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最后2天,港口交易生变,美方公开发声后,李嘉诚次子与长和切割
00001CKH HOLDINGS(00001) 搜狐财经·2025-03-31 03:59

Group 1 - The core issue revolves around the port transaction involving Li Ka-shing's company, Cheung Kong Infrastructure, which is under scrutiny due to geopolitical tensions between the US and China [1][2] - The transaction is seen as a test of loyalty for the Li family amidst pressure from Chinese authorities and media, with potential repercussions for either proceeding or halting the deal [2][3] - The US government has expressed its discontent with the transaction, indicating that it undermines China's control over the Panama Canal and signaling its support for American companies to gain control over the port [3][4] Group 2 - The geopolitical landscape is shifting, with logistics becoming a new battleground, as China prepares alternative routes like the "Belt and Road Initiative" and the "China-Pakistan Economic Corridor" [4] - The potential loss of control over the Panama Canal could significantly impact Chinese freight companies, highlighting the strategic importance of the port transaction [4][5] - Li Ka-shing's son, Li Ze-kai, has distanced his businesses from Cheung Kong Infrastructure, suggesting a strategy to mitigate risks associated with potential sanctions or backlash [5]