李嘉诚向美国贝莱德财团出售海外港口所引发的舆论风波仍在持续发酵，近日，又有最新消息传来，长和集团已经开始想方设法的"变换手法"，以求继续推 进与美国财团交易港口。那他们的具体动作是怎样的呢？根据目前曝出来消息，长和集团是准备将售卖的43个港口一分为二，一部分是41个相对不敏感的港 口，另一部分是2个相对敏感的港口。前者卖给加拿大，后者卖给美国的贝莱德公司，其目的很明显就是想以此绕过国家审查。只能说，李嘉诚现在是真的 铁了心要一条道走到黑了。 话说回来，即便现在李嘉诚向美国霸权"秒跪"，难道就能换来安宁吗？显然是不可能的。依照美国的霸权行事风格，你越是妥协屈服于美国的霸权淫威，那 么最后的结果就只会进一步遭到美国的"收割"和打压，继而进一步的对美方妥协，直到自身利益被美国"剥夺"完了为止，当自身失去了利用价值后，美国就 会一脚将你踢开。在这之前，无数的实例早已证明了这一点。总而言之一句话，没有脱离国家利益的资本安全，也没有凌驾于主权之上的商业逻辑。何去何 从，长和应当作出明智的抉择。 之所以这件事会引起舆论的高度关注，主要就是因为该事件的时间点，恰好处在美国特朗普政府多次强调要"收回"巴拿马运河的特殊背景下，也 ...

家办热点 1.2025福布斯中国家族资产管理人评选报名启动 近日，福布斯中国与美传思维携手推出"2025福布斯中国家族资产管理人评选"。本次评选旨在弘扬中国家族文化，普及家族 资产管理的意义、方法论和价值观，并展示家族资产管理领域的卓越人士，以凸显智慧与能力、爱与责任，而非财富。 本次评选构建了兼具国际视野与中国智慧的评估体系，通过选拔与表彰在家族资产保值增值（资产管理）、家庭可持续美好 生活（财富规划）、家族企业（家族事业）成长与传承等维度表现卓越的机构与个人，推动行业标准建设与经验共享，助力 中国财富管理生态从"经验驱动"向"专业引领"转型，进而打造出具有公信力的中国家族资产管理交流平台。（福布斯） 2.资产管理信托管理办法有望年内落地，信托业发展迎新变革 近日，国家金融监督管理总局公布2025年规章制定工作计划，备受关注的信托行业迎来重要消息：2025年将重新修订《信托 公司管理办法》，同时制定《资产管理信托管理办法》。这一系列举措，将对信托行业的发展产生深远影响。 早在2024年底，《中国网财经》等媒体就曾报道，监管人士在2024年中国信托业年会上透露，正在制定"1+N"制度体系。其 中"1"是指《关 ...

Group 1 - The National Data Bureau announced increased central financial investment to support the construction of long-term data infrastructure projects [1] - The 137th Canton Fair reported an on-site intended export transaction of $25.44 billion, reflecting a 3% increase [2] - The Shenzhen Stock Exchange revised the ChiNext Index compilation scheme to enhance investability, introducing an ESG negative exclusion mechanism [3] Group 2 - The U.S. confirmed that auto parts manufactured in Canada and Mexico will be exempt from a 25% tariff under the USMCA, effective May 3 [4] - The People's Bank of China participated in the ASEAN+3 finance ministers and central bank governors meeting, emphasizing regional cooperation to address U.S. tariff impacts [5] - During the May Day holiday, key retail and catering enterprises in China saw sales increase by 6.3% year-on-year [6] Group 3 - The total cross-regional population flow in China during the May Day holiday was estimated at 1.467 billion, a year-on-year increase of 8% [7] - DeepSeek released the Prover-V2 model with 671 billion parameters, offering improved efficiency and resource-saving capabilities [9] - Nine securities firms reported IT investments exceeding 1 billion yuan for 2024, with Huatai Securities leading at 2.45 billion yuan [10]

Group 1 - The 28th ASEAN Plus Three (10+3) Finance Ministers and Central Bank Governors Meeting was held on May 4 in Milan, Italy, focusing on global and regional macroeconomic conditions and financial cooperation [1] - The meeting resulted in a joint statement emphasizing the need for deeper policy coordination and strengthening the regional financial safety net [1] - China announced a donation of $4 million to the AMRO China Technical Assistance Trust Fund to support macroeconomic monitoring and financial stability capacity building among regional members [1] Group 2 - The 10+3 region demonstrates strong resilience and significant growth potential, but faces complex internal and external challenges [2] - The meeting reached a consensus on establishing a rapid financing tool under the CMIM using freely usable currencies like the renminbi, marking a significant step towards diversifying the international monetary system [2] - The introduction of this financing tool expands the resources available under the Chiang Mai Initiative and highlights regional characteristics [2]

