Group 1 - The core viewpoint of the article is that Brazil's President Lula criticizes the U.S. military strikes on Iran, emphasizing the need for mutual respect for sovereignty and territorial integrity among nations [1][3] - Lula states that the world requires peace, education, and food rather than war, highlighting the negative implications of military actions [1][3] - The military strikes by the U.S. have led to a global oil crisis, causing continuous increases in oil prices, which in turn puts pressure on domestic prices in Brazil [1][3] Group 2 - The Brazilian federal government will closely monitor domestic fuel prices to prevent excessive fluctuations due to the international oil crisis [1][3] - Lula calls for the urgent use of relevant mechanisms by the United Nations Security Council to curb international conflicts [1][3]

Core Viewpoint - The article discusses the recent attacks on civilian facilities in Iran, highlighting the conflicting narratives between U.S. President Trump's statements and media analyses regarding responsibility for the attacks [3][4]. Group 1: Incident Overview - On February 28, a school in Minab, southern Iran, was attacked, resulting in at least 165 casualties, primarily young girls around the age of 10 [4]. - The Iranian Red Crescent reported that since the attacks initiated by the U.S. and Israel, a total of 6,668 civilian facilities across Iran have been targeted, including 14 medical centers and 65 schools [7]. Group 2: Media and Government Responses - President Trump claimed that the attacks were the responsibility of Iran, describing the ammunition used as "very inaccurate," which contradicts analyses from various media outlets, including CNN, suggesting that the U.S. military may be responsible for the incident [3][6].

Core Viewpoint - Multiple countries, including Turkey, Greece, and Pakistan, have witnessed large-scale protests against the U.S. and Israel's attacks on Iran, with demonstrators calling for an immediate ceasefire [1][10]. Group 1: Turkey - In Ankara and Istanbul, large crowds gathered near the U.S. consulate, holding photos of Iranian Supreme Leader Khamenei and chanting anti-American and anti-Israeli slogans [2]. Group 2: Greece - In Athens, over a thousand protesters gathered in front of the U.S. and Israeli embassies, waving Iranian flags and holding placards, while police deployed heavily to maintain order [4]. - Greek Communist Party leader Tsipras condemned the U.S. and Israeli actions as imperialist interventions that could ignite broader regional conflicts [6]. - Protesters expressed concerns that Greece could be drawn into the conflict due to the presence of U.S. military assets in the region [8]. Group 3: Pakistan - Karachi experienced intense anti-American protests following the announcement of Khamenei's death, with demonstrators breaching the perimeter of the U.S. consulate [10]. Group 4: Lebanon - Thousands of Hezbollah supporters gathered in Beirut to express solidarity with Iran and mourn those killed in recent airstrikes, indicating heightened regional tensions [11]. - The Lebanese government has urged Hezbollah to refrain from any reckless actions amid the escalating situation [13]. Group 5: Yemen - In Sana'a and other areas controlled by Houthi forces, large gatherings condemned the U.S. and Israeli attacks, showing solidarity with the Iranian people [14]. - Houthi officials indicated readiness to retaliate if the situation escalates, suggesting potential military responses against U.S. and Israeli targets [16][19]. Group 6: Italy - Anti-war organizations in Italy protested outside the U.S. embassy, denouncing the military actions against Iran as unjustified aggression [20]. - Protesters emphasized the violation of international norms and the impact of such actions on global order [24].

