据北晚在线3月27日报道，外交部例行记者会上，发言人郭嘉昆就长江和记集团出售海外港口问题作出回应。此事背后，李嘉诚面临重大抉择，相关事态正 引发广泛关注。 李嘉诚家族旗下"长和集团"铁了心要把港口卖给美国。据彭博社3月26日援引香港权威人士消息，其正配合美国资管巨头"贝莱德"牵头的财团，全力推进尽 职调查、税务、会计等交易条款的最终敲定，力争在4月2日这个关键时间节点前签署协议，而这一交易，已引起多方强烈反应。 巴拿马港口（资料图） 而且，中方在维护国家战略利益方面做了诸多努力。一方面派代表团访问巴拿马，与巴方政府沟通；另一方面，先后接见黑石集团董事长苏世民等美方人 士，试图在中美经贸关系上寻求突破。港府自3月4号长和实业发布声明后，就与该公司积极接洽，商讨解决办法。同时，中方出台《中华人民共和国反外国 制裁法》，为可能因停止交易而遭受美方制裁的中企提供保障，其中也包括长和实业。 李嘉诚（资料图） 从交易涉及的港口战略地位来看，其中巴拿马运河的巴尔博亚港和克里斯托瓦尔港尤为关键。巴拿马运河作为连接太平洋与大西洋的要道，重要性不言而 喻。不走此运河，航程将从9小时左右大幅延长至约一个月。一旦美国控制这两个港口， ...

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， ...

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]

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]

近日，新华社报道了中共代表团访问巴拿马的消息。与此同时，李嘉诚旗下长江和记出售港口一事引发轩然大波，长和市值在11个交易日蒸发323.6亿港 元，这笔交易背后藏着诸多复杂因素，引人深思。 贸易（资料图） 贸易（资料图） 香港媒体《大公报》在此次事件中扮演了重要角色。在不到一个月的时间里，《大公报》发布至少十几篇文章，对李嘉诚出售港口的决策进行抨击。其中， 3月13日发表的锐评《莫天真勿糊涂》、17日的"饮水思源有担当背靠祖国谋发展"社评，以及21日的评论文章《停止交割，切勿因小失大》，这三次发声尤 为引人注目。这些文章强调，商人不能向美国霸权低头，国家利益与个人利益紧密相连，即使向美国屈膝，也未必能保证自身利益。从国家利益角度来看， 这些港口未来极有可能被美国用作限制中国海外航运的工具，关乎国家的战略安全，绝不能仅仅当作普通商业活动对待。《大公报》的观点，代表了众多爱 国人士的心声，大家都期望李嘉诚能够及时停止这笔交易。 除了舆论压力，法律层面的问题也给李嘉诚带来了巨大挑战。近期有消息称，中方有关部门已介入调查李嘉诚出售海外港口业务一事，国家市场监督管理总 局等部门可能已着手研究该交易是否存在安全漏洞或反垄断 ...

Core Viewpoint - The ongoing debate surrounding the sale of Panama Canal port assets by CK Hutchison Holdings highlights the tension between corporate interests and national security, emphasizing that businesses should consider the broader implications of their actions on national development and global stability [3][4][6]. Group 1: Corporate Actions and National Interests - CK Hutchison's decision to sell port operations is viewed as short-sighted, potentially exacerbating U.S. hegemony and undermining global stability [3][4][6]. - The sale of critical infrastructure like ports is not merely a business transaction; it poses significant risks to national interests and security [6][8]. - The actions of CK Hutchison could negatively impact China's global port strategy, raising concerns about the long-term implications for national development [4][6]. Group 2: Economic and Geopolitical Implications - The port operations are crucial for global trade, with approximately 80-90% of goods relying on maritime logistics, making the Panama Canal's role vital [8]. - The potential "Americanization" of the Panama Canal could lead to increased logistical costs and instability in supply chains for China [7][8]. - The current geopolitical climate, particularly U.S.-China tensions, necessitates that businesses align their strategies with national interests to avoid detrimental outcomes [7][8]. Group 3: Public Sentiment and Reactions - There is widespread public criticism of the notion of "business without borders," with many arguing that it is naive in the context of current geopolitical realities [4][7]. - Social media reactions reflect a strong sentiment against the sale, with calls for CK Hutchison to reconsider its decision due to potential long-term consequences [8]. - The narrative surrounding the sale has sparked discussions about the responsibilities of businesses in safeguarding national interests amidst external pressures [3][6].