巴拿马没收李嘉诚两个港口，原因到底是什么？李嘉诚损失有多大？最新消息，巴拿马法院最新裁定，李嘉诚旗下的公司在续约港口运营权的时候存在违宪 的行为，同时还存在拖欠各类税款、社会保障金的问题，当年承诺的10亿美元投资也没有达标。 2024年巴拿马现任总统穆利诺上台了，这个家伙其实就是巴拿马版的特朗普。对长江和记下手之前，他也曾经对加拿大的公司下手。他倡导就是巴拿马至上 的主义。 于是穆利诺上台之后，他们就开始对长和进行的调查。这事巴拿马办得也是很聪明，他们没有之前用行政收回的形式，而是进行了审计调查，最后是说你违 宪了。这样就让我们要去国际仲裁法院打官司也变得非常难，因为人家是依据本国宪法进行的没收行为。 长和公司则说他们当年续约依据的是巴拿马的《港口法》。可是在任何一个国家《宪法》肯定是最大的。人家的《宪法》里面早就规定，国家的战略资源必 须公开招标。这就意味着李嘉诚当年续约的时候，确实存在程序上的问题。这事有没有可能是之前巴拿马故意挖的一个坑呢？其实人家也不需要。虽然你在 我们这里投资了，但是投资你也在运营权里面回收了，而且还赚到更多。如果当时巴拿马不想长和继续经营，那完全可以不给他们续约。 搞懂这些问题之前 ...

近期，巴拿马最高法院的裁决引发全球对这一中美博弈的关注。李嘉诚旗下的长和集团在巴拿马的两个主要港口——巴尔博亚港与克里斯托瓦尔港的经营 合同被认定为违宪，这意味着长和近30年的辛勤付出和18亿美元的巨额投资瞬间化为泡影。 在中方的应对中，巴拿马的这一决定无疑为中国与西方国家的对抗提供了机会。外交部的明确表态显示，如果巴拿马不愿意合作，中国将毫不犹豫地维护 自身权益。回想起在澳大利亚达尔文港等其他国家发生的类似事件，中方同样展现了其反制措施。在这一国际博弈的舞台上，未来的结果不仅取决于巴拿 马的选择，还受到国际舆论及各方利益竞争的影响。 回顾历史，1997年，长和集团凭借其卓越的商业眼光和投资决策，在巴拿马运河周边港口深耕细作，成功将巴尔博亚港和克里斯托瓦尔港发展成为国际重 要的航运枢纽，占据了巴拿马运河40%的货运吞吐量。这些成果背后是中方企业的努力与投资，使巴拿马在经济上获得了显著利益。然而，如今巴拿马却 选择抛弃过去的合作协议，伪装成捍卫国家利益的维护者。 作为回应，中国外交部明确表示将采取必要措施，坚决维护中方企业的合法权益。"我们的企业在海外合规经营，合法权益应得到保障。"这不仅是对外界 压力的有力回 ...

美国总统特朗普去年初上台后，将"阻止中方对巴拿马运河施加影响"作为其在西半球的优先事项之一， 甚至直言巴拿马应将运河交给美国管控。2025年3月，长和宣布将包括巴拿马运河两个港口在内的43个 海外港口业务出售给由美国贝莱德、意大利地中海航运公司组成的国际财团。中国国家市场监管总局随 后依法对该交易进行审查。据彭博社报道，长和随后邀请中远海运集团加入洽购港口的财团。 据法新社30日报道，巴拿马总统穆利诺当天表示，巴拿马正与丹麦马士基公司接洽，商讨暂时接管长和 运营的两个港口相关事宜。报道称，长和的特许经营权已被法院撤销。穆利诺在一段录音讲话中表 示："我们已与马士基集团旗下子公司进行对话，该公司已表示愿意暂时接管运营。" 香港特区政府发言人30日表示，强烈反对任何外国政府在国际经贸关系中使用胁迫、施压或其他不合理 的手段，严重损害香港企业在当地的合法经营权益。这会严重损害当地营商环境，势必动摇投资者信 心，并损害双边关系和两地长远经济发展。发言人表示，"基于现时巴拿马的情况，香港企业应认真审 视其现时及未来在当地的投资。" 中国外交部发言人郭嘉昆30日明确表示，中方将采取一切必要措施，坚决维护中方企业正当合法权 ...

每日怡见 . 以下文章来源于每日怡见 ，作者每日怡见 关注 国际、财经、社会 作者： 每日怡见 来源： 每日怡见 ----------------------------- 1月29日，巴拿马最高法院宣布， 长江和记公司持有的巴拿马运河两岸港口特许经营权合约无效， 属于"违宪"。 简单的说，就是长和在1996年竞标获胜，2021年续签的巴拿马运河两个关键港口的 特许经营权合 同被判决无效。 巴拿马政府马上要把这两个关键港口的运营权收回去。 这也就意味着长和原本想把包括这两个港口在内的43个港口打包出售给美国贝莱德财团的计划，也 将宣告破产。 看上去这是冲着美国人去的，可实际上呢，你抽丝剥茧，会发现这份判决完全就是冲着我们来的。 咱们把时间线给梳理一下。 这件事的起因是在去年3月份，长和突然出来宣布要将分布在全球23个国家的43个港口卖给美国的 贝莱德财团。 这其中就包括了位于巴拿马运河的两个关键港口。 在这件事情发生之后，我们表示了高度关注。 因为在海运时代，每一处港口，不仅关系着供应链的稳定和国际贸易的通畅，在大国竞争背景下， 港口网络的布局与运营能力，更是会直接影响国家在全球价值链中的地位和地缘博弈的主动 ...

