新华社北京11月17日电 以色列总理内塔尼亚胡16日重申，以方反对巴勒斯坦建国，必须解除巴勒斯坦伊斯兰抵抗运动（哈马斯）的武装。据以 色列媒体报道，联合国安理会将于17日就一份加沙问题决议草案进行表决，美国和以色列围绕上述两点分歧明显。 根据以色列总理府16日发表的声明，内塔尼亚胡当天在内阁会议上表态称，以方反对"在约旦河以西任何土地上"建立巴勒斯坦国，这一立场始终 未变。无论采取何种方式，加沙地带必须实现非军事化，哈马斯必须解除武装。 据《以色列时报》、公共广播公司等以媒报道，准备提交表决的这份决议草案由美国和多个伊斯兰国家支持，围绕美方所提有关加沙地带停火与 重建的"20点计划"第二阶段，寻求安理会授权在加沙设立过渡机构、国际监督机构和"国际稳定部队"。 决议草案提到，若巴勒斯坦民族权力机构进行改革，存在实现巴勒斯坦建国的可能。这一点引发以色列极右翼政客公开反对，并就此向内塔尼亚 胡施压。以媒报道，以方正抓紧游说美国等国，寻求修改草案有关条款或对其"注水"。 以色列13频道电视台15日援引以方消息人士报道，由于在说服其他国家参与"国际稳定部队"对加沙地带实施非军事化上存在困难，美国白宫正考 虑放弃解除哈马 ...

Core Points - The ceasefire agreement's first phase has been in effect for over a month, but tensions between Hamas and Israel remain high, with both sides accusing each other of violations, indicating a fragile peace [1][2][3] - The second phase of negotiations is expected to be more challenging, addressing long-term structural issues such as disarmament of Hamas and withdrawal of Israeli forces from Gaza [5][6] Summary by Sections Ceasefire Status - The ceasefire has seen some progress, including the return of 300 Palestinian bodies and 23 Israeli and other nationality bodies facilitated by the Red Cross [2] - Despite this, local conflicts persist, with Israel and Hamas frequently accusing each other of ceasefire violations, leading to military actions and casualties [2][3] Trust Issues - There is a deep-rooted mutual distrust between Hamas and Israel, complicating the ceasefire's implementation and the negotiation process [3][6] - The lack of an effective monitoring mechanism has allowed for ongoing conflicts, making it difficult to determine accountability for violations [3] International Involvement - Although over 20 countries participated in a summit regarding the ceasefire, actual commitments to deploy international forces or aid have been limited, with some countries hesitant to act without clear guarantees [4] Future Negotiations - The second phase of negotiations will involve more complex issues, including the disarmament of Hamas and the demilitarization of Gaza, which are seen as critical yet difficult to resolve [5][6] - Experts suggest that the negotiations may not even reach the second phase due to the significant power imbalance between Israel and Hamas, with the first phase primarily serving Israeli interests [6]

Core Points - The Israeli Prime Minister's office announced that Hamas has transferred two bodies of captured individuals to Israel, but negotiations for the second phase of the Gaza ceasefire have not started due to Hamas not returning all bodies [1] - The International Committee of the Red Cross received the bodies from Hamas and transferred them to the Israeli military for identification, which is expected to take up to two days [1] - As of now, Hamas has handed over a total of 10 bodies, but one of them has been confirmed not to belong to the captured Israeli personnel [1] Group 1 - The first phase of the ceasefire agreement began on October 13, with Hamas releasing 20 Israeli captives and 4 bodies, while Israel released nearly 2,000 Palestinian prisoners [1] - Israeli officials stated that the second phase of negotiations has not commenced due to Hamas's failure to return all bodies, emphasizing that Israel will not compromise on this issue [1] - Hamas has indicated that locating all the bodies is challenging due to some being buried under rubble from Israeli airstrikes and others being in areas controlled by the Israeli military [2] Group 2 - The Rafah crossing between Gaza and Egypt is scheduled to reopen on October 16, with operations supervised by an EU aid team, allowing for the movement of people and vehicles [2]

Core Points - A car accident near Sharm El-Sheikh, Egypt, resulted in the deaths of three Qatari government staff members and injuries to two others [1] - The accident occurred while Qatari diplomats were en route to a high-level summit in Sharm El-Sheikh concerning a ceasefire between Israel and Hamas [1] - The summit is part of ongoing negotiations that began on the 6th, with Egypt and Qatar involved in mediating the discussions [1]

Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The report predicts that the Shanghai lead futures market will maintain a high - level oscillating pattern next week. Supply from primary and secondary lead production is unlikely to rebound significantly in the short term, providing some support for prices. Although overall demand is average, it won't decline sharply due to the "Golden September and Silver October" season and emerging energy - storage demand. The decline in inventory also provides a certain bottom - line support for prices. It is recommended to go long on lead prices at low levels [2]. 3. Summary by Directory 3.1. Market Data - **Futures Market**: The closing price of the Shanghai lead main contract is 16,855 yuan/ton, down 255 yuan; the LME 3 - month lead quote is 2,001.5 dollars/ton, down 7.5 dollars. The 11 - 12 - month contract spread of Shanghai lead is - 15 yuan/ton, up 10 yuan. The Shanghai lead open interest is 79,662 lots, down 12,005 lots. The net position of the top 20 in Shanghai lead is - 2,024 lots, down 1,717 lots. The Shanghai lead warehouse receipts are 34,764 tons, down 820 tons. The SHFE inventory is 49,209 tons, down 8,123 tons; the LME lead inventory is 219,425 tons, down 125 tons [2]. - **Spot Market**: The spot price of 1 lead from Shanghai Non - ferrous Metals Network is 16,800 yuan/ton, down 125 yuan; the spot price of 1 lead from Yangtze River Non - ferrous Metals Market is 16,890 yuan/ton, down 180 yuan. The basis of the lead main contract is - 55 yuan/ton, up 130 yuan. The LME lead premium (0 - 3) is - 41.63 dollars/ton, down 4.83 dollars [2]. 3.2. Upstream Situation - The average operating rate of primary lead is 80.56%, down 0.96 percentage points; the weekly output of primary lead is 3.59 million tons, unchanged. The processing fee of 60% lead concentrate at major ports is - 90 dollars/thousand tons, unchanged. The global lead ore production is 395,900 tons, up 15,700 tons. The lead ore import volume is 134,800 tons, up 12,700 tons [2]. - The number of secondary lead production enterprises is 68, unchanged. The capacity utilization rate of secondary lead is 37.88%, up 0.61 percentage points. The monthly output of secondary lead is 224,200 tons, down 67,500 tons [2]. 3.3. Industry Situation - The refined lead import volume is 1,820.55 tons, down 1,596.29 tons; the refined lead export volume is 2,752.22 tons, up 957.7 tons. The average domestic processing fee of lead concentrate at the factory is 380 yuan/ton, up 10 yuan. The average price of waste batteries in the market is 10,067.86 yuan/ton, down 46.43 yuan [2]. 3.4. Downstream Situation - The export volume of batteries is 49.68 million units, up 1.925 million units. The average price of lead - antimony alloy (for batteries, 2% antimony content) is 19,850 yuan/ton, down 100 yuan. The Shenwan industry index of batteries is 2,159.56 points, down 18.37 points [2]. - The monthly automobile production is 2.7524 million vehicles, up 242,400 vehicles; the monthly new - energy vehicle production is 1.333 million vehicles, up 157,000 vehicles [2]. 3.5. Industry News - The annual rate of the US core PCE price index in August was 2.9%, unchanged from the previous month, in line with market expectations [2]. - Some primary lead smelting enterprises are in the centralized maintenance stage, and the raw material market is in a tight - balance state, with the processing fee of lead concentrate continuing to decline [2]. - Secondary lead production is restricted by environmental inspections and low waste - battery recycling efficiency, but some enterprises have the expectation of resuming production in early October [2]. 3.6. Supply and Demand Analysis - **Supply**: Overall lead supply shows a stable and rising trend. Primary lead production is restricted by maintenance and raw - material shortages, and secondary lead production is restricted by environmental factors and waste - battery supply, but some enterprises may resume production in early October [2]. - **Demand**: The demand for lead - acid batteries in the automotive starting - battery segment is stable. The "Golden September and Silver October" consumption season is warming up, but downstream enterprises are still mostly in a wait - and - see state. The demand for energy storage in emerging fields is improving, but overall demand has not seen a significant explosive growth and is still in a slow recovery stage [2].

Group 1 - Israel conducted an airstrike on September 9 in Doha, Qatar, targeting the leadership of Hamas, which has drawn global condemnation [1][4] - The U.S. Secretary of State, Rubio, expressed the hope that Qatar would continue its role as a mediator in ceasefire negotiations between Israel and Hamas, highlighting Qatar's "unique position" [3] - Following the airstrike, Hamas representatives were reportedly discussing a new ceasefire proposal put forth by the U.S. when the attack occurred, resulting in casualties including five Palestinians and one member of the Qatari security forces [4] Group 2 - The airstrike has led to strong international backlash, with an emergency summit of Arab and Islamic nations condemning Israel's actions and calling for a review of Israel's UN membership status [4] - Rubio emphasized the importance of Qatar's constructive role in resolving the ongoing conflict and indicated that the U.S. would continue to work with Qatar to reach a defense agreement [3]

