智通财经5月18日电，欧洲央行管委温施称，经济增长和通货膨胀的下行风险已经变得更大。 ...

2025 年 5 月 12 日深夜，长和集团突然发布公告，宣布其 228 亿美元的全球港口交易必须满足 "监管部门批准、无违法情形、股东同意、 常规条款" 四大条件。这份看似常规的商业声明，实则是中美博弈尘埃落定后，李嘉诚家族向中国监管部门递交的 "投名状"。当美国对 华关税从 25% 骤降至 10%，骑墙者终于意识到：在民族复兴的洪流中，没有中间地带可容身。 一、四大条件背后的妥协与无奈 长和提出的四大条件，表面上是商业谈判的标准流程，实则暗藏玄机。 首先，监管部门批准被列为首要条件。国家市场监督管理总局早在 3 月 28 日就启动了反垄断审查，首次援引《反垄断法》第二条对境外 交易实施 "长臂管辖"。这并非偶然 —— 长和拟出售的 43 个港口中，巴拿马运河两端的巴尔博亚港和克里斯托瓦尔港，扼守全球 6% 海 运贸易量，而中国作为巴拿马运河第二大用户，年贸易额超 6000 亿美元。若这些港口落入美国贝莱德财团（董事会含三名五角大楼前高 官）之手，中国商船可能面临歧视性收费或通行限制，甚至物流数据被监控。此前高通收购恩智浦因中国反垄断压力被迫剥离业务，已 是前车之鉴。 其次，无违法情形的提出，无异于承认此前 ...

中美大战第一回合刚刚结束，李嘉诚就发现风向不对，尽管中美各退一步，实际上确实中国赢了。等不 了10天后，长和深夜表态，意味深长。 李嘉诚 日前，长和集团深夜发布声明，强调其出售全球港口业务绝对不会在"不合法"的情况下进行交易。而长 和集团声称，这份声明本打算在5月22日的股东周年大会上公布的。如今提前了10天，还是大半夜，足 以反映一个信号，长和急于表态。 特朗普称"不想伤害中国" 更重要的是，经过这次谈判，中国的强硬政策已经取得了成效，并且摸清楚了特朗普的"虚张声势"。在 接下来的谈判中，美国将进一步失去优势和话语权。毕竟，美国愿意降税，中国才同意的谈判。外媒在 报道中也是用了"美国屈服""美国落败"这样的字眼。 中国作为唯一一个要和美国抗争到底的国家，没受到所谓的惩罚反而一步就位达成协议，也给世界其他 国家打了个样板，说明美国是个"纸老虎"。恐怕美国接下来与其他国家的贸易谈判，也会出现一定程度 的阻碍。 而此前美方诟病中巴合作，企图强行夺取巴拿马运河的港口经营权时，长和可是第一时间就决定出手全 部港口给美国。这次中美关税协议刚达成，中国的经济能力有目共睹，长和又是紧急表态，变脸的速度 倒是快得很。 值得注 ...

Domestic News - The Ministry of Commerce responded to the U.S. misuse of export control measures against Huawei's Ascend chips, stating that it will take resolute measures to protect the legitimate rights and interests of Chinese enterprises [3] - Alibaba reported a revenue of 236.45 billion yuan for the fourth fiscal quarter and announced a dividend of 4.6 billion USD, while forecasting that profits from Taobao and Tmall may be impacted by investments in instant retail [3] International News - Japan is seeking to hold a third round of trade negotiations with the U.S. next week, while the U.S. is considering modifying the U.S.-Japan trade agreement. The EU and the U.S. will accelerate trade negotiations, with the EU hoping for a greater reduction in tariffs compared to the UK [4] - Coinbase reported that customer data was compromised and rejected a 20 million USD ransom from hackers, while the SEC is investigating the company for allegedly misreporting user numbers [5] - Federal Reserve Chairman Jerome Powell indicated that the Fed is adjusting its overall policy framework, stating that zero interest rates are no longer a baseline scenario and that the wording regarding employment shortfalls and average inflation rates needs to be reconsidered. The April PCE is expected to drop to 2.2% [5] - The International Energy Agency (IEA) slightly raised its forecast for average oil demand growth in 2025 to 740,000 barrels per day and adjusted the supply growth expectation to 1.6 million barrels per day [6]

美国国务卿鲁比奥：将于本周五在伊斯坦布尔会晤土耳其外长和乌克兰代表团。 ...

