31 Mar 2025獨媒#6634
大公報:國內《反壟斷法》結合《國安法》,可審查長和賣港口交易
US President Donald Trump has threatened to call April 2 the nation’s “Liberation Day” and raise tariffs on Chinese goods. As the tariff war gets under way, Hong Kong tycoon Li Ka-shing’s plan to sell several ports to a US consortium, including two ports on the Panama Canal, has caused an uproar in recent days. On Friday, a person close to CK Hutchison said, “Everyone understands,” and indicated that the contract would not be formally signed on April 2, meaning the transaction had been “put on hold.” Ta Kung Pao, whose articles have been repeatedly reprinted by the Hong Kong and Macao Affairs Office and the Liaison Office, continued to pressure Li Ka-shing today, supporting the State Administration for Market Regulation’s “review in accordance with the law.” It also quoted “authoritative experts” as saying that although the transaction involves overseas ports, because it “affects” Chinese shipping companies, the Anti-Monopoly Law could be invoked and even combined with the mainland’s National Security Law and Data Security Law to guard against potential geopolitical threats to shipping.
At the same time as word was put out on Friday that the transaction had been “put on hold,” Reuters cited sources as reporting that CK Hutchison was considering spinning off its global telecommunications assets for a London listing, potentially as early as this year. The business was valued at between £10 billion and £15 billion, equivalent to approximately HK$101.4 billion to HK$151.3 billion.
美國總統特朗普揚言4月2日是國家「解放日」,將提高對中國商品加稅關稅。在關稅戰開打之際,香港首富李嘉誠計劃出售多個港口予美國財團的舉措,包括巴拿馬運河兩個港口,連日來軒然大波。上周五長和一方人士放風指「大家明啦」,稱4月2日將不會正式簽署合約,意味交易「暫緩」。獲港澳辦和中聯辦「眷顧」多次轉載文章的《大公報》今日續向李嘉誠施壓,支持國家市場監督管理總局「依法審查」,又引述「權威專家」指今次交易雖涉及境外港口,但因為「影響」中國船公司,不僅可以引用《反壟斷法》,甚至可以結合內地的《國家安全法》及《數據安全法》,防範地緣政治對航運的潛在威脅。
在上周五放風宣布交易「暫緩」的同時,《路透》引述消息報道,長和正考慮將全球電訊業務資產,分拆在倫敦上市,最快在今年內進行,業務估值在100億英鎊至150億(約1,014億港元至1,513億元)。
27 Mar 2025獨媒#6624
彭博:中國高層指示國企暫停與李嘉誠家族開展任何新合作
The plan by CK Hutchison (00001) to sell two ports in Panama to a consortium led by BlackRock was reportedly still due to be signed as scheduled on April 2, according to a report yesterday. As the “deadline” approaches, the matter continues to develop. The South China Morning Post reported today that the government had communicated with representatives of CK Hutchison to seek a “reasonable way forward”. Bloomberg reported today that Chinese authorities had instructed state-owned enterprises to suspend any new transactions involving Li Ka-shing and his family.
Bloomberg also reported that the administrative instruction was issued to state-owned enterprises by senior officials last week, while existing cooperation would not be affected.
The South China Morning Post, citing Hong Kong government sources, reported that the government had contacted CK Hutchison representatives immediately after the company announced the port sale on March 4. It said the two sides had continued communicating and seeking a “reasonable way forward” over the matter. The report also quoted other sources as saying that the options available to both sides were very limited because cancelling the transaction would incur substantial compensation, while continued government pressure would have serious political implications for CK Hutchison and the country.
