围绕巴拿马运河周边2个港口出售交易的谈判，长江和记实业7月28日发布的公告显示，将延长相关交易 的谈判时间，还透露了让中国内地投资者加入买方的意向。不过，此举势必会遭到美方的反对…… 香港的大型综合性企业长江和记实业7月28日发布的公告显示，该公司将延长巴拿马运河周边2个港口出 售交易的谈判时间。还透露了让中国内地投资者加入买方的意向。 美国特朗普政府试图从作为海运要冲的巴拿马运河排除中国影响力，一方面中国反对出售。长江和记实 业作为当事方被夹在两者之间，陷入左右为难的局面。此次宣布的内容被认为是希望通过邀请中国企业 加入来争取中国政府的批准，但势必会遭到美方的反对。 3月，长江和记实业与美国贝莱德集团(BlackRock)等投资者联盟就以228亿美元的价格出售包括巴拿马 运河周边2个港口在内的全球43个港口的实际运营权达成初步协议。 据长江和记实业7月28日发布的公告，截至当天，为期145天的独家磋商期已届满，但"集团仍在与财团 成员进行讨论"。同时透露方针称"（在今后的谈判中）拟邀请来自中国内地的主要策略投资者加入成为 财团的重要成员。" 长江和记实业并未公布候选企业。不过，美国彭博社6月曾报道称，中国国 ...

7月28日，长和集团盘前发布公告，计划邀请来自中国内地的主要策略投资人加入，成为财团的重要成 员。为使得交易能够获得相关监管机构和部门的批准，财团的成员以及交易架构，需要进行变更。集团 预留充分的时间进行相关讨论，以达成新的安排。 长和出售43个港口业务交易再有新进展。 在7月18日外交部例行记者会上，有外媒记者对此进行提问，外交部发言人林剑回应，"暂不掌握其所说 的消息，关于长和出售海外港口资产，中国国家市场监督管理总局已表示将依法进行审查，保护市场公 平竞争。" 公告中提到，今年3月4日公告中提到的，与一家财团之间的独家磋商期已届满。 这意味着，当时计划以190亿美元将港口出售给贝莱德集团的独家磋商期，已经结束。 在此次公告中，长和再度强调，在没有获得所有相关监管机构及部门批准前，公司将不会进行任何交 易。 随着公告的发布，长和股价也引发剧烈震荡，开盘后股价直线拉伸后又一字下跌，之后股价再度攀升至 54.4港元/股的价位，市值一度超过2083亿港元。但之后股价再度下行，截止11:15，股价为53港元/股， 跌幅0.84%。 早前根据外媒消息称，央企中远海运集团正在谈判投资寻求进入贝莱德与地中海航运牵头的财 ...

Group 1: Industrial Production - China's industrial production shows signs of optimization, with marginal improvements in raw material production and utilization rates for steel, cement, and glass[1] - Steel construction material production increased by 0.6% week-on-week, while apparent demand for steel construction materials rose by 2.7%[5] - The operating rate for petroleum asphalt and some chemical products in Shandong has also seen recovery[13] Group 2: Real Estate Market - New home sales in 30 major cities decreased by 8.5% year-on-year, but the growth rate improved by 18.8 percentage points compared to the previous week[1] - The average listing price index for second-hand homes fell by 0.45% week-on-week as of July 14[22] Group 3: Domestic Demand - Movie box office revenue averaged 140.65 million yuan per day, a 39.0% increase week-on-week[29] - Retail sales of major home appliances grew by 12.6% year-on-year, with a 2.3 percentage point increase from the previous week[27] - Passenger car retail sales from July 1-20 reached 978,000 units, a year-on-year increase of 11%[30] Group 4: External Demand - Port cargo throughput increased by 7.5% year-on-year as of July 20, with container throughput growing by 4.3%[32] - South Korea's export value increased by 4.1% year-on-year in the first 20 working days of July, although the growth rate slightly declined compared to June[32] Group 5: Risks - Potential risks include insufficient growth policies, unexpected severity of overseas economic downturns, and escalation of geopolitical conflicts[34]

