Core Viewpoint - The statement from CK Hutchison Holdings Limited (referred to as "CK Hutchison") addresses widespread concerns regarding its port asset sale, emphasizing that the transaction must comply with legal and regulatory approvals, marking a shift from a capital operation to a focus on public sentiment and governance [1][3]. Group 1: Transaction Details - CK Hutchison announced in early March the intention to sell 80% of its global port business to an international consortium led by BlackRock and MSC, with an estimated transaction value exceeding $22 billion [3]. - The assets involved span 23 countries, encompassing 43 ports and 199 berths, excluding ports in Hong Kong and mainland China, indicating a significant global footprint [3]. - Notably, the sale includes key ports at both ends of the Panama Canal, which are critical nodes in global shipping, raising concerns about foreign control over strategic infrastructure [4]. Group 2: Public and Regulatory Response - The announcement of the sale has been framed within a geopolitical context, with critics labeling it as a strategic withdrawal of Chinese capital from key international infrastructure [4]. - Following the announcement, several Chinese media outlets criticized the transaction, framing it as a betrayal of national interests and labeling CK Hutchison's founder, Li Ka-shing, as a symbol of capital flight [4]. - Regulatory bodies, including the State Administration for Market Regulation, have initiated antitrust reviews of the transaction, indicating a cautious governmental stance on its legality and implications [5]. Group 3: Corporate Strategy and Public Perception - CK Hutchison's statement on May 12 was a response to mounting public and regulatory pressure, clarifying that the transaction is not yet finalized and must adhere to legal processes [5]. - The company has shifted from a neutral technical role to actively managing public perception and regulatory compliance, reflecting a broader trend of heightened sensitivity towards large private capital's international actions [6]. - The ongoing scrutiny of the transaction highlights a growing public concern over the control of national infrastructure and the implications of capital outflows, particularly in the context of rising geopolitical tensions [6][7].

日前，中美在瑞士日内瓦发布联合声明，宣布在两天的坦诚、深入磋商后，达成多项关键共识，并就关 税政策作出调整。 【长和公司发布的声明截图】 就在这一天，香港富豪李嘉诚旗下的长江和记实业有限公司（简称"长和"）突然调整姿态，连夜发布公 告称，旗下港口交易"不会在任何不合法或不合规的情况下进行"，态度前所未有地"温顺"。 不少人将这份公告解读为"表忠心"，甚至有声音说李嘉诚方面"终于醒悟了"。但要说得直白一点，这份 姗姗来迟的"觉悟"，其实只是李嘉诚方面终于意识到：风，已经彻底变了。 回顾过去一段时间，李嘉诚旗下的长和公司似乎是铁了心要把大量港口和码头的经营权给卖出去。 港口是什么？那是能源与资源、贸易在海上进出的关口，是"一带一路"的一个个咽喉要道。特别是在中 美战略博弈日益加剧的背景下，任何涉及交通、能源、科技的核心资产流向问题，都不是"纯粹商业"那 么简单。更何况其中还包括地理位置极为关键的巴拿马港口权益。 面对这笔"敏感交易"，中国官方并非没有动作。 首先是舆论上的提醒。3月以来，港澳办官网连续转载香港《大公报》的评论文章——《莫天真勿糊 涂》《伟大的企业家都是铮铮爱国者》，这些文章不点名却直指李嘉诚旗下企 ...

秘鲁财政部长、内政部长和交通部长辞职。 ...

欧洲央行管委Knot：（欧元区）经济增长和通胀短期内都面临不确定性。 ...

Core Viewpoint - The European Central Bank (ECB) Governing Council member Knot indicates that short-term uncertainties are negatively impacting economic growth and inflation [1] Economic Impact - Short-term uncertainties are creating challenges for economic growth, suggesting a potential slowdown in various sectors [1] - The negative influence on inflation could lead to adjustments in monetary policy and market expectations [1]

5月12日深夜，长和发布声明： （卖港）交易绝不可能在任何不合法或不合规的情况下进行。 看到这个声明，心下略感欣慰。 掐指算来，李家的事儿从3月4日被曝出卖港内幕算起至今有两个月了。 在过去的两个月里，无论外界风暴多么激烈，李嘉诚和其旗下的长和都始置若罔闻，风轻云淡。 就算高层明确态度，激烈批评： "这是没有腰骨的跪低，是唯利是图、见利忘义，漠视国家利益、民族大义，背叛和出卖全体中国人。" 李家也终以沉默对抗。 毋庸置疑，现年已97岁的李嘉诚绝对算得上是人中龙凤。 但尽管如此，同为商人，他的权势和影响力比历史上"奇货可居"的吕不韦若何？ 吕不韦的故事大家多少都有耳闻，但鲜有人知悉他在秦国的权势如天。 《史记·吕不韦列传》中记载了这样一件事。 "布咸阳市门，悬千金其上，延诸侯游士宾客有能增损一字者予千金。" 这个故事表面上说的是吕不韦将自己主持编纂的《吕氏春秋》公布于咸阳的城门旁，并将千金悬挂于书的上面，广邀各诸侯国的游士宾客前来评阅。 吕不韦公开许诺：如果有人能在书中增加一个字或减去一个字，就奖赏给他一千金。 这便是成语"一字千金"的出处。 但大家可知道，这"一字千金"的背后说得其实不是《吕氏春秋》的高明，而 ...

