Domestic News:
1. The State-owned Assets Supervision and Administration Commission of the State Council (SASAC) has established a new Bureau for Overseas State-owned Assets Management.
2. Four pharmaceutical companies involved in centralized procurement have been added to the list of companies violating regulations.
3. Alibaba announced organizational adjustments related to AI, including the establishment of a new Group Technology Committee and the upgrading of the Tongyi Large Model Business Unit.
International News:
1. Qatar begins to resume liquefied natural gas production following the US-Iran ceasefire.
2. World Gold Council: Gold ETFs saw record outflows in March.
3. Indian government sources: The US is expected to extend exemptions for Russian oil purchases.
4. The US Dollar Index (DXY) fell 1%, erasing all gains since 2026. Brent crude oil briefly fell below $90, the first time since March 11.
5. Iran Situation:
① Israel says it supports Trump's ceasefire decision on Iran, but not Lebanon.
② Trump threatens to impose a 50% tariff on countries supplying weapons to Iran and proposes joint management of the Strait of Hormuz with Iran.
③ Iranian Revolutionary Guard: In the 100th wave of Operation Real Commitment 4, the Aerospace Force launched a fierce attack on 25 enemy strategic targets.
④ Oman stated that no fees will be charged for passage through the Strait of Hormuz. The Iranian Navy stated that ships still need permission to pass through the Strait of Hormuz.
⑤ Trump: Will discuss tariffs and sanctions with Iran; uranium enrichment will be banned.
⑥ The Trump administration is expected to significantly reduce its funding request for the war against Iran, potentially cutting funding to between $80 billion and $100 billion.
⑦ Former senior Israeli official: Israel believes a ceasefire is premature and hopes the operation against Iran can continue for at least another month.
⑧ Iranian official: If a ceasefire framework agreement is reached, the Strait of Hormuz may be opened before a meeting with the US.
⑨ US Defense Secretary: The US military will ensure Iran adheres to the ceasefire agreement, and troops are ready to resume operations at any time.
⑩ Israeli military launches its largest airstrike against Hezbollah since the start of the conflict. Iranian media, citing officials, reported that Iran is considering launching an attack on Israel for violating the temporary ceasefire agreement in Lebanon.
⑪ Iranian media: If Israel continues its attacks on Lebanon, Iran will withdraw from the ceasefire agreement.
⑫ Following the Israeli attacks on Lebanon, oil tanker passage through the Strait of Hormuz has been disrupted.
