大摩认为，零售收租股如九龙仓置业与希慎兴业可能受惠，其股息率介乎1.7%至2.7%，高于美国10年 期国债收益率。 大摩预测，香港10月零售销售按年升4%，主要受8天国庆黄金周假期带动访客人数增加，但部分被公众 假期更多外出旅游增加所抵销。大摩将全年预测上调至按年减2%，原预期跌5%。 摩根士丹利发表研报指，9月香港零售销售按年升5.9%至313亿港元，高于该行预测增长2%及市场共识 预测增长2.6%。最近数月正面增长可能显示市场正在触底。 ...

10月24日，港股上市公司希慎兴业（00014.HK）发布公告称，当日全资子公司广运作为卖方与买方订 立协议，根据该协议的条款及条件，广运同意向买方出售位于竹林苑的一个住宅单位（实用面积约为 2084平方呎，约合193平方米），价格为5354万港元。 希慎兴业称，买方Verdant Peak Investment Limited是一间于英属维尔京群岛注册成立的有限公司，由公 司独立非执行董事张勇全资拥有。该交易初步订金267.7万港元（相当于总价的5%）已于签署该协议时 支付，买卖合约拟于11月7日前签署。 #张勇5354万港元购入豪宅#【黄金地段，5354万港元出手！张勇购入香港半山豪宅，卖家是自己任职的 希慎兴业】从阿里巴巴"退休"的张勇，近日有了新动态。 截至2025年6月末，标的物业估值为3431.3万港元，2024年度税后净租金收入101.8万港元，相较于2023 年度的67.3万港元同比增幅达51%，当前处于空置状态。（红星资本局，泽塔） ...

Core Viewpoint - The article discusses the recent transaction by Hysan Development Company Limited, where it sold a residential unit in Bamboo Grove for HKD 53.54 million, highlighting the company's strategy to optimize its capital structure and release value from non-core assets [4][11]. Group 1: Transaction Details - Hysan Development announced the sale of a residential unit with a usable area of approximately 2,084 square feet (about 193 square meters) for HKD 53.54 million [4]. - The buyer, Verdant Peak Investment Limited, is fully owned by independent non-executive director Zhang Yong, making this transaction an associated party transaction under listing rules [4][6]. - The payment structure includes an initial deposit of HKD 2.677 million (5% of the price) and an additional deposit of HKD 2.677 million (totaling 10%) due by November 7, 2025, with the remaining balance payable by January 24, 2026 [6][7]. Group 2: Financial Performance - As of June 30, 2025, the estimated value of the property was HKD 34.313 million, with a projected net rental income of HKD 1.018 million for 2024, representing a 51% increase from HKD 673,000 in 2023 [7][8]. - Hysan's mid-year results for 2025 showed a revenue of HKD 1.73 billion, a year-on-year increase of 2.19%, while net profit attributable to shareholders was HKD 75 million, down 82.44% [14][18]. - The company recorded a profit of HKD 35 million in 2024, recovering from a loss of HKD 872 million in the previous year, with total revenue of HKD 3.409 billion, up 6.2% year-on-year [14]. Group 3: Strategic Goals - The sale of the Bamboo Grove unit is part of Hysan's capital recycling plan aimed at three main objectives: optimizing the capital structure through deleveraging, unlocking value from mature non-core residential assets, and redeploying capital into strategic focus areas [11]. - The company has been progressively selling residential units in Bamboo Grove, with previous sales expected to generate approximately HKD 49.27 million in total revenue [11].

Core Insights - Alibaba's former CEO Zhang Yong purchased a luxury residence in Hong Kong for 53.54 million HKD (approximately 49.11 million RMB) through his wholly-owned British Virgin Islands company [1][3] Group 1: Transaction Details - The transaction involves a residential unit located in Bamboo Grove, with a usable area of approximately 2,084 square feet (about 193 square meters) [3] - The initial deposit of 2.677 million HKD (5% of the total price) was paid at the time of signing the agreement, with the sale contract expected to be signed by November 7, 2023 [3] - The remaining payment will be completed by January 24, 2026, with an additional deposit of 2.677 million HKD, bringing the total deposits to 10% of the purchase price [3] Group 2: Company Background - Hysan Development Company Limited, the seller, is a well-established property developer in Hong Kong, primarily engaged in the investment and leasing of shops, office buildings, and residential units [3] - Zhang Yong was appointed as an independent non-executive director and a member of the board committee of Hysan Development on December 9, 2024 [3] Group 3: Zhang Yong's Background - Zhang Yong has been with Alibaba since 2007, holding various positions including CFO and COO before becoming CEO in 2015 [4][5] - He has previously stated that the best investment is in oneself rather than in real estate, having lived in a five-star hotel in Hangzhou since joining Alibaba [4]

