佩泽 希 齐扬 还说，"地区问题应由地区国家来解决，而不应由域外力量来解决"。他表示，伊朗正 加强与多个地区和国际组织的关系，并感谢土耳其、卡塔尔、阿联酋、沙特等国家防止紧张局势升级的 努力。（完） 佩泽 希 齐扬 当天在首都德黑兰举行的伊朗伊斯兰革命胜利47周年庆典活动上说，美国和部分欧洲 国家通过其行为和言论筑起"不信任之墙"，加之美国要求过高，这导致伊美间核谈判不能迅速取得进 展。 新华社德黑兰2月11日电（记者陈霄 沙达提）伊朗总统 佩泽 希 齐扬 11日表示，伊朗不寻求核武 器，并准备接受任何形式的核查，但不会在过度要求和不公正面前退让。 ...

Group 1: Iran-US Nuclear Talks - The Iranian President stated that the talks with the US, facilitated by friendly regional countries, represent a "step forward" towards resolving issues peacefully [1][13] - Iran's stance on nuclear issues is based on the rights outlined in the Treaty on the Non-Proliferation of Nuclear Weapons, emphasizing respect and rejecting coercive language [1][13] - Indirect negotiations between Iran and the US took place in Muscat, Oman, with the US President reaffirming that Iran cannot possess nuclear weapons [1][5][18] Group 2: US Military Presence and Pressure on Iran - The US has increased military presence in the Middle East, including the deployment of multiple ships, indicating a threat of military intervention despite ongoing negotiations [5][17] - A US F-35C fighter jet shot down an Iranian drone near the USS Abraham Lincoln, showcasing the heightened military tensions [5][17] - The US government has issued sanctions against entities related to Iranian oil trade, further applying pressure on Iran during the negotiations [6][18] Group 3: Israel's Involvement - Israeli Prime Minister Netanyahu is set to visit Washington to discuss the Iran negotiations with President Trump, indicating Israel's active role in the diplomatic process [7][19] - The meeting was originally scheduled for later in February but has been moved up, highlighting the urgency of the discussions [8][19] Group 4: Iran's Position on Nuclear Enrichment and Missiles - Iran's Foreign Minister stated that the country will not abandon uranium enrichment or negotiate its missile program, asserting these are non-negotiable rights [10][21] - Iran is prepared to lower the enrichment levels but will not transfer uranium out of the country, maintaining a firm stance on its nuclear rights [10][21] - The Iranian military is on high alert, ready to respond to any threats, emphasizing the potential for conflict if diplomatic solutions are not reached [12][23]

阿曼外交部发布的消息显示，鉴于谈判相关方均希望实现持久的安全与稳定，此次磋商的重点是为恢复外交和技术谈判创造适当条件，而此次磋商也是核谈 判的一部分。 经济观察网据央视新闻客户端消息，阿曼外交部当地时间6日下午发布消息称，阿曼外交大臣巴德尔当天上午分别与由伊朗外长阿拉格齐率领的伊朗代表 团、美国总统特使威特科夫与库什纳率领的美国代表团举行了磋商。 巴德尔在磋商中表示，阿曼致力于继续支持各方之间的对话与和解，并与各方伙伴合作，寻求符合各方期望和目标的政治解决方案。他还对该地区各国支持 此次谈判的努力表示深切感谢。 ...

