Regulatory Actions - The State Administration for Market Regulation and other departments have interviewed major food delivery platforms like JD, Meituan, and Ele.me regarding competition issues, emphasizing compliance with laws and regulations to ensure fair competition and protect consumer rights [1][1][1] Company Developments - Neta Auto's associated company, Hozon New Energy Automobile Co., has been filed for bankruptcy examination, indicating potential financial distress within the company [2] - Meituan's food delivery service Keeta is set to enter the Brazilian market, with plans to invest $1 billion over the next five years [1][1][1] - Xiaomi's SU7 Ultra has faced backlash from hundreds of owners demanding refunds due to discrepancies between promotional claims and actual product performance [4][4][4] Market Trends - The price of gold jewelry has dropped below 1,000 yuan per gram, with significant declines reported across major brands [4][4][4] - The price of crayfish has plummeted by nearly 50%, with wholesale prices dropping from over 40 yuan per kilogram to around 18 yuan [5][5][5] Financial Performance - JD reported a first-quarter net profit of 12.8 billion yuan, a year-on-year increase of 43.4% [14] - Fortinet's first-quarter revenue reached $1.54 billion, reflecting a year-on-year growth of 13.8% [13] - Huya's first-quarter total revenue was 1.51 billion yuan, with a non-GAAP net profit of 24 million yuan [15] Strategic Partnerships - Apple is collaborating with startup Synchron to develop a new brain-computer interface aimed at assisting disabled individuals [5] - Amazon has resumed its partnership with FedEx for large item deliveries, marking a significant return to collaboration after a previous split [9][9][9]

Market Overview - The trading volume remains above 1.3 trillion, indicating strong market activity, primarily supported by banks [1] - Recent positive news has largely been priced in, suggesting that the current market adjustment is normal and not indicative of a significant downturn [1] - The market has largely filled the gaps since the stock market crash, indicating a recovery trend [1] Short-term Strategy - The market is expected to oscillate between the 3350 to 3400 points range, with minor pullbacks and resistance at 3400 points [3] - Selecting suitable stocks without excessive trading is advised due to the difficulty in short-term market movements [3] Focus Areas - Key sectors to watch include trade dynamics, chemicals, the Belt and Road Initiative, and cross-border opportunities, with potential for repeated movements [3] - The renewable energy and robotics sectors are also highlighted, although they may experience pullbacks [3] Operational Strategy (May 14) - Key resistance and support levels are identified at 3400 and 3358 points respectively [4] - Monitoring the rebound strength between 10:00 and 10:30 AM is crucial, with expectations of fluctuations around 3380 points [4] - Maintaining a position of 50-80% in stocks is recommended, focusing on low-entry points and avoiding high-risk trades [4]

NO.3 长和发布声明回应港口交易 每经记者｜黄婉银 每经编辑｜陈梦妤 ｜2025年5月14日 星期三｜ NO.1 北京金融街服务局：支持符合条件的北交所上市公司依规在港交所上市 5月13日，北京金融街服务局拟定相关征求意见稿，推动北交所国际化。积极支持国际金融机构参与北交所发展，不断提升北交所的国际影响力。发挥驻区 资源优势，支持符合条件的北交所上市公司依规在港交所上市。 点评：此举将为北交所上市公司提供新的融资渠道和发展机会，建议关注北交所上市公司的国际化进展和港交所上市的可能性，考虑长期投资潜力。 NO.2 京东集团一季度收入同比增长近16% 5月13日，京东集团（HK09618，股价137.00港元，市值3982.03亿港元）在港交所公告，2025年第一季度收入为3011亿元，同比增长15.8%，创近三年来单季 度最高同比增速；归属于公司普通股股东的净利润为109亿元，上年同期为71亿元。 点评：京东集团业绩强劲，建议关注公司的持续增长和电子商务行业的发展趋势，考虑长期投资潜力。 5月12日晚，长和（HK00001,股价44.80港元，市值1716亿港元）公告称，原本计划在5月22日股东周年大会上讲述 ...

