Core Viewpoint - The article discusses the latest developments regarding the transfer of ports by CK Hutchison Holdings, led by Li Ka-shing, to a consortium headed by BlackRock, with a total value of $22.8 billion, and highlights the ongoing discussions and regulatory considerations involved in the transaction [2][7]. Group 1 - CK Hutchison announced that the exclusive negotiation period with the consortium has expired, but discussions are still ongoing to invite major strategic investors from mainland China to join the consortium [2][3]. - The company emphasized that no transaction will occur until all relevant regulatory approvals are obtained [4]. - Due to uncertainties regarding the discussions for new arrangements, investors are advised to act cautiously when trading the company's securities [5]. Group 2 - The proposed transaction involves the transfer of 43 ports across 23 countries, including ports at both ends of the Panama Canal [7]. - There has been significant public criticism regarding the transaction, with concerns raised about national interests and the implications of foreign ownership of critical infrastructure [9]. - The Chinese government is reportedly investigating the sale of overseas ports by CK Hutchison, reflecting broader concerns about economic coercion and national sovereignty [9][11]. Group 3 - The National Market Supervision Administration confirmed that the transaction will undergo antitrust review to ensure fair market competition and protect public interests [11]. - CK Hutchison reiterated that the transaction will comply with all legal and regulatory requirements, and completion is contingent upon various conditions, including necessary approvals from legal and regulatory bodies [13].

| 根据申请文件:(1)公司的控股股东为李小平,其直 | | --- | | 接持有公司 29.61%的股份,并分别通过立瑞峰、立裕嘉间接 | | 持有公司 13.06%、0.31%的股份,合计持有公司 42.98%的股 | | 份。(2)公司的实际控制人为李小平、王亮、李珊珊三人。 | | 李小平合计持有公司 42.98%的股份。王亮直接持有公司 | | 15.67%的股份,通过立瑞恒间接持有公司 6.53%的股份,通 | | 过担任立裕嘉、立裕桐、立裕诚的执行事务合伙人合计控制 | | 5.45%的股份;李珊珊直接持有公司 15.67%的股份,并通过 | | 立瑞恒间接持有公司 6.53%的股份,三人合计控制公司 | | 92.53%的股份 且李小平与李珊珊系父女关系、李珊珊与王 | | 亮系夫妻关系,三人签订了《一致行动协议》。 (3)李小 | 瑞财经 王敏 7月25日，厦门立洲精密科技股份有限公司（以下简称"立洲精密"）发布关于公开发行股票并在北交所上市申请文件的 审核问询函，保荐机构为国泰海通。 招股书显示，公司主要从事精密弹性件的研发、生产和销售。根据下游应用领域划分，公司产品包括汽车类、工业机械 ...

Core Viewpoint - The latest developments regarding the sale of ports by Cheung Kong Holdings indicate ongoing discussions with a consortium, including potential new strategic investors from mainland China, despite the expiration of the exclusivity period for negotiations [1][3]. Group 1: Transaction Details - On March 4, Cheung Kong announced plans to sell its holdings in 43 ports across 23 countries, including ports at both ends of the Panama Canal, with a total value of $22.8 billion [3]. - The company has reiterated that no transaction will occur without the necessary approvals from all relevant regulatory bodies [1][7]. Group 2: Public and Government Reactions - There has been significant public criticism regarding the transaction, with concerns raised about national interests and the implications of selling strategic assets to foreign entities [4]. - The Chinese government has indicated that it will conduct an antitrust review of the transaction to ensure fair market competition and protect public interests [5]. Group 3: Regulatory Compliance - Cheung Kong has stated that the completion of the transaction is contingent upon meeting various conditions, including legal and regulatory approvals, and the absence of any illegal circumstances [7].

外交部发言人郭嘉昆今天（7月28日）主持例行记者会。 法新社记者提问，香港长和集团今天表示，拟邀请来自中国内地之主要策略投资者加入成为财团的重要成员，共同协商出售其位于巴拿马运河的港口业务。请问中 方对此有何评论？ 郭嘉昆表示："我们关注到有关公告。中国政府将依法进行监管，坚决维护国家主权、安全、发展利益，维护市场公平、公正。" 7月28日早间，长和（00001.HK）发布公告称，公司3月4日公告的与一财团就涉及和记港口集团交易的独家磋商期已届满。目前，公司仍在与财团成员进行讨论， 拟邀请来自中国内地的主要策略投资者加入成为财团的重要成员。 长和表示，为使交易能够获得所有相关监管机构和部门的批准，财团的成员以及交易架构将需要进行变更。公司打算预留充分的时间进行相关讨论，以达成新安 排。 长和强调，公司已多次声明，在未获得所有相关监管机构和部门批准前，公司将不会进行任何交易。 综合自：北京日报、公司公告 责编：李丹 校对：刘星莹 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：Securitie ...

Core Viewpoint - The ongoing negotiations regarding the sale of two ports near the Panama Canal by Cheung Kong Holdings are complicated by geopolitical tensions, particularly with the U.S. government opposing Chinese involvement in the deal [1][2]. Group 1: Negotiation Details - Cheung Kong Holdings announced on July 28 that it would extend the negotiation period for the sale of two ports near the Panama Canal, indicating an intention to invite mainland Chinese investors to join the buyer consortium [1]. - The initial agreement reached in March involved a sale price of $22.8 billion for operational rights to 43 global ports, including the two near the Panama Canal [1]. - As of July 28, the exclusive negotiation period of 145 days had expired, but discussions with consortium members were still ongoing [1]. Group 2: Geopolitical Context - The Trump administration has been wary of Chinese influence in the Panama Canal, viewing Cheung Kong Holdings as a Chinese entity and expressing concerns over potential control [2]. - There is a notable tension between U.S. and Chinese perspectives on the sale, with the U.S. welcoming the sale while China remains cautious and plans to scrutinize the transaction [2]. - U.S. Republican Congressman John Moolenaar expressed that the involvement of Chinese companies in the operation and management of the ports poses unacceptable risks to U.S. security [2]. Group 3: Expert Opinions - An expert from Hong Kong Polytechnic University suggested that inviting Chinese companies to participate is a negotiation tactic to alleviate Chinese government concerns, but it may complicate the situation further [3]. - The potential inclusion of Chinese firms could extend the negotiation timeline and may require a fundamental restructuring of the deal [3].

