巴拿马港口或只约占此次交易总价值的4%，但因涉及美国方面的干预等原因，所引发的争议至今尚未停息 文｜ 《财经》特派香港记者 焦建 编辑 | 苏琦 为解决围绕长江和记实业有限公司（0001.HK，下称"长和"）港口交易之中存在的一系列争议，作为相关港口牵头买家的意大利方面，或正在探 讨将两个巴拿马港口从整个交易中剥离。 4月17日中午，中国香港特区多家权威媒体公开报道消息显示：意大利阿彭提（Aponte）家族兼地中海航运公司掌舵人Gianluigi Aponte及其子 Diego Aponte为推进整项交易的进度，正在考虑进行上述操作。 按照长和方面于3月4日发布的公告：其拟将旗下一系列港口业务出售给美国贝莱德集团（BlackRock，Inc.）牵头的买方财团——贝莱德-TiL财 团，总价格为227.65亿美元。该财团则主要由三方面组成，即贝莱德、GIP（Global Infrastructure Partners），以及Terminal Investment Ltd （TiL）。 随着此后一系列形势发生变化，据《财经》4月14日报道显示：此次长和港口交易的一系列细节，包括交易曾获得近10份竞标、巴拿马的两个港 ...

智通财经4月17日电，马来西亚贸易部长和第二财政部长将于本月底前往美国，讨论关税问题。 ...

Core Viewpoint - The U.S. President Trump announced that Japan will come to the U.S. today to negotiate on tariff issues, with the participation of U.S. Treasury Secretary and Commerce Secretary, aiming to find a solution [1] Group 1: Negotiation Details - The meeting will address military support costs and trade fairness as key topics [1]

Core Viewpoint - The meeting between the U.S. and Japan aims to negotiate tariffs and address military support costs and trade fairness, with the participation of key officials including the Treasury Secretary and Commerce Secretary [1] Group 1 - Japan is engaging in tariff negotiations with the U.S. today [1] - The meeting will include discussions on military support costs and trade fairness [1] - The U.S. hopes to find mutually beneficial solutions for both countries [1]

Financial Performance - The total revenue for 2024 reached HKD 476,682 million, with an EBITDA of HKD 102,600 million and EBIT of HKD 54,431 million[18]. - Total revenue for 2024 reached HKD 476,682 million, a 3% increase from HKD 461,558 million in 2023[20]. - EBITDA for 2024 was HKD 125,108 million, down 2% from HKD 127,309 million in 2023[20]. - EBIT decreased by 6% to HKD 58,758 million in 2024 from HKD 62,770 million in 2023[20]. - Net profit attributable to ordinary shareholders was HKD 17,088 million, a 27% decline compared to HKD 23,500 million in the previous year[20]. - The financial and investment segment reported a basic EBITDA of HKD 58,171 million, excluding non-cash impairments from the Vietnam telecommunications business[19]. - The financial and investment segment's revenue increased by 2% to HKD 97,512 million compared to HKD 95,835 million in 2023[20]. - Interest expenses and other financing costs were HKD 24,050 million, a slight decrease of 1% from HKD 24,200 million[20]. - The reported profit attributable to ordinary shareholders for 2024 is HKD 17,088 million, a decrease of 27% compared to HKD 23,500 million in 2023[40]. - Basic earnings per share for 2024 is HKD 4.46, down from HKD 6.14 in 2023[41]. - The group's cash and cash equivalents totaled HKD 129.45 billion, with total debt amounting to HKD 259.09 billion, resulting in a net debt to total equity ratio of 16.2%[53]. Revenue Breakdown - The revenue from Europe amounted to HKD 244,372 million, while revenue from Asia, Australia, and others was HKD 73,198 million[18]. - The retail segment generated HKD 190,193 million in revenue, representing a 4% increase year-over-year[20]. - CK Hutchison Group Telecom reported revenue of HKD 88,371 million, a 2% increase from HKD 86,814 million in 2023[20]. - The infrastructure segment's revenue grew by 1% to HKD 55,324 million from HKD 54,714 million[20]. - The port and related services segment recorded revenue of HKD 45.28 billion, an increase of 11% compared to 2023, driven by a 6% rise in throughput and growth across all divisions[43]. - The European Group's revenue was HKD 81.71 billion, up 2% year-on-year, driven by an increase in total customer numbers and effective revenue growth measures[49]. Operational Highlights - The port division handled a total throughput of 87.5 million TEUs (twenty-foot equivalent units) in 2024, operating in 53 ports across 24 countries[11]. - The company has a workforce of over 300,000 employees operating in approximately 50 countries/markets[9]. - The company processed a total of 87.5 million twenty-foot equivalent units (TEUs) in 2024[71]. - Container throughput increased by 6% to 87.5 million TEUs, with local and transshipment cargo accounting for 65% and 35% respectively[73]. - The company added two new berths in Thailand and Mexico, bringing the total number of berths to 295[78]. Sustainability and Governance - The company emphasizes sustainability and corporate governance, implementing new technologies to address environmental and social challenges[9]. - CKHGT has been certified by Sustainalytics as a top-rated company in ESG for 2025[34]. - The group achieved a 20% reduction in carbon emissions compared to baseline levels, aligning with its carbon reduction targets[54]. - The retail division achieved a significant reduction in greenhouse gas emissions, with Scope 1 and 2 emissions decreasing by over 70% year-on-year and more than 75% compared to the 2018 baseline[103]. - The company faces challenges in maintaining the same level of emissions reduction by 2030 due to fluctuating costs of energy attribute certificates and market uncertainties[103]. Strategic Initiatives - The company plans to distribute a final dividend of HKD 1.51 per share, down from HKD 1.77 in 2023, resulting in a total annual dividend of HKD 2.20 per share[42]. - The company plans to limit capital expenditures and new investments while focusing on strict cash flow management due to an unstable operating environment[57]. - The company aims to enhance productivity and reduce operating expenses by accelerating the adoption of suitable emerging technology tools[57]. - The merger with Vodafone UK has been approved, paving the way for the creation of the third-largest telecommunications operator in the region, expected to complete in the first half of 2025[34]. Market and Customer Insights - The total number of loyal members in the health and beauty products segment rose to 168 million, an increase from 157 million in 2023, with a sales participation rate of 65%[93]. - The overall retail segment experienced a same-store sales growth of 3.1% in 2024, compared to 6.9% in 2023[95]. - The number of retail stores increased by 3% to 16,951 in 2024, up from 16,491 in 2023[92]. - The contribution of exclusive agency product sales to total sales in the health and beauty products segment was 36%, down from 37% in 2023[93]. Challenges and Risks - A one-time charge of HKD 3,740 million was recorded for non-cash impairment related to the telecommunications business in Vietnam[23]. - The company reported a net loss of HKD 1,751 million in 2024, slightly higher than the loss of HKD 1,712 million in 2023[149]. - The average revenue per user (ARPU) in the UK decreased by 9% to GBP 16.68, highlighting pricing pressures[161]. - The total number of registered customers decreased to 42.8 million in 2024 from 43.7 million in 2023, with a decline in active customers to 40.7 million from 40.2 million[153].