来源：译界风云 前言 全球航运通道掌握权，直接关系到国际经济和政治布局。1月29日，巴拿马最高法院裁定长江和记实业 旗下子公司运营巴拿马港口合同无效，巴拿马总统随即将港口交由马士基暂管。表面是法律裁决，背后 却暗藏中美角力。美国政客鲁比奥当场喊"鼓舞"，中企海外资产面临前所未有压力。这次裁决，不只是 港口合同的问题，而是中美博弈在拉美战略通道的新回合。 第一部分：历史脉络 巴拿马运河和港口一直是全球贸易的战略枢纽。过去几十年，中国企业通过长和子公司在巴尔博亚港和 克里斯托瓦尔港运营多年，合同续签也按国际商业惯例完成。2021年的续签合同中，巴拿马审计署提出 程序、税务和收益分成问题，指合同违背宪法公开招标原则。法院以违宪为由裁决合同无效。 表面上看，这是一纸法律判决。但历史告诉我们，巴拿马政策选择从不脱离美国影响。特朗普第二任期 以来，美国频繁强调限制中国在拉美战略资产的参与，这次裁决正好契合美国半球战略。中企多年投资 和营运的合法性遭到挑战，也暴露了海外投资在政治博弈下的脆弱性。 对于巴拿马而言，裁决凸显两大逻辑：一是强化主权管控，防止外资长期控制核心资产；二是维护与美 国的战略关系，确保在政治和经济上不与 ...

Core Viewpoint - The ruling by the Panama Supreme Court declaring the contract of Hong Kong's CK Hutchison Holdings Limited for operating two ports of the Panama Canal unconstitutional is seen as a politically motivated decision influenced by the Trump administration, aiming to diminish China's influence in Latin America [2][3][9]. Group 1: Court Ruling and Political Implications - The Panama Supreme Court's unanimous decision to invalidate the contract is viewed as a clear violation of the country's constitution, indicating a lack of judicial independence [2]. - The ruling aligns with the political agenda of the Trump administration, which has expressed intentions to regain control over the Panama Canal and reduce Chinese presence in the region [3][9]. - U.S. officials, including Senator Marco Rubio, have publicly supported the ruling, suggesting it serves U.S. strategic interests in ensuring that ports are managed by operators aligned with American values [3]. Group 2: Influence of U.S. Military and Historical Context - The decision is interpreted as a result of pressure from the Trump administration, with the current Panamanian government lacking military capability and relying on U.S. protection [6]. - Historical events, such as the capture of former Panamanian President Manuel Noriega by the U.S., contribute to the current government's compliance with U.S. demands, reflecting a psychological impact on President Mulino [6][7]. - The recent military actions by the U.S. in Venezuela are seen as a demonstration of power intended to intimidate the Panamanian government into compliance [7]. Group 3: Strategic Importance of the Panama Canal - The ruling effectively transfers control of the two ports from a Chinese company to U.S. entities, aligning with the Trump administration's broader strategy to assert dominance in the Americas [9][10]. - Control over the Panama Canal is deemed crucial for U.S. military and economic interests, as it serves as a strategic chokepoint for maritime access between the Pacific and Atlantic Oceans [10]. - The overarching goal of U.S. policy is to eliminate Chinese and Russian influence in the Western Hemisphere, with the Panama Canal being a key asset in achieving this objective [9][10].

Group 1 - The Hong Kong Special Administrative Region government expressed strong dissatisfaction and firm opposition to the Panama Supreme Court's ruling that declared the contract for the operation of two ports by Hutchison Port Holdings in Panama unconstitutional [1] - The government emphasized that any foreign government using coercion or unreasonable means in international economic and trade relations severely undermines the legitimate operating rights of Hong Kong enterprises in the region, which could damage the local business environment and investor confidence [1] - The Hong Kong government reiterated that the Panama government should respect the spirit of contracts and provide a fair and just business environment for legally operating enterprises, ensuring that their legitimate rights are not interfered with [1] Group 2 - A spokesperson indicated that, given the current situation in Panama, Hong Kong enterprises should carefully assess their current and future investments in the region [2] - The Panama Supreme Court recently ruled that the concession agreement for the ports held by Cheung Kong Holdings is invalid, prompting a response from the Chinese Ministry of Foreign Affairs, which stated that the companies would reserve all rights, including legal recourse [3] - The Ministry of Foreign Affairs affirmed that necessary measures would be taken to firmly protect the legitimate rights and interests of Chinese enterprises [3]

