伊朗外交部强调，联合国和其他国际机构负有维护国际法基本原则的重大责任，尤其要尊重各国的国家 主权，避免对独立国家的内政进行破坏性干涉。伊朗外交部重申，国际社会必须高度重视美国对伊朗实 施单边制裁的非法性和不人道性质，并强调这些制裁直接针对伊朗人民的人权、生计和日常生活。 （文章来源：央视新闻客户端） 声明指出，伊朗承认符合宪法原则的和平抗议，并将竭尽全力在法律框架内回应人民的合法诉求。因 此，在伊朗政府强调采取必要措施缓解经济问题的同时，也需要指出，这些问题中的绝大多数是美国以 非法和压迫性制裁的形式对伊朗人民发动的全面经济和金融战所致。 声明表示，美国政府目前对伊朗所采取的行动不仅仅是一场经济战，而是心理战、虚假信息宣传、军事 干预威胁以及煽动暴力和恐怖主义等一系列手段的综合体现，所有这些都明显违背了《联合国宪章》和 国际法。 当地时间7日晚，伊朗外交部发表声明，谴责美国官员就伊朗内部事态发展发表的干涉主义和欺骗性言 论，并认为这些言论清楚地表明了美国政府对伊朗的持续仇恨。采取此类立场并非出于对伊朗人民的同 情，而是符合其对伊朗内政施加极限施压、威胁和干涉的政策，其目的是煽动暴力和恐怖主义，并在伊 朗制造混 ...

Group 1 - The Trump administration is considering multiple measures to encourage Iran to return to nuclear negotiations, including easing sanctions and facilitating up to $30 billion in investments for Iran's civilian nuclear program [1][3] - A proposal is under discussion that includes a non-enriched uranium nuclear program investment of approximately $20 billion to $30 billion, with funding expected to come from Arab partners rather than directly from the U.S. [3] - Other incentives being considered include the potential lifting of some sanctions on Iran and allowing access to $6 billion in restricted funds currently held in foreign bank accounts [3] Group 2 - President Trump stated that the U.S. and Iran would hold talks the following week, with a possibility of signing an agreement, while maintaining a firm stance against Iran's nuclear activities [4] - Iranian Foreign Minister Zarif indicated that Iran has not yet decided on resuming negotiations with the U.S. and outlined conditions for any potential agreement, including the continuation of uranium enrichment and the lifting of sanctions [4] - Since April, there have been five rounds of indirect talks between the U.S. and Iran regarding the nuclear issue and sanctions relief, with a sixth round planned but canceled due to an Israeli attack on Iran [5]

Core Viewpoint - The U.S. government is considering easing sanctions on Iran and potentially assisting Iran in funding a civilian nuclear program to facilitate negotiations regarding Iran's nuclear capabilities [1][2]. Group 1: U.S. Government Actions - The Trump administration is reportedly discussing proposals that include incentives for Iran, contingent upon Iran halting all uranium enrichment activities [2]. - The U.S. is contemplating the release of billions of dollars in restricted Iranian funds and easing sanctions to encourage Iran to return to the negotiating table [1][2]. - U.S. officials have indicated that the funding for Iran's civilian nuclear program, estimated to be between $20 billion and $30 billion, would not come directly from the U.S. but rather from Arab partners [1] Group 2: Military Actions and Assessments - Recent assessments from U.S. intelligence suggest that military strikes did not completely destroy Iran's nuclear capabilities, only delaying their progress by a few months [2]. - Reports indicate that while some infrastructure was damaged, key underground facilities remain intact, and Iran could potentially restart its nuclear program within one to two months [2][3]. - U.S. Defense Secretary has stated that the assessment of military actions is preliminary, and there is no evidence that Iran has moved enriched uranium from its facilities [3][4]. Group 3: Iran's Response - Iran's Foreign Ministry has confirmed that its nuclear facilities have been severely damaged due to multiple attacks from Israel and the U.S., although specifics on the extent of damage remain unclear [4].

Group 1 - Trump's recent statement on allowing China to purchase Iranian oil after a ceasefire between Israel and Iran surprised oil traders and U.S. officials [1][2] - The White House clarified that this does not indicate a relaxation of U.S. sanctions on Iran, emphasizing that sanctions will continue [2] - Trump's comments may be seen as an attempt to encourage cooperation from China and Iran in upcoming negotiations, despite previous strict measures against Iranian oil exports [2] Group 2 - The U.S. has imposed sanctions on hundreds of vessels involved in transporting Iranian oil and targeted Chinese entities purchasing Iranian oil [2] - Trump's earlier warnings required all nations to cease purchasing Iranian oil or face secondary sanctions, indicating a tough stance on Iranian oil imports [2] - A senior White House official suggested that Trump's remarks were aimed at promoting U.S. oil imports instead of Iranian oil, highlighting the ongoing enforcement of sanctions [2]

Investment Rating - The report maintains a "Positive" investment rating for the shipping and shipbuilding market [3]. Core Insights - The report highlights the impact of U.S. sanctions on Iranian oil exports, indicating that recent measures have led to a significant decline in shipping volumes [3][11]. - It notes that the Iranian oil shipping export volume decreased by 2.6 million barrels per day over a 15-month period due to sustained sanctions during the Trump administration [11]. - The report also mentions that following the sanctions imposed on January 10, the floating storage of Iranian oil has remained at a relatively high level since December 2024 [13]. Summary by Sections - **Market Performance**: The shipping and port sector is experiencing fluctuations due to geopolitical factors, particularly U.S. sanctions on Iran [3]. - **Sanction Effects**: The report discusses the historical context of U.S. sanctions and their direct effects on Iranian oil exports, emphasizing the long-term impact on shipping volumes [11]. - **Current Trends**: Recent data indicates that despite sanctions, Iranian floating storage levels are elevated, suggesting ongoing challenges in the market [13].