Core Viewpoint - The recent luxury property transaction by former Alibaba CEO Zhang Yong has raised significant scrutiny, particularly regarding its tax implications and potential conflicts of interest [1][3]. Group 1: Transaction Details - Zhang Yong purchased a luxury apartment in Hong Kong for 53.54 million HKD, which is perceived as a typical wealthy individual's transaction [3]. - The buyer, "Verdant Peak Investment Limited," was established in September of the previous year, with Zhang Yong as the sole director and full owner through an offshore company registered in the British Virgin Islands [5]. - The purchase price of 27.7 million HKD per unit is notably lower than the typical starting price of 300,000 HKD per unit in the same area, raising questions about the valuation [10]. Group 2: Tax and Regulatory Implications - The transaction structure appears designed for tax efficiency, taking advantage of Hong Kong's lack of capital gains and dividend taxes [4]. - Zhang Yong has been serving as an independent director for the seller, Hysan Development, since December 9, 2024, which raises concerns about potential undisclosed relationships between the buyer and seller [7]. - Experts have highlighted that any hidden connections between directors and transaction parties must be disclosed to shareholders, suggesting that the current announcement may be misleading [7]. Group 3: Market Reactions and Future Outlook - The market is awaiting the release of valuation reports and comparative pricing records to clarify the transaction's legitimacy [13]. - There are concerns regarding the implications of the Common Reporting Standard (CRS) system, which could allow tax authorities to track offshore accounts, complicating the perceived tax advantages of the transaction [12]. - Governance experts have called for greater transparency in information disclosure, emphasizing that even if the transaction meets procedural requirements, it must still be adequately reported [12].

此前，张雪峰曾 因"新闻无用论""文科都是服务业" 等言论多次引发行业争论。 卢浮宫抢劫案两名嫌疑人已被捕 不满加拿大反关税广告，特朗普宣布对加方征收10%额外关税 *ST荣控：独立董事刘长坤无法取得联系 摩根大通将允许机构客户使用比特币和以太坊作为抵押品 茅台换帅：贵州省能源局局长陈华接任茅台集团董事长 虑。张雪峰还曾称"文科都是服务业"也冲上热搜，引发争议。（中国新闻周刊、封面新闻） 整理 ｜迟雨 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 张雪峰解禁复播后称，文科大有可为 10月22日晚上，张雪峰全平台解禁，在抖音账号"张雪峰讲升学规划"恢复了直播，超4万人在线。他风格大变，称文科专业"大 有可为"。此前报道，9月24日，知名高考志愿导师张雪峰的微博、抖音、快手、B站及小红书平台的社交账号出现异常，被禁 止关注。这五个平台账号的粉丝合计超过6500万。 近年来张雪峰的言论多次引发讨论。2023年，张雪峰在直播中被问及"孩子想报考新闻专业"时表示，新闻专业就业面窄、收入 较低，"新闻无用论"引发巨大争议。张雪峰也曾表示"普通本科毕业生在就业市场上竞争力弱 ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【巴西总统宣布将与美国就关税问题进行谈判】 财联社10月27日电，据央视新闻，当地时间10月26日，巴西总统卢拉表示，当天他在马来西亚首都吉隆坡与美 国总统特朗普举行了富有建设性的会谈，两国相关团队将 "立即" 着手讨论关税及其他议题。 卢拉称，巴美双方同意立即召开会议，就关税问题及针对巴西官员的制裁措施寻求解决方案。卢拉表示，巴美 两国之间没有"冲突"的理由。 美国总统特朗普表示，期待与巴西达成"良好协议"。巴西外长维埃拉表示，卢拉与特朗普在会谈中达成共识， 在巴西和美国代表进行谈判期间，将暂停征收关税。 【阿里前CEO张勇购入香港半山豪宅】 红星资本局10月26日消息，从阿里巴巴"退休"的张勇，近日有了新动态。 10月24日，港股上市公司希慎兴业（00014.HK）发布公告称，当日全资子公司广运作为卖方与买方订立协 议，根据该协议的条款及条件，广运同意向买方出售位于竹林苑的一个住宅单位（实用面积约为2084平方呎， 约合193平方米），价格为5354万港元。 希慎兴业称，买方Verdant Peak Inve ...

