CKH HOLDINGS(HK:00001) Sou Hu Cai Jing·2025-05-16 09:35Group 1 - The statement from Cheung Kong Group emphasizes that the sale of its global port business will not occur under "illegal" circumstances, indicating a proactive stance in response to recent geopolitical developments [3] - The rapid progress in US-China negotiations has led to a significant reduction in trade tensions, with both sides making concessions, but China is perceived to have gained the upper hand in this round [5][7] - The potential sale of 43 ports by Cheung Kong, which accounts for 10% of global container throughput, raises concerns about foreign control over critical infrastructure and its implications for China's Belt and Road Initiative [9] Group 2 - The recent US-China agreement is seen as a strategic victory for China, as it aligns with its core demands while minimizing losses, contrasting with other countries that have made concessions to the US [5][7] - Cheung Kong's quick response to the geopolitical climate reflects a commitment to national interests, suggesting that companies should align with state policies to protect their interests [9] - The ongoing nature of US-China trade negotiations indicates that while a temporary resolution has been reached, the potential for future conflicts remains, necessitating vigilance from companies like Cheung Kong [9]