中国商务部在本月表示，中方同意荷兰派员来华，就安世半导体问题磋商。(作者/箫雨) 傅恪礼表示，这一事件引发的紧张关系短期内不会对阿斯麦造成影响，并补充说这场危机最坏的时候已 经过去。 今年9月底，荷兰政府突然以国家安全为由接管芯片制造商安世半导体。安世半导体母公司闻泰科技 （600745）发表声明称，荷兰政府以莫须有的"国家安全"为由，对安世半导体实施全球运营冻结，是基 于地缘政治偏见的过度干预，而非基于事实的风险评估。 中国外交部对此表示，中方一贯反对泛化国家安全概念、针对特定国家企业采取歧视性做法。有关国家 应切实遵守市场原则，不要将经贸问题政治化。中方维护自身正当合法权益的决心坚定不移。 凤凰网科技讯 北京时间11月17日，据彭博社报道，光刻机巨头阿斯麦CEO傅恪礼(Christophe Fouquet)在 谈到安世半导体争端时表示，该事件在短期内不会影响阿斯麦，这场危机最坏的时候已经过去。 傅恪礼在荷兰电视节目《Buitenhof》上表示，这场危机凸显了供应链是多么脆弱以及为何对话对于防止 争端升级至关重要。他指出，安世半导体事件让人清晰地认识到半导体产业的重要性以及"生态系统是 脆弱的"。他强调，这 ...

【文/观察者网 熊超然】荷兰政府一手酿出"安世之乱"，事件发酵已超过一个月，作为荷兰科技界代表性企业的阿 斯麦（ASML），此时终于就此表态发声。 据彭博社当地时间11月16日报道，阿斯麦首席执行官克里斯托夫·富凯（Christophe Fouquet）当天在接受本国电视 节目《Buitenhof》采访时表示， 荷兰和中国围绕安世半导体所引发的紧张对峙凸显了供应链的脆弱性，同时也表 明对话在防止争端升级方面至关重要。 节目中，他一方面强调半导体产业的重要性及其生态体系的脆弱性，一方面强调各方"展现责任感"十分关键。"关 键在于在局势升级前进行沟通，而这一次可能是反过来了，"他补充说："这事关重大。" 作为全球唯一一家生产尖端光刻机的公司，阿斯麦为包括台积电和英特尔在内的多家半导体厂商提供设备。富凯 认为，荷中两国之间的紧张关系短期内不会对阿斯麦造成影响，并补充说，这场危机最严重的时刻已经过去。 此前，荷兰政府于9月30日以所谓"国家安全"为由突然下令，"强行接管"中国半导体领军企业闻泰科技的全资子公 司安世半导体，但直至10月12日才对外公开。 据报道，当地时间11月13日，荷兰政府表示，将于本周初派遣代表团 ...

【文/观察者网 熊超然】荷兰政府一手酿成"安世之乱"，祸乱全球汽车业乃至整个供应链，虽然在传 出"中方已同意予以出口豁免"的消息后，欧洲汽车行业暂时松了口气，但却仍心有余悸。 当地时间11月13日，法国国内发行量最大的报纸之一《费加罗报》报道认为，荷方"捅出的娄子"显然激 怒了中方，而贸易紧张局势的升级也凸显出欧盟在这一事件上的无能为力。10月下旬，当时众多汽车制 造商和供应商担心后新冠疫情时代可能会重现这样的局面——零部件短缺导致生产线瘫痪。 "中国给欧洲上了一堂工业课。"报道指出，手握安世半导体这张"牌"，中方甚至无需动用在稀土精炼方 面的主导力，便可在汽车领域的博弈中"收放自如"。报道同时援引业内研究人士称，中方正在谈判过程 中建立起极具成效的出口管制体系，"中方赢得这些权力博弈的实力已经得到证明"。 安世半导体分公司 资料图 法国蒙田研究所国际研究主任杜懋之（Mathieu Duchâtel）认为，中方同意恢复出口，当前事态发展看 似积极，但对荷兰而言并没有取得真正的"胜利"。 "他们（中方）正一点点建立起一个出口管制体系，其在谈判中极具效果。我们总是回到同一个结论： 中国有实力赢得权力博弈。"杜懋之 ...

