转自：央视 目前，加沙停火框架已进入被普遍称作"第二阶段"的敏感区，一系列关键环节迟迟难有突破，包括以军 部分撤出、哈马斯进一步解除武装、国际安全力量进驻、巴勒斯坦技术官僚政府搭建等，战后治理陷入 了"既不战、也不和"的尴尬。此前数周，美以在定点清除行动、撤军节奏、人道通行等方面多有摩擦， 也让外界一度担心双方的"无条件互信"正发生松动。在这样的背景下，此次会晤被多家媒体解读为一 次"带着火药味的修补"。 从双方释放的会晤信息看，推进加沙停火与和平框架第二阶段仍是主线，特朗普继续强调哈马斯必须解 除武装，否则"后果严重"，并在公开表态中 把 " 解除武装 " 与 " 进入第二阶段 " 直接捆绑， 这相当于抬高 了谈判门槛，让第二阶段不再只是时间表问题，而是变成了谁先交出底牌的问题。 与此同时，以方则把"归还最后一名以方人员遗骸"作为推进下一阶段以及开放拉法口岸等关键步骤的前 提条件，这也使得第二阶段的真正难题被凸显出来：一句"推进"是不够的，问题是靠什么推进？怎么推 进？这也解释了为何第二阶段在现实操作上为何不断卡壳。 当地时间12月29日，美国总统特朗普在佛罗里达州海湖庄园会见到访的以色列总理内塔尼亚胡并同 ...

新华社北京12月29日电 据美国媒体报道，以色列总理内塔尼亚胡将于29日访美期间与美国总统特朗普会晤。就此次会晤，白宫方面尚未披露相关 话题，以色列方面则表示双方将讨论加沙停火第二阶段事宜、黎巴嫩真主党议题。此外，媒体报道则称，以方可能知会美方，以或再次打击伊 朗。 磋商加沙停火第二阶段事宜 内塔尼亚胡本月称，特朗普邀请他会晤。特朗普也曾说，将很快与内塔尼亚胡见面。不过，白宫尚未证实相关细节，也没有针对媒体询问就此次 会晤予以置评。 2025年2月4日，在美国华盛顿白宫，美国总统特朗普（右）与到访的以色列总理内塔尼亚胡会晤后举行联合记者会。新华社记者胡友松摄 外界普遍预期，内塔尼亚胡与特朗普29日会面地点为美国佛罗里达州海湖庄园。 内塔尼亚胡本月7日称，加沙停火第一阶段即将结束，预计"很快"进入第二阶段。他将于本月晚些时候与特朗普会面，讨论如何结束巴勒斯坦伊斯 兰抵抗运动（哈马斯）"在加沙地带的统治"。他22日再次提及，此番与特朗普会晤预计谈及加沙停火协议第二阶段事宜。 加沙停火第一阶段协议10月10日生效，协议内容包括加沙立即停火、以军在加沙地带后撤、以色列与哈马斯互换被扣押人员以及人道主义物资进 入加沙等 ...

"这远非一场普通的外交之旅。"据美国有线电视新闻网（CNN）28日报道，对内塔尼亚胡而言，此次访美标志着其2026年竞选连任的序幕正式拉 开，而特朗普将在其中扮演关键角色。内塔尼亚胡希望特朗普在选举中帮助他改写历史，实现连任。曾为内塔尼亚胡工作的政治策略师斯特劳奇 勒告诉CNN："特朗普将成为内塔尼亚胡连任战略的核心。他将传递的信息是，自己已取得诸多成就，但使命尚未完成——伊朗的威胁依然存 在。" 美联社28日称，伊朗问题将成为此次美以领导人会晤的关键议题。伊朗国际电视台称，内塔尼亚胡计划向特朗普通报未来可能对伊朗的打击方 案。而就在内塔尼亚胡访美前夕，伊朗总统佩泽希齐扬27日表示，将对任何新的美以"侵略行为"做出更加果断的回应。 以色列《新消息报》28日还提到，美以领导人会晤的议程还包括其他关键议题，例如美国计划尽快在加沙地带部署国际稳定部队，作为过渡到加 沙停火第二阶段的一部分。然而，在中东问题上，特朗普对内塔尼亚胡的不满情绪日益增长。美国Axios网站27日称，白宫官员认为内塔尼亚胡正 在拖延中东和平进程，并担心他可能重新引发与哈马斯的冲突。CNN报道称，以色列官员心存疑虑，特朗普不会轻易批准以色列对伊 ...

