Core Viewpoint - The Iranian Foreign Ministry spokesperson indicated that there has been no observed change in the U.S. stance regarding sanctions, and the U.S. has not provided a clear response on the issue of lifting sanctions [1] Group 1 - The Iranian government is closely monitoring the U.S. position on sanctions [1] - There has been no indication of a shift in U.S. policy towards sanctions as of now [1] - The lack of a clear response from the U.S. regarding the lifting of sanctions is noted [1]

Group 1 - Iran has not received any recent proposals from the United States regarding unresolved issues in the nuclear dispute [1] - Iran will only transport highly enriched uranium abroad if the United States lifts sanctions in a "verifiable and effective" manner [1]

Core Points - The U.S. Department of the Treasury announced a new round of sanctions related to Iran on May 12 [1] - The sanctions target two individuals and one company based in Tehran's Shamsabad Industrial Zone, which is involved in sensitive technology sectors [1] Group 1 - The sanctions are part of ongoing efforts by the U.S. to address concerns regarding Iran's activities in sensitive technology [1] - The specific details regarding the individuals and the nature of the company's operations have not been disclosed [1]

2025.04.21-04.25 豆粕、豆油 期货品种周报 01 P A R T 豆粕期货 Contents 01 中线行情分析 02 品种交易策略 03 相关数据情况 目录 中线趋势来看，豆粕主力处于宽幅震荡的阶段。 中线趋势判断 1 n 上周策略回顾 豆粕期价趋势整体横盘震荡的阶段,资金方面较为偏空。中 美贸易摩擦升级不确定性的影响下，M2509预计延续宽幅震 荡，运行区间：2950-3200，可考虑区间操作。 n 本周策略建议 豆粕期价趋势整体横盘震荡的阶段,资金方面较为偏多。在供 应预期宽松及现货阶段性偏紧的影响下，M2509预计延续宽幅 震荡，运行区间：2950-3200，可考虑区间操作。 趋势判断逻辑 据Mysteel数据：第15周油厂大豆实际压榨量98.37万吨，开机率27.65%； 大豆库存362.24万吨，较上周增加71.81万吨，增幅24.73%；豆粕库存下 滑至29.05万吨，较上周减少28.86万吨，减幅49.84%。随着大豆通关加 速及油厂开机回升，豆粕供应压力即将得到缓解。巴西大豆收割接近尾 声，丰产预期逐步兑现，集中上市压力贴水有所下调。然而中美贸易摩 擦不断升级，下游饲料企业豆 ...