以下文章来源于牲产队 ，作者牲产队长 牲产队 . 挣工分，磨洋工，舒服一会儿是一会儿 作者：牲产队长 来源：牲产队（ID：gh 9adbf3261554） 这一次，李嘉诚的港口交易真要黄了。 市监总局直接要求，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。啥意思呢？这就是打明牌了。李嘉诚也好，贝莱德也罢，还是新引入的地中海航 运集团，都不得垄断全球航运权。李嘉诚想一次性甩卖 43 个海外港口，套现跑路，是彻底搞不 成了。 这时候，为什么市监总局要发出这个信号？主要就在于，李嘉诚不甘心，始终还是想卖。而且， 长和集团在想办法，对抗反垄断审查，想玩一招 " 金蝉脱壳 " 之计。就在市监总局对长和集团 发起反垄断调查后，长和集团就宣布，要对旗下资产进行拆分。怎么拆分呢？把长子李泽钜旗下 的电讯盈科等产业，独立拆分，远赴英国伦敦上市。 为什么要拆分？一个是，规避反垄断调查。你说它垄断了，它马上拆分，变成一个个小公司。家 族产业一部分留在李嘉诚旗下，另一部分就转移给长子李泽钜。而李泽钜呢？既不是中国人，带 走的也不是中国资产，而是长和旗下的海外资产。尤其是电信产业，主要都位于欧洲。像 ...

Domestic News - The draft of the National Development Planning Law has been submitted for review by the Standing Committee of the National People's Congress [2] - JD.com plans to recruit 100,000 full-time delivery personnel in the next three months, with a starting salary of 5,000 yuan [2] - The National Bureau of Statistics reported a 0.8% increase in profits for large-scale industrial enterprises in the first quarter of 2025 [2] - Six departments have issued a document to optimize the outbound tax refund policy, lowering the starting point for refunds and raising the limit to 20,000 yuan [2] - The State Administration for Market Regulation has stated that parties involved in the Longhe Port transaction must not evade antitrust reviews [2] - The approval for domestic nuclear power projects has been opened for the first time in 2025, with the State Council approving 10 new units, potentially driving over 200 billion yuan in investment [2] - The State Taxation Administration announced that those meeting relevant conditions for "second home to first home" can enjoy individual income tax deductions on housing loan interest [2] - The Ministry of Commerce aims to create a number of international consumer aggregation areas and inbound consumption-friendly business circles, with the finance department studying special funding support [2] - A press conference was held by the State Council Information Office on April 28 regarding policies for stabilizing employment and promoting high-quality economic development [2] International News - Sources indicate that the European Central Bank is generally inclined to support a rate cut in June [2] - Polls show that Trump's approval rating during his first 100 days is the lowest for any U.S. president in 80 years [2] - The Pakistani Defense Minister believes that escalating conflicts with India will not lead to mutual nuclear strikes [2] - Trump stated that comprehensive tariff measures will allow him to cut income taxes for individuals earning less than $200,000 annually [2] - Lee Jae-myung has been elected as the presidential candidate for South Korea's Democratic Party, with the Supreme Court expected to rule on his case in May [2] - The Iranian port that experienced an explosion has resumed cargo imports and exports, with improper storage of chemicals in containers being the cause of the explosion [2] - Trump mentioned that U.S. ships should pass through the Panama and Suez Canals for free, and tariffs will significantly reduce income taxes for many [2] - Regarding the Russia-Ukraine conflict, U.S. Secretary of State Rubio stated that the U.S. will not expand sanctions against Russia to avoid disrupting the peace process in Ukraine, while Trump noted positive progress in meetings with Zelensky, with future developments pending observation [2]

每经编辑 张喜威 袁东 国务院总理李强4月27日主持召开国务院常务会议，部署开展美丽河湖保护与建设行动，研究进一步加强困境儿童福利保障有关举措，讨论《中华人民共和 国医疗保障法（草案）》，决定核准浙江三门三期工程等核电项目。（央视新闻） 2 商务部等6部门发通知，事关离境退税 据商务部网站4月27日消息，商务部等6部门发布关于进一步优化离境退税政策扩大入境消费的通知，其中指出，下调离境退税起退点。境外旅客同日同店购 买退税物品金额达到200元人民币，且符合其他相关规定的，可以申请办理离境退税。提升退税商品供给水平。指导退税商店根据境外旅客需求，不断丰富 和优化商品供给，增加老字号产品、中国消费名品、智能产品、非遗产品、工艺美术产品、地理标志产品、文化创意产品、名优特产、体育用品等优质产品 供应。 1 李强主持召开国务院常务会议 商务部：坚定维护多边贸易体制和全球产供链稳定 4月27日，中国与德国就中德汽车产业合作、欧盟对华电动汽车反补贴案等议题进行交流。商务部表示，当前国际形势复杂严峻，个别国家单边主义、保护 主义做法严重破坏国际经贸秩序和全球产供链稳定，汽车行业首当其冲。中国和欧盟是捍卫多边主义和自由贸易的 ...

