Group 1: Gaza Conflict - Israeli airstrikes destroyed a mosque in Deir al-Balah, central Gaza [2] - The UN Relief and Works Agency reported that the number of child casualties in Gaza over the past 20 months reached 50,000 [2] - Israeli bombings in northern Gaza resulted in 21 fatalities [2] - Houthi forces claimed to have attacked Israel's Ben Gurion Airport with ballistic missiles [2] - The Israeli Defense Forces reported artillery fire from Yemen, triggering alarms across Israel [2] Group 2: Iran Nuclear Negotiations - The head of Iran's Atomic Energy Organization stated that uranium enrichment is Iran's "red line" [2] - Iran emphasized that any agreement reached with the U.S. must include the lifting of illegal sanctions against Iran [2] - The Iranian Foreign Minister held a phone call with the German Foreign Minister, expressing willingness to continue dialogue to build trust [2] - U.S. media reported a significant shift in the U.S. stance, allowing Iran to conduct low-level uranium enrichment [2] Group 3: U.S.-Iran Negotiations - An Iranian senior official stated that the U.S. nuclear deal proposal is incoherent and disconnected, with the U.S.'s constantly changing position being a major obstacle to successful negotiations [1] - Sources indicated that the next round of U.S.-Iran negotiations is highly uncertain and may not occur at all [1]

最近这油价的走势，可真是像坐过山车一样，太刺激了！过去连续四个月，国内油价那是大幅下调，累 积跌幅超过了 1000 元 / 吨。就拿广州市中国石化加油站来说，92 号汽油价格大降，每升直接少了 0.86 元。这可把车主们乐坏了，加满一箱油，轻轻松松就能节省四五十元呢，感觉开车的成本一下子降低了 不少。可还没等大家高兴太久，马上又要迎来新一次的成品油调价窗口了，就在 2025 年 6 月 3 日 24 时 开启年内第 11 次调价。在油价已经大幅下降到近三年新低点的情况下，大家都在翘首以盼，6 月我们 还能迎来国内油价的五连降吗？别着急，今天就来给大家好好分析分析，这油价背后到底藏着什么玄 机。 根据最新的油价监测数据，以及对国际市场原油价格行情走势的深入分析，目前三地原油市场平均油价 上涨了 2%。这一变化直接影响到国内油价的调整，预计在 6 月 3 日 24 时，国内加油站的汽油柴油价 格上调幅度为 70 元 / 吨。换算成大家更熟悉的升价，92 号汽油大概会上涨 0.06 元 / 升。虽然看起来这 上调幅度不算大，但蚊子腿再小也是肉啊，日积月累下来，也是一笔不小的开支呢。 调价之后，大部分地区的 92 号 ...

德国政府发言人5月31日发表声明称，德国总理默茨将于下周四(6月5日)访问华盛顿，与美国总统特朗 普举行"首次"会晤。声明表示，此次会晤议题将包括俄乌冲突、中东局势及贸易政策。据一名高级官员 透露，当天午餐会后，两位领导人计划在默茨启程返回柏林前在白宫进行新闻发布会。报道提到，鉴于 乌克兰总统泽连斯基与南非总统拉马福萨此前在白宫会晤期间均遭特朗普公开抨击，德国官员担忧，默 茨也会可能遭遇类似对待。为缩小双方分歧，默茨已表明愿意满足特朗普提出的部分要求，其中包括承 诺在未来几年内将德国的防务开支提高至国内生产总值5%。此前，特朗普2月28日与到访白宫的泽连斯 基在媒体前爆发激烈争吵，泽连斯基提前离开白宫。5月21日，特朗普在白宫会见到访的拉马福萨时突 然展示一些视频和剪报，指责南非正出现"针对白人的种族屠杀"。拉马福萨当场否认，并指出特朗普所 谓南非白人正逃离暴力和"种族主义"法律的说法站不住脚。(环球网) ...

