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]

Core Points - The China Securities Hong Kong 300 Real Estate Index (H300 Real Estate) has shown significant growth, with a 1.92% increase over the past month, 10.68% over the past three months, and 17.07% year-to-date [1] Group 1: Index Performance - The H300 Real Estate Index is currently at 1044.32 points [1] - The index is designed to reflect the overall performance of different industries in the Hong Kong market, based on the China Securities industry classification standards [1] Group 2: Index Composition - The top ten weighted stocks in the H300 Real Estate Index are: - Sun Hung Kai Properties (14.53%) - Beike-W (12.67%) - Link REIT (12.16%) - China Resources Land (11.15%) - Cheung Kong Property (8.22%) - China Overseas Land & Investment (6.34%) - Wharf Real Estate Investment (4.86%) - Henderson Land Development (4.35%) - Longfor Group (2.99%) - China Resources Mixc Lifestyle (2.79%) [1] - The index is fully composed of stocks listed on the Hong Kong Stock Exchange [1] Group 3: Sector Breakdown - The sector composition of the H300 Real Estate Index includes: - Real Estate Development: 57.95% - Real Estate Services: 21.50% - Real Estate Investment Trusts (REITs): 13.05% - Real Estate Management: 7.50% [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the underlying index [2]

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。 ...

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]