然而，事情的发展并非完全在美国的掌控之中。10月16日，欧洲汽车制造商协会发出警告，指出缺少安世生产的芯片将导致欧洲及美国的汽车生产线 停摆。这种情况显然令欧盟感到紧张，因为汽车产业是其经济的重要支柱之一。如果在半导体供应链上出现危机，将直接影响到数以万计的就业岗位 和相关产业的发展。 在这样的背景下，欧盟或许将对荷兰施加压力，要求其改变当前的强硬政策，以维护整个区域的经济稳定。因为如果任由荷兰肆无忌惮地掌控安世半 导体的命运，那么将会为整个欧洲的经济带来巨大的不确定性。 面对荷兰的"抢劫"行为，中国方面也已经开始采取反制措施。中国商务部和外交部重申将坚决维护中国企业的合法权益，未来可能会采取一系列应对 行动。历史经验告诉我们，当国家利益受到损害时，必然会引发国家层面的重视和反击。 在全球经济的复杂棋局中，半导体产业无疑已成为各国争夺的焦点。最近，荷兰政府强制接管中国半导体领军企业——闻泰科技旗下的安世半导体， 事件如同一颗重磅炸弹，引发了舆论的轩然大波。 根据报道，10月18日，"第一财经"透露，闻泰科技的相关负责人证实，安世中国团队的账户于前一天被封锁，导致资金流转受阻。此举使得闻泰科技 不得不采取紧急措 ...

【文/观察者网 熊超然】就在中美贸易博弈紧张持续之际，中资半导体企业在荷兰竟遭到"强行接管"， 这个欧洲国家此时跳入这场纷争之中。 据路透社当地时间10月19日报道，荷兰经济事务部大臣文森特·卡雷曼斯（Vincent Karremans）当天在接 受本国电视节目《Buitenhof》采访时称，他预计将在几天内与中方官员会面，讨论如何解决围绕在安世 半导体（Nexperia）身上的僵局。 他找补说，荷兰外交官一直在努力化解僵局，他本人也将在数日内与负责此事的中方部长会面。他强 调，"此事已经上升至最高层级进行磋商"。 不过，卡雷曼斯仍然狡辩宣称，"中方认为荷兰正与美国联手干预安世半导体事务"，但荷方此次行动的 目的，"是为了防止这家公司的前中国首席执行官将业务和知识产权转移出欧洲"。 就在几天前，据荷兰NOS广播公司当地时间10月17日报道，卡雷曼斯也曾狡辩称，荷兰对中资企业采 取"历史性干预"并未受到美国施压，甚至反诬中方"混淆事实"。 路透社指出，安世半导体的芯片虽然并非尖端产品，但其产量巨大，主要在德国汉堡生产，然后运往中 国进行封装与组装工序，最终销往全球汽车行业。当前，安世半导体事件正威胁着全球汽车供 ...

Group 1: Technology Updates - Microsoft announced a major update for Windows 11, introducing AI features that allow users to interact with devices using voice commands and integrate Copilot into the taskbar [2] - Apple CEO Tim Cook revealed that Apple Intelligence is working to enter the Chinese market, emphasizing the transformative potential of AI in people's lives [3] Group 2: Corporate Actions - GoerTek announced the termination of its planned acquisition of two subsidiaries of Lianfeng Commercial Group due to failure to reach agreement on key terms [4] - UBTECH Robotics secured a contract worth 126 million yuan for the procurement and installation of intelligent data collection and testing center equipment [5] - Silan Microelectronics plans to invest 20 billion yuan in a 12-inch high-end analog integrated circuit chip manufacturing line, aiming for a production capacity of 540,000 pieces annually [5] - Mu Xi Integrated Circuit (Shanghai) Co., Ltd. is set to undergo a listing review on October 24, focusing on high-performance GPU chips for various applications [6] - WeRide Inc. has passed the listing hearing for a secondary listing on the Hong Kong Stock Exchange [7] Group 3: Financing and Investments - Tianbing Technology initiated its IPO process, focusing on the development of liquid rocket engines and launch vehicles [9] - Yidao Information plans to acquire 100% equity of Langguo Technology and Chengwei Information, enhancing its capabilities in smart education and IoT [10] - Jingwei Huikai intends to acquire 100% equity of Zhongxing System for 850 million yuan, entering the private network communication sector [11] - AI video company Aishi Technology completed a 100 million yuan B+ round financing, reporting an annual recurring revenue of over 40 million USD [12]

