
阿根廷选定了布宜诺斯艾利斯水务和污水处理运营商 AySA 90% 股份的买家,这笔 3.4 亿美元的交易标志着哈维尔·米莱总统的私有化议程取得了一次胜利,此前该议程在一项铁路招标中遭遇挫折。
Argentina picked a winner for its 90% stake in the Buenos Aires water and sewage operator, with the $340 million deal marking a win for President Javier Milei’s privatization agenda after a setback in a railway tender.
政府周四表示,将把其在阿根廷水务与环境卫生股份公司的股份出售给一个由本地和巴西公司组成的财团,合同将于下个月签署。
The government said Thursday it will sell its shares in Agua y Saneamientos Argentinos SA to a consortium made up of local and Brazilian companies, with the contract to be signed next month.
这对米莱来说是一次具有象征意义的私有化,他正试图拆除基什内尔政治家族多年建立起来的国家干预主义经济政策。这位自由意志主义者将于明年竞选连任,外界对其自由市场实验的成效仍存疑虑。
It’s a symbolic privatization for Milei, who is trying to dismantle interventionist economic policies built up over years by the Kirchner political dynasty. The libertarian is set to run for a second term next year amid doubts about how his free-market experiment is playing out.
前总统内斯托尔·基什内尔于 2006 年收回了由法国主导的财团的布宜诺斯艾利斯水务特许经营权,创建国有企业 AySA 接管服务。此举是投资者失去对阿根廷法律保障信任的一个时代的开端标志之一。政府还输掉了一起关于该公用事业的国际仲裁案,该案于 2019 年达成和解。
Former President Nestor Kirchner rescinded the Buenos Aires water license from a French-led outfit in 2006, creating state-owned AySA to take over the service. The move was among those that marked the start of an era in which investors lost trust in Argentina’s legal safeguards. The government also lost an international arbitration case over the utility that was settled in 2019.
在 AySA 交易敲定的前一天,由墨西哥亿万富翁赫尔曼·拉雷亚控制的企业集团退出了接管一条国有货运铁路网络的竞标。在美国利益支持下的墨西哥集团曾对米莱政府选定的运营模式表示担忧,其退出决定显示了米莱私有化议程迄今成果参半。
A day before the AySA deal was sealed, a conglomerate controlled by Mexican billionaire German Larrea pulled out of a race to take over a state-owned network of freight rail lines. Grupo Mexico SAB, backed by US interests, had voiced concern over the operating model Milei’s government has chosen — and its decision to withdraw demonstrates the mixed record of his privatization agenda so far.
私有化是米莱上台近三年来经济计划的支柱之一。但过程坎坷,议员们在 2024 年拒绝允许政府出售多家公司,包括本地石油巨头 YPF 公司、国家航空公司和国家银行。
Privatizations were a pillar of Milei’s economic program when he came to power almost three years ago. But it’s been a bumpy ride, with lawmakers refusing in 2024 to allow the government to sell off many companies, including local oil giant YPF SA and well as the national airline and bank.
米莱已成功完成少数几笔交易。首先,政府出售了工程公司Impsa,同时也在通过逐项剥离资产的方式收缩其能源企业Enarsa。6月,Enarsa以3.56亿美元出售了其在输电线路运营商Transener的股份。
Milei has managed to complete a handful of deals. In the first instance, the government sold engineering company Impsa and is also winding down its energy vehicle Enarsa by divesting assets one by one. In June, Enarsa sold its stake in power line operator Transener for $356 million.
一度,政府将阿根廷水务与卫生公司(AySA)的私有化计划拟纳入部分股份首次公开募股(IPO),但该计划最终落空。米莱执政期间的股权发行寥寥无几。本月初,发电企业YPF Luz的投资者也放弃了IPO,转而寻求私下出售。
At one point, the government’s move to privatize AySA was set to include an initial public offering of some shares, but the plan fell through. Equity offerings in the Milei era have been few and far between. Earlier this month, investors in power generator YPF Luz also ditched an IPO to instead sell privately.