哈马斯称已提交对加沙停火协议提案的回应 智通财经7月24日电，据央视新闻，当地时间24日凌晨，巴勒斯坦伊斯兰抵抗运动（哈马斯）发表声明 称，该组织已向斡旋方提交对于加沙停火协议提案的回应。哈马斯在一份简短声明中表示，这份回应包 含哈马斯以及巴勒斯坦各派系对于加沙停火协议提案的回应。声明没有提供更多具体细节。以色列与哈 马斯自本月6日起在多哈就加沙地带停火和交换被扣押人员等问题展开新一轮间接谈判。据媒体披露， 斡旋方卡塔尔、埃及和美国16日向以色列和哈马斯提交了一份更新后的加沙停火协议提案。 ...

智通财经7月14日电，据央视新闻报道，以色列总理内塔尼亚胡在其社交媒体账号发布视频称，他近期 对美国的访问"非常成功"。视频中，内塔尼亚胡驳斥了有关他阻碍达成加沙停火协议的指控，他 说："总有媒体重复巴勒斯坦伊斯兰抵抗运动（哈马斯）的宣传说辞，说我拒绝协议，但他们一直是错 的。我们接受了美国中东问题特使威特科夫提出的协议，也接受了调解各方提出的修订版本，是哈马斯 拒绝了。"内塔尼亚胡还表示，哈马斯寻求继续留在加沙，以便重新武装并再次袭击以色列，他称不会 接受这一点，会尽一切努力带回被扣押的以色列公民，并消灭哈马斯。 以色列总理指责哈马斯拒绝停火协议 称行动目标不变 ...

Core Viewpoint - The ongoing negotiations for a ceasefire in Gaza are hindered by Israel's refusal to fully withdraw its military forces from the region, as stated by a Palestinian official [1]. Group 1: Ceasefire Negotiations - The new round of ceasefire talks in Doha, Qatar, is facing setbacks due to Israel's stance on military withdrawal from Gaza [1]. - Israel's proposed withdrawal plan is essentially a redeployment strategy, allowing it to maintain military presence in over 40% of Gaza [1]. Group 2: Impact on Gaza - The current situation is leading to the potential transformation of Gaza into a "prison island," where freedom is severely restricted due to ongoing military occupation [1].

消息人士称，以色列谈判小组未能获得足够授权，无权与哈马斯达成相关协议。以色列官方尚未对相关说法做出回应。 据悉，以色列与哈马斯的谈判持续了近3个半小时，双方没有会面，而是由卡塔尔和埃及官员作为中间人转达各方诉 求。 知情官员透露，以色列与哈马斯的间接谈判或于当地时间周一重启。卡塔尔和埃及计划分别与双方举行会谈，以解决各 方分歧。 当地时间周一，以色列总统本雅明·内塔尼亚胡将在华盛顿与美国总统唐纳德·特朗普会面，讨论加沙停火、伊朗和叙利 亚问题。对于内塔尼亚胡此次访问，特朗普已多次吹风，放话称他将更为坚决地要求加沙停火。 内塔尼亚胡前往美国之前接受采访时时表示，他希望与特朗普的会面能帮助推动加沙停火协议。特朗普则再次预测，本 周"有很好的机会与哈马斯达成协议"，确保部分人质获释。 截至目前，以色列与哈马斯对协议内容依然存在分歧。5日晚，内塔尼亚胡办公室发声明，指责哈马斯提出的停火方案 修改"不可接受"。特朗普此前于7月1日发文宣布以色列已同意与哈马斯达成60天停火协议的必要条件，呼吁哈马斯也接 受协议。但美国和以色列官方都没有透露协议具体内容。 据环球网消息，巴勒斯坦消息人士7月7日透露，以色列与巴勒斯坦伊斯兰 ...

Group 1 - Israeli Prime Minister Netanyahu plans to visit the US on the 5th and meet President Trump on the 7th, with the Gaza ceasefire being a key discussion point [1] - The US has exerted significant pressure on Israel to reach a ceasefire agreement with Hamas, with ongoing discussions about potential terms [3] - There is a notable divergence in the goals of both parties, with Hamas seeking a permanent ceasefire while Netanyahu's government aims to minimize the number of hostages without committing to a ceasefire [4] Group 2 - Despite a slight increase in Netanyahu's approval ratings following the Israel-Hamas conflict, public opinion still largely favors ending the Gaza conflict and securing the release of all hostages [4] - The far-right factions within the Israeli cabinet are strongly opposed to reaching a ceasefire agreement, with calls from the National Security Minister to unite against any new ceasefire proposals [4]

