（来源：VCA创投社） 港口风波未平，李超人落袋为安。 作者 I 明老师 审核 I CMAA认证中心 一朝被蛇咬，十年怕井绳。 历时一年多的和记港口收购风波，在巴拿马政府违背商业底线，强行接管巴尔博亚港和克里斯托瓦尔港，全面控制行政及营运权，禁止和记公司代表进入 后，再次被推到了舆论的风口浪尖。 这位曾以"低买高卖"穿越多轮经济周期的"李超人"，在97岁的冬天不得不承认纯粹的市场理性可能寸步难行，那个私人资本可以驰骋全球、不受羁绊的时 代，正在逐渐远去... 也许适时战略收缩，落袋为安，方为上计—— 2月25日晚，李嘉诚家族旗下长和系三家公司：长江基建（01038.HK）、电能实业（00006.HK）及长实集团（01113.HK）联合发布公告，宣布以约1107.5 亿港元（约合105亿英镑）总价，向法国公用事业巨头Engie出售其持有的英国最大配电公司UK Power Networks（英国电力网络公司）100%股权，其中三 家公司目前分别持有标的40%、40%及20%权益。 值得注意的是，这并非长和系首次尝试出售UK Power Networks。2022年3月，由KKR和澳大利亚麦格理牵头的财团曾报价15 ...

#长和系卖掉英国电网业务# 【#长和系出售英国电网业务套现1107亿港元#】长实集团2月26日在港交所 公告，长实附属公司、电能实业附属公司等就出售UK POWER NEWORKS订立协议。长建、电能及长 实分别持有UK Power Networks的40%、40%及20%股权。据报道，就长建及电能出售UKPN股份及股东 债务票据的基本代价分别为42.19亿英镑（相等于约443亿港元），即合共886亿元；就长实出售UKPN股 份及股东债务票据基本代价则为21.09亿英镑（相等于约221.5亿港元），即3间公司出售UKPN股份及股 东债务票据基本代价合共1107.5亿港元。（界面，泽塔，每经媒资库） ...

格隆汇2月26日｜长和(0001.HK)盘初拉升涨3.7%，报64.3港元。消息面上，长和系旗下三间公司宣布出 售英国电网业务权益予法国公用事业企业Engie，套现逾1100亿港元。长江基建集团(01038.HK)﹑电能 实业(00006.HK)及长实集团(01113.HK)三间公司指出，出售UK Power Network股权，可以获得庞大会计 收益及取得的现金款项作日后投资及收购用途。 ...

港交所网站消息，2月26日，长江实业集团有限公司发布公告称：长实附属公司、电能实业附属公司等 已与买方英国安集集团（Engie UK）及其担保人订立购股协议，决定悉数出售其持有的英国电网（UK Power Networks）全部股权。 公告文件显示，英国电网公司目前由长江基建和电能实业各持股40%，长实集团持股20%。根据协议， 各卖方已同意分别出售其持有的所有股份，合计共占目标公司已发行股本的100%。也就是说，长和系 旗下的这三家公司这次是联手将该英国电网资产"清仓"式转让给了买方。 有消息人士透露，以商业价值推算，长和系在2010年以约57.75亿英镑收购英国电网，此次出售价值已 升至168.68亿英镑。股权价值也从当初的25.53亿英镑增至目前的110.78亿英镑。加上历年累计44亿英镑 的分红，该项目的现金回报已超过6倍。 本文系观察者网独家稿件，未经授权，不得转载。 | CK ASSET HOLDINGS LIMITED | | --- | | 長江寶業集團有限公司 | | (於財量解島往冊成立之有限公司) | | (股份代號:1113) | | 關連交易及須予披露的交易 | | 出售 UK PO ...

来源：@华夏时报微博 文/黄指南 来源：@华夏时报微博 2月26日，长江和记实业（下称"长和"）与长江基建发布联合公告，旗下附属公司携手电能实业、长江 实业附属公司，与法国能源Engie旗下买方订立购股协议，拟出售英国配电企业UK Power Networks 100%股权及相关股东债务票据。 据悉，长和系三家出售方按持股比例确定UKPowerNetworks交易作价，长江基建附属公司、电能实业附 属公司各持40%股权，作价均为42.192亿英镑（约443亿港元）；长江实业附属公司持有20%股权，作价 为21.096亿英镑（约221.5亿港元），三家合计作价约105.48亿英镑（折合1107.5亿港元）。 UK Power Networks是英国领先配电商，运营超19.2万公里电网，服务850万英国家庭及企业，2025财年 溢利同比大幅增长，长江基建2010年起投资该标的。交易需满足多方条件，包括四家出售方股东批准、 英国国家安全审查通过、根西岛金融监管机构认可等，最后截止日为2026年6月30日，未达标则交易或 终止。 截至发稿时，长和（0001.HK）拉升涨3.47%，报64.15港元；长江基建集团（10 ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 1.44% to close at 26,381.02 points, and a total trading volume of 259.27 billion HKD [1] - The Hang Seng China Enterprises Index dropped by 2.44%, while the Hang Seng Tech Index decreased by 2.87% [1] Blue-Chip Performance - Cheung Kong Holdings (00001) saw a notable increase of 4.52%, closing at 64.8 HKD, contributing 12.09 points to the Hang Seng Index [2] - The sale of UK Power Networks by Cheung Kong's subsidiaries was valued at over 110 billion HKD, with each company selling their respective stakes [5] - Other blue-chip stocks like Cheung Kong Infrastructure (01038) and Power Assets Holdings (00006) also reported gains, while New Oriental (09901) and Innovent Biologics (01801) faced declines [2] Sector Highlights - Large technology stocks faced pressure, with Alibaba down 3.57% and Tencent down 2.01% [3] - Power equipment stocks performed strongly, with Dongfang Electric (01072) rising by 15.52% and Harbin Electric (01133) increasing by 7.15% [3] - The AI computing sector saw significant gains, with Tensent Intelligence (09903) up 20.27% following strong earnings from Nvidia [4] Lithium Sector - Lithium stocks experienced volatility, with major players like Contemporary Amperex Technology (03750) and Ganfeng Lithium (01772) showing mixed results due to Zimbabwe's export ban on lithium [6] - The ban is expected to tighten lithium supply, potentially driving prices up significantly [6] Notable Stock Movements - MINIMAX (00100) showed strong performance, rising 4.64% amid positive analyst reports [7] - Conch Cement (00914) fell by 6.97% following a significant share sale by a subsidiary [8] - Hysan Development (00014) dropped 6.88% after releasing its annual results, which showed a slight increase in revenue but a decrease in recurring profit [9] - Yancoal Australia (03668) faced pressure post-earnings, with a 5.63% decline in share price due to a significant drop in revenue and profit [10]