Market Overview - The FTSE China A50 Index showed mixed performance among bank stocks, while oil, coal, and electric power stocks declined [1][6] Banking Sector - Everbright Bank had a market capitalization of 242.84 billion with a trading volume of 0.38 billion, closing at 4.11, up by 0.03 (0.74%) [3] Insurance Sector - China Life Insurance had a market capitalization of 382.10 billion, with a trading volume of 1.46 billion, closing at 59.62, up by 1.12 (2.99%) [3] - China Pacific Insurance had a market capitalization of 371.44 billion, with a trading volume of 1.02 billion, closing at 38.61, up by 1.54 (2.65%) [3] - Ping An Insurance had a market capitalization of 1,085.69 billion, with a trading volume of 5.02 billion, closing at 8.64, up by 0.17 (2.01%) [3] Alcohol Industry - Kweichow Moutai had a market capitalization of 1,806.43 billion, with a trading volume of 3.41 billion, closing at 122.78, down by 16.99 (-1.17%) [3] - Shanxi Fenjiu had a market capitalization of 221.85 billion, with a trading volume of 1.14 billion, closing at 1438.01, down by 3.73 (-2.01%) [3] - Wuliangye had a market capitalization of 476.58 billion, with a trading volume of 1.31 billion, closing at 181.85, down by 0.76 (-0.62%) [3] Technology Sector - Haiguang Information had a market capitalization of 246.59 billion, with a trading volume of 1.20 billion, closing at 341.73, down by 0.23 (-0.07%) [3] - Northern Huachuang had a market capitalization of 282.22 billion, with a trading volume of 4.45 billion, closing at 674.60, up by 1.30 (0.19%) [3] - Cambricon Technologies had a market capitalization of 32.38 billion, with a trading volume of 1.79 billion, closing at 139.31, down by 2.18 (-1.54%) [3] Energy Sector - Sinopec had a market capitalization of 269.58 billion, with a trading volume of 5.34 billion, closing at 5.88, down by 0.11 (-1.27%) [3] - PetroChina had a market capitalization of 1,566.66 billion, with a trading volume of 8.05 billion, closing at 8.56, down by 0.06 (-1.08%) [3] Automotive Sector - BYD had a market capitalization of 1,846.26 billion, with a trading volume of 5.87 billion, closing at 37.78, down by 0.47 (-2.26%) [3] Securities Sector - CITIC Securities had a market capitalization of 363.53 billion, with a trading volume of 32.66 billion, closing at 29.86, up by 0.41 (2.03%) [4] Consumer Electronics - Luxshare Precision had a market capitalization of 272.89 billion, with a trading volume of 23.13 billion, closing at 28.83, up by 0.17 (0.59%) [4] Home Appliances - Gree Electric had a market capitalization of 228.16 billion, with a trading volume of 10.44 billion, closing at 25.72, down by 0.09 (-0.19%) [4] Pharmaceutical Sector - Heng Rui Medicine had a market capitalization of 404.93 billion, with a trading volume of 4.53 billion, closing at 48.52, up by 4.61 (8.17%) [4]

近日，润邦股份（002483）与宁波北仑第三集装箱有限公司(简称"北三集司")正式签署合作协议，将为 北三集司提供13台RTG L4级自动化改造及6台RTG PLC系统升级服务。该项目计划于2025年底前完成交 付。(人民财讯) ...