特区政府重申，巴拿马政府应尊重合约精神，为当地依法营运的企业提供公平、公正的营商环境，确保企业的合法权益不受干预。香港企业在巴拿马经营 和投资，应获公平合理的待遇和保障。 政府发言人表示，特区政府强烈反对任何外国政府在国际经贸关系中使用胁迫、施压或其他不合理的手段，严重损害香港企业在当地的合法经营权益。这 亦会严重损害当地营商环境，势必动摇投资者信心，并损害双边关系和两地长远经济发展。 发言人说："基于现时巴拿马的情况，香港企业应认真审视其现时及未来在当地的投资。" 据香港特别行政区政府新闻公报昨日(30日)消息，就巴拿马最高法院裁定巴拿马政府与和记港口巴拿马港口公司续约经营的两个巴拿马港口违宪一事，香 港特别行政区(特区)政府表示强烈不满及坚决反对。 据外交部官网消息，1月30日，外交部发言人郭嘉昆主持例行记者会。 南都此前报道，2025年3月，李嘉诚家族旗下的长江和记实业有限公司宣布拟出售巴拿马等全球43个港口后，李嘉诚以及长和系一众上市公司处于风口浪 尖上。公司多次发布声明回应，2025年7月，长和强调，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。 南方都市报(nddaily ...

Group 1 - The nomination of Kevin Warsh as the next Federal Reserve Chairman by President Trump has sparked hawkish expectations, leading to a significant sell-off in the global precious metals market, with silver dropping over 35% and gold nearly 13% [3][5] - The Federal Reserve's policy framework may see a notable shift if Warsh assumes leadership, as Deutsche Bank suggests a unique combination of "rate cuts and balance sheet reduction" could emerge under his guidance [3] - The U.S. Treasury Department reported a projected decline in national fiscal revenue for 2025, with total revenue expected to be 21.6 trillion yuan, a decrease of 1.7% year-on-year [4] Group 2 - The World Trade Organization ruled that U.S. clean energy subsidy measures violate WTO rules in the dispute initiated by China regarding the Inflation Reduction Act [4] - The China-UK economic relationship is set to deepen with the signing of four economic cooperation documents, focusing on "Export to China" initiatives and service trade agreements [4] - The Panama Supreme Court ruled that the contract for the operation of ports along the Panama Canal held by CK Hutchison is invalid, prompting a response from the Chinese government to protect its legitimate rights [4] Group 3 - The China Securities Regulatory Commission (CSRC) is working to enhance the attractiveness and flexibility of refinancing systems to support the capital market's stable growth [6] - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.96% and significant sell-offs in gold stocks [6] - The CSRC is revising the registration management measures for listed companies to clarify the types of strategic investors and enforce a minimum holding requirement of 5% [6] Group 4 - The regulatory body has issued new guidelines for fund sales and marketing practices, prohibiting collaborations with unqualified internet influencers and requiring the removal of misleading features from fund platforms [7] - The Hong Kong Securities and Futures Commission is addressing issues related to the surge in IPO applications expected in 2025, highlighting deficiencies in the preparation of listing documents [8] - The Shanghai Stock Exchange is monitoring stocks with abnormal fluctuations and has reported several cases of suspected violations to the CSRC [8]

Core Viewpoint - The Panama Supreme Court ruled that the contract of Hong Kong's CK Hutchison Holdings (referred to as "CK Hutchison") for operating two ports near the Panama Canal is unconstitutional, leading to significant backlash from CK Hutchison, the Chinese Ministry of Foreign Affairs, and the Hong Kong government [1][2]. Group 1: Legal and Contractual Issues - The ruling stems from an audit initiated by Panama's Office of the Comptroller General, which indicated that the contract caused Panama to lose over $1 billion in tax revenue [1]. - CK Hutchison's subsidiary, Panama Ports Company, had originally obtained approval from the Panamanian government in January 1997 for a 25-year concession to operate Balboa and Cristobal ports, which was extended for another 25 years until 2047 under an automatic renewal clause [1]. - The Panama Supreme Court's decision has been described as a significant setback for CK Hutchison, which has operated these ports for a long time [1]. Group 2: Responses from Stakeholders - The Hong Kong government expressed strong dissatisfaction and opposition to the ruling, urging the Panamanian government to respect contractual agreements and ensure a fair business environment for local enterprises [2]. - CK Hutchison's Panama Ports Company stated that the court's ruling contradicts the principles of good faith and breaches the spirit of the contract, reserving the right to pursue legal action [2]. - The Panamanian President, Laurentino Cortizo, announced discussions with Maersk to temporarily take over the operations of the two ports following the court's ruling [3]. Group 3: Implications for Future Operations - The Hong Kong government warned that the ruling could severely damage the business environment and investor confidence in Panama, urging local enterprises to reassess their current and future investments in the region [3]. - The Chinese Ministry of Foreign Affairs indicated that China would take all necessary measures to protect the legitimate rights and interests of Chinese enterprises [3].