CKH HOLDINGS(00001)

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美联储会议纪要:与会者指出,如果通胀持续存在,他们可能面临“艰难的权衡”;同时,增长和就业前景恶化。
快讯· 2025-05-28 18:03
Core Viewpoint - The Federal Reserve's meeting minutes indicate that participants may face "difficult trade-offs" if inflation persists, while growth and employment outlooks are deteriorating [1] Group 1 - Participants expressed concerns about the potential for ongoing inflation impacting decision-making [1] - The outlook for economic growth is becoming less favorable, suggesting potential challenges ahead [1] - Employment prospects are also seen as worsening, adding to the complexity of the economic landscape [1]
欧洲央行管委诺特:短期经济增长和通胀风险偏向下行。
快讯· 2025-05-28 15:55
Core Viewpoint - The European Central Bank (ECB) Governing Council member Knot indicates that short-term economic growth and inflation risks are skewed to the downside [1] Economic Growth - The ECB is facing challenges in maintaining economic growth due to various factors impacting the Eurozone [1] - Short-term forecasts suggest a potential slowdown in economic activity, which may affect overall growth rates [1] Inflation Risks - Inflation risks are also perceived to be on the downside, suggesting that inflation may not rise as previously anticipated [1] - This could lead to adjustments in monetary policy as the ECB responds to changing economic conditions [1]
欧盟贸易专员将于周四与美商务部长和贸易代表对话
快讯· 2025-05-28 13:33
Group 1 - The European Union trade commissioner will engage in discussions with U.S. Commerce Secretary Gina Raimondo and Trade Representative Katherine Tai on Thursday [1] - The EU has agreed to communicate with Tai and Raimondo every other day [1]
标普分析师瑞布尼科夫:以色列信用评级面临的下行风险包括持续的战争对经济增长和财政状况的影响,以及战争可能扩大的前景。
快讯· 2025-05-27 08:04
Core Viewpoint - The credit rating of Israel faces downward risks due to the ongoing war's impact on economic growth and fiscal conditions, as well as the potential for the war to escalate [1] Summary by Relevant Categories Economic Impact - The ongoing conflict is likely to hinder economic growth in Israel, which could negatively affect its credit rating [1] Fiscal Conditions - The war poses risks to Israel's fiscal situation, potentially leading to a deterioration in financial stability [1] Geopolitical Risks - There is a concern regarding the possibility of the war expanding, which could further exacerbate the economic and fiscal challenges faced by Israel [1]
长和表态:港口交易未获批准前绝不会实施,三个问题李嘉诚要回答
搜狐财经· 2025-05-27 07:12
Core Viewpoint - The Hong Kong-based CK Hutchison Holdings is facing scrutiny over its plan to sell 43 global ports, including two key ports in Panama, amid geopolitical tensions and regulatory challenges [1][7]. Group 1: Company Actions and Commitments - CK Hutchison's subsidiary, Cheung Kong Infrastructure, is committed to not engaging in illegal or non-compliant activities regarding the port sale [3]. - The sale of the Panama ports requires extensive approvals, and the company will not proceed without these [3]. Group 2: Geopolitical Context and Concerns - The identity of the buyer, initially presented as a consortium led by BlackRock, was later revealed to be the Mediterranean Shipping Company, raising concerns about potential political implications [5]. - The control of the Panama ports by Western capital could be perceived as a strategic threat, especially given Panama's historical ties with the U.S. and its role in China's Belt and Road Initiative [7]. Group 3: Regulatory Challenges - There are multiple layers of scrutiny involved in the sale, including reviews by the Chinese government, the Panamanian government, and antitrust authorities, with uncertainty about which will pose the greatest challenge [5]. - The increasing strictness of regulations regarding strategic assets in China raises questions about CK Hutchison's confidence in navigating these reviews [5]. Group 4: Strategic Considerations - The transaction highlights the intersection of business and national interests, suggesting that CK Hutchison must balance commercial benefits with social responsibilities as a Chinese enterprise [7]. - The ongoing geopolitical climate necessitates that companies consider national security implications in their business dealings, particularly in critical sectors like port operations [7].
“孩子们成长得更好,是我们最大的心愿”——以习近平同志为核心的党中央关心少年儿童成长和少先队工作纪实
新华社· 2025-05-26 04:00
"小学、中学甚至是幼儿园,会在人的一生中起很重要的作用,一定要从娃娃抓起。" 2025年全国两会期间,习近平总书记在看望参加政协会议的民盟、民进、教育界委员并参加联组 会时,将话题再一次聚焦"祖国的未来""中华民族的希望"。 少年强则中国强,少年兴则中国兴。 党的十八大以来,以习近平同志为核心的党中央站在红色江山后继有人、中国特色社会主义事业 薪火相传的战略高度,关心关怀少年儿童成长成才,为少先队工作指明前进方向,引领新时代少 年儿童事业绘就浓墨重彩的新篇章。 红日初升,其道大光。广大少年儿童向阳生长,逐梦前行,必将接过强国建设、民族复兴的接力 棒,奔向更加璀璨的明天。 "人生最重要的志向应该同祖国和人民联系在一起" 初夏,万物并秀,生机勃发,四川南充嘉陵区之江小学校园书声琅琅。 就在一年前的5月,"六一"国际儿童节前夕,这所学校的孩子们收到一份特殊的节日礼物——习近 平总书记的回信。 "希望同学们树立远大志向,珍惜美好时光",习近平总书记在回信中勉励大家,"争做爱党爱国、 自立自强、奋发向上的新时代好少年,努力成长为堪当强国建设、民族复兴大任的栋梁之材。" 在习近平总书记心中,童年是人的一生中最宝贵的时期, ...