【导读】李嘉诚旗下长和公告港口交易进展，拟邀请来自中国内地主要策略投资者加入，开盘股价直线拉升后跳水 中国基金报记者 晨曦 长和转让旗下港口一事，最新进展来了。 7月28日早间，长江和记实业有限公司（以下简称长和）发布公告透露涉及和记港口交易的最新进展。 长和称，该集团与一个财团之间的独家磋商期已届满。集团仍在与财团成员进行讨论，拟邀请来自中国内地的主要策略投资者加入成为财团的重要成员。 为使交易能够获得所有相关监管机构和部门的批准，财团的成员以及交易架构将需要进行变更。集团打算预留充分的时间进行相关讨论，以达成新安排。 长和再次强调，在未获得所有相关监管机构和部门批准前，将不会进行任何交易。 受此消息影响，7月28日长和开盘股价一度直线拉升，涨幅超2%，随后又迅速跳水。 | 叠加 | DV. Sc | | | | | | --- | --- | --- | --- | --- | --- | | 54.600 | 2.15% | 庚10 | 53.800 | 1.8万(7) | | | 1.2万(4) | 259 | 53.750 | | | | | 53.700 | 1.9万(9) | 508 | | | ...

Core Viewpoint - The article discusses the recent developments regarding the sale of Hutchison Port by CK Hutchison Holdings Limited (长和), highlighting the invitation for strategic investors from mainland China to join the consortium involved in the transaction [2][8]. Group 1: Transaction Details - CK Hutchison announced that the exclusive negotiation period with a consortium has ended, and discussions are ongoing to invite major strategic investors from mainland China to join the consortium [2]. - The transaction involves the sale of non-China assets of Hutchison Port Group, including a 90% stake in Panama Ports Company, which operates two ports in Panama, and 43 ports across 23 countries [8]. - The expected cash inflow from this transaction is over $19 billion (approximately HKD 148.2 billion) after adjusting for minority shareholder rights and loan repayments [8]. Group 2: Market Reaction - Following the announcement, CK Hutchison's stock price initially surged over 2% but then quickly fell back [4]. - The stock reached a recent high of HKD 53.8 per share on July 25, indicating strong market interest prior to the announcement [13]. Group 3: Regulatory and Political Context - The transaction has drawn significant attention and scrutiny, with various regulatory bodies in China indicating that they will review the deal to ensure compliance with market competition laws [9][11]. - There have been public concerns and criticisms regarding the transaction, with some expressing fears about national interests and the implications of foreign investment [9][10]. - The Chinese government has reiterated its stance against economic coercion and emphasized the need for fair treatment of enterprises in international trade [10][13].

李嘉诚旗下企业出售港口一事出现重大调整。 今日（7月28日）早间，长和（00001.HK）发布公告称，于2025年3月4日发布公告中所述，集团与一财团之间的独家磋商 期已届满。尽管该期限已届满，集团仍在与财团成员进行讨论，拟邀请来自中国内地的主要策略投资者加入成为财团的重 要成员。 长和在公告中表示，为使交易能够获得所有相关监管机构和部门的批准，财团的成员以及交易架构将需要进行变更。集团 打算预留充分的时间进行相关讨论，以达成新安排。 长和指出，公司已多次声明，在未获得所有相关监管机构和部门批准前，将不会进行任何交易。 另外，长和强调，由于无法确定就新安排的讨论是否能达成完满结论，投资者买卖公司证券时务请审慎行事。 市场层面，近期长和股价持续走强，今日港股开盘，长和股价小幅高开，涨0.94%，报53.95港元/股，相较于今年4月低点 累计涨幅达49%。 回顾此前，今年3月4日，长和发布公告称，拟向美国贝莱德牵头的财团转让其持有和运营的，分布于23个国家的43个港 口，其中包括巴拿马运河两端的港口，总价值228亿美元。 3月17日，全国政协副主席梁振英在社交媒体发文，间接回应李嘉诚向美国贝莱德集团出售巴拿马运河 ...