Report Industry Investment Rating - Not provided in the content Core View - Not provided in the content Summary by Relevant Categories Futures Market - The closing prices of Shanghai Gold 2606 and 2604 were 1145.04 and 1141.70 respectively, up 4.39% and 4.38% from the previous day. The closing prices of Shanghai Silver 2606 and 2604 were 22937 and 23511 respectively, up 10.16% and 9.63% from the previous day [2]. - The trading volume of Shanghai Gold 2606 was 94943, and the position was 83522. The trading volume of Shanghai Gold 2604 was 462718, and the position was 178544. The trading volume of Shanghai Silver 2606 was 448333, and the position was 144377. The trading volume of Shanghai Silver 2604 was 943213, and the position was 237208 [2]. Spot Market - The closing price of Shanghai Gold T+D was 1140.03, up 3.99% from the previous day. The closing price of London Gold was 4964.20 dollars per troy ounce, up 0.46% from the previous day. The closing price of Shanghai Silver T+D was 23560, up 9.07% from the previous day. The closing price of London Silver was 88.69 dollars per troy ounce, up 3.83% from the previous day [2]. Inventory - The inventory of gold in the Shanghai Futures Exchange remained unchanged at 103,032 kilograms. The inventory of silver decreased by 26412 kilograms to 423,241 kilograms. The inventory of gold in COMEX decreased by 64302 troy ounces to 35,691,231 troy ounces. The inventory of silver in COMEX decreased by 3066617 troy ounces to 400,790,911 troy ounces [2]. Related Data - The US dollar index was 97.63, up 0.26 from the previous day. The S&P 500 index was 6882.72, down 35.09 from the previous day. The yield of 10-year US Treasury bonds was 4.29%, up 0.01% from the previous day. The Brent crude oil price was 68.71 dollars per barrel, up 0.89 dollars from the previous day. The US dollar to RMB exchange rate was 6.9376, up 0.0014 from the previous day [2]. Derivatives - The position of SPDR Gold ETF decreased by 1 ton to 1,082 tons. The position of SLV Silver ETF decreased by 68 tons to 16,370 tons. The net position of CFTC speculators in gold decreased by 39374 to 205,396. The net position of CFTC speculators in silver decreased by 1511 to 23,703 [2]. Macroeconomic News - Trump said he would not appoint a Fed chair nominee who advocates raising interest rates, and he believes interest rates will be cut soon [3]. - The nuclear negotiation between Iran and the US is scheduled to be held in Muscat on Friday morning local time (2 pm Beijing time on the 6th), and the oil price has given back half of its previous gains due to the fluctuating news [3]. - The Trump administration agreed to cooperate with Japan, Mexico and the EU to develop key minerals for industries such as defense, aiming to reach relevant agreements within 30 or 60 days [4].

报道指出，这两起事件发生之际，外交官员们正努力安排美国和伊朗之间的核谈判事宜，美伊官员定于本周五（2月6日）举行外交谈判。而美国总统 特朗普威胁称，随着美国军舰驶向伊朗，如果无法达成协议，可能会有"不好的事情发生"。 美国有线电视新闻网（CNN）在同日的跟进报道中也介绍，过去一周，美军加速在中东地区集结军事力量，向该地区部署了"亚伯拉罕·林肯"号航母 打击群，其中包括三艘导弹驱逐舰和舰载机联队，该联队包含F/A-18E"超级大黄蜂"战斗机、F-35C"闪电II"战斗机和EA-18G"咆哮者"电子战飞机。此 外，美国海军还另行部署了三艘驱逐舰，分别是"麦克福尔"号、"德尔伯特·D·布莱克"号和"米切尔"号。 资料图：美国"亚伯拉罕·林肯"号 航空母舰 IC Photo 【文/观察者网 熊超然】自本轮美伊关系紧张以来，地区局势跌宕，就在美军"大兵压境"之际，曾传出谈判的风声，可如今又陷入僵局。 据路透社当地时间2月3日率先独家报道，美国军方表示，美军战机当天在阿拉伯海击落了一架"以咄咄逼人之势"逼近"亚伯拉罕·林肯"号航空母舰的伊 朗无人机。而在此事件发生几小时后，美国军方又称，两艘由伊朗伊斯兰革命卫队操作的炮艇 ...