当地时间12月20日，土耳其国家情报局局长卡林在伊斯坦布尔会见哈马斯政治局首席谈判代表哈利勒· 哈亚及其随行代表团。 当天稍早时，土耳其外交部发布信息称，土耳其、美国、卡塔尔和埃及四国官员于19日在美国迈阿密举 行会议，就加沙地带停火协议第一阶段的执行情况及向第二阶段过渡的相关安排进行了深入讨论。 （文章来源：央视新闻客户端） 双方就如何为推动加沙停火向第二阶段过渡创造必要条件，以及当前存在的问题及应对措施交换意见。 哈马斯方面表示，该组织遵守停火相关规定，并向土方通报了其掌握的有关以色列方面违反停火协议的 情况。 会议还讨论了土耳其作为担保方为推动落实加沙停火协议所开展的相关努力，以及如何防止以色列进一 步违反停火协议。双方在会谈中重申，将致力于推动巴勒斯坦民族和解进程，并以建立独立的巴勒斯坦 国为目标。 ...

今日周五(12月19日)亚盘时段，国际白银目前交投于64.97一线上方，今日开盘于65.44美元/盎司，截至发稿，国际白银 暂报65.12美元/盎司，下跌0.49%，最高触及65.59美元/盎司，最低下探64.46美元/盎司，目前来看，国际白银盘内短线 偏向看涨走势。 【要闻速递】 当地时间18日，美国白宫官员发布消息称，美国中东问题特使威特科夫将于当地时间19日在美国迈阿密与卡塔尔、埃 及和土耳其高级官员举行会晤，重点讨论加沙停火第二阶段。 据悉，卡塔尔、埃及、土耳其和美国四方认为，以色列和哈马斯均在拖延，避免落实停火协议的第二阶段，因此各方 迫切希望制定联合方案，推动双方履行承诺。 此次会议将是自2025年10月加沙停火第一阶段协议生效以来相关斡旋方举行的最高级别会晤。 消息称，与会人员包括卡塔尔首相穆罕默德、土耳其外长费丹以及埃及外长阿卜杜勒阿提。本次会议也将为12月29日 以色列总理内塔尼亚胡与美国总统特朗普在海湖庄园的会晤做准备，届时双方将讨论包括加沙停火在内的多项议题。 【最新国际白银行情解析】 国际白银昨日高位收阴，未破破高，日线RSI回落，4小时呈圆弧顶，刺破65一线支撑，短线趋势转弱，多单可 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The 12 - month contract delivery settlement price is gradually becoming clear, with a preliminary estimate between 1600 - 1700 points, and attention should be paid to the actual SCFIS announcement. The EC2602 contract is focusing on the shipping companies' willingness to support prices under high - capacity conditions, and the valuation center is constantly rising. The far - month contracts are facing the pressure of the Suez Canal's resumption of navigation, with the risk of valuation downward revision [4][5][6]. - The strategy suggests that the 12 - month contract will fluctuate, and the February contract will fluctuate strongly. There is no arbitrage strategy for now [8]. 3. Summary According to the Table of Contents 3.1 Futures Prices - As of December 18, 2025, the total position of all contracts of the container shipping index European line futures is 60,961.00 lots, and the single - day trading volume is 31,539.00 lots. The closing prices of EC2602, EC2604, EC2606, EC2608, EC2610, and EC2512 contracts are 1668.60, 1108.80, 1270.50, 1441.30, 1042.20, and 1624.40 respectively [7]. 3.2 Spot Prices - Online quotes from various shipping companies show price changes. For example, Maersk's Shanghai - Rotterdam quote in the first week of January is 1570/2520, and HPL's price in the second half of December is 1535/2535, with the quote in the first half of January being 2135/3535 [1]. - The SCFI (Shanghai - Europe route) price announced on December 12 is 1538 US dollars/TEU, the SCFI (Shanghai - US West route) price is 1780 US dollars/FEU, and the SCFI (Shanghai - US East) price is 2652 US dollars/FEU. The SCFIS (Shanghai - Europe) on December 15 is 1510.56 points, and the SCFIS (Shanghai - US West) is 924.36 points [7]. 3.3 Container Ship Capacity Supply - In December, the average weekly capacity for the remaining 3 weeks is 326,000 TEU, with capacities of 386,400, 290,900, and 300,700 TEU in weeks 51, 52, and 53 respectively. In January, the average weekly capacity is 322,700 TEU, and in February, it is 276,700 TEU. There are 4 TBNs in January (all from the OA alliance) and 9 TBNs and 2 blank sailings (both from the OA alliance) in February [3]. - 2025 is still a big year for container ship deliveries. As of now, 250 container ships have been delivered, with a total capacity of 2.018 million TEU. As of December 23, 2025, 75 ships with a capacity of 12,000 - 16,999 TEU have been delivered, with a total capacity of 1.1315 million TEU, and 12 ships with a capacity of over 17,000 TEU have been delivered, with a total capacity of 253,800 TEU [7]. 3.4 Supply Chain - The mediation plan for the Gaza cease - fire is advancing, and the probability of the Suez Canal resuming navigation in 2026 is high. If it resumes, it means an increase in effective capacity supply and the risk of further depressing freight rates. Currently, CMA's FAL1 route (Europe - Asia) has fully resumed operation since January 2026, and the FAL3 route has started a single trial run [6]. 3.5 Demand and European Economy - There is no direct content in the text about demand and European economy, but the overall shipping market is affected by factors such as the Suez Canal situation, shipping company price - support strategies, and freight volume recovery, which indirectly reflect the relationship between supply and demand and economic conditions [4][5][6].

