CKH HOLDINGS(00001) 搜狐财经·2025-04-02 14:31Core Viewpoint - The recent announcement by the Chinese authorities to review the sale of the Panama port by Cheung Kong Holdings has led to significant reactions, particularly from Li Ka-shing's son, Li Zekai, who has declared that all his businesses are now independent from Cheung Kong, raising questions about the motivations behind this separation [1][2]. Group 1: Li Zekai's Independence - Li Zekai has publicly stated that all his businesses are now independent from Cheung Kong Group, despite having previously held positions within the company [2]. - There are indications that Li Zekai's separation from Cheung Kong may not be as clear-cut as it appears, as he still holds significant influence and connections with the group [2][3]. - The timing of Li Zekai's announcement coincides with heightened scrutiny of Cheung Kong's dealings, suggesting a strategic move to distance himself from potential fallout [3]. Group 2: Implications of the Review - The Chinese government's review of Cheung Kong's sale of the Panama port may indicate potential violations of antitrust laws, prompting Li Zekai and others to reconsider their affiliations [3][4]. - Although Cheung Kong has paused negotiations with the U.S., there are doubts about whether the company has genuinely recognized its missteps or is merely buying time [3][4]. - The pressure from the Chinese authorities and public sentiment may force Cheung Kong to abandon its plans with the U.S., but there are concerns that the leadership may still harbor hopes of proceeding with the deal in the future [4].