Group 1 - The core issue is the humanitarian crisis in Gaza, where Palestinians face a dire choice between starvation and violence while seeking food [1][3][4] - A joint statement from 171 international humanitarian organizations calls for the immediate cessation of the U.S. and Israeli-supported "Gaza Humanitarian Fund," which is accused of causing chaos and violence [3][4] - Reports indicate that Israeli forces have been firing on crowds receiving aid, resulting in at least 549 deaths and over 4,000 injuries among civilians [3][4] Group 2 - U.S. President Trump has been vocal about a potential 60-day ceasefire agreement, urging Hamas to accept the terms or face worsening conditions [1][5][6] - Israeli Finance Minister Smotrich opposes any ceasefire agreement, asserting that the war must continue for the nation's future [1][7] - The humanitarian aid distribution strategy is criticized as a premeditated plan to displace Palestinians from northern Gaza, aligning with Israeli military objectives [4][5]

Core Viewpoint - Hamas is currently reviewing a newly received draft of the ceasefire agreement for the Gaza Strip, emphasizing the need for Israel's complete withdrawal from Gaza and sufficient humanitarian aid for the people of Gaza [1] Group 1 - Hamas has stated that it is studying the new ceasefire agreement draft [1] - The organization hopes that the final ceasefire agreement will ensure Israel's full withdrawal from the Gaza Strip [1] - Hamas also stresses the importance of providing adequate humanitarian assistance to the people of Gaza [1]

Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Core Viewpoints The report mainly presents the latest data and trends of the shipping industry, including EC futures contract prices, spot freight rates, and relevant news. It reflects the current market situation and potential influencing factors in the shipping market. 3. Summary by Related Catalogs EC Futures Contracts - **Contract Prices and Changes**: The EC2508 contract had a closing price of 2001.5 with a -1.99% change, while the EC2510 contract had a closing price of 1371.1 with a 1.42% change. Other contracts also showed different price movements [2]. - **Volume and Open Interest**: The EC2508 contract had a trading volume of 55132 and an open interest of 44603, with a decrease of 391 in open interest. The EC2510 contract had a volume of 12283 and an open interest of 25054, with an increase of 37 [2]. - **Inter - month Spreads**: The spread between EC2506 - 2508 was -75.5, with a month - on - month change of 34.6 and a week - on - week change of 50.2. Different contract spreads showed various changes [2]. Spot Freight Rates - **Indices and Changes**: The SCFI index on 2025/6/6 was $1667/TEU, with a 5.04% month - on - month increase and a 20.50% year - on - year increase. The CCFI index was 1397.02, with a 1.56% month - on - month increase and a -1.22% year - on - year decrease [2]. - **Capacity Arrangement**: The average weekly capacity in June and July (tentatively) 2025 is 297,000 and 314,000 TEU respectively. In the second half of June, the capacity in week 24 and 25 is 300,000 and 285,000 TEU respectively [2]. Recent European Line Quotations - **Lower - half of June**: The average price in the second week of June was about 1800 points. The current lowest price in the second half of June is 2800 US dollars from MSK, and the average price is about 2950 US dollars, with week 24 equivalent to about 2050 points on the futures market [3]. News - **US Tariff Policy**: US Treasury Secretary Besent indicated that the Trump administration may extend the 90 - day tariff suspension period if major trading partners show "sincerity" in negotiations [4]. - **Middle East Situation**: Israel responded to the Gaza cease - fire and personnel exchange agreement draft, showing some flexibility but still refusing to permanently end military operations in Gaza. Israel also informed the US that it is ready for actions against Iran, while the US envoy still plans to talk with Iran [5].

Core Viewpoint - Hamas is currently awaiting a final response regarding the ceasefire agreement for Gaza [1] Group 1 - The situation in Gaza remains tense as Hamas seeks clarity on the ceasefire terms [1]

据央视新闻报道，当地时间3月1 8日凌晨，以军对加沙地带北部加沙城、中部代尔拜拉赫、努赛赖特难民营，以及南部 汗尤尼斯、拉法等多地展开猛烈空袭。 巴勒斯坦伊斯兰抵抗运动（哈马斯）媒体办公室1 8日说， 以色列空袭加沙地带造成超过2 0 0人死亡 。 此外，据央视新闻援引巴勒斯坦《圣城网》等媒体报道称，巴勒斯坦加沙地带内政部副部长、哈马斯高级官员马哈茂德 ·阿布·瓦特法，以及哈马斯政治局成员阿布·奥贝达·贾马西在以军空袭中死亡。 以军对加沙地带展开大规模空袭 当地时间3月1 8日凌晨，以军对加沙地带展开大规模空袭。 据央视新闻援引以色列媒体报道，数十架以军战机空袭了加沙地带数十处目标。以色列国防军1 8日发表声明说，以军当 日对加沙地带的巴勒斯坦伊斯兰抵抗运动（哈马斯）目标发动大规模空袭。声明没有公布更多信息。 据悉，这一作战计划是以色列军方上周提出的，以色列政治层予以批准。以军行动前向美国政府进行了通报。美国白宫 方面当地时间1 7日表示，以色列当日就袭击加沙地带一事咨询了白宫。 今年1月1 9日，加沙停火协议第一阶段生效，目前应还处于停火期。以色列总理内塔尼亚胡和国防部长卡茨称，"以军正 针对整个地区的哈马 ...