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长和速战速决,推进对美港口交易,中方已下令,暂停与李嘉诚合作
00001CKH HOLDINGS(00001) 搜狐财经·2025-04-02 03:25

Group 1 - The core transaction involves the sale of port rights in 43 ports across 23 countries by Cheung Kong Holdings for 22.8billiontoaconsortiumledbyBlackRock,raisinggeopoliticalconcernsbetweenChinaandtheU.S.[1]TheportsincludedinthesalearestrategicallylocatedatbothendsofthePanamaCanal,whichcouldimpactChineseshippingoperationsifBlackRockimplementshighentryfeesforChinesevessels[1][2]TheChinesegovernmenthasexpressedconcernsoverthesale,indicatingthatstateownedenterprisesshouldpausenewcollaborationswithLiKashingscompanies,emphasizingtheimportanceofnationalinterests[2]Group2CheungKongHoldingshaspaid22.8 billion to a consortium led by BlackRock, raising geopolitical concerns between China and the U.S. [1] - The ports included in the sale are strategically located at both ends of the Panama Canal, which could impact Chinese shipping operations if BlackRock implements high entry fees for Chinese vessels [1][2] - The Chinese government has expressed concerns over the sale, indicating that state-owned enterprises should pause new collaborations with Li Ka-shing's companies, emphasizing the importance of national interests [2] Group 2 - Cheung Kong Holdings has paid 658 million in taxes and invested $1.7 billion in upgrading port facilities in Panama since acquiring operating rights in 1997 [2] - The urgency for Cheung Kong to complete the transaction is driven by political risks and public pressure, with plans to finalize the agreement by April 2 [2][3] - The transaction reflects broader U.S.-China strategic competition, highlighting the need for China to enhance its port network and influence in international rule-making to secure supply chain safety [4]