Group 1 - A certain automotive company is implementing a two-shift system in its R&D department to compress the vehicle development cycle from over 20 months to within 12 months [2][3] - The company has identified four core bottlenecks in its development process, including difficulties in matching intelligent driving software and hardware, and delays in data release and prototype delivery [3] - Concerns have been raised about the potential quality risks associated with the push for speed in development, reminiscent of past issues with insufficient validation before market launch [3] Group 2 - Anshi Semiconductor has faced operational disruptions, including salary cuts for Chinese employees and a complete system shutdown, amid escalating tensions with its parent company [5][6] - The company has assured employees that domestic operations and salary benefits remain normal, emphasizing compliance with Chinese laws [5] - Reports indicate that Anshi's Chinese team has been forced to adopt independent measures to maintain supply chains and ensure customer service amid the crisis [6] Group 3 - NIO's CEO Li Bin has emphasized the importance of achieving profitability in the fourth quarter of 2025, breaking down the goal into specific actions related to marketing, supply chain management, and software delivery [11] - The company is experiencing a resurgence in confidence as new models are launched and sales improve, with Li Bin urging the team to focus on long-term competitiveness [11] Group 4 - Xiaohongshu has raised its employee stock option price to $25 per share, marking a significant increase from previous valuations and reflecting the company's growth trajectory [12] - The company has conducted multiple rounds of stock option buybacks, indicating strong financial health and a commitment to employee incentives [12] Group 5 - The average price of new energy vehicles in China has dropped below 160,000 yuan, reflecting a significant decrease from previous years and making these vehicles more accessible to consumers [13] - The decline in prices is attributed to advancements in the supply chain and government policies aimed at promoting electric vehicle adoption [13] Group 6 - Nvidia's CEO Jensen Huang announced the company's complete exit from the Chinese market, resulting in a dramatic drop in market share from 95% to 0% due to U.S. export controls [26][27] - Huang expressed concerns that U.S. policies could harm both American and Chinese markets, highlighting the potential long-term implications of such restrictions [27] Group 7 - Apple CEO Tim Cook announced efforts to introduce Apple Intelligence in China, indicating the company's commitment to expanding its AI offerings in the region [28] - Cook emphasized the positive impact of AI on society and the importance of maintaining innovation and passion in technology [28]

以下文章来源于科创板日报 ，作者郭辉 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 围绕闻泰科技旗下安世半导体管理权的博弈持续演进。 在近日市场传出安世半导体中国区员工被停薪、系统权限中断，继而经营受到影响的消息后，安世半导体中国公司（下称"安世中国"）昨日 （10月19日）发布全员信，并作出回应。 安世中国称，安世国内全部主体运营及员工薪资福利一切正常。安世国内团队的同事均与国内公司建立劳动关系，员工的工资、奖金及其他 福利将继续由安世国内公司而不是Nexperia荷兰主体发放。安世国内有能力、有责任、有意愿保障全体员工权益。 其次，安世中国还提到， 目前安世国内公司生产经营一切如常，各项工作有序推进 。"董事会和管理层始终全力保障公司正常运转，不会允 许外部力量影响公司运营或损害员工利益。" 在近日闻泰科技举行的投资者电话会上，闻泰科技高管表示，安世集团整体受安世荷兰管理，外籍COO、CFO主导对应的领域管理，但安 世中国区的管理，需结合上市公司股东利益、遵守中国法律法规执行。 安世中国全员信中表示，全体安世中国员工应当继续执行安世国内公司的工作指示。对于任何其他未经安世国 ...

优必选中标"广西具身智能数据采集及测试中心设备采购及安装"项目，订单金额达1.26亿元。根据项目 规划，本次采购涵盖优必选最新款可自主换电的全自主具身智能人形机器人Walker S2。该订单计划于 合同签署后于2025年内完成交付。此次中标是继9月份2.5亿全球单笔最大金额订单以及近期连续斩获数 千万订单后，优必选获得的又一个超亿元人形机器人大单。截至目前，优必选Walker系列人形机器人全 年已获得超6.3亿元订单。 点评：人形机器人市场正处于快速发展阶段，优必选的订单不断攀升，反映了市场对人形机器人的强烈 需求。从工业生产到服务行业，从教育科研到家庭娱乐，人形机器人的应用场景不断拓展。 丨 2025年10月20日星期一丨 NO.1阿里云AI成果入选顶会，可让GPU用量削减82% 近日，阿里云提出的计算池化解决方案"Aegaeon"成功入选顶级学术会议SOSP2025，该方案可解决AI模 型服务中普遍存在的GPU资源浪费问题，核心技术已应用于百炼平台。在测试中，该系统削减GPU用量 82%，降低硬件成本。Aegaeon支持单GPU服务多模型，提升吞吐量。 点评：Aegaeon方案的成功不仅为阿里云带来了技术 ...

