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Back德国政府考虑阻止中远海运收购物流企业Zippel
德国政府考虑阻止中远海运收购物流企业Zippel
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德国之声1 hour agoBusiness2 min readChinaView translation

德国政府考虑阻止中远海运收购物流企业Zippel

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德国联邦政府计划禁止中远海运收购物流企业Zippel,因存在重大安全顾虑。知情人士称最终决定可能对中远海运不利。此前中远海运已获批入股汉堡港福地码头,但此次收购遭到多部委联合反对,涉及战略依赖和国防后勤担忧。

AI-generated summary

Why It Matters

德国此前曾在2023年5月批准中远海运入股汉堡港福地码头,但限制持股比例不超过25%,以防其获得少数表决权。此次收购Zippel涉及战略物流节点,引发多部委安全担忧。

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(德国之声中文网)据德国《商报》(Handelsblatt)报道,德国联邦政府计划禁止中远海运收购物流企业Zippel。该消息源自《商报》查阅的一份政府内部备忘录,文件中提到存在“重大安全顾虑”。最终决定尚未作出,但知情人士预计结果或对中远海运不利。

中远海运发言人周二(9月29日)向路透社表示,在最终决定作出之前,公司不愿对此发表评论。Zippel和德国经济部当均未作出回应。

担忧战略依赖被用作施压工具

据《商报》报道,全球第四大航运公司计划收购Zippel公司80%的股份。

汉堡的货运代理公司Konrad Zippel主要从事海陆联运业务,将内陆的卡车运输、铁路运输与远洋货轮连接起来。货物主要从北海港口运往德国东部。尽管市场份额不大,但其业务集中在德国东部,正是这一地理业务布局引发了柏林方面对收购案的反对。

据《商报》看到的文件,Zippel在柏林、施科保(Schkopau)和埃尔斯特韦尔达(Elsterwerda)三个货运站的货物处理量占比在35%到90%之间。文件指出,这可能造成战略依赖 - 在政治关系出现动荡时,这种依赖可能被用作施压工具。

此外,相关担忧还涉及对德国联邦国防军的后勤支持。一旦发生冲突,通往德国东部边境的物流运输对北约而言也至关重要。

与码头案不同:各部委一致反对收购

在德国汉堡港,中远集团也曾在2022年收购了“福地”(Tollerort)集装箱码头的24.9%股份。尽管各界普遍担忧北京会因此获得过大的对关键基础设施的影响力、加深德国对中国的经济依赖度,时任总理肖尔茨依然力推准许这笔交易。德国联邦政府经过长期争论于2023年5月批准中方入股,但将持股比例限制在25%以下,以防其获得足以阻止重大股东决议的少数表决权。当时,反对这一投资的声音主要来自由绿党领导的经济部。

据《商报》报道,此次中远海运计划收购Zippel股权案,不仅是经济部,外交部、国防部、内政部和财政部也都希望阻止该交易。欧盟委员会也曾就该收购案向德国经济部发出警告。

今年4月底,德广联调查披露称,德国联邦宪法保卫局已经在内部明确反对中远收购Zippel,理由是中远集团在欧洲的“累积性收购行为”可能导致这家中国国有航运巨头的进一步战略扩张。所谓“累积性收购”,指的是多个看似单独分散的投资实际上都服务于国家的整体长期战略。

拓展阅读——德国究竟要如何对待来自中国的投资?

截至周二,路透社记者暂未能联系到Zippel总经理阿克塞尔·普拉斯(Axel Plaß)置评。

普拉斯在接受《德国交通报》(Deutsche Verkehrs-Zeitung)采访时表示,德国联邦卡特尔局批准交易后,经济部在投资审查程序中启动了第二轮审查。他说,进一步审查涉及的问题包括Zippel的软件架构情况,以及公司是否处理敏感数据等问题。

普拉斯表示:“我们通常并不知道集装箱里装的是什么,因为我们只是供应链中的一个小环节。”他还称,公司的IT架构源自德国和欧洲。

他最后表示:“Zippel的市场份额约为1.5%,不值得引起如此大的公众舆论关注。”

What to Watch

AI outlook — possibilities, not facts

  • 德国联邦政府将在未来几周内正式宣布阻止中远海运收购Zippel的决定

    Likely · Within weeks

  • 中远海运将暂停对Zippel的收购谈判,等待政府最终决定

    Very likely · Within days

Open Questions

  • 德国政府最终是否会正式禁止该收购?
  • 中远海运是否会通过法律途径挑战该决定?
  • 该决定是否会影响中德经贸关系?
  • 欧盟是否会就该案统一立场?

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This article was originally published by 德国之声.

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