Core Viewpoint - The article discusses the complexities and implications of a $22.8 billion deal involving the sale of 43 ports by Cheung Kong Group to BlackRock, highlighting the intersection of capital interests and national security concerns in the context of Chinese regulatory scrutiny [1][3][9]. Group 1: Transaction Details - Cheung Kong Group announced the sale of 43 global ports to BlackRock, with a focus on ports at both ends of the Panama Canal, indicating a strategic move in the shipping industry [1]. - The Panama Canal port, Balboa, has a capacity of handling 2.63 million TEUs annually, emphasizing its significance in global trade [1]. Group 2: Regulatory Challenges - The National Market Supervision Administration identified the transaction's structure as a systematic evasion of antitrust scrutiny, invoking Article 21 of the Antitrust Law [3]. - The regulatory body possesses the authority to halt the transaction under the National Security Law, particularly as the ports' operations align with China's Belt and Road Initiative [3]. Group 3: Public Relations and Perception Management - Li Ka-shing's public appearance showcasing cancer treatment equipment served as a strategic move to divert public attention from the port transaction controversy [5]. - The Cheung Kong Group's charitable initiatives, including a partnership with Temasek to donate cancer treatment equipment, were aimed at countering accusations of aiding adversarial interests [5]. Group 4: Geopolitical Implications - The transaction has sparked a divide within Hong Kong's business community, with differing views on national interests versus global business strategies [7]. - The timing of Panama's audit against Cheung Kong coincided with U.S. defense discussions, suggesting a geopolitical maneuver to leverage the canal against China [7]. Group 5: Broader Economic Context - The deal reflects the tension between national interests and capital ambitions, with China's regulatory stance representing a defense of economic sovereignty amid globalization's retreat [9]. - The situation is seen as a catalyst for institutional innovation, potentially redefining the jurisdiction of antitrust and national security laws in an international context [9].

Core Viewpoint - The article criticizes Li Ka-shing, a prominent Hong Kong businessman, for allegedly prioritizing personal financial gain over national interests, particularly in the context of his dealings with American firms during the ongoing US-China trade tensions [1][3][5]. Group 1: Business Transactions - In March 2025, Li Ka-shing's company, CK Hutchison Holdings, announced a deal to sell 43 ports to the American BlackRock consortium for $22.8 billion, despite the ongoing trade war between China and the US [7][11]. - The ports included critical global logistics resources, such as the Balboa and Cristobal ports in Panama, which are deemed vital to the world economy [9][11]. - Prior to the deal with the US, Chinese companies had offered up to $35 billion for the same ports, but Li Ka-shing rejected these offers [17][19]. Group 2: Public and Media Reaction - Following the announcement of the port sale, Li Ka-shing faced significant backlash from the public and media, with accusations of betrayal and selling out to the US [15][20]. - Chinese state media criticized his actions, urging him to reconsider his decisions and warning of potential consequences for his business operations in China [15][21]. Group 3: Regulatory Scrutiny - In response to the controversy, Chinese authorities planned to monitor Li Ka-shing's company, which could complicate the sale and lead to delays [21][23]. - Li Ka-shing found himself in a difficult position, facing pressure from both Chinese authorities and American interests, making it challenging to proceed with the transaction [25][27]. Group 4: Philanthropic Efforts - Despite the criticism surrounding his business dealings, Li Ka-shing has also been involved in significant philanthropic efforts, including funding new cancer treatment equipment for hospitals [35][39]. - His dual role as a businessman and philanthropist raises questions about his true motivations and priorities [41][42].

Core Viewpoint - The article emphasizes the importance of inheriting, promoting, and practicing the "Bandung Spirit" in today's international relations, especially for developing countries, as a response to current global challenges [3][12]. Group 1: Historical Significance of the Bandung Conference - The Bandung Conference, held 70 years ago, was a significant event where leaders from 29 Asian and African countries gathered to form the "Bandung Spirit," centered on "unity, friendship, and cooperation" [3][4]. - The conference marked the beginning of a new era in international relations for developing countries, providing a framework for their political awakening and the decolonization movement [8][10]. Group 2: Current Relevance of the Bandung Spirit - The "Bandung Spirit" remains relevant today as it encourages developing countries to foster new political awareness and actions aimed at building a new type of international relations based on mutual assistance and peaceful development [10][12]. - The article highlights that the world is at a crossroads again, and the principles of the Bandung Spirit can guide nations in navigating contemporary challenges, promoting dialogue over confrontation [12][13]. Group 3: The Role of China - China is portrayed as a loyal inheritor and promoter of the Bandung Spirit, advocating for peaceful development and mutual respect in international relations [13]. - The current positive development of China's relationships with neighboring countries is seen as a reflection of its commitment to the Bandung Spirit [13].