半导体行业的暗战烽烟再起，这一次，战场转移到了荷兰，而中国企业则成为了这场突袭中的首要目标。面对荷兰政府突如其来的强硬姿态，中方迅速作出 回应，一场围绕着高科技控制权的博弈大幕正式拉开。 商务部已经明确表示，中方将采取必要措施，坚决维护中国企业的合法权益。对于可能采取的反制措施，中方已有先例可循。10月14日，商务部发布2025年 第6号令，对韩华海洋株式会社的五家美国相关子公司采取了反制措施，禁止中国境内的组织、个人与其进行有关交易和合作等活动。这一反制是针对美国 对中国采取海事、物流和造船业301调查措施的回应。如果荷兰政府不及时纠正错误做法，类似的反制措施很可能也会落到荷兰企业头上。中国半导体行业 协会已经发表声明，坚决支持闻泰科技依法维权，反对滥用"国家安全"概念对中国企业的境外分支机构施加选择性歧视。欧盟中国商会（CCCEU）也谴责 荷兰政府的行为是"由地缘政治算计驱动的现代经济强盗行径"。 汽车制造业已经拉响警报，欧洲汽车制造商协会警告称，几周内就可能出现停产危机。全球半导体产业链的稳定悬于一线，各方都在紧张观望。这场半导体 风暴最后的赢家会是谁？ 荷兰政府是否会纠正错误？ 中方又将如何出牌？ 这 ...

Core Insights - The Dutch government's intervention in Nexperia has led to significant disruptions in the supply chain, affecting production and distribution at Nexperia's Dongguan factory in China [1][5][6] - Nexperia's parent company, Wingtech Technology, is attempting to mitigate the situation by establishing an independent supply chain in China to meet customer demands [1][7] Group 1: Production and Supply Chain Impact - Nexperia's Dongguan factory has restricted shipments since the "Double Festival" holiday and plans to implement a "four days on, three days off" work schedule starting the week of October 20 [1][5] - Trade merchants have reported shortages and price increases for Nexperia's products, with some customers traveling long distances to secure supplies but finding none available [3][4] - The factory is experiencing a backlog of inventory, with incoming materials exceeding outgoing shipments, indicating a supply chain bottleneck [5][6] Group 2: Company Response and Strategy - Wingtech Technology has stated that the semiconductor business has risen from 11th to 3rd place globally in power discrete devices since acquiring Nexperia in 2020, highlighting its importance in the industry [5] - The company is actively working to establish a localized supply chain in China, leveraging domestic resources and potentially utilizing technology from its controlling shareholder [7][8] - Despite efforts to apply for regulatory exemptions and mobilize resources, there is no clear timeline for when Nexperia will resume normal supply operations [9] Group 3: Industry Implications - The European Automobile Manufacturers Association has expressed concerns about the impact of Nexperia's supply chain issues, particularly for automotive clients who face longer certification processes for alternative suppliers [6][8] - The complexity of transferring design and manufacturing processes to China poses significant challenges for achieving a fully localized supply chain [8][9]

10月18日，据记者探访，荷兰政府干预后，安世半导体东莞工厂自国庆中秋长假后限制出货，计划实施"上四休三"。母公司闻泰科技称，中国区"独立自 救"，拉通国内供应链。但供应链"中国化"不易，涉及技术转移、客户认证等难题。安世半导体正申请管制豁免，但何时恢复供货尚无明确答案。 荷兰政府对安世半导体出手干预事件产生的影响，如今已传导至生产一线与产业链终端。 10月18日，《每日经济新闻》记者实地探访安世半导体东莞工厂发现，该厂自国庆中秋长假之后，就已经限制出货，并计划自下周起实施"上四休三"工作 制。与此同时，有贸易商确认，产品面临缺货与涨价压力。 面对困局，母公司闻泰科技（600745.SH）对外回应称，中国区正展开"独立自救"，紧急拉通国内供应链以保障客户需求。 但问题是，国内供应链如何真正拉通？ 多名贸易商跨省蹲守求货 一波未平，一波又起。近日，有消息称，安世半导体疑似中断中国区员工薪酬发放、关闭系统权限，同时其产品"缺货涨价"的讨论也在多个平台持续发酵。 安世半导体总部位于荷兰，业务布局遍布全球。闻泰科技通过多次资本运作，于2020年完成对安世半导体100%股权的收购。根据闻泰科技今年6月在投资者 互动平台 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者丨赵云帆 闻泰科技（维权）创始人张学政恐怕料想不到，就在他选择退居幕后不到一年的时间中，公司会接连陷入如此一筹莫展的境地。 10月19日，闻泰科技旗下安世中国发布致全体员工信。 信中表示： 安世国内全部主体运营及员工薪资福利一切正常。目前，公司生产经营一切如常，各项工作有序推进。董事会和管理层始终全力保障公司正常运转，不会 允许外部力量影响公司运营或损害员工利益。安世国内团队的同事均与国内公司建立劳动关系，大家的工资、奖金及其他福利将继续由安世国内公司而不 是Nexperia荷兰主体发放。 商务部发言希望荷兰方坚持契约精神、纠正错 误做法;同日,大家收到了以Nexperia Chief Legal Office名义发出的标题为"Global Legal Update: Trusted Communications"的邮件。 公司充分理解大家对于此事的关注以及上述邮 件可能给大家造成的困惑,并就此特向大家作 如下说明,以正视听: 第一,安世国内公司是运营扎根中国、战略放 眼全球的中国企业,必须遵守中国法律、合法 合规运营。根据《中华人 ...