股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 長江和記實業有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00001 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 8,000,000,000 | HKD | | 1 HKD | | 8,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 8,000,000,000 | HKD | | 1 HKD | | 8,000,000,000 | 本月底法定/註冊股本總額： HKD 8,000, ...

Core Viewpoint - Li Ka-shing is determined to sell his port assets, but the initial terms and pricing need to be adjusted due to regulatory challenges and the need for national interests to be prioritized [3][4]. Group 1: Transaction Overview - The initial plan was to sell a significant portion of Hutchison Port Holdings to a consortium led by BlackRock and MSC for an estimated $22.8 billion, covering 43 ports across 23 countries [4]. - The transaction was perceived as a signal of Li Ka-shing's continued withdrawal from China, as it involved transferring control of critical global shipping assets to foreign entities [4]. Group 2: Strategic Adjustments - The announcement indicates a shift from a purely foreign acquisition to a potential joint venture involving domestic investors, particularly hinting at the involvement of China COSCO Shipping [3][4]. - This adjustment reflects a broader understanding that port assets are not merely investment opportunities but are crucial for national security and shipping control, making any hasty foreign sales problematic [5]. Group 3: Implications for Li Ka-shing - Li Ka-shing's decision to modify the transaction structure suggests he is navigating significant resistance that cannot be resolved solely through financial means [5]. - The change in strategy indicates that while the sale is still on the table, the approach has shifted from an independent sale to a collaborative effort, demonstrating a recognition of the evolving landscape [5].

长江和记实业日前发布公告称，有意邀请来自大陆的主要战略投资者，加入该财团并成为"重要成员"， 这一行动的主要目的，也是要让该交易能够获得所有相关监管机构和部门的批准。 我们也知道，在传出李嘉诚有意售卖港口后，中企中远海运就明确表达了收购的意向。而长江和记的这 则公告，就是想要推动中原海运集团加入与地中海航运牵头的财团，最终实现港口的收购，这样中远海 运也将成为这些港口的合作伙伴及重要股东。 中远集团这边，在六月份时也加入了同长江和记以及财团的谈判，提出的要求是以平等股东身份参股， 并且在涉及到中方船只的调度、费率以及安全审查问题时，享有一票否决权，同时还要求拥有超额利润 分配权和数据访问权。 今年三月份，长江和记发出公告，要将巴拿马运河沿岸两大具有重要战略意义的港口出售。在中美贸易 战不断升级的背景下，这一交易迅速引发争议，并最终因监管问题停止。 在交易暂时停止后，李嘉诚方面也开始与有意收购的地中海航运牵头财团展开了独家谈判，期限为145 天，于7月27日结束。 就在外界纷纷猜测谈判会延长之际，长江和记这边突然公布了一个消息，而这一选择，足以让李嘉诚全 身而退。 （李嘉诚） 中远集团的这一系列要求，其实既是商 ...

| 序号 | 名称 | 港股代码 | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | AD ADR最新价(美元) | | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 0 00700 | 550.011 | +0.011 | 0.00% | 70.070 | | 2 | 阿里巴巴-W | 09988 | 118.360 | +2.660 | 2.30% | 120.630 | | 3 | 建设银行 | 00939 | 8.003 | -0.047 | -0.59% | 20.390 | | 4 | 汇丰控股 | 00005 | 96.234 | +0.084 | 0.09% | 61.300 | | 5 | 小米集团-W | 01810 | 52.874 | -0.276 | -0.52% | 33.680 | | 6 | 友邦保险 | 01299 | 73.059 | -0.341 | -0.46% | 37.230 | | 7 | 美团-W | 03690 | 120.489 | -1.111 | -0.91% | 30.700 ...

Group 1 - The core point of the article is the meeting between the head of the Russian space agency and the acting head of NASA to discuss collaboration on the International Space Station, lunar programs, and deep space exploration [1] Group 2 - The meeting signifies ongoing international cooperation in space exploration despite geopolitical tensions [1] - Discussions included future projects and potential joint missions, highlighting the importance of collaboration in advancing space technology [1] - The focus on the International Space Station indicates its continued relevance in global space research and exploration efforts [1]

Group 1 - Li Ka-shing's company, CK Hutchison Holdings (长和), has decided to invite mainland Chinese strategic investors to join a consortium to take over its global port assets after a 145-day negotiation period with BlackRock-TiL ended [1][3] - The Chinese government had previously warned that the transaction parties must not evade antitrust reviews and must not implement concentration without approval, indicating a strong stance on maintaining national interests [3][5] - China COSCO Shipping Group (中远集团) is seeking to join the consortium, demanding equal shareholder status and a veto right in decisions related to Chinese shipping operations, which reflects a strategic move to protect national interests while ensuring commercial development [3][5] Group 2 - Li Ka-shing's shift is seen as a calculated risk hedge against geopolitical pressures, particularly concerning the Panama Canal, which handles 6% of global maritime trade and has faced U.S. security-related threats [5][7] - The introduction of Chinese capital is intended to demonstrate neutrality to both the U.S. and China, potentially providing operational flexibility for CK Hutchison while mitigating risks associated with U.S. sanctions [5][7] - The involvement of COSCO is strategically significant as it aims to safeguard shipping routes and counteract U.S. efforts to control port operations, thereby preserving China's energy and food supply chains [5][7] Group 3 - The deal's complexity is heightened by the need for approval across 12 global jurisdictions, with China's stance being a critical variable in the antitrust review process [7] - BlackRock's willingness to allow Chinese participation is a pragmatic approach to avoid the collapse of the transaction, as it still seeks to benefit from long-term operational gains through port management [7] - By integrating Chinese investment, CK Hutchison not only mitigates potential backlash regarding national interests but also retains commercial collaboration opportunities, while simultaneously reallocating funds towards technology and renewable energy sectors [7]

