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英国首相斯塔默:我将为工人和企业的国家利益采取行动。
news flash· 2025-05-08 08:11
英国首相斯塔默:我将为工人和企业的国家利益采取行动。 ...
克里姆林宫:(回应特朗普关于俄罗斯倾向于在油价下跌的情况下解决乌克兰冲突的言论)油价不能影响俄罗斯对其国家利益的态度。
news flash· 2025-05-06 10:16
克里姆林宫:(回应特朗普关于俄罗斯倾向于在油价下跌的情况下解决乌克兰冲突的言论)油价不能影 响俄罗斯对其国家利益的态度。 ...
李嘉诚一条道走到黑?长和规避国家审查,推进与美交易,事态严重
Sou Hu Cai Jing· 2025-05-06 03:31
李嘉诚向美国贝莱德财团出售海外港口所引发的舆论风波仍在持续发酵,近日,又有最新消息传来,长和集团已经开始想方设法的"变换手法",以求继续推 进与美国财团交易港口。那他们的具体动作是怎样的呢?根据目前曝出来消息,长和集团是准备将售卖的43个港口一分为二,一部分是41个相对不敏感的港 口,另一部分是2个相对敏感的港口。前者卖给加拿大,后者卖给美国的贝莱德公司,其目的很明显就是想以此绕过国家审查。只能说,李嘉诚现在是真的 铁了心要一条道走到黑了。 话说回来,即便现在李嘉诚向美国霸权"秒跪",难道就能换来安宁吗?显然是不可能的。依照美国的霸权行事风格,你越是妥协屈服于美国的霸权淫威,那 么最后的结果就只会进一步遭到美国的"收割"和打压,继而进一步的对美方妥协,直到自身利益被美国"剥夺"完了为止,当自身失去了利用价值后,美国就 会一脚将你踢开。在这之前,无数的实例早已证明了这一点。总而言之一句话,没有脱离国家利益的资本安全,也没有凌驾于主权之上的商业逻辑。何去何 从,长和应当作出明智的抉择。 之所以这件事会引起舆论的高度关注,主要就是因为该事件的时间点,恰好处在美国特朗普政府多次强调要"收回"巴拿马运河的特殊背景下,也 ...
巴基斯坦军队总司令:巴基斯坦将继续致力于地区和平,但也准备维护国家利益。
news flash· 2025-05-01 13:10
巴基斯坦军队总司令:巴基斯坦将继续致力于地区和平,但也准备维护国家利益。 ...
大陆不忍下死手,长和集团售港以拖待变,港媒劝李嘉诚回头是岸
Sou Hu Cai Jing· 2025-04-07 02:52
大陆对长和集团出售港口事件,并没有一下子把事情做绝,说明我们仍旧不忍心下死手。长和集团以拖待变,幻想事情还有转机。港媒劝李嘉诚悬崖勒马, 彻底终止交易。 国家市监总局宣布对长和集团港口交易,依法开展审理审查,是为维护国家安全和民族利益的应有之义,要注意的是,我们用的是审查,态度比较缓和,同 时援引的《反垄断法》,也让审查的基调没有那么激烈。 这说明国家方面对于长和集团,还有其背后的李家,并没有忍心把事情做绝,没有痛下杀手,否则的话只需一纸红头文件,资本家就会认识到跟国家意志对 抗的下场。 因为这个原因,现在长和集团出售港口事件,就变成了博弈游戏。 大陆方面不忍心把事情做绝,希望通过审查手段,倒逼李家主动取消交易,这样面子上大家都过得去,以后还是一家人,有钱一起挣。 能看得出来,长和集团还在拖,他们还在幻想大陆会雷声大雨点小,还在幻想特朗普会对北京施压,逼迫中国人同意长和集团出售港口。但是这些都只能是 幻想。 在国家出手对长和集团售港交易进行审查后,国务院港澳办方面,也再次通过转载港媒文章的形式,敦促李家不要再执迷不悟。 这篇文章名为《港商须有底气,不应向霸权主义低头》,提到在目前国际地缘政治风险加剧、企业家在 ...
李嘉诚卖港口后续!美国财团贝莱德发声!尝试“洗白”港口交易?
Sou Hu Cai Jing· 2025-04-01 23:26
Core Viewpoint - The sale of ports by Li Ka-shing to the American financial group BlackRock has raised significant concerns regarding national interests and strategic infrastructure, especially in the context of escalating US-China tensions [3][15]. Group 1: Transaction Details - Li Ka-shing's company, CK Hutchison Holdings, announced an agreement to sell 43 ports across 23 countries to BlackRock for $22.765 billion [3][6]. - BlackRock's transaction involves ports that handle one in every twenty shipping containers globally, highlighting the strategic importance of this deal [6][10]. - The primary operational partner for BlackRock in this transaction is the Mediterranean Shipping Company (MSC), which is the largest shipping group globally [7][8]. Group 2: Implications of the Deal - If the transaction is completed, BlackRock will significantly enhance its influence in the infrastructure sector, potentially controlling around 100 port investments globally through its GIP fund [10][12]. - The deal has sparked concerns in China, as it could lead to increased operational costs for Chinese shipping companies entering these ports, especially with the US considering imposing a service fee on Chinese vessels [15][17]. - The transaction has been met with public discontent, with calls for a review of the deal due to its implications for national security and economic interests [19][21]. Group 3: Potential Outcomes - There are four possible outcomes for the transaction: normal completion, modification of the deal to exclude sensitive ports, complete cancellation, or a split sale where strategic ports are sold to state-owned enterprises [19][21]. - The likelihood of the deal being canceled is considered high, given the ongoing scrutiny and regulatory reviews [19][21].
