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US unveils new sanction intended to strangle Iran’s economy as conflict drags on; Tehran vows tough response_我的网站

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As military strikes and diplomatic negotiations have both failed to bring an early end to the roughly six‑month‑old US-Iran conflict, Washington rolled out new sanctions against Tehran on Monday local time intended to further strangle its economy. Iran, for its part, has vowed a tougher pushback.
In a news conference on Monday, Treasury Secretary Scott Bessent threatened new sanctions on countries refusing to cut economic ties with Iran, following recent rhetoric from Washington threatening an "economic D-Day" for Iran.
Meanwhile, the Office of Foreign Assets Control (OFAC) under the US Treasury announced secondary sanctions on nearly 60 entities, individuals, and vessels in multiple jurisdictions which, according to the US' claims, enable Iran's activities, including so-called nuclear and missile technology procurement, cyber operations, and oil-revenue generation networks.
According to Reuters, those sanctions targeted businesses in China, the UAE, Singapore and several other countries, including a cooking-oil refinery in France, but did not include any of the Chinese financial institutions suspected of facilitating Iran's oil trade.
In response to US Treasury Secretary Scott Bessent laying out plans for economic asphyxiation of Iran, expanding Washington's secondary sanction threats and warning of dire consequences for countries that do not join the campaign, Chinese Foreign Ministry spokesperson Lin Jian said at a press briefing on Tuesday that China has made clear on many occasions its firm opposition to illicit unilateral sanctions that have no basis in international law or the authorization of the UN Security Council.
"Economic warfare and maximum pressure provide no solution. On the contrary, they only serve to fuel tensions and lead to risk spillover, which will disrupt the global economic and financial order, and harm the legitimate rights and interests of other countries," the spokesperson said.
The pressing task is to facilitate the deescalation of the situation and return to dialogue and negotiation as soon as possible, Lin said, adding that China will do everything necessary to firmly safeguard its rights and interests, Lin added. Lin also said China's cooperation with Iran is conducted within the framework of international law, thus should not be disrupted.
When asked whether China has received any such timeline, as the US stated it would give countries a timeline on when to shut down the actions that it has identified, and how China intends to respond to the relevant announcements by the US Treasury involving China-based entities and individuals, Chinese Foreign Ministry spokesperson Lin Jian stated on Tuesday that China is closely following the developments, and will do everything necessary to firmly safeguard our rights and interests.
In May this year, China's Ministry of Commerce issued a blocking ban prohibiting any recognition, enforcement or compliance with US sanctions imposed on five Chinese companies on the grounds of their alleged involvement in Iranian petroleum transactions.
Relying on its financial hegemony and long‑arm jurisdiction, the US enforces unilateral sanctions with no basis in international law. Such measures severely undermine fundamental consensus for international trade and erode the existing international order, Zhou Mi, senior research fellow at the Chinese Academy of International Trade and Economic Cooperation, told the Global Times on Tuesday.
In essence, Washington is imposing its Iran‑focused policies to enterprises across the globe, compelling third‑party actors to fall in line with its diplomatic objectives, Zhou noted.
The latest sanctions would affect a broader range of countries, industries and firms. They will not only draw wider opposition from the international community, but also boomerang on the interests of US‑owned enterprises, he added.
Fewer levers left
"We are launching an economic onslaught against Iran's financial connections around the globe," Bessent claimed at a press conference. "Our objective is to sever every economic lifeline" that sustains the country, he said, according to a Treasury release.
The US Treasury Department said in a release that the new sectoral sanctions determinations target five critical sectors - digital assets, technology, gold, aviation and shipping - that the US claimed Iran has relied on to support its economy.
US Treasury claimed that "any entity that facilitates money laundering or sanctions evasion on behalf of Iran risks being cut off from the US financial system."
OFAC also suspended several general licenses that previously authorized certain remittance payments to Iran and Iranian access to the US cultural and academic system. The office also issued additional guidance on the so-called sanctions risks of bowing to Iranian demands related to shipping in the Strait of Hormuz.
Mohammad Mokhber, an aide to Supreme Leader Mojtaba Khamenei, said in an X post on Monday that Iran's response to US sanctions and pressure will be "more decisive than before."
Iranian Economy Minister Ali Madanizadeh said that Tehran "is and was ready," with a two-year plan to counter Washington's new sanctions. He told state television that "it seems they wished to suffer yet another defeat," per an AFP report.
Iranian Parliament Speaker Mohammad Bagher Ghalibaf responded in an X post that "the Americans know no one will believe their nonsense," noting that the US is not in a position economically to restrict its relations with other countries.
Alan Eyre, a distinguished diplomatic fellow at the Middle East Institute, told NBC News that after six months of combat, the US government "has few remaining levers it can use to convince Iran's major trading partners to materially reduce their economic ties."
While Washington's maximum‑pressure campaign may deliver short‑term shocks to Iran's economy, it can hardly "strangle" the country completely, said Liu Zhongmin, a professor at the Middle East Studies Institute of Shanghai International Studies University.
He added that Iran's economic resilience cannot be underestimated. Having borne decades of crippling sanctions from the US and Western nations, Tehran has built substantial experience in sanction‑busting and developed coping mechanisms ranging from basic‑industry self‑reliance and regional trade networks to oil‑for‑goods swaps and non‑US dollar‑denominated trade. Furthermore, the Strait of Hormuz remains a source of strategic leverage for Iran to push back against US pressure.
The expert said that Tehran and Washington are encountering "a battle of wills," and Iran believes the economic costs the US would suffer from a Hormuz blockade would outweigh the damage inflicted on Iran by sanctions.
Washington's "economic strangulation" policy risks ending in failure unless it yields short‑term outcomes, particularly securing the opening of the Strait of Hormuz, Liu added.
Self-created dilemma
As the US ramps up pressure on Iran, Americans are growing averse to a protracted war.
According to a Reuters/Ipsos poll that closed on Monday, US public approval of the war with Iran fell to its lowest level since the conflict's early days, with just 31 percent of Americans supporting US military action.
On June 18, the US and Iran signed an MoU, under which the two were scheduled to hold negotiations within a period of 60 days, which ended on August 17, to reach a final agreement. However, the talks' fate remains unclear following renewed escalation between the two countries.
Iranian political analyst Mostafa Khoshcheschm told Al Jazeera that the new US sanctions intended to create an "economic onslaught" were a "political show" of intimidation.
Liu said that by resorting to an "economic strangulation" tactic after miring itself in a fruitless military quagmire over Iran, the US has laid bare its practical predicament and strategic dilemma, and seemingly running out of cards.
Citing sources, CNN reported earlier this month that the US military has exhausted nearly 80 percent of its interceptors for a key missile defense system as senior US military commanders are warning that the Pentagon's munitions stockpile is "dangerously low."
Faced with depleted ammunition stockpiles and insufficient military‑industrial capacity, and amid growing domestic criticism of its Middle East policy, the White House has opted for tough economic measures against Iran, Liu said. "Less costly than military coercion, such moves help Washington strike a tough posture before voters and shun political risks from further military escalation," said the expert.
There is, however, an increasingly obvious paradox in Washington's economic warfare against Iran: the tighter the sanctions, the tighter global energy supplies become, and the higher costs borne by American consumers and businesses, the expert added.
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健信超导(688805)最新发布的半年报显示,截至上半年末,景林资产管理的产品新进该公司前十大流通股股东名单,位列其第一大流通股股东。据公开资料,健信超导为医疗器械板块标的,上半年归母净利润同比增长超50%。 值得注意的是,今年二季度多家百亿级私募加码机械设备、医药生物等板块的绩优股。用业内人士话来说,今年下半场,企业盈利将成为重要的投资线索。景林资产现身 健信超导最新发布的半年报显示,中国对外经济贸易信托有限公司-睿远景林1期证券投资集合资金信托计划新进该公司前十大流通股股东名单,持股数量为97万股,位列该公司第一大流通股股东,期末持股市值约为4559万元。