Core Viewpoint - The National Market Supervision Administration (NMSA) has taken a firm stance against Li Ka-shing's attempt to sell ports to BlackRock, emphasizing that any circumvention of regulatory review will lead to legal consequences [1][4][10]. Group 1: Regulatory Response - The NMSA has stated that all parties involved in the transaction must not evade regulatory scrutiny and must not proceed with the transaction without approval [1][4]. - Li Ka-shing's initial plan to sell 43 ports for 22.8 billion to BlackRock has faced significant backlash and regulatory hurdles [2][4]. - The NMSA's intervention highlights the importance of maintaining fair competition and social stability in the market [2][4]. Group 2: Strategic Implications - The ports in question, particularly Balboa and Cristobal, are critical as they control access to the Panama Canal, which handles 6% of global maritime trade [7][11]. - China is the second-largest user of the Panama Canal, with 21% of its merchant ships utilizing this route, valued at approximately 270 billion [7]. - The potential sale of these ports to a U.S. entity raises concerns about increased control over shipping routes and the possibility of imposing additional costs on Chinese shipping operations [7][12]. Group 3: Geopolitical Context - The situation reflects broader geopolitical tensions between the U.S. and China, with implications for trade, law, and economics [11][12]. - The U.S. has shown interest in reasserting control over the Panama Canal, which could lead to unfavorable conditions for Chinese shipping companies [7][11]. - The urgency of developing alternative trade routes, such as the South America interoceanic railway, has been highlighted as a response to the potential risks posed by the port sale [9].

Core Viewpoint - The article discusses the controversial decision of Li Ka-shing to sell port operations in Panama, which has led to significant backlash and potential financial repercussions for his business empire [2][4][42]. Group 1: Transaction Details - Li Ka-shing's company, Cheung Kong Group, announced the sale of its port operations in Panama for $22.8 billion, which has drawn criticism from the public and government officials [4][43]. - The sale was intended to be finalized on April 2, but was delayed due to government intervention [8][25]. Group 2: Economic Context - The U.S. acquisition of the Panama port is seen as a strategic move, potentially increasing transit fees and transportation costs for global trade [6][8]. - The ongoing U.S.-China trade war has exacerbated the situation, with tariffs rising significantly, impacting both countries' economies [10][12][19]. Group 3: Public Reaction - The public response to Li Ka-shing's decision has been overwhelmingly negative, with many labeling him a "traitor" and questioning his judgment in light of his age [2][4][36]. - There is a perception that Li Ka-shing is prioritizing personal gain over national interests, leading to further criticism from the public [30][34]. Group 4: Future Implications - The potential for Panama to revoke the operating rights of the port from Li Ka-shing's company has emerged, following a comprehensive audit initiated by the Panamanian government [25][28]. - The article suggests that Li Ka-shing's past successes may not guarantee future stability, especially if public sentiment continues to turn against him [40][42].

日前，市场监管总局新闻发言人就长和港口交易事回答了记者提问。有记者问：据《华尔街日报》4月 16日报道， 长和出售海外港口将分拆为两个交易继续进行，国家市场监督管理总局对此有何评论？ 答：我们高度关注有关交易，将依法进行审查。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。 ...

IMF总裁格奥尔基耶娃：财政部长和中央银行行长一致同意减少不确定性以及努力澄清政策的重要性。 ...

Core Viewpoint - The Hang Seng High Dividend Yield Index (HSSCHKY) has shown positive performance, with significant increases in constituent stocks, indicating a potential recovery in the Hong Kong real estate market and overall economic stability [2]. Group 1: Market Performance - As of April 25, 2025, the HSSCHKY index rose by 0.85%, with notable increases in stocks such as China Resources Land (4.64%) and China Overseas Development (3.76%) [2]. - The Bosera Hang Seng High Dividend ETF (513690) increased by 1.20%, with a latest price of 0.93 yuan and a trading volume of 16.6197 million yuan [2]. - Over the past year, the Bosera Hang Seng High Dividend ETF has seen an average daily trading volume of 78.9566 million yuan [2]. Group 2: Economic Measures - A recent State Council meeting focused on stabilizing employment and the economy, emphasizing the need to maintain a stable stock market and promote healthy development in the real estate sector [2]. - Despite a slight decline in new home sales and falling second-hand home prices, historical trends suggest that the real estate sector often rebounds before the fundamentals stabilize, supported by strong expectations for new policies [2]. Group 3: ETF Performance Metrics - The Bosera Hang Seng High Dividend ETF has a current size of 3.731 billion yuan, with net inflows remaining balanced recently [3]. - The ETF's net value increased by 22.27% over the past year, with a maximum monthly return of 24.18% since inception [3]. - The ETF's Sharpe ratio for the past year is 1.48, indicating a favorable risk-adjusted return [3]. Group 4: Index Composition - As of April 24, 2025, the top ten weighted stocks in the HSSCHKY index account for 28.32% of the index, with Yanzhou Coal Mining (4.39%) and Hang Lung Properties (3.38%) being the most significant [4][6].

Group 1 - The G20 meeting will take place in Washington, USA on April 23-24, 2025, focusing on global economic outlook and international financial architecture [1] - Key topics include addressing Africa's development and growth challenges [1] - The Governor of the People's Bank of China, Pan Gongsheng, will attend and speak at the meeting, alongside Deputy Governor Xuan Changneng [1]

Group 1 - The G20 meeting held in Washington focused on global macroeconomic conditions, financial stability, and promoting growth in Africa [1] - China's Finance Minister, Liu Kun, emphasized the insufficient momentum in global economic growth and the negative impact of trade wars on financial stability [1] - China advocates for a multilateral trading system centered around the WTO and calls for dialogue to resolve trade disputes while maintaining its legitimate rights [1] Group 2 - Liu Kun held bilateral meetings with finance ministers and officials from various countries, discussing macroeconomic conditions and G20 financial agenda [2] - Key discussions included enhancing multilateral cooperation, reforming international financial institutions, and supporting vulnerable countries facing debt challenges [1][2] - The importance of resource mobilization for African development and leveraging digital and green transitions for economic growth was highlighted [1]