Core Points - The UN Security Council approved a resolution related to Gaza proposed by the United States with 13 votes in favor, 0 against, and 2 abstentions, with China and Russia abstaining [1] - The resolution includes maintaining a ceasefire in Gaza, restoring humanitarian aid, and promoting reconstruction and economic recovery in the region [1] - An institution will be established to oversee the Palestinian Authority's reform plans, creating conditions for Palestinian self-determination and statehood [1] - The Palestinian government welcomed the resolution and confirmed its readiness for full implementation, while Hamas strongly criticized it [1]

Core Points - The UN Security Council passed a resolution regarding Gaza, establishing a peace committee as a transitional governing body [1][3] - The resolution aims to implement the Trump administration's "Comprehensive Plan to End the Gaza Conflict" to maintain a ceasefire, restore humanitarian aid, and promote reconstruction and economic recovery in Gaza [3] - A peace committee with international legal status will oversee the Palestinian Authority's reform plans to ensure effective governance in Gaza, facilitating Palestinian self-determination and statehood [3] Summary by Sections - **Resolution Details** - The resolution was adopted with 13 votes in favor, 0 against, and 2 abstentions from China and Russia [3] - It authorizes the establishment of a temporary international stabilization force to work under the peace committee's command, collaborating with Israel, Egypt, and newly trained Palestinian police [3] - **Funding and Oversight** - Funding for the peace committee and stabilization force will come from voluntary donations and a dedicated trust fund, with participation from the World Bank and other financial institutions for reconstruction financing [3] - The operations of the peace committee and stabilization force will be subject to international oversight, with progress reports submitted to the Security Council every six months, and the authorization is valid until the end of 2027 [3] - **Long-term Goals** - The overall objective is to achieve a ceasefire, reconstruction, stability, and peace in Gaza, laying the groundwork for long-term coexistence between Palestine and Israel, as well as future state-building for Palestine [3]

Core Points - Jordan's Deputy Prime Minister and Foreign Minister Safadi coordinated with Egyptian Foreign Minister Abdel Aati regarding regional situations and the consolidation of the Gaza ceasefire [1] - Both parties emphasized the need for comprehensive implementation of the Gaza ceasefire agreement to ensure timely and sufficient humanitarian aid, and to accelerate the political process based on the "two-state solution" for achieving just and lasting peace [1] - Discussions included the exchange of views on a UN Security Council resolution draft related to Gaza, highlighting that the resolution should help consolidate the ceasefire, support international peacekeeping forces, and promote the establishment of a Palestinian state based on the 1967 borders with East Jerusalem as its capital [1] - The two foreign ministers also discussed preparations for an international conference on the early recovery and reconstruction of Gaza, calling for increased regional and international support to alleviate humanitarian pressures on the Palestinian people [1] - Both parties agreed to maintain close communication and coordination [1]

Group 1 - The G7 foreign ministers' meeting in Canada focuses on the Russia-Ukraine conflict, Middle East issues, and critical mineral supply chains [1][3] - Canadian Foreign Minister Anita Anand emphasizes the need for discussions on achieving lasting peace in Ukraine and the Middle East, with a focus on energy infrastructure and humanitarian support as winter approaches [3][4] - The UK plans to provide £13 million to Ukraine for repairing energy infrastructure, highlighting the urgency of support as Russian attacks increase [4] Group 2 - The G7 foreign ministers will discuss the implications of U.S. sanctions on Russian oil companies, aiming to economically pressure Russia into accepting peace agreements [4][5] - There are ongoing discussions about defense spending among G7 members, with the U.S. urging allies to allocate 5% of GDP to defense, leading to disagreements among member countries [5][6] - The meeting is overshadowed by former President Trump's skepticism towards multilateral cooperation, affecting the dynamics of the discussions [6]