.S. oil also rose by more than 4%.

Meanwhile, according to a CCTV News report citing information from the Iranian side, minutes after U.S. President Trump claimed that he had destroyed Iran’s missile system and defense system, Iran launched missiles toward northern Israel.

Geopolitical uncertainty may support oil prices at high levels with continued fluctuations

Since the Middle East conflict was drawn into a prolonged standoff between both sides, the linked impact from the Strait of Hormuz has become an important bargaining chip for both sides’ subsequent standoff, negotiations, or talk-and-fight tactics.

In the view of Guojin Securities, regardless of whether one considers the source of economic claims brought by this war, or the losses in the war parties’ and surrounding countries’ related supply and transportation capabilities, it is expected that oil and gas prices will likely remain at high levels for an extended period. The impact on chemicals will be difficult to eliminate in the short term, and the duration of the ongoing impact is expected to be clearly prolonged.

A research report from Zhejiang Futures noted that as the geopolitical conflict between Iran and the U.S. escalates, Iran announced a blockade of the Strait of Hormuz. At present, Middle East shipments are approaching a near-interruption. In the future, if the Strait of Hormuz continues to be blocked, domestic Middle East import supply will be significantly tightened, thereby pushing spot prices higher. In addition, with attacks on related oil and gas production facilities such as South Pars gas field and Ras Tanura, the reduction in Middle East supply over the medium to long term will keep supply-demand conditions in the Asia-Pacific region relatively tight.

Tonghui Futures expects that crude oil prices may remain in high-level fluctuations, with a possible continued upward trend in the short term. The reasons include: geopolitically driven risks on the supply side intensify, increasing concerns about a Middle East supply disruption and pushing up the premium; on the demand side, strong Asia refining and chemical activities support fundamentals. Inventories are stable, but potential supply risks may suppress inventory buildup. Overall, supply and demand across the industrial chain is tight, and geopolitical events dominate short-term volatility.

Multiple stocks’ performance this year is expected to grow at high rates

According to Citic industry classification, there are currently 51 A-share companies in the petroleum and petrochemical industry, with a combined total market value of over 5.8 trillion yuan. In addition to the “three barrels of oil,” Hengli Petrochemical and Rongsheng Petrochemical both have scales exceeding one hundred billion yuan; China National Offshore Oil Service, Oriental Shenghong, and Petrochemical Oil Service all have market values of more than 50 billion yuan.

Over the past month, the petroleum and petrochemical sector saw sharp rallies and sell-offs. There were 12 stocks that recorded share price gains, with *ST Xinchao, BoMaike, and BlueFlame Holdings leading in the intraday gains over their ranges. From a capital perspective, Eastmoney Choice data shows that in the same period, 19 petroleum and petrochemical stocks received net financing inflows exceeding 10 million yuan.

Among them, Sinopec received an increase of 699 million yuan in leveraged capital. For four stocks—including CNOOC, Zhongman Petroleum, and Guanghui Energy—the net purchases from financing were between 229 million and 270 million yuan. Three stocks, including CNOOC Services and Intercontinental Gases, attracted financing investors who bought more than 100 million yuan. Petrochemical Oil Service and BlueFlame Holdings also received net purchases from financing exceeding 90 million yuan.

Regarding future growth potential, according to forecasts from two or more institutions, Oriental Shenghong’s net profit in 2026 is expected to increase more than 9 times year-on-year. Four stocks—Donghua Energy, BoMaike, Hengyi Petrochemical, and Shanghai Petrochemical—are all expected to double their performance this year. Rongsheng Petrochemical also predicts that its net profit increase is close to 1 time. Xin Fengming, Tongkun Co., and Guanghui Energy are all expected to achieve performance growth of around 50%.

（Source: Eastmoney Research Center）