【文/观察者网 陈思佳】荷兰政府去年一意孤行，挑起安世半导体纷争，一度引发全球汽车供应链"大地 震"。然而，荷兰仍未从中吸取教训，仍试图插手安世半导体的管理。 当地时间2月11日，荷兰阿姆斯特丹企业法庭作出裁决，下令对安世半导体所谓"管理不善"进行正式调 查。裁决还维持了荷兰政府此前暂停安世半导体中国籍CEO的决定，并允许公司的欧洲临时管理团队继 续留任。 该法庭在裁决中声称，"有充分理由"质疑安世半导体的政策和商业行为，安世半导体当前"主要需要稳 定，以便能够修复其内部关系、生产链以及对客户的交付"。 去年9月30日，荷兰看守政府以所谓"国家安全"为由，援引《货物可用性法案》"强行接管"中国半导体 领军企业闻泰科技（维权）的全资子公司安世半导体，但直至10月12日才对外公开。此举导致安世半导 体的芯片供应中断，引发全球汽车供应链"大地震"。 去年10月，迫于各界压力，荷兰看守政府才宣布暂停对安世半导体的干预。同时，安世（荷兰）和闻泰 科技将此纠纷提交至阿姆斯特丹企业法庭。闻泰科技指控安世（荷兰）的临时管理层扰乱运营、破坏供 应链，并向法庭申请正式撤销看守政府的干预举动。 针对荷兰企业法庭作出的最新裁决，闻泰 ...

Core Viewpoint - The Dutch government's ongoing interference in Nexperia's management, despite previous disruptions to the global automotive supply chain, raises concerns about the company's stability and the broader implications for Dutch-China relations [1][2]. Group 1: Legal and Management Issues - The Amsterdam Enterprise Court has ordered a formal investigation into Nexperia's alleged "mismanagement," maintaining the Dutch government's suspension of the Chinese CEO and allowing the European interim management team to remain [1]. - The court claims there are "sufficient reasons" to question Nexperia's policies and business practices, emphasizing the need for stability to repair internal relations and supply chains [1]. - The investigation will examine Nexperia's management status since 2023 and issues related to supply chain disruptions, expected to last six months [1]. Group 2: Company and Stakeholder Reactions - Nexperia's parent company, Wingtech Technology, expressed strong dissatisfaction with the court's ruling, stating it will continue to harm thousands of employees and over 25,000 customers [5]. - Wingtech Technology insists that the only solution to stabilize Nexperia and the global supply chain is the unconditional withdrawal of all temporary measures and the restoration of its shareholder rights [5]. - The Chinese government has reiterated its stance that the root cause of the Nexperia issue is the Dutch government's improper administrative intervention, urging for a resolution to internal disputes to maintain global semiconductor supply chain stability [5]. Group 3: Political Context and Future Implications - The new Dutch government, set to take office on February 23, is expected to adopt a hardline stance towards China, with several members known for their hawkish views [6]. - Analysts warn that the continuation of the Nexperia case could damage the company's interests, as well as the Netherlands' relations with China [2]. - The Chinese Foreign Ministry has called for the new Dutch government to maintain an objective and rational approach towards China to foster stable bilateral relations and global supply chain stability [6].

Core Insights - The launch of ByteDance's Seedance 2.0 has created significant buzz in the tech industry, even catching the attention of Elon Musk, who remarked on the rapid development of the model [1][4] Group 1: Technology Breakthroughs - Seedance 2.0 is defined as an AI video generation model capable of creating movie-quality videos from text or images, marking a shift from simple video generation tools to a creative engine with "director-like" capabilities [3] - Key technological advancements include: - Self-storyboarding and camera movement planning based on user descriptions, achieving professional-level cinematography [3] - Support for multi-modal inputs, allowing up to 9 images, 3 videos, and 3 audio clips to create precise replicas of actions, effects, styles, and sounds [3] - Native audio-visual synchronization, generating matching sound effects and music while ensuring lip-sync and emotional alignment [3] - Multi-shot narrative consistency, enabling the generation of complete narrative segments with multiple camera angles without character inconsistencies [3] Group 2: Market Impact - The excitement surrounding Seedance 2.0 has led to a surge in the media sector on the A-share market, with companies like Dook Culture and Rongxin Culture experiencing a 20% increase, while others like Light Media and Chinese Online saw gains exceeding 10% [6] - The model is expected to significantly reduce production costs and timelines for AI-generated dramas and short films, potentially expanding the related industry chain [6] Group 3: Ethical and Operational Challenges - The ability of Seedance 2.0 to replicate creator voices and imagine unseen scene details has sparked discussions about data sourcing and copyright issues, highlighting a common challenge in the global AI industry regarding the pace of technological advancement versus legal and ethical frameworks [6] - ByteDance has implemented risk mitigation measures, restricting the use of real human images/videos during the internal testing phase and requiring live authentication for generating real human videos [6] Group 4: User Experience and Membership - The popularity of Seedance 2.0 has led to system congestion, with users reporting wait times of up to 3 hours for video generation requests, even with paid "accelerated" features [8] - Currently, the model's features are available only to paid members, with membership tiers priced at 659 yuan, 1899 yuan, and 5199 yuan, and video generation operates on a points consumption system [9] Group 5: Competitive Landscape - The release of Seedance 2.0 signifies a heated competition in the AI video generation sector, with analysts noting that the landscape is evolving similarly to the competitive state of large language models in 2025, where differentiation will likely emerge in specific application scenarios [9]

