突发！巴拿马政府强行接管李嘉诚旗下港口

Core Viewpoint - The announcement from Cheung Kong Holdings indicates strong opposition to the Panamanian government's forcible takeover of the Panama Ports Company's assets, employees, and operations, leading to the termination of operations at Balboa and Cristobal ports [2][3][4]. Group 1: Government Actions - On February 23, 2026, the Panamanian government forcibly entered the Balboa and Cristobal ports, taking control of administrative and operational functions, and prohibiting representatives of the Panama Ports Company from entering the ports [2][10]. - This takeover is seen as the culmination of a series of actions by the Panamanian government against the Panama Ports Company and its concession contract over the past year [2][10]. - The government published a ruling from the Supreme Court and an executive decree that effectively nullified the concession rights of the Panama Ports Company, ordering the occupation of all its movable assets [2][10]. Group 2: Company Response - Cheung Kong Holdings asserts that the government's actions, including the termination of the concession rights and the forced takeover, are illegal and pose serious risks to the operations, health, and safety at the ports [3][11]. - The Panama Ports Company has been forced to cease all operations at the two ports as of February 23, 2026, due to the government's directives [3][11]. - Cheung Kong Holdings plans to consult legal advisors regarding the ruling and the forced takeover, exploring all possible legal avenues, including domestic and international legal actions against the Panamanian government and any colluding third parties [3][11]. Group 3: Financial Impact - Following the announcement, Cheung Kong Holdings' stock price dropped nearly 2%, with a total market capitalization of HKD 241.5 billion [4][12]. - The company has been managing the ports since 1997, with a concession that was extended for 25 years in 2021, indicating a long-term investment in the region [6][14].