巴拿马政府强行接管李嘉诚旗下港口

Core Viewpoint - The company Cheung Kong Holdings opposes the Panamanian government's forcible takeover of the assets, employees, and operations of Panama Ports Company, which has led to the termination of operations at Balboa and Cristobal container terminals [2][3]. Group 1: Government Actions - On February 23, 2026, the Panamanian government forcibly entered the Balboa and Cristobal container terminals operated by Panama Ports Company, taking control of administrative and operational functions [3]. - The government published a ruling from the Supreme Court and an administrative decree that mandated the "occupation" of all movable assets of Panama Ports Company [3][4]. - Government representatives informed Panama Ports Company that its concession rights were no longer valid and that operations must cease, with employees being instructed to leave and not communicate with the company [3][4]. Group 2: Legal and Operational Implications - The concession rights granted to Panama Ports Company for operating the Balboa and Cristobal terminals were forcibly terminated as of February 23, 2026 [4]. - Cheung Kong Holdings asserts that the government's actions are illegal and pose serious risks to the operations, health, and safety at the terminals [4]. - The company plans to consult legal advisors regarding the ruling and the government's actions, exploring all possible legal avenues against the Panamanian government and any colluding third parties [4]. Group 3: Financial Impact - Following the announcement of the government's actions, Cheung Kong Holdings' stock price fell nearly 2%, with a total market capitalization of HKD 241.5 billion [5][6]. - The stock price was reported at HKD 63.05, down 1.87% as of noon on February 24, 2026 [6]. Group 4: Historical Context - Cheung Kong Holdings has managed the Cristobal and Balboa ports since 1997, with the concession extended for an additional 25 years in 2021 [7]. - In January 2026, the Panamanian Supreme Court ruled that Cheung Kong's rights to operate the ports were unconstitutional, leading to the announcement that Maersk would take over operations [7]. - The company has notified the Panamanian government under investment protection treaties regarding the dispute and has sought negotiations to resolve the matter [7].