石油石化股方面，中国石油化工股份涨0.24%，收报4.1港元；中国石油股份无升跌，收报6.69港 元；中国海洋石油涨0.34%，收报17.96港元。 责任编辑：袁浩 国企指数涨98.84点，收报8859.29点，涨幅1.13%。恒生科技指数涨61.06点，收报5359.02点，涨幅 1.15%。 蓝筹股方面，腾讯控股涨0.59%，收报512.5港元；香港交易所涨1.74%，收报422港元；中国移动涨 0.46%，收报87.4港元；汇丰控股涨1.59%，收报95.6港元。 香港本地股方面，长实集团涨2.3%，收报35.55港元；新鸿基地产涨3.39%，收报93港元；恒基地产 涨4.55%，收报28.75港元。 中资金融股方面，中国银行涨1.49%，收报4.76港元；建设银行涨1.37%，收报8.11港元；工商银行 涨0.78%，收报6.45港元；中国平安涨3%，收报51.45港元；中国人寿涨3.22%，收报19.9港元。 新华社香港6月25日电 香港恒生指数25日涨297.6点，涨幅1.23%，收报24474.67点。全日主板成交 2678.01亿港元。 ...

蓝筹股方面，腾讯控股涨0.91%，收报555.5港元；香港交易所涨3.12%，收报449.4港元；中国移动 涨0.29%，收报86.8港元；汇丰控股涨0.1%，收报101.1港元。 香港本地股方面，长实集团涨0.96%，收报36.9港元；新鸿基地产涨1.84%，收报94港元；恒基地产 涨1.46%，收报27.85港元。 新华社香港7月28日电 香港恒生指数28日涨173.78点，涨幅0.68%，收报25562.13点。全日主板成交 2502.99亿港元。 国企指数涨26.66点，收报9177.15点，涨幅0.29%。恒生科技指数跌13.88点，收报5664.02点，跌幅 0.24%。 石油石化股方面，中国石油化工股份跌2.16%，收报4.52港元；中国石油股份跌1.61%，收报7.33港 元；中国海洋石油跌1.47%，收报18.8港元。 责任编辑：韩胜杰 中资金融股方面，中国银行跌0.21%，收报4.66港元；建设银行涨0.48%，收报8.34港元；工商银行 涨0.49%，收报6.12港元；中国平安涨3.49%，收报56.4港元；中国人寿涨1.76%，收报23.15港元。 ...

Core Viewpoint - Li Ka-shing is accelerating the liquidation of real estate assets in mainland China, signaling a significant shift in strategy within the property market [1][3][13] Group 1: Sales Strategy - Li Ka-shing's recent sales include a 50% discount on 400 units across four projects in the Greater Bay Area, indicating a drastic reduction in pricing to attract buyers [1][3] - The projects involved are well-known, including Huizhou Longpo Garden and Dongguan Haiyi Haoting, with significant price cuts from their original listing prices [3][11] - The Huizhou project offers units starting at 400,000 yuan for 51 square meters, translating to a price of less than 8,000 yuan per square meter, a substantial discount from the original price range of 10,400 to 14,000 yuan per square meter [3][11] Group 2: Market Conditions - The Huizhou real estate market is experiencing high inventory pressure, with the Longpo Garden project, which launched in August 2020, still unsold [5][7] - The majority of previous buyers for these properties have been from Hong Kong, indicating a trend of Hong Kong residents purchasing properties in mainland cities due to local market pressures [5][7] - The Dongguan project has faced significant delays, with development taking nearly 28 years, highlighting challenges in the mainland property market [8][11] Group 3: Historical Context - Li Ka-shing's strategy of selling off mainland properties is not new; it began around 2013, with total cashing out exceeding 117 billion HKD [16][17] - The number of real estate projects held by Li Ka-shing in mainland China has drastically decreased from over 50 in 2021 to just 18 currently [17][18] - As of March 2025, the estimated value of Li Ka-shing's assets in mainland China is around 300 billion HKD, representing only 25% of his total global assets [18][19]

