# 週一早盤，受全球油價跌破每桶 100 美元影響，原油敏感股大幅上漲。

*business · news · 2026-05-25 · Moneycontrol*

## Key points

- 布蘭特原油期貨跌破每桶 100 美元，達到兩週多來最低水平。
- 油價下跌歸因於美國與伊朗談判取得進展，可能重新開放霍爾木茲海峽。
- 印度石油行銷公司如 HPCL 和 BPCL 股價因原油價格下跌而大漲超過 4%。
- 輪胎與油漆股大幅上漲，受惠於與較便宜原油相關的原料成本降低。
- 較低的原油價格緩解了石油行銷公司的庫存與資本壓力，提升其利潤率。

Shares of crude-sensitive companies surged in early trade on Monday after global oil prices tumbled below the $100-per-barrel mark, boosting sentiment for sectors that benefit from lower fuel and raw material costs. HPCL climbed over 4.5 percent, BPCL gained nearly 4 percent and IOC rose more than 3 percent, while tyre maker JK Tyre advanced 4.5 percent as investors cheered the sharp correction in crude prices. The rally followed a steep overnight decline in oil prices, with Brent crude futures dropping below $100 a barrel to their lowest level in more than two weeks. This was due to growing optimism that the United States and Iran could move closer to an agreement to reopen the Strait of Hormuz and restore normal oil flows from the Gulf region. Among oil marketing companies, Hindustan Petroleum Corporation rose 4.5 percent to Rs 407.25, Bharat Petroleum Corporation gained 3.7 percent to Rs 306.45 and Indian Oil Corporation advanced 3.3 percent to Rs 144. Tyre stocks also attracted strong buying interest, with JK Tyre jumping 4.5 percent, CEAT gaining 2.3 percent and Apollo Tyres rising nearly 2 percent. Share Markets Live Updates | Sensex, Nifty, GIFT Nifty Today The gains extended to other sectors that are highly sensitive to crude prices. InterGlobe Aviation, the parent of IndiGo, climbed 1.6 percent, while paint makers Asian Paints and Berger Paints rose about 1 percent each. Kansai Nerolac Paints also traded in positive territory. Brent crude futures fell 4.6 percent to $98.83 per barrel in early Asian trade, while U.S. WTI crude dropped nearly 5 percent to around $92 a barrel. The decline came after reports suggested progress in U.S.-Iran negotiations, raising hopes that supply disruptions from the Middle East could ease in the coming weeks. Lower crude prices are typically positive for oil marketing companies as they reduce inventory and working capital pressures while improving marketing margins. Tyre manufacturers and paint companies benefit from softer raw material costs because many of their inputs are derived from crude oil. Airlines also gain from the prospect of lower aviation turbine fuel costs, one of their largest operating expenses. The strength in crude-sensitive stocks added to the broader market rally. At around 9:20 am, the Sensex was up more than 835 points and the Nifty had gained over 1 percent, supported by easing oil prices, improving global sentiment and broad-based buying across sectors.

**Companies:** Hindustan Petroleum Corporation, Bharat Petroleum Corporation, Indian Oil Corporation, JK Tyre, CEAT, Apollo Tyres, InterGlobe Aviation, Asian Paints, Berger Paints, Kansai Nerolac Paints
**Countries:** United States, Iran

[Read the full story on Moneycontrol](https://www.moneycontrol.com/news/business/stocks/hpcl-jumps-4-5-bpcl-gains-3-7-tyre-and-airline-stocks-rally-as-crude-oil-price-falls-below-100-13929651.html)

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