Group 1: Trade Agreement between the US and India - The US and India have reached a trade agreement where the US will reduce tariffs on Indian goods from 25% to 18% [1][4] - India has agreed to stop purchasing Russian oil and significantly increase oil purchases from the US and potentially Venezuela [1][4] - India will work towards reducing its tariffs and non-tariff barriers on US goods to zero, with a commitment to purchase over $500 billion worth of US products including energy, technology, and agricultural products [1][4] Group 2: Iranian Nuclear Negotiations - Iran's President has ordered the initiation of nuclear negotiations with the US, with high-level talks expected to occur in the coming days [2][10] - The US has confirmed that a presidential envoy will visit Israel to discuss the situation [2][10] Group 3: Silver Futures Adjustment - The Shanghai Gold Exchange has announced adjustments to the margin levels and price limits for silver futures contracts, reducing the margin from 26% to 23% and the price limit from 25% to 22% [3][12] Group 4: Market Reactions and Company News - Shares of Cambrian Technologies experienced a significant drop of nearly 14%, with the company stating it is unclear about the reasons behind the market fluctuations [5][14] - Nvidia's plan to invest $100 billion in OpenAI has stalled, with management expressing doubts about the deal [6][14] - Oracle issued $25 billion in investment-grade bonds to support infrastructure for AI projects [6][14]

1. Report Industry Investment Rating - No relevant information provided 2. Core View of the Report - The prices of various energy and chemical products generally declined on Monday due to factors such as geopolitical events and cost - side impacts. Most products are expected to be in an oscillatory state. For example, crude oil prices dropped significantly due to the potential nuclear negotiations between Iran and the US and the decision of OPEC+ to maintain production. Other products like fuel oil, asphalt, polyester, rubber, etc., were also affected by factors such as supply - demand relationships and cost fluctuations [1][2][4] 3. Summary by Directory 3.1 Research Views - **Crude Oil**: On Monday, WTI 3 - month contract closed down $3.07 to $62.14 per barrel, a 4.71% decline; Brent new 4 - month contract closed down $3.02 to $66.3 per barrel, a 4.36% decline; SC2603 closed at 450 yuan/barrel, down 22.7 yuan/barrel, a 4.8% decline. Iran may hold high - level talks with the US in the coming days. OPEC+ decided to maintain March crude oil production. Brazil's 2025 oil production reached a record 3.77 million barrels per day, up 12.3% from the previous year. The price is expected to oscillate [1] - **Fuel Oil**: On Monday, the main contract of fuel oil (FU2603) fell 7.01% to 2,679 yuan/ton; the main contract of low - sulfur fuel oil (LU2604) fell 5.92% to 3,128 yuan/ton. The supply of both high - sulfur and low - sulfur fuel oil is expected to be sufficient. The demand for marine fuel oil is expected to increase before the Spring Festival. The price is expected to oscillate [2] - **Asphalt**: On Monday, the main contract of asphalt (BU2603) fell 4.879% to 3,299 yuan/ton. In the first half of February, the inventory in the north is at a low level, while in the south, the inventory is expected to rise during the Spring Festival. The price is expected to oscillate [2] - **Polyester**: TA605 closed at 5,092 yuan/ton, down 3.38%; EG2605 closed at 3,767 yuan/ton, down 3.73%. Some PTA and polyester devices have changes in operation. The price of polyester raw materials is expected to oscillate following the cost [4] - **Rubber**: On Monday, the main contract of Shanghai rubber (RU2605) fell 380 yuan/ton to 15,980 yuan/ton. The inventory of natural rubber in Qingdao increased. The price is expected to be weakly oscillatory [4][6] - **Methanol**: On Monday, the spot price in Taicang was 2,230 yuan/ton. The domestic production in February is expected to decrease slightly, and the import volume will decline from a high level. The demand from MTO devices is expected to decline. The price is expected to maintain a low - level wide - range oscillation [6] - **Polyolefin**: The price of polyolefin products shows a loss in profit. The supply in February is expected to increase slightly, and the demand will enter a holiday period, with inventory passively increasing. The price is expected to oscillate at the bottom [6][8] - **Polyvinyl Chloride (PVC)**: The market price of PVC in East, North, and South China increased. The supply in February will remain high, and the demand is expected to weaken. The price is expected to maintain a bottom - level oscillation [8] 3.2 Daily Data Monitoring - The report provides the spot price, futures price, basis, basis rate, and their changes for various energy and chemical products such as crude oil, liquefied petroleum gas, asphalt, etc. on February 2, 2026, compared with January 30 [9] 3.3 Market News - Iran and the US will restart nuclear negotiations on Friday. OPEC+ decided to maintain March crude oil production. A preliminary survey shows that US crude oil and distillate inventories are expected to decline last week, while futures inventories may increase [11] 3.4 Chart Analysis - **4.1 Main Contract Price**: The report presents the closing price charts of main contracts of various energy and chemical products from 2022 to 2026, including crude oil, fuel oil, low - sulfur fuel oil, etc. [13][15][17] - **4.2 Main Contract Basis**: It shows the basis charts of main contracts of various products such as crude oil, fuel oil, low - sulfur fuel oil, etc. [30][32][36] - **4.3 Inter - period Contract Spread**: The report provides the spread charts of different contracts of various products, such as fuel oil, asphalt, PTA, etc. [43][45][48] - **4.4 Inter - variety Spread**: It presents the spread and ratio charts between different varieties, such as crude oil internal - external spread, fuel oil high - low sulfur spread, etc. [59][61][63] - **4.5 Production Profit**: The report shows the production profit charts of products like LLDPE, PP, PTA, etc. [68][70] 3.5 Team Member Introduction - The research team members include the deputy director of the research institute, the energy - chemical research director, and analysts for different product categories, each with rich experience and professional titles [73][74][75]