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值得注意的是,对于千亿级私募来说,4559万元持仓并不算重仓,但是作为全球配置的头部私募,景林资产极少进入A股上市公司前十大流通股股东名单中。 公开资料显示,健信超导主要从事医用磁共振成像(MRI)设备核心部件的研发、生产和销售,主要产品包括超导磁体、永磁体和梯度线圈。今年上半年,该公司实现营业收入3.33亿元,同比增长32.16%;实现归属于上市公司股东的净利润4929.31万元,同比增长54.43%。 健信超导在半年报中表示,2026年上半年受地缘冲突影响,全球氦气供应链遭遇严峻的冲击,无液氦磁体已从技术选项升级为战略必选项。同时,多模态融合、动态成像、数智化远程运维等创新技术不断拓展临床应用边界。因此,公司超导产品尤其是无液氦超导产品的收入增速显著,带动了营业收入的较快增长。绩优股备受青睐 事实上,不仅是健信超导,今年二季度末多家百亿级私募锚定上市公司业绩基本面加码布局。

C | 比如,根据大族激光半年报,截至二季度末,聚鸣投资旗下产品新进为大族激光前十大流通股股东,持股数量为654.7万股,期末持股市值接近10亿元。从经营情况来看,大族激光上半年实现营业收入134亿元,同比增长76%;实现归母净利润12.9亿元,同比增长164%。

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机械设备板块标的达意隆近日披露的半年报也显示,截至二季度末,慎知资产旗下产品新进该公司前十大流通股股东名单,持股数量为124.8万股。据公开资料,达意隆为液态包装行业领先的设备供应商,上半年实现营业收入11.2亿元,同比增长17.01%;实现归属于上市公司股东的净利润1.19亿元,同比增长31.24%。
业绩基本面为重要投资线索 在业内人士看来,经历过前期科技板块的快速调整,市场风格和行业再平衡仍在进行中,业绩基本面将成为重要投资线索。 据渠道人士透露,景林资产分析称,目前全球资金对中国资产的配置仍相对偏低,A股国产算力、半导体设备与材料、高端制造等结构性机会值得关注。具体来看,经历7月调整后,市场投资逻辑可能由板块整体Beta转向个股Alpha,估值、客户验证、量产能力、订单质量和现金流等指标在选股中的重要性显著上升,而单纯依靠题材、远期市占率假设或资本开支扩张叙事的公司将面临更严格的筛选。

E | 星石投资也认为,短期来看,8月中下旬处于业绩披露的后半段,叠加海外科技股走势不明,资金分歧可能会增加,但融资盘回补和流动性托底仍在,预计股市仍将处于整体震荡、结构分化的波动阶段。中期来看,本轮市场趋势尚未出现明显逆转,随着股市筹码出清,资金关注度仍将回归产业趋势和企业盈利等基本面信息,需要持续跟踪挖掘不同领域的结构性机会。(文章来源:上海证券报)。
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