情况不妙，长和港口交易生变，李嘉诚疑转移资产？官方三部门发声

Core Viewpoint - The Longfor Group is facing significant public scrutiny and potential loss of trust due to unsuccessful port transactions and rumors of asset relocation by its founder, Li Ka-shing [1][3][11]. Group 1: Business Operations - Longfor Group operates in infrastructure, ports, retail, and telecommunications, with telecommunications contributing 19% to its revenue in 2024, making it a core business segment [3]. - There are reports suggesting that Longfor may consider splitting its global telecommunications assets, which could be seen as a retreat strategy by Li Ka-shing [5][21]. Group 2: Market Reaction - Following the news of potential asset relocation, Longfor's stock price dropped by 3.54% at the market opening on March 31 [7]. - The company issued a statement to prevent further stock decline, asserting that no decisions regarding its global telecommunications business have been made [7]. Group 3: Customer Trust and Public Perception - As of June 2024, over 4.3 million people in Hong Kong and Macau use Longfor's telecommunications services, and any decline in trust could severely impact the company [9]. - The Hong Kong media and government have expressed concerns regarding Li Ka-shing's decisions, urging caution in the port transaction [11][13]. Group 4: Internal Dynamics - Li Ka-shing's son, Li Ze-kai, has distanced his company,盈科拓展, from Longfor, emphasizing its independent operations and a focus on the mainland market [17][19]. - There is potential for future collaboration between 盈科拓展 and Longfor in telecommunications, which could help restore trust if managed wisely [21]. Group 5: Strategic Recommendations - It is suggested that Li Ka-shing should consider transferring core business operations to 盈科拓展 to maintain family control while potentially regaining public trust [21][22].