新华社德黑兰2月2日电（记者陈霄 沙达提）伊朗法尔斯通讯社2日援引一名政府消息人士的话报道， 伊朗总统佩泽希齐扬已下令同美国启动核谈判。 另据路透社2日报道，美国总统特朗普及威特科夫计划访问以色列，同以总理内塔尼亚胡及以军方高层 举行会晤。 责编：陈亚楠、侯兴川 另据伊朗塔斯尼姆通讯社当天报道，一名知情人士证实，伊朗与美国高级官员有可能在数日内启动谈 判。伊朗外长阿拉格齐同美国总统特使威特科夫等官员可能参与。 他表示，目前会晤具体时间和地点尚未最终确定，谈判将在核问题框架内展开。 ...

费丹在采访中重申，土耳其反对任何外国干涉或打击伊朗。"对伊朗发动进攻是错误的，再次发动 战争是错误的。" 美国总统特朗普28日表示，一支庞大的舰队正前往伊朗，希望伊朗能够迅速坐到谈判桌前，并就一 项"对各方都有利的协议"进行谈判。他还强调，伊朗不能拥有核武器。 新华社安卡拉1月28日电（记者 熊思浩）土耳其外长费丹28日在首都安卡拉接受卡塔尔半岛电视台 采访时说，美国应"逐一解决"与伊朗的所有争端，双方应先进行核谈判，达成协议后再解决其他问题。 伊朗已准备好就其核计划进行谈判。 ...

Core Viewpoint - Iran is currently in a "full-scale war" with the United States, Israel, and Europe, as stated by President Ebrahim Raisi, who accuses these nations of attempting to undermine the Iranian regime through various forms of pressure and blockade [1][3]. Group 1: Nature of the Conflict - The conflict is characterized as more severe and complex than the Iran-Iraq War of the 1980s, which was primarily military in nature [3]. - The current situation involves multifaceted pressures from economic, cultural, political, and security dimensions, rather than just military attacks [3]. Group 2: Economic Impact - Sanctions imposed by the U.S. and other countries due to Iran's nuclear program have severely impacted the Iranian economy, leading to high inflation and continuous currency devaluation [3]. Group 3: Recent Military Engagements - In June, Iran experienced a 12-day conflict with Israel, resulting in over 1,000 deaths, including military leaders and nuclear scientists, and damage to nuclear, military, and civilian facilities [3]. - The U.S. intervened in this conflict, targeting Iran's key nuclear facilities [3]. Group 4: Nuclear Negotiations - Nuclear negotiations between Iran and the U.S. have stalled, with Iran refusing to resume talks, citing the U.S.'s demands as excessively harsh, including a halt to uranium enrichment and limitations on missile range [3].