就在长和集团发布上述公告的前几天，巴拿马运河管理局高层还与中国驻巴拿马使馆代表举行了一场会面，期间，双方就海运贸易合作、技术创新 与可持续发展等共同关心议题展开友好交流。另外，咱们还拿到了巴拿马方面的一个承诺，巴拿马运河管理局重申将继续加强与中国这一全球主要 运河使用国及战略伙伴之间的知识交流与合作。 长和港口交易要迎来结局了吗？咱们这边拿到的承诺又是什么？ 港口交易生变，长和集团计划以190亿美元将港口出售给贝莱德集团的独家磋商期在7月27号正式结束。28号，长和集团发布最新公告，准备邀请来 自中国内地的主要策略投资者加入成为财团的重要成员。同时，在公告中，长和集团再次强调，在没有获得所有相关监管机构及部门批准前，该公 司将不会进行任何交易。 怎么来看长和集团的这则公告？说得简单点就是，长和集团现在寻求的不再是与美国财团贝莱德商讨收购包括巴拿马运河在内的43个港口，而是准 备邀请新的财团进来，形成一个多方商讨收购包括巴拿马运河在内的43个港口的局面。貌似看上去李嘉诚已经不卖国了，但说到底这还是舆论带来 的压力，以及国家层面出手，依法对其进行审查。在这种情况下，长和集团与贝莱德之间的交易才会拖这么久，一直拖到 ...

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].

Core Viewpoint - The sale of strategically significant ports along the Panama Canal by CK Hutchison Holdings has sparked controversy amid escalating US-China trade tensions, leading to regulatory challenges that halted the transaction [1][6]. Group 1: Transaction Details - CK Hutchison announced plans to invite major strategic investors from mainland China to join the consortium for the port acquisition, aiming to secure regulatory approvals [3]. - China COSCO Shipping expressed interest in acquiring the ports and sought equal shareholder status, veto rights on key operational decisions, and profit-sharing arrangements [3][4]. - The ports are critical for international trade, and COSCO's demands reflect both commercial interests and national strategic considerations [3][4]. Group 2: Strategic Implications - The ports' location makes them a focal point in the US-China rivalry, and gaining veto rights would allow COSCO to influence operations and mitigate US dominance [4]. - CK Hutchison's decision to involve Chinese investors aims to balance interests and reduce political risks associated with the sale [7]. - The sale is part of CK Hutchison's strategic shift away from heavy asset holdings towards investments in technology and renewable energy, with an expected cash inflow of $19 billion [9]. Group 3: Financial Considerations - The anticipated cash from the port sale would alleviate debt pressures and provide funding for new ventures in technology and renewable energy [9]. - CK Hutchison has been divesting from real estate projects to free up capital for future investments, indicating a broader strategic realignment [9].

| 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].