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长江基建集团(01038)、电能实业(00006)及长江实业(01113)拟出售UK Power Networks 100%股权
智通财经网· 2026-02-25 22:39
就长江基建附属公司出售股份及长江基建附属公司股东债务票据应付的长江基建代价的现金金额将为相 等于长江基建基本代价,即42.192亿英镑,并按照购股协议作惯常调整。 目标集团的主要业务为于伦敦、英格兰东南部及东部分销电力。目标集团拥有并经营位于伦敦、英格兰 东南部及东部的电网。目标集团的电网总长度约 192,000 公里,覆盖范围超过 29,000 平方公里,为 850 万家庭及企业用户提供服务。目标集团亦透过 UK Power Networks Services 经营非受规管业务,包括设 计、建造、拥有和经营私营电网,客户包括公营及私营机构。 就电能实业附属公司出售股份及电能实业附属公司股东债务票据应付的电能实业代价的现金金额将为相 等于电能实业基本代价,即42.192亿英镑,并按照购股协议作惯常调整。 智通财经APP讯,长和(00001)及长江基建集团(01038)联合公布,于2026年2月25日香港、伦敦及巴黎交 易时段之后及2026年2月26 日三地交易时段之前,长江基建附属公司(长江基建的间接全资附属公司)、 电能实业附属公司(电能实业(00006)的间接全资附属公司)、长江实业附属公司(长江实业(0 ...
长江基建集团(01038) - 关连交易及主要交易 - 有关出售UK POWER NETWORKS之...

2026-02-25 22:11
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準 確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產 生或因倚賴該等內容而引致的任何損失承擔任何責任。 ( 於開曼群島註冊成立之有限公司 ) (股份代號 : 1) 關連交易及須予披露的交易 關連交易及主要交易 有關出售 UK POWER NETWORKS 之 聯合公告 出售事項 長江基建董事會及長和董事會聯合公佈,於 2026 年 2 月 25 日香港、倫敦及巴黎交易時 段之後及 2026 年 2 月 26 日三地交易時段之前,長江基建附屬公司(長江基建之間接全 資附屬公司)、電能實業附屬公司(電能實業之間接全資附屬公司)、長江實業附屬公 司(長江實業之間接全資附屬公司)、買方及買方擔保人就出售事項訂立購股協議。 於本公告日期,目標公司之已發行股本由長江基建附屬公司、電能實業附屬公司及長江 實業附屬公司分別擁有 40%、40% 及 20%。 根據購股協議,各賣方已同意個別出售其各自之出售股份,且買方已同意向該賣方購買 該等出售股份。出售股份合共佔目標公司已發行股本之 100%。 各賣方亦已同意出售或促使出 ...
长江基建集团(01038) - 截至二零二六年一月三十一日止月份之股份发行人的证券变动月报表

2026-02-03 08:48
FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: CK Infrastructure Holdings Limited 長江基建集團有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01038 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 1 HKD | | 4,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 4,000,000,000 | HKD | | 1 HKD ...
智通港股52周新高、新低统计|2月3日





