继续针对伊朗的幽灵舰队 美国国务院根据第13846号行政令对 从事伊朗石油贸易的四个实体实施制裁，其中涉及中国舟山的一个 实体。该码头在2021年至2025年之间至少收购了伊朗原油，包括美国批准的船只，相当于至少进口1300 万桶伊朗原油。 国务院继续指定船舶管理公司及其油轮，因为他们故意从伊朗从事石油和石化产品的运输。这些船只管 理公司及其关联的油轮共同运送了数百万桶的伊朗原油和石油产品，其中绝大多数货物都交付给了中国 的买家。此外，这些船只通常从事"黑暗活动"，其自动识别系统（AIS）位置和标识信标会关闭。这种行 为旨在掩盖船舶货物的伊朗起源，是对其他船只的直接和不必要的风险，因为AIS是用于避免船舶碰撞的 关键系统。 ...

Core Viewpoint - HeShun Petroleum (603353) experienced a significant drop, hitting the daily limit down with a trading volume of 5.32 billion yuan and a turnover rate of 15.75% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a daily decline of 10.04%, with a total net sell of 34.34 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 101 million yuan, with a buying amount of 33.24 million yuan and a selling amount of 67.58 million yuan, resulting in a net sell of 34.34 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities, with a purchase amount of 8.77 million yuan, while the largest selling brokerage was Huaxin Securities, with a selling amount of 17.56 million yuan [2] Fund Flow - The stock saw a net outflow of 21.96 million yuan in main funds, with a significant outflow of 29.42 million yuan from large orders, while smaller orders saw a net inflow of 7.46 million yuan [2] - Over the past five days, the main funds had a net inflow of 81.09 million yuan [2] Financial Performance - According to the Q3 report released on October 31, 2024, the company achieved a revenue of 2.13 billion yuan in the first three quarters, a year-on-year decrease of 27.17%, and a net profit of 43.13 million yuan, down 21.24% year-on-year [2]

Group 1 - The stock of Heshun Petroleum (603353) has experienced a significant increase, with three limit-up days in four trading days, resulting in a cumulative increase of 31.32% and a turnover rate of 19.29% [1] - As of 9:25, the stock's trading volume reached 895,100 shares, with a transaction amount of 17.11 million yuan, and a turnover rate of 0.53% [1] - The latest total market capitalization of the A-shares is 3.315 billion yuan, while the circulating market capitalization is 3.258 billion yuan [1] Group 2 - For the first three quarters of 2024, the company reported total operating revenue of 2.129 billion yuan, a year-on-year decrease of 27.17%, and a net profit of 43 million yuan, down 21.24% year-on-year [1] - Recent stock performance data shows fluctuations in daily price changes and turnover rates, with notable inflows and outflows of main funds [1]

Group 1 - The U.S. government is implementing sanctions against entities involved in Iranian oil trade, specifically targeting two Chinese companies for purchasing Iranian crude oil valued at approximately $500 million [3][5] - The sanctions aim to cut off Iran's funding and reduce its oil exports to zero, which includes exports to China [3][5] - The U.S. Treasury's actions are part of President Trump's maximum pressure campaign against Iran, emphasizing the importance of halting Iranian oil exports [3][5] Group 2 - U.S. Senator Steve Daines is visiting Beijing, marking the first high-level visit from the Republican Party to China during Trump's second term, aiming to improve U.S.-China trade relations [5][6] - Daines has expressed a desire for a more balanced trade relationship with China, highlighting that increased exports to China could benefit U.S. employment [6] - The visit is seen as a potential pathway for future engagement between U.S. and Chinese leadership, despite ongoing tensions in trade relations [6][8]