Economic Indicators - In October, the Consumer Price Index (CPI) in China increased by 0.2% month-on-month and year-on-year, with the core CPI (excluding food and energy) rising by 1.2%, marking six consecutive months of growth and outperforming market expectations [1] - The Producer Price Index (PPI) rose by 0.1% month-on-month for the first time this year, while year-on-year it decreased by 2.1%, but the decline narrowed by 0.2 percentage points compared to the previous month, indicating an improving trend over three months [2] Retail and Consumption - In October, the total retail sales of consumer goods reached 46,291 billion yuan, growing by 2.9% year-on-year, while online retail sales for the first ten months amounted to 127,916 billion yuan, up by 9.6% [5] - The online retail of physical goods grew by 6.3%, accounting for 25.2% of total retail sales, suggesting that new consumption patterns represented by online shopping will maintain a high growth rate in the future [5] Investment Policies - The Chinese government has introduced measures to stimulate private investment, with 13 policy initiatives aimed at creating a better environment for private investment, particularly in sectors like low-altitude economy and commercial aerospace [7][8] - In the first three quarters of the year, private fixed asset investment in mainland China decreased by 3.1% year-on-year, but excluding real estate development, private project investment increased by 2.1% [7] Geopolitical Developments - The Dutch government has invoked a law to take control of the Chinese-owned Nexperia semiconductor company, citing national security concerns, which has raised fears of disruptions in the global automotive supply chain [10][12] - The situation highlights the geopolitical tensions between Europe and China, as well as the reliance of Europe on the US for security while being economically dependent on China [15]

Group 1 - Anxie Semiconductor China expresses confidence in its ability to pay full salaries and benefits to all employees despite interference from the Dutch government and obstruction from some management in the Netherlands [1] - The company confirms that all employee compensation and benefits are currently normal [1] - On October 12, Wentai Technology announced that its core semiconductor asset, Anxie Semiconductor, faced dual restrictions from the Dutch government and courts, including a one-year freeze on assets and operations [1] Group 2 - The Chinese Ministry of Commerce noted the lack of substantial actions from the Dutch government to stop infringing on the legitimate rights of Chinese enterprises and restore stability to the global semiconductor supply chain [2] - China has announced exemptions for eligible exports as of November 1, aiming to address the chaos in the global semiconductor supply chain, which it attributes to the Dutch government's actions [2] - China urges the Dutch government to move beyond verbal statements and propose constructive solutions to stabilize the semiconductor supply chain and refrain from interfering in corporate affairs [2]

Core Viewpoint - The Chinese Ministry of Commerce expresses strong dissatisfaction with the Dutch government's actions regarding Nexperia, emphasizing that such administrative interventions disrupt the global semiconductor supply chain and violate contractual principles [1][2][5]. Group 1: Dutch Government Actions - Dutch Economic Minister Kaagmans stated that he would make the same decision regarding Nexperia, indicating a firm stance despite international criticism [1]. - The Dutch government issued an administrative order on September 30, followed by a court ruling on October 8, which led to significant disruptions in the semiconductor supply chain [1][2]. - The Dutch authorities have been accused of hastily implementing the Cold War-era "Goods Availability Act" without following proper legal procedures, damaging the business environment and credibility of the Dutch government [2]. Group 2: Impact on Semiconductor Supply Chain - The crisis in the semiconductor supply chain has been exacerbated by the Dutch government's actions, which have led to a fragile and severe situation globally [2][5]. - Nexperia, a key semiconductor asset of Wingtech Technology, faced a one-year freeze on its assets and operations due to the Dutch government's intervention [4]. - The Chinese side has taken measures to restore the stability of the semiconductor supply chain, including exemptions for compliant exports, but the situation remains precarious due to the Dutch actions [2][5]. Group 3: Chinese Response and Future Cooperation - The Chinese Ministry of Commerce has expressed a willingness to engage in discussions with the Dutch side to resolve the crisis, provided that constructive proposals are brought to the table [3]. - The Chinese side has emphasized the need for the Dutch government to take substantial actions rather than merely verbal commitments to restore the semiconductor supply chain [5]. - Nexperia China has assured its employees that despite the challenges posed by the Dutch government, it remains capable of providing full salaries and benefits [5].

