新华财经纽约6月18日电（刘亚南张怡然）由于以色列与伊朗冲突持续和上周美国商业原油库存大幅下 降，国际油价18日早盘小幅上涨，随后快速走低，午后持续回升并由跌转涨，收盘时国际油价均上涨。 截至当天收盘，纽约商品交易所7月交货的轻质原油期货价格上涨30美分，收于每桶75.14美元，涨幅为 0.4%；8月交货的伦敦布伦特原油期货价格上涨25美分，收于每桶76.70美元，涨幅为0.33%。 以色列与伊朗的激烈交火已持续六天，以色列空袭重创德黑兰南帕尔斯天然气田，伊朗方面随后宣布局 部暂停生产。该气田是全球最大天然气田，由伊朗与卡塔尔共同开发。 美国总统特朗普18日表示，伊朗方面已经联系他并甚至表示可以派一个代表团来白宫进行谈判。特朗普 还说，自己此前考虑对伊朗核实施进行军事打击，但尚未作出最终决定。通过谈判解决伊朗核问题还为 时不晚。 能源市场正评估美国直接卷入冲突的可能性，以及可能引发的重大供应中断——尤其是最糟糕的情形， 例如伊朗封锁连接波斯湾与阿曼湾的战略要冲霍尔木兹海峡。 荷兰商业银行大宗商品策略主管沃伦·帕特森（Warren Patterson）表示，目前油市最担忧的情形是霍尔 木兹海峡运输中断，这条海上 ...

本届高层会议在"查塔姆规则"下进行，行业领袖们就未来协同发力的四大关键领域达成共识，具体 包括： 6月16日至18日，由马来西亚国家石油公司（下称"马石油"）主办，标普全球旗下剑桥能源周担任 知识合作伙伴的"亚洲能源论坛"（Energy Asia）在吉隆坡会展中心开幕。 本届论坛以"共塑亚洲能源转型新格局"为主题，汇聚了来自60多个国家、横跨38个行业的政策制定 者、行业领袖与能源专业人士，共同发出坚定而有力的呼吁——以果敢和协同的行动方案，加速亚洲迈 向净零未来。 马来西亚首相拿督斯里安瓦尔·易卜拉欣阁下出席论坛并主持开幕仪式。他表示，在当前全球能源 转型加速推进的背景下，亚洲能源论坛汇聚了政策制定者、行业领袖与能源专家，共同推动战略协同与 务实解决方案的落地，携手应对发展中经济体与新兴经济体在能源转型进程中所面临的独特挑战与机 遇。 四大共识 据记者了解，论坛围绕七大核心议题展开了50余场战略性对谈，深入探讨亚洲各国在提升能源安 全、加快可再生能源部署、推广脱碳解决方案、促进技术转移以及推动经济与社会发展等方面的合作与 探索。 马石油总裁兼集团首席执行官、亚洲能源论坛主席丹斯里陶菲克指出，"能源安全与气候 ...

6月18日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 03690 | 美团-W | 港股通(沪) | 272501.24 | -36576.11 | -3.48 | | 09988 | 阿里巴巴-W | 港股通(沪) | 267839.15 | 41948.79 | -2.26 | | 00568 | 山东墨龙 | 港股通(沪) | 256511.11 | 3372.07 | 8.03 | | 09992 | 泡泡玛特 | 港股通(沪) | 231834.67 | -24251.77 | 1.63 | | 00467 | 联合能源集团 | 港股通(沪) | 228385.63 | 9316.31 | 37.50 | | 00939 | 建设银行 | 港股通(沪) | 224473.66 | 20950.83 | 0.00 | | 01810 | 小米集团-W | 港股通(沪) | 142968.00 | -29838.14 | -0.37 | | 007 ...

Group 1 - Major stock index futures are showing slight gains, with Dow futures up 0.09%, S&P 500 futures up 0.22%, and Nasdaq futures up 0.28% [1] - Energy stocks continue to rise, with Houston Energy up 5.8%, Indonesia Energy up over 5.33%, and ConocoPhillips up 0.37% [1] - Wells Fargo warns that Tesla's free cash flow may turn negative for the first time since 2018, maintaining a "sell" rating with a target price of $120 [1] - JPMorgan's U.S. Treasury client survey shows a decrease in short positions, with net long positions reaching a new high since May 5 [1] - Circle, known as the "first stablecoin stock," has seen a pre-market increase of 2.92%, with a cumulative rise of over 380% since its IPO [1] Group 2 - Honda is recalling nearly 259,000 vehicles in the U.S. due to a brake pedal issue that may increase the risk of accidents or injuries [2] - UBS shares fell over 1.46% after data of over 130,000 employees was leaked on the dark web following a ransomware attack [2] - JPMorgan is launching a stablecoin-like token named JPMD, further expanding its presence in the cryptocurrency sector [2] Group 3 - The Federal Reserve will hold a meeting on June 25 to discuss potential adjustments to the Supplementary Leverage Ratio (SLR) rules, which currently limit trading activities in the $29 trillion Treasury market [3] - The Federal Open Market Committee (FOMC) will announce interest rate decisions and economic forecasts on June 19, followed by a press conference with Chairman Powell [3]