長和(00001)出售兩個巴拿馬港口予貝萊德牽頭財團的計劃,昨日據報將如期4月2日簽約。隨著「死線」漸近,事件繼續發酵,《南早》今日報道指政府已與長和代表溝通,尋找「合理出路」。《彭博》今日報道指,中國官方已指示國企暫停與李嘉誠及其家人有關的生意有任何新交易。
《彭博》的報道還指,該行政指示是由高級官員於上周向國企發出,而現有的合作將不受影響。
南早引港府消息 稱已接觸並溝通
《南華早報》則引述政府消息指,早於3月4日長和公布出售港口後,政府已即時接觸長和代表,又指雙方一直溝通並為事件尋找「合理出路」。報道同時引述其他消息人士稱,雙方選項很有限,因為取消交易會帶來巨額賠償,若政府繼續施壓,會對長和和國家帶來嚴重政治影響。
18 Mar 2025獨媒#6590
長和售巴拿馬港口 李家超:社會關切值得重視、未回應會否引用國安法
CK Hutchison Holdings, owned by Hong Kong’s richest man Li Ka-shing, plans to sell its ports in Panama and elsewhere around the world to a US investment consortium in a deal worth about HK$177 billion. The Hong Kong and Macao Affairs Office and the Liaison Office reposted an article from Ta Kung Pao quoting internet users as saying the deal was “spinelessly getting down on its knees”, “putting profit before principle”, “disregarding the national interest”, and “betraying and selling out all Chinese people”. Asked about the matter before today’s Executive Council meeting, Chief Executive John Lee Ka-chiu put forward three points. First, he said there had been extensive discussion in society, reflecting public concern about the matter, which was worthy of attention. Second, he said the government had consistently demanded that foreign governments provide a fair and equitable environment for enterprises, including those from Hong Kong, and opposed the use of coercion or pressure in international economic and trade relations. Third, he said the requirements of the law and relevant rules must be met, and that the HKSAR would handle the matter in accordance with the law and rules.
香港首富李嘉誠旗下長江和記實業,擬向美資財團出售巴拿馬與全球港口,涉價約1,770億港元。港澳辦及中聯辦轉載《大公報》文章,引述網民指是次交易是「無腰骨的跪低」,「見利忘義」、「漠視國家利益」,「背叛和出賣全體中國人」。行政長官李家超今日舉行行會前見記者被問及事件,他提出三點看法,指社會有很多議論,反映社會對事件關切,值得重視。第二是政府一直要求外國政府為包括香港的企業提供公平公正的環境,反對在國際經貿關係使用脅迫或施壓手段,第三是必須符合法律及規則要求,特區會依法依規處理。
18 Mar 2025獨媒#6594
彭博:中國市監局審查李嘉誠賣巴拿馬港口 有否違反國家安全或反壟斷
CK Hutchison Holdings, owned by Hong Kong’s richest man Li Ka-shing, recently announced the sale of its Panama and global port services to a US-led consortium, triggering dissatisfaction in Beijing. Bloomberg reported today that multiple regulatory agencies, including the State Administration for Market Regulation, had been instructed by senior Beijing officials to investigate whether the deal involved potential national security issues or antitrust conduct. The report also said Beijing was unhappy that CK Hutchison sold its Panama business under pressure from the United States. CK Hutchison’s share price was stable in early trading today, but fell 5% near noon to a low of HK$44.25.
香港首富李嘉誠旗下的長江和記實業日前宣布,向美資財團出售巴拿馬與全球港口服務,觸發北京的不滿。《彭博》今日引述多個監管機構,包括國家市場監督管理局,已經被北京高層指示,調查有否涉及潛在國家安全問題及反壟斷行為。報道又指,北京不滿長和在美國的壓力下出售巴拿馬業務。長和今日股價早段穩定,但接近中午時段股價突然下跌5%,低見44.25元。
14 Mar 2025獨媒#6579
北京「借刀」狠批李嘉誠對美財團出售港口 長和開市跌6%
CK Hutchison earlier announced a HK$100-billion-plus “mega-deal” to sell its port operations outside mainland China and Hong Kong to a consortium led by US investment firm BlackRock, including stakes in two ports in Panama. The transaction is expected to generate nearly HK$150 billion in cash, while foreign media have reported that Li Ka-shing, the founder of the CK Hutchison group, was personally involved. The State Council Hong Kong and Macao Affairs Office website reproduced a commentary from Ta Kung Pao saying that some internet users viewed the transaction as “spineless and profit-driven,” and described it as “disregarding national interests and the greater good of the Chinese people, and betraying and selling out all Chinese people.” It said such sentiments were “completely understandable” and urged the “relevant enterprise” to think carefully about “which side it stands on.”
長和早前宣布千億「大刁」,向美國貝萊德牽頭的財團出售內地和香港以外的港口服務,包括巴拿馬兩個港口的權益,預料套現近1,500億港元,外媒更報道今次交易由長和系創辦人李嘉誠親身參與。國務院港澳辦網站轉載《大公報》一篇評論文章,內容稱有網民認為該宗交易是「沒有腰骨,唯利是圖」,更稱交易是「漠視國家利、民族大義,背叛和出賣全體中國人」,情緒「完全可以理解」,更呼籲「有關企業」要好好思考自己「站在哪一邊」。
Translations are supplied by the source workbook. Consult the original reporting for context.