The Great Chess Game of Sino-American Shipping! Li Ka-shing's 23 Billion Deal Takes a Surprising Turn

【Deadly Game】

BlackRock's 43 Hong Kong ports conceal the lifeline of the Panama Canal, with Chinese merchant ships accounting for 21%, comparable to a maritime lifeline! The U.S. military's Southern Command is eyeing it from 80 kilometers away, and the Pentagon's report points directly to a "necessary blockade"; this transaction has far exceeded the scope of business.

【Breaking Moment】

Li Zekai unexpectedly stormed Beijing's Diaoyutai on March 23, marking the first appearance in an official mainland setting in five years! The chairman of COSCO Shipping declared interest in "strategic resources"; although state-owned enterprises lack cash compared to BlackRock's petty cash, they stand behind the powerful State-owned Assets Supervision and Administration Commission.

【Government's Sword Drawn】

Li Jiachao invoked the National Security Law for emergency intervention, and the transaction documents surprisingly revealed a "real-time data access" clause! This is equivalent to turning Chinese ports into U.S. military intelligence stations, prompting the SAR government to hit the brakes directly.

Three Major Deadly Variables:

1. Ho Ying-dong's 620 icebreakers open the Arctic route, reducing China's dependence on the Panama Canal by 9%! Opening new routes at -50°C, saving $1.5 million in tolls per ship.

2. Singapore's sovereign fund withdraws investment, leading to an 80 billion gap in BlackRock's financing chain.

3. CK Hutchison's stock price plummeted 15% in 11 days, evaporating 78.1 billion in market value.

【Life and Death Countdown】

Countdown to signing on April 2! The State Administration for Market Regulation's antitrust investigation + the SAR government's "Anti-Foreign Sanctions Ordinance" double whammy, making it hard for BlackRock to escape scrutiny even with urgent contract modifications. Insiders reveal: clause modifications cannot circumvent the national security red line!

Strategic Awakening:

The Chilean port of Chancay has just opened, severing the chain of the Strait of Malacca, with the China-Thailand land bridge project directly targeting the U.S. shipping throat. Is this just a port deal? It is clearly the ultimate showdown for global supply chain dominance between China and the U.S.!

(Risk Warning: International situations are uncertain; investment requires caution)

Key Elements of This Article:

① Geopolitical Game (Sino-American Shipping Control)

② Hong Kong Capital vs. State Capital (Li Family vs. State-owned Assets Supervision and Administration Commission)

③ Use of Legal Weapons (National Security Law + Anti-Sanction Ordinance)

④ Dissection of Commercial Data (Port Dependency/Stock Price Changes)

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