从中证香港300地产指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港300地产指数持仓样本的行业来看，房地产开发占比57.95%、房地产服务占比21.50%、房地 产投资信托(REITs)占比13.05%、房地产管理占比7.50%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当中证香港300指数调整样本时，其下属的行业指 数样本随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对中证香港 300行业指数系列样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合 并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 金融界8月5日消息，上证指数高开高走，中证香港300地产指数 (H300地产，H30105)报1044.32点。 数据统计显示，中证香港300地产指数近一个月上涨1.92%，近三个月上涨10.68%，年至今上涨 17.07%。 据了解，中 ...

Group 1 - Renowned historian Xu Zhuoyun passed away at the age of 95, known for his influential works in Chinese history [3] - Xu's notable academic contributions include "Ancient China Trilogy" and "Chinese Culture Trilogy," with significant awards such as the National Library Wenjin Book Award [3] - The article highlights Xu's impact on the Chinese-speaking world and his various academic positions across prestigious universities [3] Group 2 - Neta Auto is seeking potential investors for restructuring, requiring a deposit of 50 million RMB by September 15, 2025, with 53 interested parties reported [5] - Longfor Group denied rumors regarding Li Ka-shing's sale of his Hong Kong property, clarifying that the information is false [5] - WeChat employees refuted claims that changing phone dates could recover expired files, emphasizing that expired files cannot be retrieved [7] Group 3 - Zhejiang Hongzhen Intelligent Chip Company, where Zong Fuli served as a director, has been dissolved as of July 28, 2025 [10] - Zhao Wei's shares in multiple companies have been frozen, totaling 1.59 million RMB, with a three-year freeze period [11] - Henan retail giant Pang Donglai reported a sales figure of 1.666 billion RMB for July, with a cumulative sales of 13.386 billion RMB for the first seven months of the year [11] Group 4 - ByteDance has launched its 2026 campus recruitment, offering over 5,000 positions, a significant increase from the previous year's 4,000+ [14] - The recruitment drive shows a 23% increase in demand for R&D positions, particularly in algorithms and front-end development [14] Group 5 - ChatGPT's weekly active users are projected to reach 700 million, marking a fourfold increase compared to last year [20] - OpenAI's annual recurring revenue has risen from 10 billion USD in June to 13 billion USD, with expectations to exceed 20 billion USD by year-end [20] Group 6 - VinFast is negotiating to increase local procurement in India as it opens its first factory there [22] - AI startup Linggan Shike has achieved a valuation exceeding 100 million USD after recent funding rounds led by Sequoia China and Hillhouse Capital [23] - The electric vehicle market is seeing significant investment, with various companies completing substantial funding rounds [23]

Group 1 - A-shares market is expected to experience a phase of consolidation and steady growth, indicating a slow bull market ahead [1] - New individual stock accounts in the A-share market surged by 71% year-on-year in July, reaching 1.96 million accounts, reflecting a recovery in the market [9] - The total number of new accounts opened in the A-share market has reached 14.56 million, showing a year-on-year increase of over 30% [9] Group 2 - China Shipbuilding Industry Corporation announced a merger with China Shipbuilding Heavy Industry Group, with stock suspension starting from August 13, 2025 [13][40] - Black Sesame announced a potential change in control as its major shareholder is planning to transfer approximately 20% of its shares [14] - A-share company Upwind New Materials is set to resume trading after a three-day suspension, with a significant profit decrease of over 30% expected for the first half of the year [16][26] Group 3 - Hainan Province is accelerating the development of a multi-level capital market and industry insurance as part of its three-year action plan [6][7] - The State Council emphasized enhancing macro policy effectiveness and addressing challenges for the second half of the year [5] - The financial sector is undergoing reforms to improve customer due diligence and transaction record-keeping, aligning with international standards [4]

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。 ...