Group 1 - The US-China Geneva negotiations resulted in a significant reduction of tariffs, with the US suspending a 24% tariff increase on Chinese goods and eliminating 91% of new tariffs, while China reciprocated with corresponding measures [3] - The announcement from CK Hutchison Holdings (CKHH) regarding the sale of global port assets coincided with the US-China trade agreement, highlighting the interconnectedness of global economic dynamics [3][5] - CKHH's planned asset sale involves 43 ports across 23 countries, including strategically important ports at both ends of the Panama Canal, which account for 39% of Panama's container throughput in 2024 [5] Group 2 - The sale of port assets is expected to generate $19 billion in cash flow for CKHH, but the geopolitical sensitivity of the transaction has raised concerns among various stakeholders [5] - Chinese regulatory authorities have emphasized the need for compliance with antitrust reviews and the protection of national sovereignty, indicating a shift in the landscape of international business transactions [7][8] - The recent actions of CKHH reflect a broader trend of risk management in response to changing geopolitical realities, as evidenced by previous asset sales in Europe and the current focus on strategic compliance [7][8]

Core Viewpoint - Li Ka-shing's Cheung Kong Group has responded to the controversy surrounding its port transaction, emphasizing that the $22.8 billion deal involving 43 global ports will comply with legal and regulatory requirements [3][12]. Group 1: Company Response - Cheung Kong Group announced that details of the port transaction, originally set to be disclosed at the shareholder meeting on May 22, were released early due to intense inquiries from shareholders and media [3]. - The company reiterated that the transaction would not occur under any illegal or non-compliant circumstances, referencing a previous announcement from March 4 regarding the need for legal and shareholder approvals [3]. Group 2: Market Reaction - The announcement triggered significant public interest, with the topic "Li Ka-shing sells port, Cheung Kong issues statement" trending on social media platforms like Baidu [7]. - Li Ka-shing's rare public appearance coincided with media inquiries about the port sale, where he responded politely but did not elaborate on the matter [6]. Group 3: Industry Analysis - Analysts suggest that the company's statement, while intended to clarify, redirects attention to the implications of capital decisions amid U.S.-China tensions [12]. - The timing of the announcement aligns with U.S. policy changes aimed at reducing drug prices, indicating a broader context of global economic shifts and potential repercussions in antitrust and national security areas [14].

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 日内瓦会谈取得实质性进展，中美双方先降税再协商 当地时间5月12日上午9:00，中美双方发布《中美日内瓦经贸会谈联合声明》。对此，商务部新闻发言 人表示，本次中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，美方取消了共计91%的加征 关税，中方相应取消了91%的反制关税；美方暂停实施24%的"对等关税"，中方也相应暂停实施24%的 反制关税。 美股狂飙黄金重挫！道指暴涨1100点，纳指进入牛市 周一美股全线走高，中美日内瓦会谈取得实质性进展，提振市场信心。三大股指均创下自4月9日以来的 最大单日百分比涨幅，标普500指数自3月下旬以来首次突破200日移动平均线，纳指较4月份抛售中的最 低收盘价高出22%，进入技术性牛市。截至收盘，道指涨2.81%，纳指涨4.35%，标普500指数涨 3.26%。避险情绪降温重创金价，纽约商品交易所5月交割的COMEX黄金期货跌3.46%，报3220.00美元/ 盎司。 美国4月关税收入激增 特朗普贸易新政效果显现 美国4月关税收入激增，这有助于抑制预算赤字的进一步扩大。但由于美国总统特朗普寻求与被征 ...

【要闻报道】 中美首轮谈判发布联合声明：90天关税暂停，中美经济重新审视互补性 中美在瑞士日内瓦举行经贸高层会谈，双方在经贸领域达成一系列重要共识。当地时间5月12日上午9： 00，双方发布《中美日内瓦经贸会谈联合声明》。 联合声明发布后，引发了金融市场强烈反应。富时中国A50指数期货一度涨超2%；离岸人民币兑美元 一度大涨超400点。美股三大期指亦快速拉高。与此同时，外资机构对中国资产的后市展望愈发乐观。 在中美日内瓦经贸会谈联合声明发布前夕，花旗银行报告称，假设中美就关税问题谈判取得进展，上调 恒生指数今年底目标价2%至25000点，并予明年上半年目标价26000点。 相关解读：中信建投解读中美会谈：2点超预期3大影响 牛弹琴：中美日内瓦会谈，最大亮点有三个 商务部：严打战略矿产走私出口，加大口岸查验和打击查处力度 今天，商务部新闻发言人就开展打击战略矿产走私出口专项行动应询答记者问。 问：我们注意到，近日国家出口管制工作协调机制办公室部署开展了打击战略矿产走私出口专项行动， 请问专项行动是出于什么考虑？还将开展哪些工作？ 答：加强战略矿产资源出口管制事关国家安全和发展利益。我们对部分战略矿产实施出口管制 ...