Lyon: It is expected that oil prices will break through $80 per barrel in the short term.

Lyon released a research report stating that the geopolitical tensions around Iran escalated over the weekend, which could lead to a short-term breakthrough in oil prices above $80 per barrel. This is good news for PetroChina enterprises, especially PetroChina (00857) and CNOOC (00883), as they not only offer a dividend yield of 5-6%, but also serve as a low-cost inflation hedge tool. On the other hand, Chinese chemical stocks that have performed well recently may face downward pressure due to rising input costs.