微信编辑 丨瑜见 对此，商务部新闻发言人何咏前表示，中方关注到有关情况，中方坚决反对荷方泛化国家安全概念，以 行政手段直接插手企业内部事务。荷方此举不仅违反契约精神与市场原则，还将严重损害荷兰营商环 境，害人害己。中方同时注意到荷兰相关法院10月14日公开文件显示，荷美双方曾就穿透规则进行过 沟通协调，美向荷提出更换安世半导体中方首席执行官及调整治理结构等要求，以免受穿透规则的制 裁。中方已就美穿透规则明确表达立场，我想再次强调的是，美此举严重冲击国际经贸秩序，严重破坏 全球产业链、供应链安全稳定。荷方此举是美穿透规则损害中国企业正当权益的明显例证。 何咏前进一步表示，美方的穿透规则是加害中企的始作俑者。希望荷方坚持独立自主，能够从维护中荷 经贸关系，维护全球半导体供应链稳定出发，尊重客观事实，坚持契约精神和市场原则，纠正错误做 法，切实保护中国投资者正当权益，营造公平、透明、可预期的营商环境。中方将采取必要措施，坚决 维护中国企业合法权益。 据环球网，10月16日下午，商务部举行例行新闻发布会。有媒体提问称，近日，中国半导体行业协会 发表声明，反对荷兰当局干预闻泰科技旗下子公司安世半导体的运营。请问商务部对 ...

上海进出口公平贸易工作站一位不具名咨询专家告诉《环球时报》记者，某种意义上，荷兰政府对安世 半导体的干预可以被看作是美国扩大制裁后引发的首个行业震动，也是荷兰在半导体领域首次动用《物 资供应法》的标志性案例，显示出其希望重新掌控企业战略决策权，并谋求在所谓国家安全框架下对中 资企业施加结构性制约。 该专家告诉记者，荷兰的司法托管与治理干预虽然改变了控制权的行使方式，但并未改变闻泰对安世的 股权所有权这一核心事实。安世半导体能否获得美国商务部的制裁豁免仍然面临着重重法律挑战。他认 为，荷兰政府一意孤行，以"获得美国许可"为筹码和借口，要求中资进一步让位甚至退出，就是要达到 强化安世半导体"欧洲属性"的目的。 报道认为，荷兰政府官员试图将安世半导体业务与中方隔离开来，一方面是为了回应荷兰国内关切，一 方面也为了避免被美国拉入黑名单。 外媒报道称，9月底，荷兰经济事务部从闻泰科技手中接管了安世半导体。第二天，荷兰法院批准一项 紧急申请，暂停闻泰科技创始人张学政在安世半导体的CEO职务，并将闻泰科技持有的安世半导体股份 （减去1股）托管给外部第三方。 "发生在安世半导体的接管和罢免事件，凸显出美中紧张关系对整个科技行 ...

Core Viewpoint - The company held an extraordinary shareholders' meeting on October 15, addressing the operational challenges faced by its subsidiary, Nexperia, due to intervention from the Dutch government, while also affirming confidence in its long-term value and commitment to employee stock ownership plans [1][2]. Group 1: Employee Stock Ownership Plan - The shareholders' meeting approved the "2025 Employee Stock Ownership Plan," aiming to raise a maximum of 57.158 million yuan, with a proposed stock issuance not exceeding 1.572 million shares, representing approximately 0.13% of the total share capital [2]. - The performance targets for the employee stock ownership plan are based on the net profit growth rates of the semiconductor division, with targets set at 20%, 80%, and 110% for the years 2025, 2026, and 2027, respectively [2]. Group 2: Nexperia's Operational Challenges - Nexperia is facing a global operational freeze imposed by the Dutch government, which has restricted the export of specific finished parts and subcomponents produced in China [3]. - The Dutch Ministry of Economic Affairs cited national security concerns as the reason for the operational freeze, leading to significant governance challenges for Nexperia [5]. Group 3: Management Changes and Governance Issues - Following the operational freeze, Nexperia's CEO Zhang Xuezheng was replaced by CFO Stefan Tilger as the interim CEO, while other executives retained their positions [4]. - The company has been negotiating with the Dutch government regarding governance changes, including the establishment of a supervisory board with veto power over critical operational matters, which the company finds unacceptable [5][6]. Group 4: Financial Performance and Market Position - In the first half of the year, the company reported total revenue of 25.341 billion yuan, a year-on-year decrease of 24.56%, while net profit attributable to shareholders was 474 million yuan, a year-on-year increase of 237.36% [6]. - The domestic market accounted for approximately 50% of the company's global sales, with plans to increase this share to 80% in the future [6].

