Group 1: Gaza Conflict - Israeli military continued attacks on Gaza, resulting in 70 deaths on July 19 [1] - Israeli strikes near a humanitarian distribution point in Gaza led to 32 additional deaths [1] - The ongoing Israel-Palestine conflict has resulted in a total of 58,765 deaths in Gaza [1] Group 2: Regional Developments - An Israeli drone strike in southern Lebanon's Shiyam region resulted in at least 1 death [1] - Iranian Foreign Minister stated that the resumption of nuclear negotiations depends on the U.S. stance [1] - Former President Trump claimed that Iran's three nuclear facilities have been completely destroyed [1] - A U.S. lawmaker openly referred to Israel as a nuclear state and called for cuts to military aid [1] - Jordan, Syria, and the U.S. held trilateral talks regarding the situation in Syria [1] - Israeli military operations in southern Lebanon resulted in the death of a Hezbollah member [1]

Group 1 - The situation in the Middle East has escalated, with Israel conducting airstrikes in Syria, raising concerns about the ongoing conflict between Israel and Syria [1][3] - The U.S. State Department has expressed disapproval of Israel's recent actions in Syria and is advocating for meaningful dialogue to achieve a lasting ceasefire [2][3] - Israeli Prime Minister Netanyahu has stated that military actions in Syria will continue to prevent Syrian armed forces from entering Druze areas, emphasizing the need for a demilitarized zone [3] Group 2 - A joint statement from 11 Middle Eastern countries, including Jordan and the UAE, condemned foreign interference in Syria and supported its sovereignty and stability [4] - The foreign ministers of these countries called for the international community to support Syria's reconstruction and ensure Israel's withdrawal from Syrian territory [4] Group 3 - An Israeli airstrike on a Catholic church in Gaza resulted in 3 deaths and 9 injuries, leading to a statement from Netanyahu expressing regret and indicating an investigation into the incident [7][8] - The Palestinian government is facing severe financial challenges due to Israel withholding approximately 9.1 billion new shekels (about 19.4 billion RMB) in funds, impacting essential services [8]

Core Points - The meeting between UK Prime Minister Starmer and German Chancellor Merz marks Merz's first official visit to the UK since taking office in May 2023 [1] - The signing of the "UK-Germany Bilateral Friendship and Cooperation Treaty" aims to enhance collaboration in security, defense, climate, and technology to address global challenges and maintain regional and global stability [1] - Addressing illegal immigration is identified as a current priority, with both leaders agreeing to explore further cooperation on this issue [1] - On the Middle East situation, both leaders expressed that the current state in Gaza is "unacceptable," emphasizing the urgency of achieving a ceasefire and the release of all hostages to pave the way for a "two-state solution" and the security future of both Israelis and Palestinians [1]

Core Viewpoint - The Chinese Foreign Ministry emphasizes the importance of respecting Syria's sovereignty and territorial integrity amidst ongoing tensions in the Middle East, urging against actions that could escalate the situation [1] Summary by Relevant Sections - **Syria's Sovereignty**: The Chinese government asserts that Syria's sovereignty and territorial integrity must be respected, particularly given the current volatile situation in the Middle East [1] - **Call for Restraint**: The Foreign Ministry spokesperson calls for all parties to refrain from actions that could lead to further escalation of tensions in the region [1]

伊朗最高领袖哈梅内伊：伊朗已经准备好对任何新的军事袭击做出回应。 订阅美国VS伊朗动态 +订阅 跟踪中东局势动态 +订阅 ...

Core Viewpoint - The Chinese government expresses its willingness to work with the international community to promote peace and political solutions in the Middle East, aiming to restore stability in the region [1] Group 1: Current Situation - The situation in the Middle East remains complex and sensitive, indicating ongoing challenges that require diplomatic efforts [1] Group 2: International Cooperation - China is open to collaborating with the international community to advocate for peace and political resolutions, which aligns with the interests of regional countries and the global community [1]

伊朗国家安全议会委员会成员：关于霍尔木兹海峡的军事协议已敲定，尚未决定关闭海峡。 跟踪中东局势动态 +订阅 ...

Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View Amid geopolitical conflicts and tariff uncertainties, trading in the shipping market is challenging. It is recommended to participate with light positions or stay on the sidelines. Attention should be paid to tariff policies, the Middle East situation, and spot freight rates [1][2]. 3. Summary by Related Content Market Situation - Trump plans to impose a unified tariff of 15% or 20% on almost all remaining trading partners, targeting Southeast Asian countries to crack down on re - export trade. The tariff negotiation date has been postponed to August 1st, and some shipping companies have announced freight rate increases. The spot market price range is set, with small price hikes to test the market, leading to a slight rebound in the market [2][4]. - The cease - fire in Gaza cannot be reached immediately, and the Houthi rebels continue to attack Israeli - related ships. Spot freight rates are stable, and the market is filled with mixed long and short information, causing the market to fluctuate widely [2]. - On July 11, the main contract 2508 closed at 2030.6, down 0.71%, with a trading volume of 34,600 lots and an open interest of 30,900 lots, a decrease of 403 lots from the previous day [2]. Freight Rate Index - On July 7, the Shanghai Export Container Settlement Freight Index (SCFIS) for the European route was 2258.04 points, up 6.3% from the previous period; the SCFIS for the US West route was 1557.77 points, down 3.8% from the previous period [1]. - On July 11, the Ningbo Export Container Freight Index (NCFI) composite index was 1218.03 points, down 3.19% from the previous period; the NCFI for the European route was 1435.21 points, down 0.50% from the previous period; the NCFI for the US West route was 1186.59 points, up 0.85% from the previous period [1]. - On July 11, the Shanghai Export Container Freight Index (SCFI) was 1733.29 points, down 30.20 points from the previous period; the SCFI European route price was 2099 USD/TEU, down 0.10% from the previous period; the SCFI US West route was 2194 USD/FEU, up 5.03% from the previous period [1]. - On July 11, the China Export Container Freight Index (CCFI) composite index was 1313.70 points, down 2.2% from the previous period; the CCFI for the European route was 1726.41 points, up 1.9% from the previous period; the CCFI for the US West route was 1027.49 points, down 5.2% from the previous period [1]. Economic Data - The preliminary value of the Eurozone's manufacturing PMI in June was 49.4, with an expected value of 49.8 and a previous value of 49.4. The preliminary value of the service PMI was 50, a two - month high, with an expected value of 50 and a previous value of 49.7. The preliminary value of the composite PMI was 50.2, with an expected value of 50.5 and a previous value of 50.2. The Sentix investor confidence index was 0.2, with an expected value of - 6 and a previous value of - 8.1 [1]. - The Caixin China Manufacturing Purchasing Managers' Index (PMI) in June was 50.4, 2.1 percentage points higher than in May, the same as in April, and back above the critical point [1]. - The preliminary value of the US Markit manufacturing PMI in June was 52, the same as in May, higher than the expected value of 51, the highest level since February; the preliminary value of the service PMI was 53.1, lower than the previous value of 53.7, higher than the expected value of 52.9, a two - month low; the preliminary value of the composite PMI was 52.8, lower than the previous value of 53, higher than the expected value of 52.1, a two - month low [1]. Trading Strategies - Short - term strategy: The short - term market is likely to rebound. Risk - takers are advised to take a light long position below 1300 for the 2510 contract (already with a profit margin of over 100 points). Consider partial profit - taking when the market rallies today. For the EC2512 contract, a light short position is recommended above 1650, with stop - loss and take - profit levels set [3]. - Arbitrage strategy: Against the backdrop of international instability, the market shows a positive - spread structure with large fluctuations. It is recommended to stay on the sidelines or take a light - position attempt [3]. - Long - term strategy: For all contracts, take profit when the price rallies, 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%. - The company's margin for contracts 2506 - 2604 is adjusted to 26%. - The daily opening limit for all contracts 2506 - 2604 is 100 lots [3].

