The A-share semiconductor equipment sector continued to decline in the afternoon, with Hengyunchang falling by more than 13%, and Xinyuan Microelectronics, Shengmei Shanghai, Fuchuang Precision, and Jingsheng Shares following suit.

① Iran 1. According to Axios: The Speaker of the Iranian Parliament stated that there are also divisions within the US, with Rubio taking one approach and Vance taking another. 2. According to Iran's Press TV: Iranian Foreign Minister Araqchi and French Foreign Minister Barro discussed recent regional and international developments by phone, focusing on the implementation of the Islamabad Memorandum of Understanding and efforts to end the war against Iran. 3. Iranian Foreign Ministry Spokesperson: There are no plans to meet with the US in the coming days. 4. Speaker of the Iranian Parliament: A third war imposed on Iran would be considered a full-scale aggression against the country. 5. Speaker of the Iranian Parliament: Uranium enrichment rights are a core component of Iran's national strength that cannot be compromised. Iran's missile capabilities and its relationship with regional "resistance groups" are not within the scope of any negotiations and are non-negotiable matters. 6. Speaker of the Iranian Parliament: Oil sanctions against Iran have been lifted. Iran is currently selling crude oil at a premium of approximately 20% higher than before. ② United States 1. US Vice President Vance: The US hopes to reach a sustainable, verifiable commitment, guaranteed by on-site verification. The goal is to ensure the complete denuclearization of Iran. 2. US Vice President Vance: US President Trump is willing to use military force, but only if it serves a clear strategic objective. ③ Israel 1. Israeli Prime Minister: Israel and Lebanon agree that Hezbollah and Iran must leave. 2. According to Israeli media: Israeli Prime Minister Netanyahu and Israeli Defense Minister Katz visited the security zone in southern Lebanon. 3. Israeli Prime Minister Netanyahu: More peace agreements are on the agenda. 4. Lebanese leaders discussed the role of the country's military in the Lebanon-Israel agreement. 5. According to Kann News: Israeli security officials stated that there is currently no clear timetable. The withdrawal will occur, but it must be done in an "appropriate manner." ④ US-Iran Negotiations 1. Trump stated that the US and Iran will hold talks in Doha today. 2. US media reported that US Presidential Envoy Witkov is en route to Doha. 3. US media: Internal divisions in Iran are jeopardizing peace talks, with civilian leaders seeking to unfreeze billions of dollars in assets, while hardline military officials are vying for control of the Strait of Hormuz. 4. According to Iran's SNN news agency: A spokesperson for the Qatari Foreign Ministry stated that communication channels have been established to release Iranian funds. 5. Iran: The commencement of final agreement negotiations depends on the implementation of the memorandum of understanding. 6. Qatar claims that a US special envoy has arrived in Doha but will not meet with Iranian officials. 7. The Speaker of the Iranian Parliament: Iran will not engage in further negotiations until the conditions in the memorandum of understanding are met. If the other side does not fulfill the agreement, we are prepared to respond to war. ⑤ Strait of Hormuz 1. According to Iran's Tasnim News Agency: Iran's Deputy Foreign Minister in charge of legal and international affairs has traveled to Oman to attend the first meeting of the Joint Commission on the Strait of Hormuz to discuss the future management of this strategic waterway. 2. Oman has reportedly submitted a proposal for toll collection on the Strait of Hormuz, emphasizing voluntary donations, while Iran insists it is "mandatory." 3. Iranian Foreign Ministry Spokesperson: Iran is determined to uphold its rights to manage the Strait of Hormuz. 4. Iranian Parliament Speaker: Sovereignty over the Strait of Hormuz belongs to Iran and Oman. Arrangements for passage through the strait will be determined by Iran. At the same time, Iran will consult with other Gulf states regarding passage. ⑥ Other Situations 1. Israeli media: The US is pressuring Israel to avoid restarting the Gaza conflict and to begin reconstruction. 2. Iranian Foreign Ministry Spokesperson: Iran's oil and petrochemical product sales have been "greatly facilitated." 3. Iranian Parliament Speaker: Since the lifting of the blockade, Iran has exported more than 40 million barrels of oil. If the US attempts to deprive Iran of its right to sell oil, then "no one will benefit from oil." 4. Qatari Foreign Ministry Spokesperson: The $6 billion in frozen Iranian funds has not yet been transferred to Iran; these funds are bound by the 2023 agreement and are designated for the purchase of humanitarian aid. 5. Iraqi Prime Minister: There is no evidence that recent attacks against Gulf states originated in Iraq. We will not accept instructions from abroad, whether from the East or the West. 6. Iranian Parliament Speaker: A joint committee involving Iran, the United States, and Lebanon will be established to promote the implementation of Lebanese sovereignty and the ceasefire. Iranian representatives abroad will participate in the mechanism. 7. US Vice President Vance: If the Lebanese-Israeli peace arrangement is coordinated with the US-Iran agreement, both emphasize respect for Lebanon's territorial integrity at their core.

US API crude oil imports -180,000 barrels in week to June 26; prior +226,000 barrels.