Core Viewpoint - The company remains optimistic about its long-term value despite recent challenges, including the operational freeze of its subsidiary, Nexperia, by the Dutch government, and is committed to continuing its employee stock ownership plan [1][2]. Group 1: Employee Stock Ownership Plan - The company held a shareholder meeting on October 15, approving the "2025 Employee Stock Ownership Plan" with a funding cap of 57.158 million yuan, aiming to issue up to 1.572 million shares, representing approximately 0.13% of total equity [2]. - The performance assessment for the employee stock plan is based on the net profit of the semiconductor division, targeting growth rates of 20%, 80%, and 110% for the years 2025, 2026, and 2027, respectively [2]. Group 2: Operational Challenges - Nexperia, a subsidiary, has been affected by a global operational freeze imposed by the Dutch government, which cited national security concerns [3]. - The company is actively communicating with international legal teams to explore legal remedies and protect the rights of the company and its shareholders [2][4]. Group 3: Market Position and Financial Performance - Nexperia ships approximately 110 to 120 billion products annually to over 25,000 customers, with domestic production capacity accounting for about 80% of total capacity [2]. - In the first half of the year, the company reported total revenue of 25.341 billion yuan, a year-on-year decrease of 24.56%, while net profit attributable to shareholders was 474 million yuan, a year-on-year increase of 237.36% [4].

Core Points - The article reveals that the U.S. has been pressuring the Netherlands to take control of the Chinese company, Anshi Semiconductor, following its inclusion on the U.S. Entity List [1][2] - The Dutch government intervened to separate Anshi Semiconductor from its Chinese parent company, Wingtech Technology, in response to U.S. trade restrictions [2][3] - The situation highlights the impact of U.S.-China tensions on the tech industry and demonstrates the U.S. leveraging its trade power to align allies [2][3] Summary by Sections U.S. Pressure and Control - The U.S. has been exerting pressure on the Netherlands to ensure Anshi Semiconductor's operational independence from Chinese ownership [1][2] - A Dutch court ruling confirmed the takeover of Anshi Semiconductor by the Dutch government, which was initiated after the U.S. placed Wingtech Technology on the Entity List [1][2] Dutch Government's Actions - The Dutch Ministry of Economic Affairs took control of Anshi Semiconductor from Wingtech Technology, and a court subsequently suspended the CEO position of Zhang Xuezheng [2][3] - This intervention is seen as a significant move in the semiconductor sector, marking the first application of the Dutch Supply Chain Act in this context [2] Broader Implications - The actions taken by the Dutch government reflect a response to U.S. sanctions and indicate a shift towards greater control over strategic semiconductor companies [3] - The situation underscores the EU's attempts to navigate "de-risking" and "technological sovereignty" in high-tech sectors, signaling a willingness to cooperate with the U.S. on key technology security issues [3]

转自：北京日报客户端 近日，荷兰政府以"国家安全"为由，对中国芯片制造商闻泰科技旗下的安世半导体实施强制行政接管， 冻结其价值高达147亿元的全球资产，并启动程序罢免中方管理团队。 为此，去年年底美国政府便打着"国家安全"的旗号，将安世半导体的母公司闻泰科技列入"实体清单"。 按照相关规定，被列入清单的实体需要专门申请许可证，才能购买受美国管制的技术。 很快，这场以"国家安全"为由的夺权行动，就引发了一场有关"跨国产业掠夺"的热议。 荷兰此举是美西方国家以政治手段干预市场、封锁遏制中国科技发展的又一例证，不仅标志着全球科技 博弈正从"孤立打压"走向"联盟围堵"，更反映了美国裹挟盟友打造对华"芯片铁幕"的战略意图。 美荷勾连，巧取豪夺。 安世半导体是闻泰科技的控股子公司，经过60多年的蓬勃发展，已成为一家拥有完整芯片设计、制造、 封测能力的大型IDM半导体企业。 作为全球车规级功率器件领域的领军龙头，安世半导体已实现全产业链垂直布局，不仅产品被广泛应用 于新能源汽车、工业控制等关键领域，客户更是涵盖三星、苹果、戴森、特斯拉、西门子等全球顶尖品 牌。 眼见安世越来越好，美国不惜联合荷兰违背长期标榜的市场公平、自由 ...

【环球时报报道 记者 倪浩】经外媒披露，荷兰冻结中企子公司安世半导体的幕后推手美国浮出水面。 路透社14日报道称，荷兰法院当天公布的一项裁决文件显示，随着美国不断升级施压，荷兰政府强制接 管了上述中资企业。 报道称，安世半导体的中国母公司闻泰科技2024年12月被美国列入"实体清单"，上个月美国政府进一步 扩大范围，将清单内企业控股50%及以上的子公司也纳入其中，实施相应限制，安世半导体未能幸免。 外媒报道称，9月底，荷兰经济事务部从闻泰科技手中接管了安世半导体。第二天，荷兰法院批准一项 紧急申请，暂停闻泰科技创始人张学政在安世半导体的CEO职务，并将闻泰科技持有的安世半导体股份 （减去1股）托管给外部第三方。 "发生在安世半导体的接管和罢免事件，凸显出美中紧张关系对整个科技行业的影响，也表明美国正毫 不避讳地利用其贸易实力拉拢盟友站队。"《华尔街日报》评论说。 上海进出口公平贸易工作站一位不具名咨询专家告诉《环球时报》记者，某种意义上，荷兰政府对安世 半导体的干预可以被看作是美国扩大制裁后引发的首个行业震动，也是荷兰在半导体领域首次动用《物 资供应法》的标志性案例，显示出其希望重新掌控企业战略决策权，并谋求 ...