Core Viewpoint - The successful listing of XianDao Intelligent Equipment Co., Ltd. on the Hong Kong Stock Exchange marks a significant milestone in the company's journey towards globalization and technological advancement, establishing a dual capital platform for further growth [1][6]. Group 1: Company Overview - XianDao Intelligent has evolved from a small factory in 1999 to a leading global provider of intelligent manufacturing solutions across various sectors, including lithium batteries, photovoltaics, and smart logistics [3]. - The company has maintained a strong commitment to innovation, with R&D expenditures consistently accounting for over 10% of revenue and a professional team of nearly 5,000, holding over 3,336 authorized patents [5]. Group 2: Financial Performance - The company forecasts a net profit attributable to shareholders of between 1.5 billion and 1.8 billion yuan by 2025, reflecting its robust growth trajectory [5]. Group 3: Strategic Goals - The company aims to leverage its listing to enhance its global presence and technological capabilities, focusing on solid-state batteries, AI manufacturing, and robotics to create "unmanned factories" [8]. - XianDao plans to use Hong Kong as a strategic base to accelerate its global expansion and foster international collaborations in smart manufacturing [8]. Group 4: Commitment to Sustainability - The company emphasizes its commitment to social responsibility and green manufacturing, aiming to contribute to global carbon neutrality and ensure that intelligent manufacturing benefits all [9].

去年10月，荷兰看守政府已经宣布暂停对安世半导体的干预恶行。同时，安世（荷兰）和闻泰科技将此 纠纷提交至阿姆斯特丹企业法庭。闻泰科技指控安世（荷兰）的临时管理层扰乱运营、破坏供应链，并 据荷兰《电讯报》和路透社消息，当地时间2月11日，荷兰阿姆斯特丹一家上诉法庭作出裁决，下令对 安世半导体所谓"管理不善"进行正式调查。裁决还维持了荷兰政府此前暂停安世半导体中国籍CEO的决 定，并允许公司的欧洲临时管理团队继续留任。 安世母公司闻泰科技在一份声明中表示，对有关决定"极其失望与强烈不满"，强调将继续通过一切法律 途径捍卫自身权益。 闻泰科技重申：唯一能够挽救安世半导体、稳定全球供应链、保护所有利益相关方合法权益的方案，是 立即、无条件撤销全部临时措施，恢复闻泰科技的合法股东权利。 此次争端可以追溯至2025年9月底。当时，荷兰经济事务与气候政策部下达部长令，一度"冻结"安世半 导体的正常运营；随后，企业法庭基于一项紧急申请作出裁决，暂停了张学政在安世半导体的CEO职 务，并限制闻泰科技对安世半导体的控制权。尽管此后荷兰政府部门已撤销了部长令，但企业法庭的裁 决效力仍在，公司控制权陷入僵局。 据北京日报客户端消息， ...

微信公众号"海阳发布"消息，2月12日下午，由烟台海阳东方航天港总装出厂的捷龙三号遥九运载火箭 搭乘"东方航天港"号发射船，在我国南海海域点火升空，采用一箭七星海上发射方式，将巴基斯坦 PRSC-EO2卫星、空间环境监测卫星、数天宇星SY-1(03、04、05)、电力红外卫星A星、港中大一号卫星 共7颗卫星送入预定轨道，发射任务取得圆满成功。 从黄海之滨到南海之域，此次发射跨越数千公里，不仅是捷龙三号运载火箭的第9次发射，也是其第三 次执行远距离发射任务，至此，该型火箭已累计将83颗卫星送入太空，以其长距离机动执行任务的实战 表现，充分证明了自身高可靠性、强适应性的成熟技术水准。 截至目前，海阳东方航天港已成功保障23次海上发射任务，将144颗卫星送入苍穹，招引集聚产业项目 32个，吸引投资超322亿元，落地企业超30家，航空航天产业产值累计突破50亿元，展现出强劲的发展 势头。 本次火箭发射的成功，离不开"东方航天港"号发射船这一关键装备的支撑。该船由东方航天港集团自主 研制，总长162.5米、型宽40米，续航力高达1万海里，载重能力2.2万吨。作为国内首艘专业化自航式海 上卫星发射工程船，"东方航天港"号 ...