Core Viewpoint - The article discusses the recent statements made by Dutch Economic Minister Karremans regarding Nexperia, a semiconductor company, and highlights China's strong discontent with the Dutch government's actions that have disrupted the global semiconductor supply chain [2][3][5]. Group 1: Dutch Government Actions - The Dutch government issued an administrative order on September 30, followed by a court ruling on October 8, which led to significant disruptions in the semiconductor supply chain, contradicting the previously stable environment [2][3]. - The Dutch Minister's decision to intervene in Nexperia's operations, including the freezing of assets and management changes, is criticized as reckless and damaging to the business environment in the Netherlands [3][5]. Group 2: China's Response - China expresses disappointment and strong dissatisfaction with the Dutch government's actions, emphasizing that such administrative interventions harm the legitimate rights of foreign enterprises and the overall business climate [2][3]. - The Chinese government has taken measures to restore stability in the semiconductor supply chain, including exemptions for compliant exports, but acknowledges that the situation remains precarious due to Dutch actions [3][6]. Group 3: Future Cooperation - China is open to discussions with the Dutch government to resolve the current crisis but insists that constructive proposals must be presented rather than mere formalities [4][6]. - The Chinese subsidiary of Nexperia reassures its employees that despite the challenges posed by the Dutch government's interference, it remains capable of fulfilling its payroll and benefits obligations [6].

Core Viewpoint - Nexperia China asserts its capability and commitment to ensure full salary and benefits for all employees despite interference from the Dutch government and obstruction from certain management in the Netherlands [1][4]. Group 1: Company Response to External Challenges - Nexperia China emphasizes that the root cause of issues in the semiconductor sector is improper interference by the Dutch government, which has not taken any substantial actions to restore stability in the global semiconductor supply chain [3][4]. - The company is actively engaging in "self-rescue" measures in accordance with Chinese laws to maintain orderly production and operations, while facing supply disruptions and quality doubts raised by Dutch management [3][4]. Group 2: Employee Assurance - Nexperia China reassures employees that all salary and benefits are currently normal, highlighting the importance of employees as the company's most valuable asset [4]. - The company expresses gratitude for the contributions of its employees and commits to safeguarding their legitimate rights and interests [4]. Group 3: Financial Performance Overview - In the third quarter, Nexperia reported a revenue of 4.43 billion, a year-on-year decrease of 77.38%, while net profit increased by 279.29% to 1.04 billion [5][7]. - For the first three quarters, total revenue was 29.77 billion, down 44.00%, with net profit reaching 1.51 billion, up 265.09% [5][7]. - The semiconductor business showed a robust growth of 12.20% year-on-year, with a gross margin of 34.56% and a net profit of 724 million [8].

Core Viewpoint - Nexperia China asserts its capability and commitment to ensure full salary and benefits for all employees despite external interferences and internal management challenges from Nexperia Netherlands [1][4]. Group 1: Company Response to External Interference - Nexperia China highlights that the root cause of its current challenges stems from inappropriate interventions by the Dutch government, which has not taken any substantial actions to restore stability in the global semiconductor supply chain [3][6]. - The company emphasizes that it is actively engaging in "self-rescue" measures in compliance with Chinese laws to maintain orderly production and operations, while facing disruptions from Nexperia Netherlands management [3][4]. Group 2: Internal Management Challenges - Nexperia China accuses certain management members from Nexperia Netherlands of obstructing operations by halting wafer supplies and questioning the quality of products from China, which contradicts their stated commitment to support the Chinese team [3][4]. - The company expresses gratitude towards its employees for their contributions and reassures them that all salary and benefits are being paid in full, reinforcing the importance of employee welfare [4][5].

Market Performance - The Tonghuashun Fruit Index concept fell by 2.76%, ranking among the top declines in concept sectors as of the close on November 14 [1] - The leading gainers in concept sectors included Hainan Free Trade Zone (+4.63%) and Horse Racing Concept (+1.65%), while the National Big Fund Holdings and Storage Chips saw declines of -3.07% and -2.94% respectively [1] Capital Flow - The Tonghuashun Fruit Index concept experienced a net outflow of 4.089 billion yuan, with 18 stocks seeing net outflows and 9 stocks exceeding 100 million yuan in outflows [1] - The stock with the highest net outflow was Industrial Fulian, with a net outflow of 1.760 billion yuan, followed by Dongshan Precision, Lens Technology, and Changdian Technology with net outflows of 425 million yuan, 388 million yuan, and 365 million yuan respectively [1] Notable Stocks - The stocks with significant net inflows included Wentai Technology and Zhuhai Guanyu, with net inflows of 131 million yuan and 15.35 million yuan respectively [2] - The top stocks in the outflow list included Industrial Fulian (-5.47%), Dongshan Precision (-4.24%), and Lens Technology (-4.32%) [1][2]