Group 1 - The ongoing Israeli airstrikes in Qatar are raising concerns about the potential risks to the only diplomatic avenue for a ceasefire in Gaza [1] - U.S. Secretary of State Rubio's visit to Israel aims to discuss military operations and coordinate positions between the U.S. and Israel [1][2] - Israeli Prime Minister Netanyahu emphasized the strength of the U.S.-Israel alliance during Rubio's visit, indicating a unified front [3] Group 2 - Qatar's Prime Minister stated that the recent Israeli attack will not deter Qatar from continuing its mediation efforts to end the conflict in Gaza [6][7] - The airstrikes in Gaza resulted in the destruction of at least four high-rise buildings, with significant civilian casualties reported [8] - The humanitarian crisis in Gaza is worsening, with thousands of residents fleeing and severe shortages of water, food, and shelter [9]

Core Points - The White House announced that President Trump will meet with Qatari Prime Minister and Foreign Minister Mohammed on the 12th local time [1] - The meeting will include a dinner between Trump, Middle East envoy Wittekopf, and Mohammed [3] - Following an Israeli attack on Qatar, Mohammed stated that Qatar will continue diplomatic mediation and reserves the right to respond [3] - Reports indicate increasing dissatisfaction from the U.S. government towards Israeli Prime Minister Netanyahu regarding the authorization of the attack, raising concerns about its impact on ceasefire negotiations in Gaza [3] Group 1 - The meeting between President Trump and Qatari officials is aimed at addressing ongoing tensions in the region [1][3] - The U.S. administration's frustration with Israel's actions may influence future diplomatic relations and negotiations in the Middle East [3] - Qatar's commitment to diplomatic mediation highlights its role as a key player in regional stability [3]

Core Points - The article discusses a recent Israeli airstrike in Doha, Qatar, targeting Hamas leaders during peace negotiations, marking a significant escalation in the ongoing Israel-Palestine conflict [1][3][11] - The attack has drawn widespread international condemnation, with many countries and organizations viewing it as a violation of international law and a threat to peace efforts in the region [6][12][14] Summary by Sections Incident Overview - On September 9, Israel conducted a "precision strike" against Hamas leaders in Doha, where negotiations for a ceasefire were taking place [3][4] - The Israeli Defense Forces confirmed the attack aimed at Hamas leaders, resulting in casualties among their family members and assistants, but no high-ranking Hamas officials were killed [3][4] International Reactions - The attack prompted strong protests from Qatar and condemnation from multiple countries, including France, Germany, and the UK, as well as international organizations like the UN and EU [6][12] - Qatar's government expressed shock and anger, asserting that the attack violated its sovereignty and undermined humanitarian laws [4][7] Implications for Peace Negotiations - The airstrike has severely disrupted ongoing ceasefire negotiations between Israel and Hamas, which had been facilitated by Qatar [8][11][14] - Analysts suggest that Israel's actions indicate a lack of willingness to engage in meaningful negotiations, preferring military solutions over diplomatic efforts [12][13] Broader Regional Impact - The incident raises concerns about escalating tensions in the Middle East, as it shifts the conflict's focus to a country closely allied with the U.S., complicating diplomatic relations [12][13] - The attack may weaken Qatar's role as a mediator in the conflict and damage its relations with both Hamas and Israel [14]

Core Points - The U.S. government is increasingly dissatisfied with Israeli Prime Minister Netanyahu following Israel's airstrike in Qatar on September 9, which targeted Hamas leaders, raising concerns about the impact on ceasefire negotiations in Gaza [1][3][4] - President Trump and his senior aides are questioning whether Netanyahu's actions are intended to deliberately undermine the ongoing ceasefire talks [1][3] - Qatar's Prime Minister Mohammed is scheduled to visit the U.S. to discuss the airstrike and the progress of ceasefire negotiations, indicating ongoing diplomatic efforts [3] Summary by Sections - **U.S.-Israel Relations** - The U.S. administration's frustration with Netanyahu has intensified due to the recent airstrike, which is seen as detrimental to peace efforts [1][4] - Trump expressed disappointment during a phone call with Netanyahu, labeling the decision to strike in Doha as "unwise" [4] - **International Response** - The airstrike has drawn strong condemnation from the international community, with accusations of violating international law and infringing on Qatar's sovereignty [4] - Hamas confirmed casualties from the strike and condemned the attack, asserting that the assassination attempt on its leaders was unsuccessful [4] - **Diplomatic Engagements** - Qatar's Prime Minister is set to meet with U.S. officials, including Trump and Secretary of State Rubio, to discuss the implications of the airstrike and potential defense cooperation [3]