当地时间9月17日，沙特阿拉伯和巴基斯坦正式签署了一项共同防御协议，确立"攻击一方即攻击双方"原则。此举发生在中东安全格局剧变之际——美国 对以偏袒削弱其安全承诺，以色列空袭卡塔尔引发阿拉伯国家安全焦虑。 刘宗义：它是两国长期合作的必然结果，不过当下升级并正式签署这样一个条约，确实与最近的事态相关，主要涉及两个事态： 第一个事态是5月7日的印巴空战。在中式武器系统的加持下，巴基斯坦击败了印度，这不仅凸显了巴基斯坦强大的军事能力，还大大提升了其 在伊斯兰世界的国际地位和话语权。 第二个事态是最近以色列突然袭击卡塔尔事件，让沙特及其他中东国家特别担忧自身安全。 而且，以色列军队臂章上有一个"大以色列"地图，沙特北部地区、叙利亚、伊拉克的一部分、埃及的西奈半岛及尼罗河到红海的区域等等，都被以色列纳 入所谓"大以色列"的范围。内塔尼亚胡当下疯狂扩张的心态，让伊斯兰世界重新认识到以色列对他们的威胁。 实际上，如今以色列不仅对巴勒斯坦人的生存构成威胁，对整个阿拉伯人乃至整个穆斯林世界都构成了威胁，甚至上升到文明的高度，即犹太文明与阿拉 伯文明、伊斯兰文明之间的冲突。所以，海湾国家，特别是沙特，十分担忧。在这种情况下，沙特 ...

Core Viewpoint - The article emphasizes that Israel's so-called "Greater Israel" vision poses a threat to international peace and security, as articulated by Iranian Foreign Minister Zarif [2] Group 1: Political Statements - Zarif criticizes Israeli Prime Minister Netanyahu's recent comments regarding "Greater Israel," indicating a political strategy that infringes on the sovereignty, territorial integrity, and security of independent nations in the region [2] - Netanyahu claims he is undertaking a "historical and spiritual mission," closely linked to the vision of "Greater Israel," which has drawn strong condemnation from various parties [2] Group 2: Call to Action - Zarif warns that hesitation or negligence could lead to catastrophic consequences for the Islamic world, urging decisive action and enhanced cooperation to rescue the people of Gaza and protect the Islamic community [2]

Group 1 - A joint statement was issued by 31 Arab and Islamic countries, condemning Israeli Prime Minister Netanyahu's "Greater Israel" remarks as a serious violation of international law and a direct threat to regional and international peace and security [1] - The statement emphasizes that Israel does not have sovereignty over occupied Palestinian territories, including East Jerusalem, and calls for a ceasefire in Gaza along with unconditional humanitarian aid access [1] - It strongly criticizes Israeli Finance Minister Smotrich's approval of settlement plans in the "E1 area," viewing it as a blatant violation of international law and an infringement on the rights of the Palestinian people to establish an independent state [1][2] Group 2 - Netanyahu stated he is undertaking a "historical and spiritual mission" linked to the concept of "Greater Israel," which primarily involves territories occupied after the Six-Day War in June 1967 [2] - Smotrich announced plans to build 3,401 housing units in the "E1 area" between Ma'ale Adumim and East Jerusalem, aiming to undermine the Palestinian statehood concept [2]

Group 1 - A joint statement was issued by foreign ministers from 31 Arab and Islamic countries, condemning Israeli Prime Minister Netanyahu's remarks regarding the concept of "Greater Israel" [1][2] - The statement emphasizes that Netanyahu's comments violate international law and pose a direct threat to the security and sovereignty of Arab nations, as well as regional and international peace [1] - The statement calls for immediate ceasefire in Gaza, ending the blockade, and unrestricted humanitarian aid [1] Group 2 - The term "Greater Israel" refers to territories occupied by Israel after the 1967 Six-Day War, including East Jerusalem, the West Bank, Gaza Strip, Sinai Peninsula, and Golan Heights [2] - Netanyahu acknowledged a close connection to the "Greater Israel" concept during an interview, which led to strong condemnation from Arab nations like Jordan [2]