Core Viewpoint - The Chinese Ministry of Commerce has emphasized the legal review of the sale of port assets by CK Hutchison Holdings, marking a significant shift in China's antitrust enforcement towards national economic security strategy [1][3][8]. Group 1: Regulatory Developments - The transaction involves a global network of 43 ports across 23 countries, highlighting the international implications of China's regulatory stance [1][3]. - The Ministry of Commerce has initiated a "penetrating regulation" approach, utilizing blockchain and big data to uncover complex offshore structures within 72 hours [5]. - For the first time, China is exercising extraterritorial jurisdiction over cross-border transactions, indicating that any deal affecting competition or national security in China will be scrutinized, regardless of the location of the assets [6]. Group 2: Strategic Implications - The core asset in the transaction, the Panama Canal, is crucial for 6% of global trade and serves as a key route for Chinese exports to the Americas [3]. - The regulatory response reflects a shift from static market share assessments to dynamic strategic risk evaluations, integrating the control of strategic resources into national security considerations [7]. - The incident has led to significant market reactions, with CK Hutchison's stock price declining due to uncertainties surrounding the transaction [7]. Group 3: Global Economic Governance - This event signifies a redefinition of global economic governance rules, with China establishing a legal framework that prohibits circumvention of regulatory reviews [8]. - Companies that adapt to these evolving rules will likely thrive, as the new order emphasizes the balance between capital freedom and national security [9].

Group 1 - The core point of the article highlights the recent performance of Deep Konka A, with a closing price of 5.21 yuan, a decrease of 2.25%, and a trading volume of 53.36 million shares, amounting to 281 million yuan in transaction value [1] - The latest quarterly report shows that the company achieved total operating revenue of 2.544 billion yuan, a year-on-year increase of 3.32%, and a net profit attributable to shareholders of 94.81 million yuan, a significant year-on-year growth of 118.59% [1] - The company has a current ratio of 0.622, a quick ratio of 0.474, and a debt-to-asset ratio of 92.49%, indicating its financial health and leverage situation [1] Group 2 - Konka Group Co., Ltd. was established in 1980 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of approximately 24.08 billion yuan [1] - The company has made investments in 106 enterprises and participated in 1,245 bidding projects, showcasing its active engagement in the market [2] - In terms of intellectual property, the company holds 425 trademark registrations and 4,843 patents, along with 69 administrative licenses, reflecting its innovation capabilities [2]

【导读】事关中美经贸磋商机制，商务部重磅发声 事关中美经贸磋商机制，商务部重磅发声来了！ 5月15日下午，商务部召开5月第2次例行新闻发布会，商务部新闻发言人何咏前介绍近期商务领域重点 工作有关情况，并答记者问。 商务部介绍中美经贸磋商机制 何咏前表示，中方对通过对话沟通解决经贸关切始终持开放态度。依据中美日内瓦会谈共识，双方同意 建立经贸磋商机制，就经贸领域各自关切保持沟通。中方将适时发布相关消息。 中美双方将依据中美日内瓦会谈共识 就经贸领域各自关切保持沟通 何咏前表示，5月10日至11日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部 部长贝森特和贸易代表格里尔，在瑞士日内瓦举行中美经贸高层会谈。双方围绕落实今年1月17日中美 元首通话重要共识，进行了坦诚、深入、具有建设性的沟通，达成一系列重要共识，会谈取得实质性进 展，双方达成《中美日内瓦经贸会谈联合声明》。下一步，中美双方将依据中美日内瓦会谈共识，就经 贸领域各自关切保持沟通。 中方敦促美方尽快停止232关税措施 何咏前表示，关于美方针对进口汽车、钢铝的232关税，以及对进口药品发起232调查，中方认为，美方 做法是典型的单边主义和 ...

在商务部今天(15日)召开的例行新闻发布会上，商务部新闻发言人表示，今年3月以来，有关部门已经 多次发表声明强调，对长和集团出售港口交易将依法进行审查，保护市场公平竞争，维护社会公共利 益。交易各方不得采取任何方式规避审查，未获批准前，不得实施集中，否则将承担法律责任。希望有 关企业对此保持清醒认识，审慎行事。(央视新闻) ...

中共中央政治局委员、外交部长王毅14日在京分别会见来华出席中拉论坛第四届部长级会议的洪都拉斯 外长雷纳、玻利维亚外长索萨、墨西哥外长德拉富恩特，以及即将离任回国的苏丹驻华大使、新任外长 萨迪格。(新华社) ...