更令人担忧的是霍尔木兹海峡的潜在风险。这一全球最重要的石油运输通道，每年承担全球超20%的原油和近四分之一液化天然气运输。伊朗已多次警告 可能在必要时封锁海峡。若局势持续恶化，全球原油供应将骤减三成，布伦特油价恐突破每桶130美元。当前，市场已提前做出反应，仅本次袭击当晚， 油价即上涨超过4%。 这场突如其来的能源打击，不仅撼动了中东地区的局部稳定，更为全球能源格局蒙上一层浓重阴影。各大石油公司正在重新评估中东投资风险，欧洲加速 推进绿氢等新能源计划，中国"一带一路"沿线的能源合作也因此获得更高战略价值。可以说，南帕尔斯的火光照亮了能源安全的紧迫性，也加快了全球从 集中式化石能源向多元化、绿色能源体系转型的步伐。天然气时代的前夜，地缘政治的火星正在重绘世界能源版图。 15 and FANTING T t and the TT # ar Research Bear TE t the g unde n a prod SOUTH PARS SPD-13B 国际 � I I k a province and are a B 15 The 89 6月15日，波斯湾上空火光冲天，世界最大天然气田南帕尔斯气田传出爆炸声响。 ...

Core Viewpoint - The article highlights the successful installation of a large underwater shield tunneling machine for the Yantai Port West LNG long-distance pipeline project, which is crucial for natural gas transportation in the Shandong and surrounding regions [1][2]. Group 1: Project Overview - The project includes several key components such as the starting shaft, receiving shaft, shield tunnel, and pipeline laying within the tunnel [2]. - The shield machine's installation is described as the most critical and challenging part of the project, with high risk involved [2]. Group 2: Technical Specifications - After assembly and debugging, the shield machine will excavate 1,749 meters underwater, navigating through complex geological conditions including medium sand, silty clay, silt, and gravel [2]. - The project team customized the shield machine with specialized soft soil cutter heads and a gradient distribution alloy tool combination, forming a "super hard dragon tooth matrix" for long-distance excavation in challenging terrains [2]. - Advanced systems such as a high-precision gas-liquid balance system, dual slurry synchronous injection system, and intelligent segment assembly system are integrated into the shield machine to adapt to varying construction environments and high technical standards [2]. Group 3: Strategic Importance - Upon completion, the tunnel will house a high-pressure pipeline with a diameter of 1.219 meters, essential for transporting natural gas from the LNG receiving station to the mainland [2]. - The project is significant for energy security, emergency reserves, and winter supply guarantees for Shandong, the Bohai Rim, and North China [2].

早盘提示 Morning session notice 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2025 年 6 月 18 日星期三 研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 联系方式：yujunli@greendh.com | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | | 【行情复盘】 | | | | | 以伊对攻力度加大，周二两市主要指数小幅调整。两市成交额 1.20 万亿元。中证 | | | | 1000 | 指数收 6141 点，跌 6 点，跌幅-0.10%；中证 500 指数收 5750 点，跌 16 点， | | | | | 跌幅-0.29%；沪深 300 指数收 3870 点，跌 3 点，跌幅-0.09%；上证 50 指数收 2683 | | | | | 点，跌 1 点，跌幅-0.04%。行业与主题 ETF 中涨幅居前的是油气资源 ETF、能源 ETF、 | | | | | 金融科技 ETF、物流 ETF、石油天然气 ETF，跌幅居前的 ...

