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李嘉诚43个港口结局已定,长和市值蒸发300亿元,美国发现不对了
00001CKH HOLDINGS(00001) 搜狐财经·2025-03-30 10:32

Core Viewpoint - Li Ka-shing's sale of port operations has sparked significant public outcry, with concerns about the implications for China's trade and supply chain amidst ongoing US-China tensions [1][2] Group 1: Company Actions and Reactions - Li Ka-shing's CK Hutchison Holdings is expected to gain over 19billionfromthesaleofitsportbusiness,whichincludes43ports[1]TheHongKonggovernmentandpublicfigureshaveurgedCKHutchisontoreconsiderthesale,fearingitmayleadtogreatereconomicvulnerabilityforChina[2]Followingtheannouncement,CKHutchisonsstockpricehasdroppedsignificantly,withamarketvaluelossexceedingHKD32.3billion,approximately1619 billion from the sale of its port business, which includes 43 ports [1] - The Hong Kong government and public figures have urged CK Hutchison to reconsider the sale, fearing it may lead to greater economic vulnerability for China [2] - Following the announcement, CK Hutchison's stock price has dropped significantly, with a market value loss exceeding HKD 32.3 billion, approximately 16% of its total market capitalization [2] Group 2: Industry Implications - The sale of ports could allow the US to establish a new logistics network, potentially leveraging this to exert pressure on China's exports and supply chains [1] - The US has implemented a new measure imposing a service fee of up to 1.5 million on Chinese vessels entering US ports, which may disrupt coal exports and lead to increased costs for American companies [3] - The unintended consequences of the service fee could result in a 35% increase in coal transportation costs, potentially leading to inventory buildup and layoffs in the coal industry [3]