1. Report Industry Investment Ratings - Thread steel: ★☆☆ [1] - Hot-rolled coil: ☆☆☆ [1] - Iron ore: ☆☆☆ [1] - Coke: ★☆☆ [1] - Coking coal: ★☆☆ [1] - Silicon manganese: ★☆★ [1] - Ferrosilicon: ★☆★ [1] 2. Core Views - The steel market is mainly in shock, with the demand and inventory of different products showing different trends, and the rebound sustainability is insufficient [2] - The iron ore market is expected to be mainly in shock, affected by factors such as global shipments, domestic arrivals, and terminal demand [3] - The coke and coking coal markets are both in a strong shock, with abundant carbon element supply, and the prices are difficult to decline significantly under the influence of market sentiment and policy expectations [4][6] - The silicon manganese and ferrosilicon markets are both in an upward shock, affected by factors such as cost, demand, and policy expectations [7][8] 3. Summary by Related Catalogs Steel - The post-festival thread steel apparent demand rebounds month-on-month, production remains low, and inventory continues to accumulate; hot-rolled coil demand rebounds month-on-month, production remains stable, and inventory continues to accumulate with relatively high pressure [2] - After the festival, blast furnace resumes production, and hot metal production increases, but the steel mill profit is still poor, and the subsequent rebound rhythm may be relatively slow [2] - The real estate investment decline continues to expand, and the new house sales during the Spring Festival are poor; the infrastructure and manufacturing investment growth rates continue to decline, and the domestic demand is still weak, while the steel export remains at a high level [2] - The steel plate gradually stabilizes, but the rebound sustainability is relatively insufficient, and there may still be fluctuations in the short term [2] Iron Ore - The global shipments of iron ore are at a high level and increase month-on-month, slightly lower than the same period last year; the domestic arrivals are basically the same as the previous period and higher than the same period last year, and the port inventory returns to near the high point of the year [3] - After the festival, the terminal demand warms up, and the hot metal production increases, but the resumption of production of steel mills may be affected by the important domestic meeting [3] - The external geopolitical conflict intensifies, and attention should be paid to the change of the overall risk preference of the market [3] Coke - The coking profit is average, and the daily output increases slightly; the coke inventory decreases slightly, and the purchasing intention of traders is average [4] - The carbon element supply is abundant, the downstream hot metal remains at the off-season level, and the steel profit level is average [4] - The coke plate is at a premium, and the market still has expectations for the "anti-involution" related policies. Under the influence of the overall market sentiment, the price is difficult to decline significantly [4] Coking Coal - The daily price is in a strong shock, and the customs clearance volume of Mongolian coal yesterday was 1,346 vehicles [6] - Attention should be paid to the resumption of production of coal mines. The production of coking coal mines has decreased significantly in the early stage [6] - The spot auction transactions increase gradually this week, and the transaction price mainly decreases slightly on the basis of the shock decline of the plate price; the terminal inventory decreases significantly, and there may be a certain degree of replenishment after the Spring Festival [6] - The total inventory of coking coal decreases significantly, and the production end inventory decreases significantly [6] - The coking coal plate is at a premium to Mongolian coal, and the market still has expectations for the "anti-involution" related policies. The customs clearance data of Mongolian coal recovers rapidly. Under the influence of the overall market sentiment, the price is difficult to decline significantly [6] Silicon Manganese - The international conflict has a positive impact on the crude oil price, which in turn affects the manganese ore shipping cost, which is relatively beneficial to the cost side of silicon manganese [7] - The spot manganese ore transaction price increases slightly, the manganese ore port inventory begins to accumulate, and the mine end shipment increases month-on-month, but the mine cost has increased compared with previous years, and the price concession space may be relatively limited [7] - The hot metal production on the demand side increases slowly, the weekly output of silicon manganese increases slightly, and it is difficult to see a significant decline driver [7] - The silicon manganese inventory accumulates slightly, and the market has strong expectations for the next month's meeting policy [7] Ferrosilicon - The electricity price in the Inner Mongolia production area increases, the semi-coke price decreases slightly, and the main production area is still mainly in a loss state [8] - The hot metal production on the demand side remains at the off-season level, the export demand remains above 30,000 tons, and the marginal impact is not significant [8] - The metal magnesium production increases month-on-month, the secondary demand increases marginally, and the overall demand still has toughness [8] - The ferrosilicon supply changes little, the inventory decreases slightly, and the market has strong expectations for the next month's meeting policy [8]

Core Viewpoint - Intense clashes erupted between Pakistan and Afghanistan along their border, with both sides claiming significant military actions and casualties [1] Summary by Relevant Sections Military Engagement - On February 26, fierce fighting broke out in the border region between Pakistan and Afghanistan, initiated by Afghanistan in response to what they termed provocations by the Pakistani military [1] - Afghan forces reportedly captured 15 Pakistani military outposts by the evening of the same day [1] Casualties and Damage - Pakistan claimed to have killed 72 Afghan armed personnel, while Afghanistan reported 55 Pakistani soldiers were killed during the conflict [1] - Pakistan stated that it retaliated against Afghan artillery fire, resulting in the destruction of multiple Afghan outposts and equipment [1] Escalation of Conflict - On the morning of February 27, Pakistan released footage of airstrikes on Afghanistan, with explosions reported in the center of Kabul [1]

