Group 1 - US President Trump announced plans to significantly increase tariffs on India due to its substantial purchases of Russian oil and subsequent resale on the open market [2][12] - Li Ka-shing's son, Li Zeju, denied rumors regarding the sale of a luxury property in Hong Kong for HKD 5 billion, stating that such reports are fabricated [16] - The controlling shareholder of Kuozi Jiao plans to reduce holdings by up to 10 million shares, potentially cashing out over CNY 300 million, raising concerns about the company's future performance [20] Group 2 - China's service trade imports and exports totaled CNY 38,872.6 billion in the first half of 2025, reflecting an 8% year-on-year increase, with exports growing by 15% [7] - The People's Bank of China reported a net liquidity injection of CNY 1 trillion through MLF and CNY 2 trillion through reverse repos in July [8] - ByteDance announced the launch of its 2026 campus recruitment, offering over 5,000 positions, indicating a significant increase in hiring compared to the previous year [18] Group 3 - Xpeng Motors reported over 18,000 units sold overseas in the first half of 2025, marking a 217% year-on-year increase, with significant contributions from the European market [24] - IKEA China announced its entry into JD.com, set to officially open on August 8, as part of its strategy to enhance online presence [25] - Tesla approved a stock award of 96 million shares to Elon Musk, reflecting confidence in his leadership and contributions to the company [26]

Market Overview - US stock indices collectively rose, with the Dow Jones up 1.34%, Nasdaq up 1.95%, and S&P 500 up 1.47% [4] - Major tech stocks saw significant gains, including Nvidia, Google, and Meta, each rising over 3% [4] - Precious metals and cryptocurrencies also experienced notable increases, with gold rising over 10% [4] Commodity Prices - COMEX gold futures increased by 0.85%, closing at $3428.6 per ounce [5] - WTI crude oil futures fell by 1.54%, settling at $66.29 per barrel, while Brent crude oil futures decreased by 1.31%, closing at $68.76 per barrel [6] Company Announcements - China Shipbuilding and China Heavy Industry announced plans for a significant asset restructuring, with China Shipbuilding set to absorb China Heavy Industry, leading to the latter's potential delisting [18] - ByteDance has launched its 2026 campus recruitment, offering over 5000 positions, marking a significant increase from the previous year [22] - Xiaopeng Motors reported over 18,000 overseas sales in the first half of 2025, a 217% year-on-year increase, indicating strong international market performance [31] Strategic Partnerships - LoBo KuaiPao has formed a strategic partnership with Lyft to provide autonomous driving services in Europe, starting with Germany and the UK [27] - JD's Seven Fresh Kitchen has launched a collaboration with XiaoKa Coffee, introducing a new coffee product line [29] Financial Developments - Kuozi Jiao's controlling shareholder plans to reduce holdings, potentially exceeding 1 billion yuan in total cash-out, raising concerns about the company's future performance [25] - IKEA China announced its entry into JD's platform, enhancing its online presence and sales channels [33]

作者 |第一财经 郑娜 近日，一则关于"李嘉诚打算出售香港'婚房'"的消息在网上流传。该消息称，香港首富、长和系创始人 李嘉诚要挂牌出售自己名下在香港深水湾道79号的老宅，报价50亿港元，折合人民币45.71亿元。 2025.08.04 本文字数：556，阅读时长大约1分钟 8月4日，长江实业（01113.HK）向记者发来邮件称，就近日有个别网上及社交媒体谈论深水湾79号道 物业之出售，有关信息并非事实。 微信编辑| 小羊 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 同时，长实集团主席李泽钜也作出澄清：我们从没有打算出售深水湾道79号物业。个别网上及社交媒体 有关出售深水湾道79号物业之报道及贴文内容全属虚构，穿凿附会，并无事实根据。 这栋备受关注的物业位于香港传统豪宅区深水湾，三面环山、背山面海，处于半山腰。1963年，时年35 岁的李嘉诚斥资63万港币，买下这栋三层花园洋房，成为他与原配庄月明的婚房。 此后，李嘉诚又斥巨资对老宅进行改建，安装了复杂的安保系统。公 ...