Core Viewpoint - The stock of Jinzhou Port Co., Ltd. has experienced abnormal trading fluctuations, with a cumulative closing price drop exceeding 12% over three consecutive trading days, prompting a risk warning from the Shanghai Stock Exchange [1][2]. Group 1: Stock Trading Abnormalities - The company's B-share stock closed with a cumulative price drop exceeding 12% on May 9, May 12, and May 13, 2025, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange rules [1]. - The company conducted a self-examination and confirmed that there are no undisclosed significant matters or important information aside from what has already been disclosed [1][2]. Group 2: Business Operations - The company's core business of port comprehensive transportation services remains stable, with no significant changes in production operations or market environment as of the announcement date [1][2]. Group 3: Major Events and Information - The company has no controlling shareholder or actual controller, and there are no undisclosed major events such as asset restructuring, share issuance, or significant business cooperation [2]. - There have been no media reports or market rumors that could significantly impact the company's stock price [2]. Group 4: Risk Warnings - The company's stock has been trading below RMB 1 for six consecutive trading days, which may lead to potential delisting risks if the situation continues [3]. - The company faces risks of mandatory delisting due to false disclosures in its annual reports from 2020 to 2023, as identified by the China Securities Regulatory Commission [3][4]. - The company has received a negative opinion on its internal control audit for the 2024 financial report, which could lead to further delisting risks if similar issues persist in future reports [5].

Group 1 - The core point of the article is the significant change in the US-China tariff situation, where both countries agreed to cancel 91% of tariffs, providing a boost to the global economy and alleviating market tensions [2] - Following the announcement, Li Ka-shing's CK Hutchison Holdings issued a statement regarding a $22.8 billion global port deal, emphasizing that it would not proceed in an illegal or non-compliant manner, contrasting with their previous stance [4][6] - The company attempted to downplay the political implications of the port deal, asserting it was a purely commercial transaction, but public scrutiny intensified instead of subsiding [8][9] Group 2 - Li Ka-shing's shift in position reflects a strategic response to the easing of US-China tensions, as the company seeks to find a balance in its business strategy amidst changing circumstances [11][13] - The company stated that the port deal must meet three conditions to proceed: legal and regulatory approval, no violations of laws, and shareholder consent, indicating a commitment to compliance [15][18] - To regain public trust, the company could consider three remedial measures: terminating the deal and accepting legal consequences, shifting core business operations back to domestic markets, and engaging in charitable projects to improve its corporate image [20][30] Group 3 - The cancellation of tariffs is expected to lead to a recovery in commodity markets, particularly benefiting copper demand due to potential renewed cooperation in the renewable energy sector [38] - Chinese steel companies may also benefit from domestic growth policies, particularly in infrastructure projects, which will enhance demand expectations for rebar and hot-rolled coils [38] - Oil prices are anticipated to rise alongside improved macroeconomic sentiment, indicating a broader positive outlook for various sectors [38]

2025.05. 13 【今日推荐】 日内瓦会谈取得实质性进展，中美双方先降税再协商 当地时间5月12日上午9:00，中美双方发布《中美日内瓦经贸会谈联合声明》。对此，商务部新闻发 言人表示，本次中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，美方取消了共计91% 的加征关税，中方相应取消了91%的反制关税；美方暂停实施24%的"对等关税"，中方也相应暂停实 施24%的反制关税。 美国4月关税收入激增 特朗普贸易新政效果显现 美国4月关税收入激增，这有助于抑制预算赤字的进一步扩大。但由于美国总统特朗普寻求与被征收 关税的国家达成贸易协议，未来的关税收入可能会减少。美国财政部的数据显示，4月关税收入为 160亿美元，较去年同期激增90亿美元，增幅达130%。根据汇总的数据，这是至少十年来的单月最 高关税收入纪录。 长和回应港口交易：绝不可能在任何不合法或不合规的情况下进行 长和公告称，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，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 ...

