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陳茂波:港府投資國泰(00293.HK)決定涉兩大因素 無意成長期股東
阿思達克 06-19 13:06
財政司司長陳茂波今早(19日)出席立法會經濟發展事務委員會及財經事務委員會聯席會議時表示,新冠肺炎疫情蔓延全球,重創環球航空業。為了維護香港作為區內國際航空樞紐的地位以及香港的長遠發展,特區政府決定透過土地基金投資國泰航空(00293.HK)。

陳氏稱,在香港國際機場客運量佔57%及貨運量佔41%的國泰,在營運及財務方面都面對著嚴峻挑戰。面對這個非比尋常、市場暫時失效的狀態,國泰及其主要股東向特區政府尋求支援。經磋商後,達成今次的投資安排。特區政府的決定涉及兩個主要的考慮因素。

第一,本港的航空網絡龐大而具效率。國泰作為以香港為基地的主要服務提供者,其持續穩定的運作是維持這個航空網絡的關鍵要素之一,地位無可代替。香港在全球220多個航點當中,有49個客運航點及14個貨運航點只有國泰提供服務。很多港人出行的熱點,如韓國、日本、英國及美國,頻密的直航服務有不少都是由國泰所提供。

第二,航空業是系統性關鍵行業,其所發揮的影響輻射到不同的經濟領域。本港的航空樞紐不但帶動商務旅客的往來,亦支持香港作為國際金融中心的發展,同時也支撐物流運輸、貿易、旅遊及餐飲等行業。根據國際航空運輸協會(IATA)去年6月的研究,航空業支持本地GDP約10%,並涉及直接、間接就業機會約33萬個。

在聽取了運房局和財庫局的全面評估及政策意見、金管局及其外聘財務顧問就商業可行性的意見,以及參考了外國政府的一些做法後,陳氏決定透過土地基金作出投資,一方面支持本港航空樞紐的發展,同時亦可獲得合理的投資回報。

陳茂波強調,這項投資並不代表政府「入主」國泰,政府不會參與國泰的日常營運,亦無意成為國泰的長期股東。但為保障政府投資的權益,會委派兩名觀察員列席其董事會,直至國泰償還所有貸款並清付所有利息,以及贖回所有優先股為止。政府無意委派官員擔任觀察員,而是會於社會上物色資深及具經驗的專業人士或商界翹楚出任。

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