美国加码对俄石油制裁，炼油景气度有望上行！国内炼油市场有望进一步规范化，利好中国石油、中国石化、荣盛石化、恒力石化等头部炼化企业

Group 1 - The U.S. Treasury has imposed sanctions on two major Russian oil companies, targeting 183 oil tankers, as part of the most stringent measures against Russia's energy sector to cut funding for the ongoing Russia-Ukraine conflict [1] - The sanctions aim to restrict Russia's ability to generate dollar revenue through energy exports, leading to volatility in the crude oil market, with WTI crude and Brent crude prices rising by 3.52% and 3.86% respectively on January 10 [1] - The domestic refining market in China is expected to see further standardization, benefiting the refining industry as independent refineries in Shandong have reported crude oil imports of 1.065 million tons, with imports from Russia reaching 297,000 tons [1] Group 2 - Local refineries in Russia are expected to adjust their extraction strategies to diversify crude oil imports and standardize supply, which will benefit the overall refining market and major players in the Chinese oil and petrochemical sectors [2]