近日有网上传言指，长和系创办人李嘉诚以50亿港元抛售自住豪宅深水湾道79号，该消息冲上各大社交 平台热搜榜。8月4日，长江实业集团有限公司(01113)主席李泽钜对外澄清："我们从没有打算出售深水 湾道79号物业。个别网上及社交媒体有关出售深水湾道79号物业之报导及贴文内容全属虚构，穿凿附 会，并无事实根据。" 李泽钜还表示，网上经常出现有关他本人与家人的消息，当中大部分出于捏造，有些不符情理，有些不 合逻辑，有些甚至有讹骗之嫌。 这栋备受关注的物业位于香港传统豪宅区深水湾，三面环山、背山面海，处于半山腰。1963年，时年35 岁的李嘉诚斥资63万港币，买下这栋三层花园洋房，成为他与原配庄月明的婚房。此后，李嘉诚又斥巨 资对老宅进行改建，安装了复杂的安保系统。 ...

智通财经APP获悉，近日有网上传言指，长和系创办人李嘉诚以50亿港元抛售自住豪宅深水湾道79号， 该消息冲上各大社交平台热搜榜。8月4日，长江实业集团有限公司(01113)主席李泽钜对外澄清："我们 从没有打算出售深水湾道79号物业。个别网上及社交媒体有关出售深水湾道79号物业之报导及贴文内容 全属虚构，穿凿附会，并无事实根据。" 李泽钜还表示，网上经常出现有关他本人与家人的消息，当中大部分出于捏造，有些不符情理，有些不 合逻辑，有些甚至有讹骗之嫌。 这栋备受关注的物业位于香港传统豪宅区深水湾，三面环山、背山面海，处于半山腰。1963年，时年35 岁的李嘉诚斥资63万港币，买下这栋三层花园洋房，成为他与原配庄月明的婚房。此后，李嘉诚又斥巨 资对老宅进行改建，安装了复杂的安保系统。 ...

Core Viewpoint - The chairman of Cheung Kong Holdings, Li Ka-shing's eldest son Li Zeju, publicly denied rumors regarding the sale of the property at 79 Deep Water Bay Road, stating that such reports are fictitious and lack factual basis [1] Group 1: Property Sale Rumors - The rumors suggested that Li Ka-shing intended to sell the luxury property at a price of HKD 5 billion [1] - The property was originally purchased in 1963 for HKD 630,000 and underwent reconstruction in 2013 at a cost of several hundred million HKD [1] Group 2: Recent Sales Activities - In May, Cheung Kong Holdings launched a new batch of high-end properties in Beijing, with sizes ranging from approximately 140 square meters to 185 square meters, priced around HKD 98,000 to HKD 100,000 per square meter [1] - Discounts were offered, potentially lowering the price to around HKD 70,000 per square meter, with total prices starting at HKD 9.8 million, reflecting a decrease of nearly HKD 1 million compared to last year's opening prices [1] Group 3: Financial Performance - Cheung Kong Holdings reported a decline in both revenue and profit for the previous year, with revenue at HKD 45.529 billion, down from HKD 47.243 billion, and net profit attributable to shareholders at HKD 13.657 billion, a 20% decrease from 2023 [2] - Confirmed property sales revenue for the reporting period was HKD 9.962 billion, lower than HKD 13.153 billion in 2023 [2] - Li Zeju indicated that the decrease in property sales was part of a planned strategy, as the company had reduced land purchases during the peak of the real estate market five to six years ago [2]

