2026.02.13 本文字数：2857，阅读时长大约4分钟 来源 | 每日经济新闻综合自长和官网、公开资料等 2月12日，李嘉诚旗下长和在官网发布关于巴拿马港口争议最新情况。 长江和记实业有限公司（下称"长江和记"）宣布，已根据投资保护条约，就争议事项通知巴拿马共和 国，以保障长江和记的权益，并邀请巴拿马共和国进行磋商，就巴拿马政府所采取、并影响长江和记及 巴拿马港口公司的行动，持续积极寻求解决方案。巴拿马港口公司为长江和记间接持有之附属公司。 长江和记此举乃基于巴拿马共和国采取的连串行动，其中包括巴拿马司法部于2026年1月29日公布，巴 拿马最高法院宣告1997年1月16日第5号法律（"第5号法律"）违宪之决定。 第5号法律为巴拿马港口公司近30年来于巴拿马营运巴尔博亚港和克里斯托瓦尔港的特许经营合约之法 律基础。长江和记认为，裁决第5号法律违宪，属不合法。尽管该裁决尚未正式发布或生效，巴拿马政 府却已步步进迫采取行动，不但意图迫使巴拿马港口公司退出其港口营运，并且强制接管港口的过渡措 施，而从末清晰交代其营运计划。 除长江和记根据投资保护条约发出争议通知，以及如长江和记于2026年2月4日公布的自愿公 ...

每经记者｜王琳 每经编辑｜金冥羽 胡玲 王晓波 标题点睛 美股三大指数集体收跌，道指跌1.34%，纳指跌2.03%，标普500指数跌1.57%，大型科技股普跌，苹果跌5%，博通跌超3%，亚马逊、Meta、特斯拉跌超 2%；存储概念股、食品百货涨幅居前，闪迪、希捷科技涨超5%，西部数据、沃尔玛涨超3%；贵金属、加密货币板块跌幅居前，美国黄金公司、泛美白 银、Robinhood跌超8%，Coinbase跌超7%，Circle跌超2%。中概股普遍下跌，纳斯达克中国金龙指数跌2.97%，腾讯音乐跌超10%，贝壳跌近6%，哔哩哔 哩跌近5%，百度集团跌超4%，世纪互联涨超3%，金山云涨逾2%。 国际贵金属价格大幅下挫，现货黄金一度跌破4900美元关口，截至发稿时，现货黄金跌3.27%，报4917.09美元/盎司；COMEX黄金期货跌3.19%，报4936 美元/盎司。现货白银跌10.84%，报75.07美元/盎司；COMEX白银期货跌10.93%，报74.75美元/盎司。 2月12日，外交部发言人林剑主持例行记者会。在回答有关安世半导体的问题时，林剑表示，中方主管部门已多次就安世半导体问题阐明立场，指出安世 半导体问题 ...

2月12日，李嘉诚旗下长和在官网发布关于巴拿马港口争议最新情况。 长和：遭巴拿马政府步步进迫，意图强制接管港口 长江和记实业有限公司（下称"长江和记"）宣布，已根据投资保护条约，就争议事项通知巴拿马共和国，以保障长江和记 的权益，并邀请巴拿马共和国进行磋商，就巴拿马政府所采取、并影响长江和记及巴拿马港口公司的行动，持续积极寻求 解决方案。巴拿马港口公司为长江和记间接持有之附属公司。 长江和记此举乃基于巴拿马共和国采取的连串行动，其中包括巴拿马司法部于2026年1月29日公布，巴拿马最高法院宣告 1997年1月16日第5号法律（"第5号法律"）违宪之决定。 第5号法律为巴拿马港口公司近30年来于巴拿马营运巴尔博亚港和克里斯托瓦尔港的特许经营合约之法律基础。长江和记认 为，裁决第5号法律违宪，属不合法。尽管该裁决尚未正式发布或生效，巴拿马政府却已步步进迫采取行动，不但意图迫使 巴拿马港口公司退出其港口营运，并且强制接管港口的过渡措施，而从末清晰交代其营运计划。 除长江和记根据投资保护条约发出争议通知，以及如长江和记于2026年2月4日公布的自愿公告所述巴拿马港口公司于2026 年2月3日根据适用之特许经营合约展开 ...