2月26日，港股三大指数呈现高开低走行情，尾盘加速下跌。 截止收盘，恒生科技指数大跌2.87%，创去年7月以来新低，较去年10月高点回调超23%，恒生指数、国企指数分别下跌1.44%及2.44%。 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ^ | | --- | --- | --- | --- | | 恒生科技指数 | 5109.33 | -151.17 | -2.87% | | 800700 | | | | | 国企指数 | 8814.29 | -220.46 | -2.44% | | 800100 | | | | | 恒生指数 | 26381.02 | -384.70 | -1.44% | | 800000 | | | | 具体盘面上，大型科技股、大金融股(银行、保险、券商)、中字头等权重集体下跌大市承压十分明显，汽车经销商股大跌，生物医药股、建材水泥股、濠赌 股、AI应用概念股、煤炭股、石油股、内房股、光伏股、黄金等有色金属股纷纷下跌。电力设备股逆市上扬，影视股部分反弹，存储概念股再度活跃。 | 行业热力图 × | 领域板块 | | | | | | | | | | --- | --- | --- | ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 1.44% to close at 26,381.02 points, and a total trading volume of 259.27 billion HKD [1] - The Hang Seng Tech Index dropped by 2.87%, while the Hang Seng China Enterprises Index decreased by 2.44% [1] Blue-Chip Performance - CK Hutchison Holdings (00001) saw a notable increase of 4.52%, closing at 64.8 HKD, contributing 12.09 points to the Hang Seng Index [2] - The sale of UK Power Networks by CK Hutchison's subsidiaries was valued at over 110 billion HKD, with each company selling their respective stakes [5] Sector Highlights - Power equipment stocks performed strongly, with Dongfang Electric (01072) rising by 15.52% and Harbin Electric (01133) increasing by 7.15% [3] - The demand for power systems is expected to rise due to electricity shortages in the U.S., benefiting gas turbines and energy storage sectors [3] Computing Power Sector - Computing power stocks generally rose, with Tianzuo Zhixin (09903) increasing by 20.27% [4] - NVIDIA reported significant revenue growth, indicating a surge in demand for computing power driven by AI advancements [4] Lithium Sector - Lithium stocks experienced volatility, with major players like Contemporary Amperex Technology (03750) declining by 6.49% [6] - Zimbabwe's ban on lithium exports is expected to tighten supply and potentially increase lithium prices [6] Notable Stock Movements - MINIMAX (00100) rose by 4.64%, attributed to its advancements in AI technology [7] - Conch Cement (00914) fell by 6.97% following a significant share sale by a subsidiary [8] - Hysan Development (00014) dropped by 6.88% after releasing its annual performance report [9] - Yancoal Australia (03668) faced pressure post-earnings, with a revenue decline of approximately 13% [10]

天下风云出我辈，待到他日再相逢。 这话用在现在的李嘉诚身上，或许正合适。 就在刚才，香港股市收盘钟声敲响之际，一则消息炸了锅：李嘉诚家族又卖了！长和系旗下三家公司联 合公告，把持有多年的英国电网（UK Power Networks）100%股权拱手让人，接手的是法国能源巨头 Engie。 如果你以为这只是老爷子一次普通的资产腾挪，那就太天真了。 看 这一把，套现超过1100亿港元。 01 大撤退，比想象中来得更快 ...

格隆汇2月26日丨南玻A(000012.SZ)在投资者互动平台表示，公司主营业务为研发、生产制造和销售优 质浮法玻璃、工程玻璃、光伏玻璃、超薄电子玻璃和显示器件等新材料和信息显示产品，以及硅材料、 光伏电池和组件等可再生能源产品，提供光伏电站项目开发、建设、运维一站式服务等。目前没有切入 玻纤的业务计划。 ...