Group 1: EC Futures Market Data - EC2506 had a closing price of 1768.0 with a 5.41% increase, volume of 31117, and an open interest of 22184 with a decrease of 3723 [2] - EC2508 had a closing price of 2206.0 with a 4.00% increase, volume of 91292, and an open interest of 51631 with a decrease of 1405 [2] - EC2510 had a closing price of 1451.9 with a 2.28% increase, volume of 13997, and an open interest of 22549 with a decrease of 1372 [2] - EC2512 had a closing price of 1617.3 with a 2.78% increase, volume of 2266, and an open interest of 4693 with a decrease of 185 [2] - EC2602 had a closing price of 1450.2 with a 2.36% increase, volume of 532, and an open interest of 2799 with a decrease of 111 [2] - EC2604 had a closing price of 1266.0 with a 1.44% increase, volume of 648, and an open interest of 3151 with a decrease of 148 [2] - The month - spread of EC2506 - 2508 had a previous day value of - 438.0, a month - on - month increase of 5.9, and a week - on - week increase of 157.0 [2] - The month - spread of EC2508 - 2510 had a previous day value of 754.1, a month - on - month increase of 52.6, and a week - on - week decrease of 80.9 [2] - The month - spread of EC2506 - 2510 had a previous day value of 316.1, a month - on - month increase of 58.5, and a week - on - week increase of 76.1 [2] - The month - spread of EC2510 - 2512 had a previous day value of - 165.4, a month - on - month decrease of 11.4, and a week - on - week decrease of 15.4 [2] - The month - spread of EC2512 - 2602 had a previous day value of 167.1, a month - on - month increase of 10.3, and a week - on - week decrease of 8.4 [2] Group 2: Shipping Index Data - SCHIS was 1265.3 on 2025/5/19, down 2.86% from the previous period and 5.54% from two periods ago [2] - SCFI was 1154 $/TEU on 2025/5/16, down 0.60% from the previous period [2] - CCFI was 1430.35 points on 2025/5/16, down 1.03% from the previous period [2] - NCFI was 750.91 points on 2025/5/16, down 0.78% from the previous period and 0.94% from two periods ago [2] - TCI (European line) was 646.15 points on 2025/5/22, unchanged from the previous periods [2] - FBX11 was 2459 $/FEU on 2025/5/16, up 2.57% from the previous period and 6.05% from two periods ago [2] - WCI was 2035 $/FEU on 2025/5/15, down 0.54% from the previous period and 7.08% from two periods ago [2] - XSI - C was 1909 $/FEU on 2025/5/19, down 0.42% from the previous period and 0.98% from two periods ago [2] Group 3: Shipping Capacity and Price Information - In May and June 2025 (tentatively), the weekly average shipping capacities were 30.3 and 30.5 million TEU respectively. OA added two sailings cancellations in week 23, and PA added one in week 24 [2] - In the second half of May, the European line quotes decreased month - on - month, reaching around 1200 - 1250 points at the end of May [3] - For June, shipping companies except MSK planned to raise prices by an average of 3000 US dollars (equivalent to 2050 points on the disk), and MSK planned to raise prices by 2200 US dollars, lower than market expectations. HMM lowered prices to 2500 US dollars, and the average price of shipping companies on the disk was 2000 points [3] Group 4: Shipping News - On 5/21, the EU was considering modifying the tax - free policy for small packages under 150 euros entering its territory and planned to impose a unified tariff. France was actively promoting additional fees for such packages, and the UK and Japan were considering similar measures [4] - On 5/21, G7 members began discussing imposing tariffs on low - value, oversupplied goods from China [4] Group 5: Middle East Situation News - On 5/22, Hamas stated that it would not give up armed resistance and denied that its military leader was killed. It also rejected Israel's cease - fire preconditions and arrangements for Gaza's future [5] - On 5/22, according to US media, Israel was preparing to quickly strike Iran's nuclear facilities if the US - Iran negotiations broke down [6]

在俄乌冲突陷入僵局，美国调停未起到作用的背景下，欧盟对外政策焦点正悄然转向中东局势。随着以 色列在加沙军事行动持续升级，欧盟内部要求对以方施压的声音愈发高涨。欧盟是否会迈出制裁以色列 的关键一步，成为本周外交舞台上的敏感焦点。 ...