商务部新闻发言人何亚东在商务部7月31日举行的例行新闻发布会上表示，关于长和集团出售海外港口资产 事，有关部门此前已多次发表声明。中国政府将依法进行审查监管，保护市场公平竞争，维护社会公共利益， 坚决维护国家主权、安全、发展利益。 当天有记者问：长和表示，打算邀请来自内地的主要策略投资者，参与和记港口集团的交易，请问发言人对此 有何回应，以及中方会否参与交易？何亚东作出上述回应。 来源：新华社 责编：汪云鹏 排版：汪云鹏 校对： 冉燕青 百万用户都在看 直线飙涨！刚刚，重磅突发！ 关税突发！特朗普宣布：50%、25%、15%！ 美联储，降息大消息！ A股，三大利好来袭！ 关税突发！美国、欧盟，重大变数！ "超级周"来袭！中美大事！国常会，重要部署！证监会发声！人工智能、消费大利好，影响一周市场 的十大消息 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

早前报道↓↓ 李嘉诚旗下长和，最新公告！"拟邀内地投资者加入" 对此，何亚东在今日(7月31日)的发布会上表示，关于长和集团出售海外港口资产事项，有关部门此前已多次发表 声明。中国政府将依法进行审查监管，保护市场公平竞争，维护社会公共利益，坚决维护国家主权、安全、发展 利益。 事实上，早在今年3月，就有报道称，在长和集团同意出售在巴拿马业务后，中国政府正就该集团出售海外港口对 其开展调查。对此，外交部当时的回应是："有关具体情况请向主管部门询问。作为原则，我想强调，中方一贯坚 商务部何亚东。 据了解，长和集团全称为长江和记实业有限公司，是一家在全球多个国家经营业务的综合企业，创始人是李嘉 诚，总部位于中国香港。 近日，有消息称，长和集团打算邀请来自内地的主要策略投资者，参与和记港口集团的交易。 今天(7月31日)下午，商务部召开例行新闻发布会，新闻发言人何亚东就长和集团海外港口交易有关问题进行了回 应。 决反对利用经济胁迫、霸道霸凌侵犯损害他国正当权益的行为。" 到了今年5月，长和集团又发表声明指，绝不可能在任何不合法或不合规的情况下进行港口交易。对此，商务部当 时的回应是：强调对长和集团出售港口交易将依法进 ...

Core Viewpoint - The Chinese government emphasizes its commitment to regulatory oversight and the protection of national interests in the context of Cheung Kong Group's potential sale of its overseas port assets [2][3][4]. Group 1: Government Response - The Ministry of Commerce, represented by spokesperson He Yadong, stated that the government will conduct regulatory reviews to ensure fair market competition and protect public interests [2]. - Foreign Ministry spokesperson Guo Jia Kun reiterated the government's stance on maintaining national sovereignty and market fairness in response to inquiries about the transaction [3]. Group 2: Cheung Kong Group's Transaction Plans - Cheung Kong Group announced that it is in discussions with consortium members regarding the sale of its port assets and plans to invite major strategic investors from mainland China to join the consortium [3]. - The company highlighted that no transactions will occur until all relevant regulatory approvals are obtained, emphasizing the need for changes in consortium membership and transaction structure to secure these approvals [4].

李嘉诚卖港的最后关头，中方出手强势干预，长和集团紧急调整策略邀中企入局。这场牵动中美博弈的 港口争夺战，最终会如何收场？ 原本看似板上钉钉的港口交易，在最后关头出现了戏剧性转折。李嘉诚旗下长和集团原计划，将包括巴 拿马运河在内的43个港口，卖给美国贝莱德财团，这场交易因涉及中国重大国家利益，而引发轩然大 波。 【李嘉诚计划把港口卖给美国】 而据《华尔街日报》消息，就在7月27日最后期限前夕，中方果断出手干预，要求中远集团必须参与交 易，否则将直接否决。 众所周知，这场商业交易早已超越普通并购范畴，演变成中美战略博弈的重要战场。巴拿马运河作为连 接太平洋与大西洋的黄金水道，每年承担着全球约6%的海运贸易量。 对中国而言，这条航线更是生命线，中国对外贸易总量的近20%需要通过这条水道。若被美国完全掌 控，中国航运将面临被"卡脖子"的风险。 面对中方的强硬立场，李嘉诚不得不紧急调整策略。7月28日，长和集团发布公告确认三项关键变化： 与贝莱德的独家谈判期结束但仍在继续；明确邀请中国投资者参与收购；强调交易需获得监管批准。 虽然贝莱德和地中海航运对否决权范围仍有异议，但中方底线已经非常明确：要么让中企平等参与，要 么 ...