Core Viewpoint - The U.S. military conducted a strike in Venezuela, resulting in at least 40 deaths, including military personnel and civilians, and successfully captured President Maduro and his wife [1][3]. Group 1: Military Action - On January 3, the U.S. military executed a surprise attack in Caracas, Venezuela, leading to the capture of President Maduro and his wife [1][3]. - The operation involved the use of helicopters to transport Maduro and his wife to a U.S. Navy ship after the strike [3]. Group 2: Casualties and Reactions - Venezuelan officials reported at least 40 fatalities from the military action, although official casualty figures have not been confirmed [1]. - President Trump stated that there were injuries during the operation but no fatalities among U.S. forces [1]. Group 3: Aftermath and Protests - Following the capture, Maduro's plane landed at Stewart Air National Guard Base in New York, and he is expected to appear in court next week [3]. - Venezuelan Vice President Rodriguez demanded the immediate release of Maduro and his wife, while protests against the U.S. military action occurred in multiple U.S. cities [3].

Group 1 - The core viewpoint of the article highlights the recent conflict between Pakistan and India, with Pakistan's Prime Minister Shehbaz Sharif asserting that Pakistan will take decisive action against "external aggression" as evidenced by the events earlier this year [1][3] - Sharif claims that Pakistan faced "unprovoked aggression" from India and responded effectively, stating that their military demonstrated remarkable professionalism in repelling the attack and destroying seven Indian aircraft [1] - The article mentions a specific incident on April 22 in Indian-administered Kashmir, where a shooting resulted in at least 26 deaths, primarily among Indian tourists, leading to accusations from India against Pakistan, which Pakistan denies [3]

Group 1 - The Iranian ambassador to Armenia, Sobhani, accused Azerbaijan of allowing Israeli drones to enter Iranian airspace, prompting a demand for investigation from Iranian President Raisi during a call with Azerbaijani President Aliyev [1][3] - Azerbaijan's Foreign Ministry issued a strong statement denying the allegations, asserting that the claims are unfounded and lack credible evidence, and emphasized that Azerbaijan would not permit its territory to be used for military actions against Iran [1][3][4] - President Raisi reiterated that Iran has never initiated war and condemned Israeli attacks on Iranian nuclear facilities as violations of international law [1][3] Group 2 - The Iranian ambassador stated that the world understands that threats will not work in dialogues with Iran, indicating a shift in diplomatic tone [3] - Azerbaijan's President Aliyev firmly rejected the notion that Azerbaijani airspace was used for attacks against Iran, asserting full control over the country's airspace [4]

Core Viewpoint - The potential for renewed conflict between Israel and Iran is highlighted, with both nations reportedly exhausted from ongoing tensions [1] Group 1 - U.S. President Trump indicates that both Israel and Iran are fatigued from their ongoing confrontations [1] - Trump expresses belief that conflict between the two countries may reignite in the future [1]

Core Viewpoint - North Korea's Foreign Ministry condemned the U.S. for its attacks on Iran, highlighting escalating tensions in the region following U.S. military actions against Iranian nuclear facilities [1] Group 1: U.S. Actions - On June 21, President Trump announced that U.S. forces had successfully targeted and "completely eliminated" three Iranian nuclear facilities [1] - The U.S. coordinated these attacks with Israel, indicating a close military partnership between the two nations [1] Group 2: Iranian Response - Iran described the U.S. actions as "outrageous" and stated that it reserves all options to defend its sovereignty, interests, and the safety of its people [1] - Following the attacks, Iran reported no signs of nuclear contamination, suggesting that the immediate impact on its nuclear program may be limited [1] Group 3: Regional Implications - Israel has heightened its national alert status in response to the U.S. actions, reflecting concerns over potential retaliatory measures from Iran [1]