金十数据7月28日讯，7月28日，外交部发言人郭嘉昆主持例行记者会。法新社记者提问，香港长和集团 今天表示，拟邀请来自中国内地之主要策略投资者加入成为财团的重要成员，共同协商出售其位于巴拿 马运河的港口业务。请问中方对此有何评论？郭嘉昆表示，我们关注到有关公告。中国政府将依法进行 监管，坚决维护国家主权、安全、发展利益，维护市场公平、公正。 （北京日报） 外交部回应长和最新公告：中国政府将依法进行监管 ...

Group 1 - The core point of the article is that CK Hutchison Holdings is progressing with the sale of its port business, inviting strategic investors from mainland China to join the consortium, and emphasizing the need for regulatory approvals before any transaction can occur [1][2]. - The exclusive negotiation period with a consortium for the sale of ports to BlackRock, announced on March 4, has expired, indicating that the previous plan to sell for $19 billion is no longer in effect [2]. - Following the announcement, CK Hutchison's stock experienced significant volatility, initially rising and then falling, with a peak price of HKD 54.4 per share, leading to a market capitalization exceeding HKD 208.3 billion [2]. Group 2 - There are ongoing negotiations involving China COSCO Shipping Group seeking to invest in the consortium led by BlackRock and Mediterranean Shipping Company to acquire the 43 ports, including the Panama Canal [2]. - The Chinese Ministry of Foreign Affairs has stated that it is not aware of the details regarding the sale of CK Hutchison's overseas port assets, and the State Administration for Market Regulation will conduct a review to ensure fair market competition [2]. - CK Hutchison has reiterated that it will not proceed with any transactions that are not compliant with regulations and laws [3]. Group 3 - In addition to the port business, other ventures of the Li Ka-shing family have faced controversies, including a corruption case related to a residential project in Kwun Tong, which is being developed by Cheung Kong Property Holdings [4]. - Cheung Kong Property has also been involved in significant price reductions for its residential projects in mainland China, with a notable discount on the Yuchui Garden project in Beijing, which was sold at a 30% discount, dropping to HKD 70,000 per square meter [4].

今日，长和转让旗下港口一事迎来最新进展。 7月28日早间，长江和记实业有限公司（以下简称"长和"）透露涉及和记港口交易的最新进展。长和 称，该集团与一个财团之间的独家磋商期已届满。集团仍在与财团成员进行讨论，拟邀请来自中国内地 的主要策略投资者加入成为财团的重要成员。 受到上述消息影响，长和今日港股开盘涨超1%，不过随后股价有所回落。截至发稿，其股价报53.6港 元/股，涨幅为0.28%，而近期长和股价持续走高，今日盘中其股价也是创下多年新高。 回顾长和卖港口相关事件，今年3月，长和发布公告，宣布与贝莱德-TiL财团达成原则性协议，拟向该 财团出售旗下和记港口集团非中国资产，引起市场高度关注。 据悉，该次交易将涉及和记港口集团持有的巴拿马港口公司90%股权，后者持有和营运巴拿马巴尔博亚 和克里斯托瓦尔两个港口。交易还涉及长江和记在其附属公司与相关公司持有的80%有效控制权益，包 括位于23个国家的43个港口拥有、营运、发展的共199个泊位，连同所有和记港口集团的管理资源、营 运业务、货柜码头系统、资讯科技及其他系统，以及其他涉及用于控制和营运有关港口的资产。 3月13日，中国国务院港澳办官网转载一篇来源为《大 ...

Core Viewpoint - The article discusses significant adjustments regarding the sale of ports by CK Hutchison Holdings, indicating ongoing negotiations and regulatory considerations that may affect the transaction [1][2][4]. Group 1: Transaction Details - CK Hutchison announced that the exclusive negotiation period with a consortium has expired, but discussions are still ongoing to include major strategic investors from mainland China [2]. - The company plans to change the consortium's members and transaction structure to obtain necessary regulatory approvals [4]. - CK Hutchison has reiterated that no transaction will occur without all relevant regulatory approvals [5]. Group 2: Market Reaction - CK Hutchison's stock price has been performing well, opening slightly higher at HKD 53.95 per share, reflecting a cumulative increase of 49% since the low point in April [7]. Group 3: Background Information - In a previous announcement on March 4, CK Hutchison stated its intention to sell 43 ports across 23 countries, including ports at both ends of the Panama Canal, with a total value of USD 22.8 billion [8]. - The Chinese government has shown interest in the transaction, with officials indicating that the deal would undergo antitrust review to ensure fair market competition [11].

长和公告：拟邀请中国内地主要策略投资者加入成为港口交易财团的重要成员。#李嘉诚 #巴拿马 #长和 https://t.co/Jjc0h8Zj2K外汇交易员 (@myfxtrader):彭博：中国远洋海运集团即将加入收购李嘉诚全球港口业务的国际财团，并要求在该财团中获得否决权或同等权力。中远海运主张，这对于阻止任何可能损害中国利益的决定是必要的。据悉长和与财团的谈判可能会在7月27日结束，中远海运在其中的角色细节可能会在9月底敲定。#行情 ...