Economic Data Impact - US retail sales in May recorded the largest decline since the beginning of the year, indicating a slowdown in consumer spending, particularly in the automotive sector. Retail sales fell by 0.9% month-over-month, while core retail sales decreased by 0.3% [5] - The Federal Reserve is expected to maintain interest rates in its upcoming meeting, with market predictions indicating two potential rate cuts of 25 basis points each starting as early as September [5] Energy Sector Response - International oil prices surged due to escalating tensions in the Middle East and the EU's proposal to ban imports of Russian oil and gas by the end of 2027. WTI crude oil rose by $3.07 (4.28%) to $74.84 per barrel, while Brent crude increased by $3.22 (4.4%) to $76.45 per barrel [10][9] - Energy stocks experienced a broad increase, with Occidental Petroleum, ExxonMobil, Chevron, ConocoPhillips, and Schlumberger all showing gains [10][11] Airline Industry Developments - Indian Airlines canceled at least five international flights due to technical issues, affecting Boeing aircraft. This led to a decline in airline stocks, with American Airlines dropping over 3% and United Airlines falling more than 6% [7][8] Technology Sector Trends - Major technology stocks experienced declines, with Tesla dropping nearly 4%, Apple down over 1%, and Amazon falling by 0.59%. The overall trend indicates a challenging environment for large tech companies [12] - Amazon's CEO indicated that the adoption of generative AI tools will lead to a reduction in the workforce over the next few years, as fewer employees will be needed for certain tasks [13]

Market Overview - US stock indices experienced a decline, with the Dow Jones down 0.7% to 42,215.8 points, the S&P 500 down 0.84% to 5,982.72 points, and the Nasdaq down 0.91% to 19,521.09 points [4][5][6] Retail Sales Data - In May, US retail sales recorded the largest decline since the beginning of the year, with a month-on-month decrease of 0.9%, against an expected decline of 0.7%. The previous value was revised from an increase of 0.1% to a decrease of 0.1% [6] - Core retail sales fell by 0.3%, while expectations were for a 0.1% increase. The previous value was also revised from an increase of 0.1% to flat [6] Energy Sector - The European Commission proposed a legislative plan to gradually stop importing Russian natural gas and oil by the end of 2027, leading to a surge in international oil prices [11][12] - West Texas Intermediate (WTI) crude oil for July delivery rose by $3.07, a 4.28% increase, closing at $74.84 per barrel. Brent crude for August delivery increased by $3.22, a 4.4% rise, closing at $76.45 per barrel [14][15] - Energy stocks saw a broad increase, with Occidental Petroleum and ExxonMobil rising over 1%, Chevron nearly 2%, ConocoPhillips up 0.53%, and Schlumberger up 0.47% [16] Airline Industry - Indian Airlines canceled at least five international flights due to technical issues, affecting Boeing aircraft [8] - Airline stocks showed weakness, with Boeing down 0.71%, American Airlines down over 3%, Delta Airlines down over 4%, Southwest Airlines down over 2%, and United Airlines down over 6% [9][10] Technology Sector - Major technology stocks fell across the board, with Tesla down nearly 4%, Apple down over 1%, Facebook down 0.7%, Amazon down 0.59%, Google down 0.46%, Nvidia down 0.39%, and Microsoft down 0.23% [18] - Amazon's CEO indicated that the adoption of generative AI tools will lead to a reduction in the workforce over the next few years, as fewer employees will be needed for certain tasks [19]

Core Viewpoint - The relationship between China and Central Asian countries has deep historical roots and significant contemporary needs, with China being the largest trading partner and major investor in the region. The recent China-Central Asia Summit has provided a new platform for cooperation, aiming to enhance practical collaboration and outline a new blueprint for development [1]. Economic and Trade Cooperation - The trade volume between China and Central Asian countries has increased dramatically from $460 million in 1992 to $94.8 billion in 2024, representing a more than 200-fold increase over 30 years [2][3]. - The trade development has gone through three phases: the initial phase (1992-2000) marked by limited trade, the support phase (2001-2012) facilitated by the Shanghai Cooperation Organization, and the current phase (2013-present) driven by the Belt and Road Initiative [3][4]. Infrastructure Connectivity - A comprehensive transportation network has been established, including pipelines, railways, highways, and air routes, enhancing trade and personnel exchanges [7][8]. - Key projects include the China-Kazakhstan oil pipeline, which has transported over 170 million tons of oil by the end of 2024, and multiple cross-border railways that are under construction [7][8]. Green Development and Economic Transformation - Central Asian countries are facing challenges in transitioning from resource-based economies to greener models due to climate change and geopolitical tensions. Collaborative efforts are being made to promote green energy and sustainable practices [12][13]. - Initiatives such as the China-Central Asia Green Development Action aim to enhance cooperation in renewable energy, digital economy, and modern agriculture, with significant investments in clean energy projects across the region [15][16]. Agricultural Cooperation - China is actively involved in modernizing agricultural practices in Central Asia, focusing on water-saving irrigation techniques and technology transfer, which have significantly improved crop yields and resource efficiency [17]. - Projects like the establishment of agricultural technology demonstration bases in Central Asia are helping to transition traditional farming methods to more sustainable practices [17].