Group 1 - The core viewpoint of the articles indicates that the overall smartphone market in China experienced a 23% year-on-year decline in January 2026, with Apple being the only brand to achieve positive growth of 8% [1][3] - Counterpoint Research attributes the decline in sales for domestic brands like Huawei, Xiaomi, OPPO, and vivo to reduced subsidies, consumer sentiment, and the upcoming Spring Festival [1] - Apple's market share increased to approximately 20%, placing it in a leading position alongside Huawei, driven by the success of the iPhone 17 series [1][3] Group 2 - Since the launch of the new iPhone in September last year, Apple's flagship product has seen a strong rebound in sales, achieving its highest market share in five years in January [3] - The iPhone 17 standard version has met government subsidy criteria, enhancing its cost-effectiveness and contributing to a 9% month-on-month sales increase [3] - The pricing strategy for the iPhone 17 series remains stable with minimal discounts, allowing for potential future price adjustments or profit optimization, especially with the upcoming Lunar New Year expected to drive seasonal purchasing [3]

"AI是否有泡沫"仍在热议之际，联想集团发布2025/26财年第三财季业绩。 截至2025年12月31日，联想集团实现营收1575亿人民币，同比增长超18%；调整后净利润5.89亿美元(约 合人民币41亿元)，同比增长36%；IDG(智能设备业务集团)、ISG(基础设施方案业务集团)、SSG(解决 方案与服务业务集团)三大业务均双位数增长。 其中IDG智能设备业务集团营收超过1100亿人民币，同比增长14%，PC出货量连续十个季度跑赢市场； 摩托罗拉智能手机出货量创历史新高，同比增长9%；ISG基础设施方案业务集团营收达367亿人民币， 同比增长超31%，创历史新高；SSG解决方案与服务业务集团营收同比增长18%。 当季，无论PC还是手机，均面临核心元器件价格巨震、潜在关税政策变化及供应链不稳定风险。整体 来看，未来一年行业将进入"需求释放与供给扰动交织"的运行区间，更加考验厂商运营能力及供应链韧 性。 联想集团董事长兼CEO杨元庆指出，"展望未来，随着AI深度融入个人的日常生活和企业的运营发展， 我们将持续推动混合式AI来把握AI普惠带来的机遇，加速增长并进一步改善盈利，为股东创造长期可 持续的切实回报。" ...

印度正加快推进芯片制造"自主化"的进程，但仍有很长的路要走。 据《印度快报》、The Hindu等印媒2月10日报道，"印度半导体计划"（ISM）近期宣布，该国4座半导体 工厂在完成试生产后，预计今年内正式投入商业化运营。 据介绍，ISM是印度政府设立的一个专门业务部门，隶属于数字印度公司（Digital India Corporation）， 目标是推动印度成为全球电子制造和设计中心。 早在2021年，印度政府便启动了"印度半导体计划"，宣布拨款7600亿卢比（约合人民币579亿元），承 诺提供高达50%的项目成本资金支持，涵盖从硅基半导体制造到封装测试的整个产业链，吸引科技巨头 在印度设厂。 在财政激励之下，目前该计划已吸引了包括力积电、塔塔公司、美光科技、CG Power、富士康等10家 企业在印度设厂，目前已经陆续开工，总投资额约为1.6万亿卢比（约合人民币1219亿元）。其中凯恩 斯半导体（Kaynes Semicon）、塔塔集团、美光科技和CG Semi的工厂预计今年投入运营。 高通2nm芯片完成流片，印度团队参与部分设计。图为印度信息技术部部长出席活动 图片转自高通印 度官方账号 2月7日，高通 ...

【文/观察者网 齐倩】 "我喝热水，我是中国人。" "我煮养生茶，我是中国人。" "我在室内穿拖鞋，我是中国人。" "我到亚洲超市买东西，我是中国人。" 最近，"Becoming Chinese"（成为中国人）成为外网爆梗，各国网民纷纷化身"精神中国人"。 美媒《纽约时报》2月11日发文解读说，对他们来说，种族国籍无关紧要，"中国人"已经成为一种潮 流、一种养生目标，或者一种微妙、讽刺的抗议表达，或者以上皆是。 一名美国洛杉矶居民表示，最近她开始喝热水、吃粥，以此表达对一个"不关心人民健康"的政府——美 国政府的抗议。还有流行歌手以"精神中国人"为主题写了一首歌，以此抒发美国年轻人目睹移民特工两 次当街枪杀美国公民的愤怒与不满。 社交媒体 "精神中国人"热梗主要在TikTok和Instagram等社交媒体流传。 一些用户说，他们的思维非常"中国"，以至于看到唐人街和中餐就感到亲切。 有些人称自己是"中国坏女孩"（baddies）——自信、有魅力，同时采纳平凡的东亚生活习惯。 总而言之，这个网络热梗不受国籍或族裔束缚：任何人只要愿意，都可以成为中国人。而现在，想成为 中国人的西方网民群体，正迅速庞大。 他表示， ...