（文章来源：央视新闻） 声明呼吁国际社会，特别是安理会常任理事国，尤其是美国承担起法律和道义责任，立即采取行动，迫 使以色列停止对加沙地带的持续侵略及其在约旦河西岸行动的危险升级。 根据以色列媒体的解释，所谓"大以色列"是指1967年6月第三次中东战争之后，以色列和当时被以色列 占领的包括西奈半岛、戈兰高地、约旦河西岸、加沙地带和东耶路撒冷在内的土地。 当地时间15日，31个阿拉伯和伊斯兰国家的外交部长，以及阿盟、伊斯兰合作组织和海湾合作委员会的 秘书长发表联合声明，强烈谴责以色列总理内塔尼亚胡日前提到有关"大以色列"愿景的言论。声明说， 以总理言论是对国际法规则的藐视和侵犯，对阿拉伯国家安全、各国主权以及地区和国际安全与和平构 成直接威胁。 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report - Today, the prices of all monthly contracts of the Container Shipping Index (European Line) futures continued to fluctuate. Except for a slight decline in the EC2510 contract, the prices of the remaining monthly contracts slightly rebounded. After consecutive declines, most contracts have reached short - term lows, some short - sellers took profits and left the market, and the market trading sentiment was relatively calm, so the futures prices rebounded today. For the future, the current futures prices are gradually approaching the spot cabin quotation level, and it is expected that the EC will likely continue to fluctuate. In the medium term, without sudden event factors, based on fundamental considerations, the overall futures price trend may still decline slightly [1]. 3. Summary by Relevant Catalogs 3.1 EC Risk Management Strategy Recommendations - **Position Management**: For those who have already obtained positions but have full capacity or poor booking volume and are worried about the decline in freight rates, they can short the container shipping index futures according to the company's positions to lock in profits. The recommended hedging tool is EC2510, with a selling direction and an entry range of 1450 - 1550 [1]. - **Cost Management**: When the shipping company's blank - sailing intensity increases or the market peak season is approaching, and one hopes to book cabins according to the order situation, they can buy the container shipping index futures at present to prevent the increase in transportation costs due to the rise in freight rates and determine the cabin - booking cost in advance. The recommended hedging tool is EC2510, with a buying direction and an entry range of 1200 - 1300 [1]. 3.2 Market News and Influencing Factors - **Positive Factors**: Israeli Prime Minister Benjamin Netanyahu's statement about expanding Israel's boundaries has caused controversy and anger in Arab countries, which may potentially affect the shipping market [2]. - **Negative Factors**: Evergreen continues to lower the spot cabin quotation for the European Line, and the SCFIS European Line continues to decline with an enlarged decline [3]. 3.3 EC Data - **EC Basis Daily Changes**: On August 14, 2025, the basis of EC2508 was 151.58 points, with a daily decline of 0.90 points and a weekly decline of 73.58 points; the basis of EC2510 was 875.98 points, with a daily decline of 26.40 points and a weekly decline of 1.48 points; etc. [4]. - **EC Prices and Spreads**: On August 14, 2025, the closing price of EC2508 was 2083.9 points, with a daily increase of 0.04% and a weekly increase of 0.54%; the closing price of EC2510 was 1359.5 points, with a daily increase of 1.98% and a weekly decline of 4.29%; etc. [4]. 3.4 Spot Cabin Quotations - On August 28, for Maersk's Shanghai - Rotterdam shipping schedule, the total quote for 20GP was $1390, an increase of $5 compared to the previous period, and the total quote for 40GP was $2340, an increase of $10 compared to the previous period. At the end of August, for Evergreen's Shanghai - Rotterdam shipping schedule, the opening quote for 20GP was $1955, a decrease of $100 compared to the previous period, and the total quote for 40GP was $2960, a decrease of $200 compared to the previous period [6]. 3.5 Global Freight Rate Indexes - On August 14, 2025, the latest value of SCFIS for the European Line was 2235.48 points, a decrease of 62.38 points or 2.71% compared to the previous value; the latest value of SCFIS for the US West Line was 1082.14 points, a decrease of 47.98 points or 4.25% compared to the previous value; etc. [7]. 3.6 Global Major Port Waiting Times - On August 13, 2025, the waiting time at Hong Kong Port was 0.486 days, an increase of 0.146 days compared to the previous day; the waiting time at Shanghai Port was 1.386 days, a decrease of 0.137 days compared to the previous day; etc. [14]. 3.7 Ship Speed and Number of Container Ships Waiting at Suez Canal Port Anchorage - On August 13, 2025, the speed of 8000 + container ships was 15.952 knots, a decrease of 0.016 knots compared to the previous day; the speed of 3000 + container ships was 15.031 knots, an increase of 0.209 knots compared to the previous day; the number of ships waiting at the Suez Canal port anchorage was 8, a decrease of 1 compared to the previous day [23].