7月28日，长和发布就有关涉及和记港口集团的交易公告。 公司确认，于2025年3月4日本公司发布的公告中所述，集团与一财团之间的独家磋商期已届 满。尽管该期限已届满，集团仍在与财团成员进行讨论，拟邀请来自中国内地的主要策略投资 者加入成为财团的重要成员。为使交易能够获得所有相关监管机构和部门的批准，财团的成员 以及交易架构将需要进行变更。本集团打算预留充分的时间进行相关讨论，以达成新安排。 5月12日，长和发布公告称，原本计划在5月22日股东周年大会上讲述港口交易的情况，但鉴于 近日不断有股东及传媒查询，集团现作出以下回应： 长江和记实业有限公司特此声明，此交易绝不可能在任何不合法或不合规的情况下进行。有关 条文已于2025年3月4日的公告中说明："交易之完成取决于一系列条件的达成，包括法律和监 管部门之同意及批准、不存在违法或法律禁止的情况、获得公司股东的必要批准以及最终文件 中约定的其他适当及常规条件。" （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 南财快讯工作室 编辑 | 金珊 15%！美国与欧盟达成贸易协议；美国将两周内确定有关芯片的关税政策 证 ...

Core Insights - The A-share market experienced a collective decline last Friday, with the Shanghai Composite Index down by 0.33%, the Shenzhen Component down by 0.22%, and the ChiNext Index down by 0.23%. The total trading volume in the Shanghai and Shenzhen markets was 1,786.98 billion yuan [2][6] - In terms of industry performance, the electronics, computer, and real estate sectors led the gains, while the construction decoration, building materials, and food and beverage sectors lagged behind. Concept sectors such as Sora, photolithography machines, and multimodal AI saw significant increases, while the Hainan Free Trade Zone, Yaxia Hydropower concept, and pumped storage experienced declines [2][6] - The Hang Seng Index fell by 1.09%, and the Hang Seng Technology Index dropped by 1.13%. In overseas markets, the three major U.S. indices collectively rose, with the Dow Jones up by 0.47%, the S&P 500 up by 0.4%, and the Nasdaq up by 0.24% [2][6] Industry News - According to the National Bureau of Statistics, profits of industrial enterprises above designated size fell by 4.3% year-on-year in June, with the decline narrowing compared to May. The new momentum industries, represented by equipment manufacturing, showed rapid profit growth, indicating the sustained effect of the "two new" policies. From January to June, the total profit of industrial enterprises was 34,365 billion yuan, a year-on-year decrease of 1.8%. The black metal smelting and rolling processing industry saw profits increase by 13.7 times, while the mining industry experienced a 30.3% decline [3][7] - The U.S. and the EU reached a 15% tariff agreement, which will impose tariffs on most European goods exported to the U.S., including automobiles. The EU is expected to increase investments in the U.S. by 600 billion dollars and purchase 150 billion dollars worth of U.S. energy products. Some products will be exempt from tariffs, including aircraft and certain chemicals and pharmaceuticals [3][7] Transportation Industry Insights - Public fund holdings in the transportation industry saw a rebound in Q2 2025 after three consecutive quarters of decline, with the total market value of public fund holdings in the transportation sector reaching 48.252 billion yuan, accounting for 13.3% of the fund's heavy positions, which is still below the benchmark allocation by 1.86 percentage points [8][9] - The transportation industry index rose by 2.71% in Q2 2025, achieving a relative return of 2.17% compared to the Shanghai and Shenzhen 300 Index [9] - Within the sub-industries, the aviation and logistics sectors saw an increase in holdings, while the shipping ports and railway-highway sectors experienced a decrease. The express delivery sector is expected to benefit from reduced competition and improved profitability [8][10] Gaming Industry Insights - In July 2025, the National Press and Publication Administration announced the approval of 127 domestic games and 7 imported games, maintaining a high volume of game license issuance [11][12] - The approval of several major titles, including "Kingshot" by Diandian Interactive, indicates a robust supply side and a steady trend towards normalization in game licensing, suggesting ongoing recovery in the industry [12][15] - The gaming market is expected to see significant contributions from established companies with diverse product offerings and strong R&D capabilities, as evidenced by the successful approval of high-profile titles [12][15]