李嘉诚只剩5天做选择,外交部公开定性,国企收到特殊任务,代价太大了
Sou Hu Cai Jing· 2025-03-31 03:06
Core Viewpoint - The sale of overseas ports by Cheung Kong Group, led by Li Ka-shing, is facing significant scrutiny and potential backlash from the Chinese government, particularly regarding the strategic importance of the Panama Canal ports involved in the transaction [1][3]. Group 1: Transaction Details - Cheung Kong Group is reportedly in collaboration with BlackRock to finalize the sale of key ports in Panama, aiming to sign an agreement by April 2 [1]. - The ports in question, Balboa and Cristobal, are critical for maritime trade, significantly impacting shipping routes and costs if controlled by the U.S. [3]. Group 2: Government Response - The Chinese government has expressed strong opposition to the transaction, emphasizing the need to protect national interests and warning against economic coercion [3][5]. - State-owned enterprises in China have been instructed to pause collaborations with Li Ka-shing's companies, indicating a significant pushback against the perceived threat to national interests [5]. Group 3: Potential Outcomes - Cheung Kong Group has the option to withdraw from the transaction, as the deal is contingent upon several conditions, including regulatory approvals and compliance with local laws [5]. - The Chinese government is actively engaging with both the Panamanian government and U.S. entities to seek a resolution, highlighting the importance of maintaining strategic relationships [8].
李嘉诚开始后悔了?官方宣布审查后,长和态度大转变:不会签约!
Sou Hu Cai Jing· 2025-03-31 02:20
巴拿马港口(资料图) 长和早前与贝莱德牵头的"BlackRock-TiL"财团达成原则性协议,计划出售不含中国内地及香港港口资产、包含巴拿马在内的43个港口业务,预计套现190亿 美元。此消息一经传出,便引发各界争议。香港特区政府在3月4日意外得知该交易后,立即与长和取得联系,双方此后一直保持沟通,试图寻找合理解决方 案。香港特区行政长官李家超也曾公开表示,社会对该事件的关切值得重视,港府要求外国政府为香港企业提供公平营商环境,反对使用胁迫手段,且任何 交易须符合法律法规要求,港府会依法依规处理。 在国家市场监督管理总局宣布审查前,官方其实已多次对李嘉诚进行劝告,希望其终止与贝莱德集团之间的交易。但李嘉诚方面一直举棋不定。从商业角度 看,按照相关协议,如果长和在交易进入倒计时阶段突然终止,必然要向贝莱德集团赔付大量经济损失,这是李嘉诚不愿接受的。可在国家利益面前,长和 的私利显然微不足道。 巴拿马港口(资料图) 据港媒《星岛头条》3月28日报道,接近长和高层的消息人士透露,长和下星期不会签订任何关于出售巴拿马港口的协议。此前消息称,长和原定4月2日前 签订最终协议。而在同一天,国家市场监督管理总局也做出回应, ...
悔之晚矣!李嘉诚的港口卖不成了,但受影响更大的是他们…
Sou Hu Cai Jing· 2025-03-29 15:06
Group 1 - The transaction involving Li Ka-shing's family was abruptly halted by regulatory authorities, marking a significant setback for their business strategy [3][4] - The decision to stop the deal reflects a broader shift in the regulatory landscape, indicating that Hong Kong companies are not exempt from mainland regulations [8][10] - The halted deal serves as a wake-up call for the Hong Kong business community, emphasizing the importance of aligning with national interests and regulatory frameworks [10] Group 2 - BlackRock's acquisition of port assets was initially seen as a strategic move, but the potential fallout from regulatory scrutiny poses significant risks to their investments in China [6][10] - The deal's cancellation highlights the complexities of international investments in China, particularly for foreign firms that may be perceived as acting against national interests [6][8] - The incident underscores the changing dynamics of capital markets, where geopolitical considerations increasingly influence business decisions [4][10]
关于“长和拟售巴拿马港口”一事的5个认识:变卖码头无异于向对手递刀
Sou Hu Cai Jing· 2025-03-29 09:27
Core Viewpoint - The sale of the Panama ports by Cheung Kong Holdings raises significant concerns regarding national interests and geopolitical implications, as it involves critical infrastructure and may be influenced by external pressures, particularly from the United States. Group 1: Transaction Analysis - The transaction does not align with commercial logic, as Cheung Kong did not pursue a competitive bidding process, instead opting for a quick agreement with BlackRock at a valuation significantly lower than market standards, approximately 13 times EBITDA compared to the typical 20 times [2] - The sale involves 80% of Cheung Kong's port assets, including key ports at both ends of the Panama Canal, which are crucial for global trade and logistics [1] Group 2: National Interest and Geopolitical Concerns - Port operations are not ordinary assets but critical infrastructure, and the sale could undermine national interests, especially given the geopolitical tensions, as it may be perceived as a concession to adversaries [3] - The transaction could be seen as a short-sighted decision influenced by U.S. pressure, potentially exacerbating global conflicts and undermining the position of Chinese enterprises in international trade [4] Group 3: Implications for Chinese Enterprises - The control of significant port operations by BlackRock could facilitate U.S. political agendas, impacting China's shipping trade and increasing operational costs for Chinese shipping companies [5] - Hong Kong enterprises, particularly those with international operations, are reminded to consider national interests alongside commercial decisions, as seen in the experiences of companies like Huawei and TikTok [6][7] Group 4: Regulatory Response - The State Administration for Market Regulation has indicated that it will review the transaction to ensure fair market competition and protect public interests [7]