Core Viewpoint - Li Ka-shing's son, Li Zeju, publicly denied rumors regarding the sale of the property at 79 Deep Water Bay Road, stating that such reports are fabricated and lack factual basis [2] Group 1: Company Actions - Longfor Group has been active in selling assets, including launching new batches of high-end properties in Beijing, with prices ranging from approximately HKD 9.8 million to HKD 10 million per square meter, and offering discounts that could lower prices to around HKD 7 million per square meter [3] - In August, Longfor Group promoted four projects in the Greater Bay Area, totaling 400 units, with the largest project being Huizhou Longbo Garden, which has 300 units available [3] Group 2: Financial Performance - Longfor Group reported a decline in both revenue and profit for the previous year, with revenue of HKD 45.529 billion, down from HKD 47.243 billion, and a 20% decrease in net profit to HKD 13.657 billion [4] - The confirmed property sales revenue for the reporting period was HKD 9.962 billion, a decrease from HKD 13.153 billion in the previous year [4] - Li Zeju mentioned that the decline in property sales was part of a planned strategy, as the company had reduced land purchases during the peak of the real estate market five to six years ago [4]

Core Viewpoint - Recent discussions surrounding Cheung Kong Holdings have sparked significant market interest, particularly regarding property sales and market trends in Hong Kong [1]. Group 1: Property Sales and Market Activity - Cheung Kong Holdings denied rumors about the sale of the property at 79 Deep Water Bay Road, stating that such reports are unfounded and fabricated [2]. - The Hong Kong property market has shown signs of recovery, with a total of 7,199 property registrations in July, a slight decrease of about 1% from June's 7,221, indicating active market transactions [2]. - Analysts attribute the rebound in Hong Kong property prices to multiple factors, including a "super rebound" from previous declines, optimistic expectations regarding economic recovery, and lower mortgage rates encouraging buyers to enter the market [2]. Group 2: Luxury Real Estate Transactions - On July 28, a luxury four-bedroom apartment in the 21 Borrett Road project sold for HKD 162 million, reflecting the continued presence of high-end buyers in Hong Kong's luxury market [3]. - The active economic performance has led to an increase in buyer participation in the luxury real estate sector [3]. Group 3: New Project Launches - Cheung Kong's subsidiary, Hutchison Whampoa, is promoting four real estate projects in the Greater Bay Area, totaling approximately 400 units, with the Huizhou Longbo Garden project offering 300 units [4]. - The current price for a 51-square-meter unit in Huizhou Longbo Garden is around HKD 440,000, translating to approximately HKD 8,554 per square meter, which is a decrease from previous prices that ranged from HKD 10,400 to HKD 14,000 per square meter [4]. Group 4: Market Trends and Strategic Shifts - There are indications that market adjustments and strategic shifts within companies are influencing property pricing, with reports of price reductions and increased listings in the market since May 2025 [7].

Core Viewpoint - Recent rumors suggest that Li Ka-shing intends to sell his luxury property located at 79 Deep Water Bay Road in Hong Kong for HKD 5 billion, but the chairman of Cheung Kong Holdings, Li Ka-shing's eldest son Li Zeju, has denied these claims, stating that they are entirely fabricated and lack factual basis [1]. Group 1 - The property in question is 79 Deep Water Bay Road, which is rumored to be on sale for HKD 5 billion [1]. - Li Zeju, chairman of Cheung Kong Holdings, has publicly refuted the sale rumors, labeling them as fictional and illogical [1]. - Li Zeju also mentioned that many online reports about him and his family are fabricated, with some being misleading or even fraudulent [1].

Core Viewpoint - Recent rumors suggest that Li Ka-shing intends to sell his luxury residence at 79 Deep Water Bay Road in Hong Kong for HKD 5 billion, which has been denied by the company [1][2]. Group 1: Company Response - Longfor Group's chairman, Li Zeju, stated that there are no plans to sell the property at 79 Deep Water Bay Road, calling the reports and social media posts regarding the sale fictitious and unfounded [1]. - Li Zeju emphasized that many online rumors about him and his family are fabricated, illogical, or even deceptive [1].