Core Viewpoint - Israeli officials state that Hamas's response to ceasefire negotiations prevents any progress until Hamas makes concessions [1] Group 1 - The current situation indicates a stalemate in negotiations due to Hamas's unwillingness to compromise [1] - Israeli officials emphasize the need for Hamas to make concessions for any advancement in talks [1]

Core Viewpoint - The recent ceasefire proposal indicates that while the exchange of hostages is a priority, no negotiations are currently taking place between the parties involved [1] Group 1 - Hostage exchange remains a top priority for both parties, but no negotiations have commenced [1] - After a 60-day period, discussions should continue regardless of whether an agreement is reached, and there should be no return to combat [1]

Core Points - Ongoing negotiations in Doha regarding a ceasefire in Gaza have three main contentious issues that need resolution [1][2] - The primary dispute involves the Israeli military's withdrawal from Gaza during the proposed 60-day ceasefire [1] - The latest Israeli withdrawal plan indicates that the military will retreat from the "Morag Corridor" in southern Gaza, but will maintain control over approximately 20% of the territory due to a buffer zone exceeding 1 kilometer in some areas [1] - After resolving the withdrawal issue, discussions will shift to the exchange of detained individuals, including the list of Palestinian prisoners to be released by Israel and the exchange ratio [2] - Humanitarian aid terms for Gaza remain undetermined, with further negotiations required [2] - The negotiations began on July 6, focusing on ceasefire and prisoner exchange issues [3]

Core Viewpoint - Ongoing negotiations in Doha for a ceasefire in Gaza show positive momentum, but significant disagreements remain among the parties involved [1] Group 1: Negotiation Progress - Israel has submitted a new military withdrawal plan from Gaza, proposing to withdraw troops from the "Morag Corridor" during a proposed 60-day ceasefire [1] - An Arab diplomat indicated that Israel has agreed to significantly reduce its military presence in Gaza, including withdrawals from both the "Morag Corridor" and the Rafah area [1] Group 2: Remaining Disagreements - Despite progress, there are still unresolved issues regarding humanitarian aid mechanisms in Gaza and the number of Palestinian prisoners that Israel needs to release [1] - The indirect negotiations between Israel and Hamas have been ongoing since July 6, focusing on ceasefire terms and prisoner exchanges [1]

当地时间7月15日，卡塔尔外交部发言人马吉德.安萨里表示，正在卡塔尔首都多哈进行的加沙地带停火 谈判仍处于谈判第一阶段，斡旋方正在与以色列和巴勒斯坦伊斯兰抵抗运动(哈马斯)分别进行会谈，旨 在就停火协议的框架和原则达成一致，为后续谈判打好基础。安萨里说，以色列和哈马斯的谈判小组目 前均在多哈，谈判在继续进行，未陷入僵局。在相关方就协议框架达成一致后，谈判将进入第二阶段， 目标是达成一项临时停火协议。在第三阶段，相关方将就加沙地带永久停火进行谈判。他还表示，相关 方未设定谈判时间表。各方正努力推动谈判进程，希望尽快达成相关协议。以色列与哈马斯自本月6日 起在多哈就加沙地带停火和释放被扣押人员等问题开启新一轮间接谈判。(央视新闻) ...

Core Viewpoint - Ongoing ceasefire negotiations in Doha are at a critical juncture, with efforts to advance talks facing resistance from Israel, which accuses Hamas of rejecting the ceasefire agreement [1] Group 1: Negotiation Status - Ceasefire talks in Doha are described as entering a "critical moment," with the next few hours being crucial for the outcome [1] - The mediators are working hard to push the negotiations forward despite Israel's stubborn stance [1] Group 2: Israeli Position - Israeli Prime Minister Netanyahu claims that Hamas is the party refusing the ceasefire agreement [1] - Netanyahu asserts that Hamas aims to remain in Gaza to rearm and launch further attacks on Israel, which he will not accept [1] - The Israeli government emphasizes the need to rescue hostages and completely dismantle Hamas to eliminate threats from Gaza [1]

Group 1 - The core viewpoint of the articles indicates that the ceasefire negotiations between Israel and Hamas in Doha have not made significant progress since September 9, with reports suggesting that talks are on the verge of collapse [1] - The indirect negotiations began on September 6, and under U.S. pressure, Israel has agreed to modify its military redeployment plan in Gaza during a proposed 60-day ceasefire, but the adjustments are insufficient to satisfy Hamas [1] - Israel aims to control approximately one-third of Gaza, establishing a 3-kilometer buffer zone in the southern city of Rafah, which would effectively create a "humanitarian city" to concentrate all Gaza residents, limiting their movement [1] Group 2 - Reports indicate that Israel is seeking to expand the buffer zone from 700 meters to 2 kilometers, while Hamas has only agreed to a 1-kilometer width [1] - As negotiations stall over the military withdrawal issue, the U.S. is pressuring Hamas to discuss other topics, while Hamas insists on resolving the withdrawal matter first [1] - A Palestinian official has expressed that Israel's partial withdrawal proposal is not a genuine withdrawal but a redeployment aimed at legitimizing its occupation of nearly half of Gaza and isolating the region into fragmented areas [1]