智通财经网· 2026-02-03 08:44
Group 1 - A total of 78 stocks reached a 52-week high as of February 3, with notable performers including Asia Pacific Financial Investments (08193) at 57.14%, Chao Wei Holdings (08059) at 36.00%, and Asia Backup (08290) at 33.33% [1] - The closing prices for the top three stocks that reached new highs were 0.550, 0.052, and 0.024 respectively, with their highest prices being 0.550, 0.068, and 0.036 [1] - Other significant stocks that reached new highs include Huameilele (08429) with a high rate of 20.37% and Haode Holdings (08149) at 17.65% [1] Group 2 - The report also lists stocks that reached 52-week lows, with the worst performer being Gaodi Holdings (01676) at -10.00%, followed by Huajian Medical (01931) at -9.29% and Electronic Trading Group (08036) at -9.09% [3] - The closing prices for the stocks that reached new lows include 0.340, 1.280, and 0.021 respectively, with their lowest prices being 0.315, 1.270, and 0.020 [3] - Other notable stocks that reached new lows include Controllon (01912) at -8.93% and Cool Link (08491) at -8.11% [3]
大和:长江基建集团(基本面不变但利好因素已反映 降级至“跑赢大市”
Zhi Tong Cai Jing· 2026-02-03 07:18
对于长建而言,该行认为事件构成情绪面压力,因其凸显了政治审查风险,但未有直接冲击长建的利润 基础,因公司业务主要集中于英国及澳洲受监管的公用事业。 长和上周被巴拿马最高法院裁定其港口特许经营合约违宪,导致长和及长江基建集团(01038)股价下 跌。该行认为,裁决很可能源于中美在战略资产上的紧张关系,或扰乱长和计划向贝莱德出售其全球港 口业务的交易。 大和发布研报称,考虑到监管重置及英国铁路业务出售等利好因素已反映于长和(00001)股价中,认为 其基本面不变,但进一步上行空间有限,加上股息收益率已与同业接近,将评级由"买入"下调至"跑赢 大市",目标价由63.5港元上调至66.3港元。 ...
大和:长江基建集团((01038)基本面不变但利好因素已反映 降级至“跑赢大市”
智通财经网· 2026-02-03 07:16
对于长建而言,该行认为事件构成情绪面压力,因其凸显了政治审查风险,但未有直接冲击长建的利润 基础,因公司业务主要集中于英国及澳洲受监管的公用事业。 智通财经APP获悉,大和发布研报称,考虑到监管重置及英国铁路业务出售等利好因素已反映于长和 (00001)股价中,认为其基本面不变,但进一步上行空间有限,加上股息收益率已与同业接近,将评级 由"买入"下调至"跑赢大市",目标价由63.5港元上调至66.3港元。 长和上周被巴拿马最高法院裁定其港口特许经营合约违宪,导致长和及长江基建集团(01038)股价下 跌。该行认为,裁决很可能源于中美在战略资产上的紧张关系,或扰乱长和计划向贝莱德出售其全球港 口业务的交易。 ...
大和:长江基建集团进一步上行空间有限 评级下调至“跑赢大市”
Xin Lang Cai Jing· 2026-02-03 03:25
大和指出,长和上周被巴拿马最高法院裁定港口特许经营合约违宪,引发长和及长江基建股价下跌,但 该事件仅对长江基建构成情绪面压力,未直接冲击其利润基础,因其业务主要集中于英国及澳洲受监管 公用事业。该行认为公司监管重置、英国铁路业务出售等利好已反映在股价中,基本面不变但上行空间 有限,且股息收益率已与同业接近。 免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。 来源:观点地产网 观点网讯:2月3日,大和发表最新研报,将长江基建集团评级由"买入"下调至"跑赢大市",同时将目标 价由63.5港元上调至66.3港元。 ...
大行评级丨大和:长江基建集团进一步上行空间有限,评级下调至“跑赢大市”
Ge Long Hui· 2026-02-03 02:40
大和发表研报指,长和上周被巴拿马最高法院裁定其港口特许经营合约违宪,导致长和及长江基建集团 股价下跌。对于长建而言,该行认为事件构成情绪面压力,因其凸显了政治审查风险,但未有直接冲击 长建的利润基础,因公司业务主要集中于英国及澳洲受监管的公用事业。考虑到监管重置及英国铁路业 务出售等利好因素已反映于股价中,该行认为其基本面不变,但进一步上行空间有限,加上股息收益率 已与同业接近,将评级由"买入"下调至"跑赢大市",目标价由63.5港元上调至66.3港元。 ...
长江基建牵头出售UK Rails已获监管机构审批 预期本月内完成交易
Zhi Tong Cai Jing· 2026-01-14 07:44
Group 1 - The core point of the article is that Changjiang Infrastructure (01038) has received approval from the UK's Competition and Markets Authority (CMA) for the sale of UK Rails (Eversholt Rail), with the transaction expected to be completed within the month, bringing ideal accounting revenue [1] - Changjiang Infrastructure and Cheung Kong Holdings acquired UK Rails (Eversholt Rail) in 2015 for an enterprise value of £2.5 billion (approximately HK$29.3 billion), each holding a 50% stake [1] - Currently, UK Rails (Eversholt Rail) is jointly owned by Changjiang Infrastructure (65%), Cheung Kong Holdings (20%), Power Assets Holdings (10%), and Cheung Kong Group (5%) [1] Group 2 - HSBC and JPMorgan published analysis reports in July 2025, indicating that the cumulative return from the sale of UK Rails (Eversholt Rail) is approximately double the original investment [2] - JPMorgan believes this move demonstrates Changjiang Infrastructure's ability to reallocate capital to enhance shareholder returns, suggesting that the company may invest in projects with reliable cash flows [2] - UK Rails (Eversholt Rail) is one of the major railway vehicle leasing companies in the UK, providing long-term leases for regional, short-distance, and high-speed passenger trains, as well as freight locomotives, ensuring stable cash flow even during the COVID-19 pandemic [2]
长江基建(01038)牵头出售UK Rails已获监管机构审批 预期本月内完成交易
智通财经网· 2026-01-14 07:37
Group 1 - The core point of the news is that Changjiang Infrastructure (01038) has received approval from the UK's Competition and Markets Authority (CMA) for the sale of UK Rails (Eversholt Rail), with the transaction expected to be completed within the month, bringing ideal accounting gains [1] - Changjiang Infrastructure and Cheung Kong Holdings acquired UK Rails (Eversholt Rail) in 2015 for an enterprise value of £2.5 billion (approximately HK$29.3 billion), each holding a 50% stake [1] - Currently, UK Rails (Eversholt Rail) is jointly owned by Changjiang Infrastructure (65%), Cheung Kong Holdings (20%), Power Assets Holdings (10%), and Cheung Kong Group (5%) [1] Group 2 - HSBC and JPMorgan published analysis reports in July 2025, indicating that the cumulative return from the sale of UK Rails (Eversholt Rail) is approximately double the original investment, with JPMorgan suggesting that this move demonstrates Changjiang Infrastructure's ability to reallocate capital to enhance shareholder returns [2] - HSBC also noted that the cash generated from the transaction is likely to be reinvested into investment opportunities with better risk-return profiles or those that have synergies with existing businesses [2] - UK Rails (Eversholt Rail) is one of the major railway vehicle leasing companies in the UK, providing services to railway and freight operators through long-term contracts for regional, short-distance, and high-speed passenger trains, as well as freight locomotives, and has shown stable cash flow over the past decade, even during the COVID-19 pandemic [2]