如期推动员工持股计划 本次股东大会审议《2025年员工持股计划》等四项议案，公司拟筹集资金上限5715.8万元实施员工持股 计划，拟实施的股票数量不超过157.2万股，约占股本总额0.13%。 作为业绩考核，本次员工持股计划以2024年半导体业务分部的净利润（考虑合并抵消后）为基数，2025 年、2026年、2027年对应的净利润增长率分别达到20%、80%、110%；或者以2022—2024年半导体业务 分部的营业收入的平均数（考虑合并抵消后）为基数，2025年、2026年、2027年对应的营业收入增长率 分别达到5%、14%、23%。 本次《2025年员工持股计划》议案在9月29日晚间披露。10月12日，闻泰科技公告了子公司安世半导体 被荷兰政府实施全球运营冻结的"失控"事件。 核心子公司"失控"风波下的闻泰科技（600745）（600745），10月15日如期召开了临时股东大会，表决 通过了《2025年员工持股计划》等四项议案，同时，公司管理层与投资者现场交流了荷兰政府干预公司 旗下安世半导体运营情况，以及公司下一步的应对措施。 "我们对公司的长期价值仍然看好。这也是为什么10月1日事件发生后，我们还是 ...

本次《2025年员工持股计划》议案在9月29日晚间披露。10月12日，闻泰科技公告了子公司安世半导体 被荷兰政府实施全球运营冻结的"失控"事件。 闻泰科技财务总监张彦茹表示，公司正在积极与国际律师事务所团队沟通法律救济方案及手段，将采取 一切行动，最大限度维护公司及全体股东的合法权益。 安世每年向全球客户出货1100亿—1200亿颗产品，应用在超过2.5万客户终端。目前国内后端出货产能 （终端产能）约占总产能的80%，市场方面，半年报显示中国区营收占比48%，接近一半。 核心子公司"失控"风波下的闻泰科技（600745），10月15日如期召开了临时股东大会，表决通过了 《2025年员工持股计划》等四项议案，同时，公司管理层与投资者现场交流了荷兰政府干预公司旗下安 世半导体运营情况，以及公司下一步的应对措施。 "我们对公司的长期价值仍然看好。这也是为什么10月1日事件发生后，我们还是坚定地要把股权激励继 续做下去的原因。"闻泰科技董事长杨沐对证券时报记者表示，长期而言，公司管理层有信心打通国内 供应链。 10月15日，闻泰科技股价打开跌停板，当日上涨1.43%，报收38.19元/股。 如期推动员工持股计划 本次 ...

Core Viewpoint - The recent actions taken by the Dutch government against Anshi Semiconductor, a Chinese-controlled company, highlight a significant contradiction in their approach to international trade and investment, particularly in the context of reliance on Chinese resources for high-tech industries [1][10][19] Group 1: Government Actions - The Dutch government conducted a rapid national security review of Anshi Semiconductor, completing the process in just three days, which included the immediate transfer of control without allowing the company to voice objections or participate in hearings [3][6] - The actions taken by the Dutch authorities involved a complete takeover of the company, stripping the original shareholders of their management rights and reducing their stake to a mere symbolic share [3][6] Group 2: Impact on Industry - The takeover of Anshi Semiconductor poses a significant risk to the European high-tech industry, particularly in the semiconductor sector, where many companies are already facing chip shortages [10][12] - The reliance on Chinese resources, especially rare earth elements critical for high-tech manufacturing, creates a paradox where the Netherlands seeks cooperation with China while simultaneously undermining Chinese investments [8][10] Group 3: Trust and Investment Climate - The swift and aggressive actions against a Chinese company raise concerns about the trustworthiness of the European investment climate, as it contradicts the previously emphasized principles of rule of law and market economy [10][15] - The incident could deter future foreign investments, as companies may fear similar actions could be taken against them, leading to a decline in international investment confidence [15][21] Group 4: Geopolitical Implications - The actions taken by the Netherlands may exacerbate divisions within the EU regarding trade policies with China, as different member states have varying stances on cooperation versus confrontation [12][19] - The shift in focus from regulatory frameworks to resource control indicates a changing global landscape where countries that can secure stable supply chains will hold more power [17][19]