2月12日，李嘉诚旗下长和在官网发布关于巴拿马港口争议最新情况。 长和：遭巴拿马政府步步进迫 意图强制接管港口 长江和记实业有限公司（下称"长江和记"）宣布，已根据投资保护条约，就争议事项通知巴拿马共和 国，以保障长江和记的权益，并邀请巴拿马共和国进行磋商，就巴拿马政府所采取、并影响长江和记及 巴拿马港口公司的行动，持续积极寻求解决方案。巴拿马港口公司为长江和记间接持有之附属公司。 | 配置菜有限公司 | English | A 。 即格我們 | | --- | --- | --- | | 公司簡介 其標識況 | 按資者資訊 可持續發展 新聞中心 | 非同 | | 新聞中心 | 作為一家版圖還畜全球的大型上市公司,長江和記寶樂 勇於創新 · 敢於突破 · 表現經常備受媒體關注 · | | | 新聞稿 | 新聞稿 | | | 國片庫 | 長江和記就巴拿馬港口公司於巴拿馬之貨櫃碼頭營運爭 | 相關主題 | | 傳媒登記 新聞界影络 | 議發佈最新情況 ● 巴爾博亞港和克里斯托瓦爾港兩國資櫃碼頭跳西持續發獲 · 完全取決於巴拿馬 | 新聞档 | | | 最高法院和巴拿馬政府的行動 一旦巴拿馬最高法院正式發佈裁決 · ...

每经AI快讯，2月12日，长和在其官网宣布，已根据投资保护条约，就争议事项通知巴拿马共和国，以 保障长和的权益，并邀请巴拿马共和国进行磋商，就巴拿马政府所采取、并影响长和及巴拿马港口公司 的行动，持续积极寻求解决方案。巴拿马港口公司为长和间接持有之附属公司。巴尔博亚港和克里斯托 瓦尔港两个货柜码头能否持续营运，完全取决于巴拿马最高法院和巴拿马政府的行动。 ...

Core Viewpoint - The Hong Kong SAR government expresses strong dissatisfaction with the ruling of the Panama Supreme Court regarding the unconstitutional renewal of contracts between the Panama government and a port company, urging the Panama government to respect contractual obligations and provide a fair business environment for legally operating enterprises [1] Group 1: Government Response - The Chief Executive of Hong Kong, John Lee, stated that the SAR government's stance is clear in opposing any foreign government using coercion or unreasonable political means in international economic and trade relations [1] - The Commerce and Economic Development Bureau summoned the Panamanian Consul General in Hong Kong last week to express strong dissatisfaction with the court ruling [1] Group 2: Impact on Business Environment - The Hong Kong SAR government believes that Panama's inconsistent approach to legitimate economic and trade relations undermines Panama's credibility, which could have profound negative effects on the local business environment and economic development [1] - The ruling is expected to damage investor confidence in Panama's business environment, leading to a reassessment of current and future investments by Hong Kong enterprises in Panama [1] Group 3: Call for Protection of Interests - John Lee emphasized that Hong Kong enterprises operating and investing in Panama should receive fair and reasonable treatment and protection [1] - The Chief Executive hopes that the Panamanian authorities will seriously safeguard the legitimate interests of businesses [1]

逢低布局港股科技相关ETF：恒生科技指数ETF(513180.SH)、恒生互联网ETF(513330.SH)、港股通科技 ETF基金(159101.SZ)，均在内地交易所上市，且支持T+0日内灵活交易。 其中，恒生互联网ETF(513330.SH)更聚焦港股互联网巨头(阿里巴巴/百度集团/腾讯控股/网易/京东集团 等)；港股通科技ETF基金(159101.SZ)除了覆盖互联网/新能源汽车，还兼顾创新药龙头(百济神州/药明 生物/信达生物等)。 自去年10月以来，恒生科技指数调整时间超80个交易日，回撤幅度已接近20%。该调整时长和调整空 间，均超过历史均值(历史均值：20个交易日，调整幅度-18%) 相比A股科技的优势在于弹性大，港股科技优势则在于韧性强，但AI科技方向整体面临的现状是：短期 受到商业化兑现极度慢的质疑，但长期确定性强。 华夏基金看好港股科技后续反弹空间。板块汇聚国产AI核心资产，涵盖算力、模型、软件应用和硬件 终端等龙头企业，在应用端尤其是互联网与商业场景融合方面具有优势，AI与电商、娱乐、企业服务 的结合有望催生现象级产品。 ...