截至2025年4月15日 10:08，恒生港股通高股息率指数(HSSCHKY)上涨0.10%，成分股长和(00001)上涨3.16%，统一企业中国(00220)上涨1.78%，中煤能源 (01898)上涨1.40%，中银香港(02388)上涨1.18%，中国飞鹤(06186)上涨1.11%。港股红利ETF博时(513690)上涨0.22%， 冲击6连涨。最新价报0.91元。拉长时 间看，截至2025年4月14日，港股红利ETF博时近1周累计上涨5.09%。 流动性方面，港股红利ETF博时盘中换手0.14%，成交524.91万元。拉长时间看，截至4月14日，港股红利ETF博时近1年日均成交7888.62万元。 规模方面，港股红利ETF博时最新规模达36.82亿元。 资金流入方面，港股红利ETF博时最新资金流入流出持平。拉长时间看，近20个交易日内，合计"吸金"3740.82万元。 截至4月14日，港股红利ETF博时近1年净值上涨23.59%，指数股票型基金排名535/2714，居于前19.71%。从收益能力看，截至2025年4月14日，港股红利ETF 博时自成立以来，最高单月回报为24.18%，最长连涨月数为3 ...

0:00 南方财经全媒体集团首席记者施诗 记者李依农 上海报道 《全球财经连线》：我们正经历特朗普2.0时期。与其第一任期相较，美国总统特朗普的关税政策更为 激进。这对全球经济，尤其是欧洲影响几何？ Nicolo Salsano：从整体来看，我们确实需要预期全球经济可能会出现一定程度的放缓。毫无疑问，关 税政策将在多个行业和地区产生广泛影响。 但与此同时，我们也认为，全球化的趋势不会因此而减弱。全球供应链已经高度一体化，具备成熟的机 制和稳定的贸易伙伴关系。因此，从中期来看，短期冲击所带来的影响将会在一定程度上被缓解甚至抵 消。 美国总统特朗普的关税政策，持续冲击全球贸易体系，并引发金融市场动荡，给全球经济带来了不小的 压力与不确定性。渣打银行欧洲区行政总裁Nicolo Salsano在接受南方财经记者采访时表示，尽管特朗 普的关税政策可能在短期内拖累全球经济增长，但全球化的大趋势依然不会改变。他指出，全球供应链 高度整合，国际贸易合作机制也已十分成熟，尽管关税壁垒会造成短期波动，但中长期来看，全球贸易 流动依然会作出必要的调整并有所修复，尤其是亚洲内部以及中欧之间的贸易往来，预期将进一步增 强。 Salsa ...

金十数据4月11日讯，国家国际发展合作署副署长刘俊峰会见乌兹别克斯坦投资、工业与贸易部副部长 卡西莫夫和技术监管局局长朱马纳扎罗夫，双方就共同落实两国领导人重要共识，有序推进中乌发展援 助合作项目落地见效等深入交换了意见。国合署地区一司副司长崔菁文、国际合作司副司长关志勇，乌 内阁与中国合作发展司司长尼亚孜穆拉多夫、驻华使馆参赞希拉卓夫等参加。 刘俊峰会见乌兹别克斯坦投资、工业与贸易部副部长和技术监管局局长 ...

菲律宾央行行长：本周对外汇市场的干预没有超过正常水平。对外汇不太担忧，更关注经济增长和通 胀。 ...

美联储施密德：美联储在平衡通胀风险与经济增长和就业之间的可能性正在增加。 ...