中国电信“三巨头”将从纽交所强制退市！（更新：姆努钦施压纽交所必须强制启动退市！）

纽约证券交易所12月31日宣布，为遵守特朗普政府禁止美国人投资“有军方背景的中国企业”的行政命令，将对中国联通（香港）、中国移动、和中国电信三家中国公司进行退市处理。根据交易所的声明，中国移动有限公司、中国电信股份有限公司、中国联通（香港）有限公司将在1月7日至1月11日期间退市。

相关新闻：

https://www.bloomberg.com/news/articles/2021-01-01/nyse-to-delist-chinese-telco-giants-on-u-s-executive-order

Bloomberg
Business
NYSE to Delist Chinese Telco Giants on U.S. Executive Order
By Max Zimmerman and Gregor Stuart Hunter
2021年1月1日

Exchange will remove China Mobile, China Telecom, China Unicom
Latest trade war fracas follows battle for IPOs with Hong Kong

The New York Stock Exchange said it will delist three Chinese corporations to comply with a U.S. executive order that imposed restrictions on companies identified as affiliated with the Chinese military.

China Mobile Ltd., China Telecom Corp Ltd., China Unicom Hong Kong Ltd will be suspended from trading between Jan. 7 and Jan. 11, and proceedings to delist them have started, according to a statement by the exchange.

The three companies have separate listings in Hong Kong. All generate the entirety of their revenue in China and have no meaningful presence in the U.S. except for their listings there.

U.S. President Donald Trump signed an order in November barring American investments in Chinese firms owned or controlled by the military, in a bid to pressure Beijing over what it views as abusive business practices. The order prohibited U.S. investors from buying and selling shares in a list of Chinese companies designated by the Pentagon as having military ties.

The Chinese Foreign Ministry later accused the U.S. of “viciously slandering” its military-civilian integration policies and vowed to protect the country’s companies. Chinese officials have also threatened to respond to previous Trump administration actions with their own blacklist of U.S. companies.

The executive order has resulted in a series of companies being removed from indexes compiled by MSCI Inc., S&P Dow Jones Global Indices and FTSE Russell.

Global exchanges, including NYSE and Nasdaq Inc., courted Chinese companies during the past decade as they attempted to expand their IPO business, particularly in the internet sector. In response, Hong Kong Exchanges & Clearing Ltd. changed its rules in recent years to lure back listings, including allowing share sales by companies with weighted voting rights -- strengthening the power of company founders at the expense of weaker protections for minority investors.

Companies including e-commerce giants Alibaba Group Holding Ltd. and JD.Com Inc., which already had listings in New York, conducted secondary listings in Hong Kong in the past two years as the trade war between the U.S. and China intensified.


状态更新：
https://www.zaobao.com.sg/realtime/china/story20210106-1114191

联合早报

纽交所可能再改主意让中国三大电信公司摘牌
2021年1月6日 8:36 AM


 
三名知情人士透露，在美国财长姆努钦表示反对意见之后，纽约证交所正在重新考虑其暂停摘牌中国三大电信公司股票的决定。

根据彭博社报道，不愿具名的知情人士说，姆努钦昨天致电纽约证券交易所集团总裁坎宁安（Stacey Cunningham），对该交易所意外决定暂不实施中国三大电信公司的退市安排表示不赞成。

纽约证交所周一宣布不摘牌中国移动、中国电信和中国联通三家公司，让白宫、财政部和国务院一些官员措手不及，也让参与起草行政令的监管官员倍感困惑。总统特朗普去年11月签署的这项命令要求美国投资者不得投资于被视为威胁美国国家安全的中国企业。

在纽约昨天尾盘交易中，中国移动在三家公司中领跌，该股纽约时间晚上6时报28.61美元（37.68新元），下跌2.5%。尾盘的震荡导致三家公司总市值缩水约35亿美元。此前，在这三家公司可能暂时不会受到特朗普行政命令影响的预期下，他们的存托凭证均告上涨。

纽约证交所最初在新年前夕宣布将摘牌这些公司。这种朝令夕改，加上美国财政部外国资产控制办公室就需要多快采取行动及哪些证券会受影响而发布的措辞模糊的声明，让美国经纪商和基金公司无所适从，也给全球的交易员带来不确定性。

知情人士说，纽约证交所最初的决定意在遵守行政令，但后来发现禁令并不明确，因此改变主意。知情人士说，一旦纽交所从政府得到确认，到底禁止什么，将会继续实施退市安排。一名知情人士说，财政部可能通过外国资产控制办公室提供进一步的澄清。

纽交所和美国财政部发言人拒绝置评。在周一纽交所宣布取消让这些公司退市的计划数小时前，财政部发布了一份对行政令做出澄清的文件。

上述三家中国电信公司仍有被摘牌的可能性，这意味着金融市场可能面临更多特朗普打压中国企业造成的动荡。中国移动、中国电信和中国联通股价周二集体上涨，投资者认为纽交所撤销退市决定意味着中美紧张局势可能缓解。

中国外交部发言人华春莹周二表示，北京希望美国尊重市场和法治，做有利于维护全球金融市场秩序的事情。

特朗普签署的行政令将在1月11日生效，届时距离他卸任还有9天时间。当选总统拜登过渡团队的一位官员拒绝评论拜登是否会撤销这道行政令。

如果拜登不撤销这道行政令，美国投资公司和退休基金将需要在11月11日前出售所持中国军方关联公司的股份。如果美国未来确定更多公司与中国军方有关联，自决定公布之日起，美国投资者需在60天内剥离相关投资。