Group 1: Gaza Conflict - The Israeli military confirmed a missile launched from Yemen targeting Israel, with defense systems in operation to intercept the threat [1] - An Israeli senior official stated that a ceasefire agreement with Hamas in Gaza could be achieved within one to two weeks, but not within a day, and that Israel would provide a temporary ceasefire while continuing military actions if Hamas does not disarm [1] - The Palestinian President emphasized the need for Palestinian representation at the ceasefire negotiation table [1] - The Houthi forces from Yemen attacked Israel's Ben Gurion Airport [1] - Houthi forces reportedly seized six Greek sailors from a sunken ship that was attacked in the Red Sea [1] - Houthi leadership declared that maritime actions against vessels would continue as long as Israel persists in its "aggression" in Gaza [1] - Houthi forces claimed to have launched 45 attacks on Israeli-related targets in the past week [1] - A UN spokesperson announced the first fuel shipment to Gaza in 130 days [1] Group 2: Iran-Israel Conflict - Israeli officials reported that some of Iran's enriched uranium survived the US-Israel airstrikes [2] - The Israeli Defense Minister warned that Israel would take further action against Iran if it perceives a threat [2] - Israeli intelligence indicated that prior to attacks on Iran, enriched uranium was stored at locations such as Fordow, Natanz, and Isfahan, with some still remaining there, making removal difficult [2] - The German Foreign Minister anticipated that Iran would exert pressure on Houthi forces to cease attacks on vessels [2] - The Iranian President stated that Tehran's cooperation with the International Atomic Energy Agency depends on the agency correcting its "double standards" regarding Iran's nuclear issues, warning of a more decisive response to repeated aggression [2] - The EU and Israel reached an agreement to provide more aid to Gaza [2] - According to Politico, the EU is considering suspending relations with Israel due to the ongoing crisis in Gaza [2]

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View - The egg futures price is falling. Due to high inventory of laying hens, increased supply of small - sized eggs, and weak demand in summer, the egg price is expected to remain low in the first half of July, but the decline is limited [3]. - The A - share market is expected to continue high - level oscillations. Gold is expected to rise in the long - term, and it's advisable to buy at low prices when it reaches important support levels. Iron ore has a high over - valuation risk, and a wide - range oscillation approach is recommended. Glass market needs real estate stimulus or major policies, and a shock approach is appropriate. Soybean oil may oscillate or strengthen in the short - term, and short - selling with a light position is advised when it reaches the previous high pressure area [7][11][15][19][23]. 3. Summary by Related Catalogs Egg Futures - Supply: High inventory of laying hens, increasing number of newly - laid hens, and increased supply of small - sized eggs lead to large supply pressure, and the pressure is hard to relieve soon [3]. - Demand: Summer is the off - season for egg consumption. School holidays reduce canteen purchases, and overall demand is weak and hard to change in the short - term. However, low prices may stimulate supermarket promotions and trader restocking [3]. - Price Outlook: Affected by the leap June, the egg price will remain low in the first half of July. The low - price area has delivery and cold - storage stocking, limiting the decline. Observe the strong support area of 3370 - 3350 for the main egg futures contract [3]. A - share Market - Market Performance: On Monday, the three major A - share indexes opened high and closed low, with only the Shanghai Composite Index closing in the positive territory above 3470 points. The market is expected to continue high - level oscillations [8][7]. Gold - Market Factors: The Fed's decision not to cut interest rates reduces the expectation of rate cuts this year, causing gold to adjust. But the long - term upward trend remains unchanged, and it's advisable to buy at low prices when it reaches important support levels [12][11]. Iron Ore - Market Situation: Supply is rising month - on - month, iron - water production is seasonally weakening, and ports are accumulating inventory again. The weak reality increases the over - valuation risk of iron ore. Technically, it shows a trend of rising and then falling, and a wide - range oscillation approach is recommended [16][15]. Glass - Supply and Demand: There is no major cold - repair situation due to losses on the supply side, factory inventory is high, and downstream deep - processing orders have weak restocking power, so demand is not continuously increasing. It needs real estate stimulus or major policies. Technically, it has been adjusting at a high level for three days, and a shock approach is appropriate [20][19]. Soybean Oil - Market Trend: Due to the long - term expectation of the US biodiesel policy and the uncertain Middle - East situation, soybean oil may oscillate or strengthen in the short - term. But the current supply - demand is not tight, and it will see seasonal production and inventory increase in the medium - term. When the price reaches the previous high pressure area of 7950 - 8000, short - selling with a light position is advised [23].