Group 1 - The US and China have agreed to cancel 91% of their respective tariffs, with a mechanism established for ongoing trade negotiations [1] - The Chinese government is intensifying support for the marine industry, commercial aerospace, and unmanned industries in Nansha, Guangzhou, including the establishment of data centers for blockchain and AI [2] - The Ministry of Commerce is committed to providing support for foreign trade enterprises to help them expand markets and stabilize foreign trade [3] Group 2 - China is launching a special action to combat the smuggling and export of strategic minerals, including heavy rare earths [4][6] - In the first four months of this year, China's automobile production and sales reached 10.175 million and 10.06 million units, respectively, with significant growth in new energy vehicles [7][8] - Sichuan province is accelerating the implementation of invasive brain-computer interface surgeries, aiming for key breakthroughs in the industry by 2027 [9] Group 3 - China CNR Corporation has signed several major contracts totaling approximately 54.74 billion yuan [10] - Longsheng Technology plans to begin supplying components for electric vehicle motors in the second half of 2025 [11] - Beijing Lier intends to invest 200 million yuan in domestic AI chip company Shanghai Zhenliang [12]

5月12日深夜，长和（0001.HK）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。" 市场监管总局新闻发言人回应表示，我们高度关注有关交易，将依法进行审查。交易各方不得采取任何方式规 避审查，未获批准前，不得实施集中，否则将承担法律责任。 综合自：长和公告、国家市场监督管理总局 责编：罗晓霞 4月27日，国家市场监督管理总局发布消息称，长和港口交易各方不得采取任何方式规避反垄断审查。 日前，市场监管总局新闻发言人就长和港口交易事回答了记者提问。有记者问：据《华尔街日报》4月16日报 道，长和出售海外港口将分拆为两个交易继续进行，国家市场监督管理总局对此有何评论？ 邮箱：bwb@stcn.com 校对：祝甜婷 百万用户都在看 巴基斯坦， 重大突发！ 刚刚！ ...

论坛上，中远海运港口比雷埃夫斯码头有限公司正式宣布其2050碳中和战略及智慧港口发展路径，包括 边际减排成本模型、实时碳排放监测、基于AI的天气系统与多元绿色能源解决方案等。 新华财经雅典5月13日电（记者高婧妍陈刚） 面对全球航运业绿色低碳转型与智能化技术革新的双重挑 战，作为希腊重要港口和"一带一路"倡议的重要节点，希腊比雷埃夫斯港近年来积极拥抱变革，在绿色 港口建设和智能化方面取得成就。 在12日希腊雅典举行的红厅论坛能源可持续发展分论坛上，希腊比雷埃夫斯港务局股份公司副首席执行 官安吉洛斯·卡拉科斯塔斯（Angelos Karakostas）表示，公司正通过投资光伏系统、推广岸电设施、电 气化码头以及支持LNG替代燃料等措施，减少碳排放，加快建设绿色港口。 在智能化方面，卡拉科斯塔斯称，比雷埃夫斯港积极推进数字系统建设，优化物流效率，提升船舶调 度、货物处理及旅客出行体验。港口旅客业务也在转型中同步升级。2024年，比雷埃夫斯港接待邮轮旅 客达170万人次，创历史新高。同期，港口完成中央客运区的扩建与升级，进一步改善旅客服务体验。 2024年，比雷埃夫斯港保持业务稳定增长，港务局公司市值首次突破10亿 ...

Domestic News - The joint statement from the China-US Geneva economic and trade talks indicates that both countries will cancel 91% of tariffs and suspend the implementation of 24% tariffs. China will suspend or eliminate non-tariff countermeasures against the US starting from April 2, 2025 [2] International News - The US Treasury Secretary announced plans to address non-tariff barriers. Additionally, President Trump signed an executive order to lower drug prices and threatened tariffs on countries that do not comply with price reductions. In April, US tariff revenue surged by 130% year-on-year to reach $16 billion [3] - Trump's "Grand Tax Reform Plan" proposes a $4 trillion tax cut over ten years and an increase in the debt ceiling by $4 trillion, without mentioning any tax proposals for millionaires [4] - The overnight market saw the US dollar rise by 1.3%, offshore RMB appreciate by 0.5%, while other non-US currencies fell sharply, with the Japanese yen dropping by 2%. The Nasdaq increased by 4.3%, the Hang Seng Index rose by 5.4%, gold plummeted by $100, and crude oil gained 1.5% [4] - Apple is expected to raise iPhone prices in the fall but will not attribute the increase to tariffs [5] - Goldman Sachs has pushed back its Federal Reserve rate cut expectations to the end of the year and lowered the probability of a US recession [5]