中美关系对商业交易的影响

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长江和记称邀内地企业加入巴拿马运河港口交易
日经中文网· 2025-07-28 08:07
Core Viewpoint - The ongoing negotiations regarding the sale of two ports near the Panama Canal by Cheung Kong Holdings are complicated by geopolitical tensions, particularly with the U.S. government opposing Chinese involvement in the deal [1][2]. Group 1: Negotiation Details - Cheung Kong Holdings announced on July 28 that it would extend the negotiation period for the sale of two ports near the Panama Canal, indicating an intention to invite mainland Chinese investors to join the buyer consortium [1]. - The initial agreement reached in March involved a sale price of $22.8 billion for operational rights to 43 global ports, including the two near the Panama Canal [1]. - As of July 28, the exclusive negotiation period of 145 days had expired, but discussions with consortium members were still ongoing [1]. Group 2: Geopolitical Context - The Trump administration has been wary of Chinese influence in the Panama Canal, viewing Cheung Kong Holdings as a Chinese entity and expressing concerns over potential control [2]. - There is a notable tension between U.S. and Chinese perspectives on the sale, with the U.S. welcoming the sale while China remains cautious and plans to scrutinize the transaction [2]. - U.S. Republican Congressman John Moolenaar expressed that the involvement of Chinese companies in the operation and management of the ports poses unacceptable risks to U.S. security [2]. Group 3: Expert Opinions - An expert from Hong Kong Polytechnic University suggested that inviting Chinese companies to participate is a negotiation tactic to alleviate Chinese government concerns, but it may complicate the situation further [3]. - The potential inclusion of Chinese firms could extend the negotiation timeline and may require a fundamental restructuring of the deal [3].