跟踪中东局势动态 +订阅 金十数据整理：中东局势跟踪（5月22日） 加沙冲突： 其他情况： 1. 以军向加沙地带增派兵力。 2. 巴方称以军在杰宁向外交使团开火，以军致歉。 3. 意大利外长就杰宁难民营事件召见以色列大使。 4. 巴勒斯坦总统访问黎巴嫩，与黎总统举行会晤。 5. 以军：昨天进入加沙地带的93辆人道主义援助卡车均未被哈马斯抢劫。 6. 法国外交部发言人：法国正在考虑扩大对以色列政府在加沙侵犯行为的制裁。 7. 巴勒斯坦总统阿巴斯欢迎国际社会反对以色列对加沙实施封锁和由此导致的饥饿。 1. 伊朗外交部长：正在对参加与美国的下一轮谈判进行评估。 2. 据伊朗国家电视台：伊朗总统将于5月27至28日访问阿曼。 3. 美媒：以色列正准备在美伊谈判破裂时迅速打击伊核设施。 4. 据华盛顿邮报：伊朗官员警告称，若不就铀浓缩问题妥协，核谈判将面临危险 。 5. 据两位消息人士透露，美国将任命土耳其大使托马斯·巴拉克为叙利亚特别特使。 ...

金十数据整理：中东局势跟踪（5月19日） 冲突情况： 美伊谈判： 1. 伊朗最高领袖哈梅内伊：美国必须离开中东地区。 2. 伊朗外长：华盛顿不断变换立场延长了核谈判的时间。 3. 伊朗总统：伊朗有权和平利用核技术，不会屈服于武力。 其他情况： 1. 联合国批评美以援助加沙新方案。 2. 哈马斯与以色列举行新一轮加沙停火谈判。 3. 以总理：与哈马斯在多哈谈判包括"结束战争的框架"。 4. 以色列高级官员：包括结束战争在内的加沙谈判进展甚微。 5. 加沙卫生部门：北加沙省所有公立医院均已停止服务。 6. 伊朗最高领袖哈梅内伊：以色列是该地区一个危险且致命的癌症肿瘤，必须予以根除。 7. 美国中东问题特使：我认为我们将于下周在欧洲与伊朗方面会面，希望带来一些积极的结果。 跟踪中东局势动态 +订阅 1. 以军在加沙北部和南部展开大规模地面行动。 2. 本轮巴以冲突已致加沙地带53339人死亡。 3. 以防长证实哈马斯加沙地带军事部门领导人被打死。 ...

Core Viewpoint - The Israeli Defense Minister announced that the Israeli military has attacked and severely damaged ports controlled by the Houthi forces in Yemen [1] Group 1 - The Israeli military action targets Houthi-controlled ports, indicating a significant escalation in regional military activities [1] - This operation reflects Israel's ongoing strategy to counter threats from Iranian-backed groups in the region [1] - The attack may have implications for maritime security in the Red Sea, affecting shipping routes and trade [1]

1. 伊朗外长：伊朗不会放弃其核原则。 2. 胡塞武装证实打击以色列本-古里安机场。 3. 以色列多地拉响防空警报，以军称有导弹自也门发射。 4. 哈马斯官员：若实现永久停火，可交出加沙地带控制权。 5. 卡塔尔财富基金计划未来10年向美国追加5000亿美元投资。 6. 美国财政部网站显示，美国发布针对黎巴嫩真主党的新制裁。 7. 据文件显示，欧盟外交与安全政策高级代表卡拉斯建议进一步放宽对叙利亚的制裁。 8. 伊朗高级官员：伊朗尚未收到任何关于解决核争端未决分歧的美国最新提议。只有美国"可验证且有 效地"解除制裁，伊朗才会将高浓缩铀运往国外。 金十数据整理：中东局势跟踪（5月16日） ...

特朗普：伊朗已经大致同意了协议条款。 跟踪中东局势动态 +订阅 订阅美国VS伊朗动态 +订阅 ...