A potential ceasefire agreement between the United States and Iran may take effect on the 6th, according to sources. Reports indicate that both nations have received a proposal outlining a two-step process: an immediate cessation of hostilities and reopening of the Strait of Hormuz, followed by a comprehensive agreement within 15 to 20 days. The final deal is expected to include Iran's commitment to refrain from pursuing nuclear weapons in exchange for sanctions relief and the release of frozen assets.

Meanwhile, a groundbreaking field report from Citrini Research has drawn significant attention in financial circles. The study, conducted by an analyst who ventured into the Strait of Hormuz against official warnings, reveals several key findings contrary to mainstream assumptions.

First, the strait remains partially operational, with vessels using alternative routes near Iran's Qeshm Island rather than main channels. Ships reportedly obtain passage permits through intermediaries, paying substantial fees—potentially millions of dollars, often in Chinese yuan—creating what the report describes as a "privatized toll road" system.

Second, the investigation found no evidence of sea mines in the strait, contradicting intelligence speculation. The presence of large vessels, including VLCCs, supports this conclusion.

Third, approximately half of maritime traffic goes unrecorded due to ships operating with disabled AIS transponders or using covert routes. This suggests that satellite data and official sources significantly underestimate actual throughput.

In A-share market developments, optical communication and innovative pharmaceuticals led gains last week. Companies like Oculis are gaining attention as optical circuit switching technology transitions from exclusive Google deployment to broader AI infrastructure applications.

Commercial space ventures also remain in focus, with Chinese company Blue Arrow Aerospace outlining ambitious launch targets for satellite deployment. While domestic space-related stocks faced pressure following a recent launch failure, the sector's long-term prospects are still monitored.

The Artemis II mission continues its lunar trajectory, with key milestones including spacecraft signal loss behind the moon and record-breaking distance achievements expected imminently.

Market outlook for April suggests potential recovery if a sustained ceasefire materializes, though prolonged conflict or ground offensive escalation could trigger broader equity corrections driven by oil price volatility.