Core Insights - Zhang Yong, former CEO of Alibaba, has made a significant move by selling a residential unit in Hong Kong through his wholly-owned company [1][3][4] - The sale of the residential unit at Zhulin Garden for HKD 53.54 million is part of a capital recycling plan by Hysan Development [1][3] - Hysan Development has been gradually selling residential units and parking spaces in Zhulin Garden since August 2025, with this transaction expected to generate approximately HKD 19.3 million in total revenue [1][3] Company Developments - Hysan Development announced the sale of a residential unit located in a prime area of Hong Kong, indicating ongoing strategic asset management [1][3] - The residential project, Zhulin Garden, consists of six buildings with a total of 345 residential units and 436 parking spaces, showcasing Hysan's focus on high-value real estate [1][3] - Zhang Yong's appointment as an independent non-executive director at Hysan Development has drawn attention, reflecting his continued influence in the business sector post-Alibaba [3][4] Industry Context - The transaction highlights the ongoing trend of capital recycling among real estate companies in Hong Kong, as they seek to optimize their asset portfolios [1][3] - Hysan Development, a well-established player in the Hong Kong real estate market, is actively engaging in strategic sales to enhance financial performance [1][3][4] - Zhang Yong's transition from Alibaba to the real estate sector signifies a potential shift in investment strategies and opportunities within the industry [3][4]

阿里巴巴前CEO张勇，近日有了新动态。 10月24日，希慎兴业（00014.HK）公告称，本公司全资子公司广运作为卖方与买方Verdant Peak Investment Limited订立 协议，根据该协议的条款及条件，广运同意向买方出售位于竹林苑的一个住宅单位（实用面积约为2084平方呎，约合193 平方米），价格为5354万港元。 希慎兴业称， 买方Verdant Peak Investment Limited是一间于英属维尔京群岛注册成立的有限公司，由公司独立非执行 董事张勇全资拥有 。该交易初步订金267.7万港元（相当于总价的5%）已于签署该协议时支付，买卖合约拟于11月7日前 签署并于2025年11月7日或之前支付加付订金267.7万港元（连同初步订金共占代价10%），余款将于2026年1月24日完成 日或之前支付。 其中买方A（Sharp Focus Limited）付款5639万港元购买单位1，由非执行董事利干先生配偶全资拥有。买方B（Nicolas Hugh Ingram 先生）付款7723万港元购买单位2、单位3，为公司主席利蕴莲女士儿子。 另据Wind数据，希慎兴业中期业绩显示，202 ...

Core Insights - Zhang Yong, former CEO of Alibaba, has recently made a move by selling a residential unit in Hong Kong through his wholly-owned company [2][4] - The sale involves a residential unit in the prestigious Bamboo Garden project, with a transaction value of 53.54 million HKD (approximately 6.83 million USD) [2][4] - This transaction is part of a capital recycling plan by Hysan Development, which is expected to generate approximately 19.3 million HKD (about 2.47 million USD) in total revenue for the company [4] Company Developments - Hysan Development announced the sale of a residential unit located in a prime area of Hong Kong, consisting of six residential buildings with a total of 345 units and 436 parking spaces [2][4] - The buyer is a company fully owned by Zhang Yong, who has a significant background in the tech industry, having served in various leadership roles at Alibaba since 2007 [4][5] - Zhang Yong's recent career moves include joining Chen Yi Investment as a managing partner and being appointed to the China Business Advisory Committee of the Hong Kong Stock Exchange [5] Industry Context - The Bamboo Garden project is part of Hysan Development's strategy to optimize its asset portfolio through selective sales [4] - Zhang Yong's transition from Alibaba to the real estate sector highlights a trend of tech executives diversifying into traditional industries [4][5] - Hysan Development is recognized as a long-established player in the Hong Kong real estate market, focusing on leasing commercial and residential properties [5]