Group 1 - China will host the 2026 APEC summit, with the informal leaders' meeting scheduled for November in Shenzhen, marking its third time as APEC host [1][4] - APEC is recognized as the highest-level and most influential economic cooperation mechanism in the Asia-Pacific region, with China actively participating in regional cooperation [1][2] - The theme for the 2026 APEC year is "Building an Asia-Pacific Community, Promoting Common Prosperity," aligning with President Xi Jinping's vision of a community with a shared future [3][4] Group 2 - The current global context of increasing unilateralism and protectionism poses significant challenges to international economic and trade order, making China's role as APEC host crucial for regional and global cooperation [2][4] - China aims to inject strong momentum into Asia-Pacific cooperation and provide more certainty and stability for global economic growth through the APEC summit [2][4] - The APEC 2026 agenda will focus on three priority areas: openness, innovation, and cooperation, aimed at promoting free trade, driving new productivity, and leveraging member advantages for mutual benefit [3][4]

Group 1 - The core point of the article is the emergence of a new generation of young leaders in A-share listed companies, particularly focusing on Jin Xi, the newly appointed chairman and general manager of Hongming Co., who is only 26 years old and faces significant challenges ahead [1][10][14] - Jin Xi has a strong educational background, having graduated from New York University and Columbia University, and has held various positions within the family business, indicating a well-prepared succession plan [4][12] - The company is currently facing financial difficulties, with projected losses exceeding 10 million yuan in 2025, attributed to a downturn in downstream investment demand and increased market competition [1][10][13] Group 2 - The trend of "post-00s" successors in A-share companies is notable, with several young leaders emerging, many of whom have prestigious educational backgrounds and family connections [7][10] - Other examples include Wu Liangyi, who became the president of Shitou Co., and Chen Hanlun, who is managing *ST Songfa, both of whom are also facing significant operational challenges [10][11] - The transition of leadership in Hongming Co. is characterized by a mix of youthful leadership and experienced support, as the new board includes seasoned professionals to help stabilize the company [12][14] Group 3 - The financial performance of Hongming Co. has deteriorated since its IPO, with revenues and net profits significantly declining, raising concerns about its future viability under the new leadership [13][14] - Investors are apprehensive about the ability of young leaders like Jin Xi to navigate the complexities of running a public company, especially given their limited experience [12][14] - The generational transition in leadership raises questions about the balance of power and responsibility, as Jin Xi does not hold any shares in the company, while his parents retain a majority stake [14]

Core Viewpoint - The Hong Kong-based Cheung Kong Holdings Limited (CKH) strongly opposes the recent ruling by the Panama Supreme Court, which declared the port concession agreements held by its subsidiary, Panama Ports Company (PPC), as unconstitutional, leading to significant backlash from the Chinese and Hong Kong governments [1][3]. Group 1: Legal and Operational Developments - PPC has initiated arbitration proceedings against the Panamanian government following the Supreme Court's ruling, which is expected to take effect in early February [3]. - The ruling has prompted the Panamanian government to take actions against PPC, including seizing operations and conducting inspections based on the unpublished court decision [4][5]. - PPC claims that the government's actions over the past year have been unreasonable and have caused severe financial losses, while other companies with similar agreements have not faced the same treatment [3][5]. Group 2: Economic and Political Implications - The Chinese government has condemned the Supreme Court's ruling, stating that it undermines the rule of law and contract spirit, and warns that Panama will face significant political and economic consequences if it continues down this path [1][7]. - The situation is viewed as a geopolitical struggle, with analysts suggesting that the port operations have become a battleground for U.S.-China tensions in Central America [6]. - The ruling is perceived as damaging to Panama's international credibility and could have long-term negative effects on its business environment and economic development [7].