Core Viewpoint - The main point of contention in the ongoing ceasefire negotiations between Hamas and Israel is the Israeli military's proposed deployment plan during a potential 60-day ceasefire, which Hamas finds unsatisfactory [1] Group 1: Ceasefire Negotiations - Hamas is dissatisfied with Israel's military deployment plan submitted during the ceasefire negotiations, which is a significant point of disagreement [1] - Israel's initial proposal included maintaining military presence in various locations within the Gaza Strip, particularly in the southern "Morag Corridor" [1] - Under pressure from the U.S. and other parties, Israel submitted a revised deployment plan, but it still allows the military to control approximately one-third of the Gaza Strip during the ceasefire [1] Group 2: Morag Corridor - The "Morag Corridor," which Israel occupied and expanded in April, is approximately 12 kilometers long and 1 kilometer wide, extending from the Israel-Gaza border to the Mediterranean coast [1] - This corridor effectively separates the southern city of Rafah from other areas of Gaza, raising concerns for Hamas regarding territorial integrity [1]

Report Industry Investment Rating - Not provided Core Viewpoints - Amid geopolitical conflicts and tariff fluctuations, trading is challenging, and it's recommended to participate with a light position or stay on the sidelines [2] - The short - term market may rebound, and risk - takers can consider partial profit - taking when the price surges today. For long - term strategies, take profits when the price rises and wait for the price to stabilize after a pullback before determining the next direction [1][3] Summary by Related Contents Shipping Market Information - On July 7, the Shanghai Export Container Settlement Freight Index (SCFIS) for European routes was 2258.04 points, up 6.3% from the previous period; for the US West routes, it was 1557.77 points, down 3.8% from the previous period. On July 4, the Ningbo Export Container Freight Index (NCFI) composite index was 1285.2 points, down 7.92% from the previous period [1] - On July 4, the Shanghai Export Container Freight Index (SCFI) was 1763.49 points, down 98.02 points from the previous period. The SCFI European line price was 2101 USD/TEU, up 3.50% from the previous period; the US West route was 2089 USD/FEU, down 18.97% from the previous period [1] - The China Export Container Freight Index (CCFI) composite index on July 4 was 1342.99 points, down 1.9% from the previous period; the European route was 1694.30 points, up 3.3% from the previous period; the US West route was 1084.28 points, down 10.5% from the previous period [1] Market News - The Trump administration has continued to impose tariffs on multiple countries, mainly in Southeast Asia, and postponed the tariff negotiation date to August 1. Some shipping companies have announced price increases, and the spot market has a small price increase to test the market [2] - China and the US are expected to hold consultations on trade issues next month. Houthi has stated that it will attack Israeli ships, and the cease - fire negotiation in Gaza is ongoing, with the market full of mixed long and short information [2] Market Data - On July 9, the main contract 2508 closed at 2012.5, up 1.69%. The trading volume was 25,400 lots, and the open interest was 31,300 lots, a decrease of 3709 lots from the previous day [2] Strategy Recommendations - Short - term strategy: The short - term market may rebound. Risk - takers were recommended to go long on the 2510 contract at below 1300 (with a profit margin of over 100 points). Consider partial profit - taking when the price surges today. For the EC2512 contract, go short lightly above 1650 and set stop - loss and take - profit levels [3] - Arbitrage strategy: Due to the volatile international situation, it's recommended to stay on the sidelines for now [3] - Long - term strategy: For each contract, take profits when the price rises, wait for the price to stabilize after a pullback, and then determine the subsequent direction [3] Contract Adjustments - The daily limit for contracts 2506 - 2604 is adjusted to 16% [3] - The company's margin for contracts 2506 - 2604 is adjusted to 26% [3] - The daily opening limit for all contracts from 2506 - 2604 is 100 lots [3]

Core Points - Hamas is currently negotiating key issues including the continuous supply of aid, the withdrawal of Israel from the Gaza Strip, and the "real guarantees" for a permanent ceasefire [1] Summary by Categories - **Negotiation Issues** - Key issues under negotiation include the ongoing supply of aid [1] - The withdrawal of Israeli forces from the Gaza Strip is also a critical point in discussions [1] - There is a focus on establishing "real guarantees" for a permanent ceasefire [1]