Core Viewpoint - The article discusses the controversial sale of 43 ports by Li Ka-shing's company, Cheung Kong, to American firms, highlighting the political and regulatory challenges involved in the transaction, especially in the context of US-China relations [1][57]. Group 1: Transaction Details - The sale of the ports has been split into two asset packages: Package A includes two ports along the Panama Canal, while Package B consists of the remaining 41 ports [4][5]. - BlackRock's Global Infrastructure Partners (GIP) will acquire 51% of Package A, while the Italian Aponti family will hold 49% [4]. - Conversely, in Package B, GIP will hold 49% and the Aponti family will have 51% [5]. Group 2: Regulatory and Political Context - The State Administration for Market Regulation has warned that any attempts to circumvent regulatory scrutiny will result in legal consequences [2][3]. - The article emphasizes that the political climate has changed significantly since the initial proposal, particularly with the escalation of the US-China trade war [11][12]. - The US has introduced hefty tariffs on Chinese-manufactured ships, which could impact the operations of the ports involved in the sale [12][14]. Group 3: Historical Context and Li Ka-shing's Strategy - Li Ka-shing has a history of strategic partnerships with the Aponti family, dating back to 2003 when they jointly acquired a UK port [6][7]. - The article outlines Li Ka-shing's business strategy of acquiring land at low prices and delaying development to maximize profits, citing examples from various projects in mainland China [28][29][38]. - The article also highlights the regulatory challenges Li Ka-shing has faced in the past, including accusations of land hoarding and the subsequent penalties [45][54]. Group 4: Implications for US-China Relations - The sale of the ports is framed as a significant issue in the broader context of US-China relations, with the potential for it to be used as leverage in negotiations [61][63]. - The article argues that allowing the sale to proceed without conditions could be perceived as a concession in the ongoing trade conflict, which may have negative repercussions for future negotiations [62][63].

Core Viewpoint - The halted $22.8 billion port deal involving Li Ka-shing reflects a deeper geopolitical struggle between the U.S. and China over global shipping routes and capital interests [1][4]. Group 1: Transaction Details - Li Ka-shing's company, CK Hutchison, planned to split its port assets into two packages for sale to Italian TIL and U.S. BlackRock, with BlackRock retaining significant control over management decisions [4]. - The core assets in the deal, Balboa and Cristobal ports, are crucial for global trade, with 21% of China's trade with Latin America passing through these ports, valued at over $600 billion annually [6]. - BlackRock holds a 22% stake in MSC, the parent company of TIL, while the Aponte family only holds 15%, indicating a complex ownership structure aimed at circumventing Chinese antitrust scrutiny [4][6]. Group 2: Chinese Response - China invoked its antitrust laws to challenge the deal, asserting that BlackRock and MSC could manipulate 10.4% of global container pricing [8]. - Concerns over data security were raised, as the ports' smart scheduling systems could expose sensitive information about Chinese shipping routes [8]. - Chinese officials and media criticized the transaction as a threat to national sovereignty, with strong public statements emphasizing the potential risks involved [8]. Group 3: Broader Implications - The deal's failure highlights the increasing divide in globalization, with the U.S. attempting to exert capital dominance while China seeks to build a multipolar trade network [15]. - Li Ka-shing's strategy to liquidate "inefficient assets" for investment in safer sectors like European telecom and energy is challenged by national security considerations [11]. - The contrasting approaches of the U.S. and China in port management are evident, with China gaining trust through cooperative projects, as seen in the success of the Piraeus port in Greece [13].

5月1日，针对长和港口交易，香港《大公报》网站发布题为《执迷不悟必将碰得头破血流》的评论文 章，全文如下： 长和出售港口事件，外交部和国家市场监督管理总局先后发声，表达了中央的强烈关切和严正警示。但 长和却对此充耳不闻，执迷不悟，如果决意一条路走到黑，最终结果必将会碰得头破血流。 3月初相关交易曝光后，政府和民众均表达了强烈的关切和批评，指出交易会对国家安全和利益带来严 重威胁。但相关企业一方面利用公关手段散布烟雾弹混淆视听，另一方面变换手法继续推进与美方的交 易，完全置国家安全和重大利益于不顾。 何去何从，长和应当作出明智的抉择。 中央的态度自始至终都是非常清晰的。4月27日，国家市场监督管理总局再度就交易表态，指出"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"；4月28日，外交部 发言人表示高度关注相关交易，"希望有关各方谨慎行事"。 国家两大部门集中表态，并作出"两个不得"的明确指令，是前所未有的严重警示，话已讲得够清楚了！ 当前美国发动的关税战，是意图扼杀中国发展的全方位战争，从某种意义上说中美两国正处于你死我活 的"战争状态"，美国是我们最大的敌人，"它不是要我 ...