海南封关首日，网友热议：最大失意者或许不是李嘉诚，而是霍氏家族

Core Viewpoint - The official launch of Hainan's zero-tariff policy on December 18 marks a significant shift in the regional economic landscape, positioning Hainan as a "super converter" for global market integration, which may adversely affect Hong Kong's retail sector and real estate values [1][11]. Group 1: Impact on Hong Kong - Hainan's zero-tariff policy directly threatens the foundation of Hong Kong's retail industry, which is crucial for sustaining high real estate rents [1]. - The potential decline in retail performance could lead to a decrease in property values, impacting major real estate investors like Li Ka-shing [1]. Group 2: The Case of Nansha and the Ho Family - The Ho family, who invested heavily in Nansha with the vision of creating a "Little Hong Kong," may face significant setbacks as Hainan's development overshadows their ambitions [3][19]. - The Ho family's early investments in Nansha, exceeding 8 billion RMB, were aimed at transforming the area into a thriving urban center, but the new national strategy for Nansha emphasizes a different direction focused on technology and livability [5][9]. Group 3: Strategic Shifts - The national plan for Nansha, which prioritizes innovation and modern living, diverges from the Ho family's original vision of a free trade hub, indicating a shift in regional development priorities [9][11]. - The emergence of Hainan as a free trade port diminishes the appeal of Nansha's previous aspirations, making it less competitive in attracting global business [11][19]. Group 4: Comparative Analysis of Investment Strategies - Li Ka-shing's global asset allocation strategy allows him to adapt to changing market conditions, potentially mitigating losses from Hong Kong's retail sector by investing in Hainan [15][17]. - In contrast, the Ho family's long-term commitment to Nansha reflects a deeper connection to regional development, but they risk missing out on immediate opportunities presented by Hainan's rise [17][19]. Group 5: Legacy and Future Prospects - Despite the challenges posed by Hainan's development, the Ho family's contributions to Nansha have laid a foundational role in the area's growth, ensuring their historical significance remains intact [19].