2025年中国汽车精细化学品行业产业链、销量、市场规模、重点企业分析及发展前景研判:受益于汽车产销增长和环保升级,行业规模持续扩大[图]
Chan Ye Xin Xi Wang· 2025-05-26 01:43
一、汽车精细化学品行业概述 汽车的生产、使用一直到报废回收的全过程所使用的精细化学品称为汽车精细化学品。汽车精细化学品 已经普遍地存在于市场之上,而且不断地推陈出新,市场逐渐扩大,这已经引起了汽车制造业、维修业 和精细化工业的高度重视。当前,汽车精细化学品主要分为润滑系统用化学品、汽车用清洗剂、汽车用 防护用品、汽车用涂料和汽车用粘结剂等五大类产品。 内容概况:汽车精细化学品依托先进的化工技术进行专业化生产制造,其应用范围涵盖汽车发动机系 统、底盘总成、车身结构以及车内装饰等整车各核心部位,通过实现节能环保、减摩润滑、冷却清净、 排放治理及养护清洗等多元化功能,在保障车辆正常运行、提升能源利用效率、优化排放控制等方面发 挥着不可或缺的关键作用。近年来,随着汽车产业的持续扩张和环保要求的不断提高,叠加新能源汽车 的快速普及和传统燃油车排放标准的日益严格,车用尿素、高端润滑油添加剂、电池冷却液等精细化学 品的需求呈现爆发式增长。同时,国内汽车保有量稳步上升,为汽车养护类化学品带来了稳定的市场空 间。从市场规模来看,中国汽车精细化学品市场表现出强劲的增长势头。数据显示,2023年中国汽车精 细化学品市场规模为462 ...
针对“李嘉诚卖港口”,长和方面发布强硬表态!
Sou Hu Cai Jing· 2025-05-23 02:44
昨天(5月22日),李嘉诚家族旗下"长江和记实业有限公司"(一般简称"长和")如期召开股东大会,集团联席董事总经理黎启明在会上 再次对"卖港口"(拟将43个港口资产出售给美国贝莱德财团)进行表态。 黎启明表示:交易要经多审查,长和会全力配合。在交易未获批准前,长和绝对不会实施该港口交易。 黎启明还重申了5月12日的公司声明内容,并再次表态称:不会做不合法、不合规之事。 第二天,也就是今天——5月23日,是李泽钜"遭遇10亿赎金绑架"19周年纪念日(1996年5月23日)。 当年,李嘉诚在支付10.4亿元(先支付4000万现金,后又支付了10亿现金)后轻松化解了危机。 这一次,李泽钜能应对此次交易带来的政治与经济双重压力吗? 值得一提的是,当初"卖港口"一事正在持续发酵之际,曾欲与"长和"撇清关系("电讯盈科"发声明表示"业务各自独立,无持股")的李 嘉诚次子、"小超人"李泽楷也于近日搞出了大动作。 也是昨天传来的消息——据知名财经媒体金融界当天的报道显示,李泽楷旗下泛亚洲人寿保险公司"富卫集团"第三次港股IPO(此前2次 递表港交所分别在2022年、2023年),并有望成为其第6家上市公司。 #热点观察家# ...
长和股东大会上回应港口交易、关税等问题 李泽钜通过线上视频出席会议
Mei Ri Jing Ji Xin Wen· 2025-05-22 11:10
Group 1 - The core focus of the recent shareholder meeting of Cheung Kong Holdings (长和) was the progress of the port transaction, with Mediterranean Shipping Company (MSC) being one of the potential investors [1] - The management, including Li Ka-shing, participated in the meeting via video, and there was a notable absence of in-depth commentary on business matters, reflecting uncertainty about future predictions due to unpredictable factors [1][4] - Li Ka-shing expressed concerns about the impact of changing tariff policies and geopolitical tensions on the global economy, making it difficult to forecast future trends [4] Group 2 - The company indicated that the decision to increase dividends in the future will depend on various factors, including performance and external economic conditions [4] - The port and related services segment is the smallest among Cheung Kong's business divisions in terms of revenue and EBITDA contribution [4] - The retail business is expected to see strong growth in Europe and Asia, with plans to increase store numbers and enhance the "O+O" (online and offline) service platform [4][5] Group 3 - Cheung Kong is actively cooperating with local authorities regarding the merger of its UK telecom subsidiary "Three UK" with Vodafone, with expectations to complete the process by the end of the year [5]