安世是闻泰科技旗下的子公司，本来是荷兰本土企业的一部分，2019年被中国资本收购后，经营状况大为改善。营收从收购前的水平翻了好几倍，到2024年 已经达到2.84亿欧元，所有债务也在2025年底前还清。本来这是件双赢的事，中国资金和管理帮着盘活了企业，荷兰当地就业和产业链也受益。 可谁知2025年9月30日，荷兰经济事务部突然发出一纸行政令，禁止安世转移资产，还冻结了中方控制权，理由是所谓经济安全风险。这操作来得太突然， 直接导致全球供应链中断，尤其是汽车行业用的功率半导体短缺，好多厂家订单堆积。 闻泰科技作为母公司，本来通过合法并购帮安世扭亏为盈，现在却被这么一搞，损失不小。中国商务部多次交涉，强调这种不当干预破坏了产供链稳定。幸 好经过谈判，荷兰在2025年11月19日宣布暂停干预措施，但这事留下的裂痕可不是轻易能修补的。 先是荷兰那边对安世半导体下手，现在英国又跟风，强逼中国企业卖掉FTDI的股份，那些中国企业辛辛苦苦投钱进去，帮助当地公司起死回生，结果到头 来却被以"国家安全"为名赶出去，整个欧洲的信誉就这样一步步崩塌。 建广资产成立于2014年，闻泰科技2006年起步，智路资本也专注芯片领域。他们通 ...

本文字数：1266，阅读时长大约2分钟 2025.12.31 商务部新闻发言人强调，安世半导体问题的根源是荷政府对企业经营的不当行政干预引起的。中国有句古话，解铃还须系铃人，要想彻底消除全球相关企 业对芯片短缺的担忧，荷政府应立即撤销行政令，推动安世荷兰前高管从企业法庭撤诉，为企业协商创造有利条件，尽快恢复包括在中国的中外汽车制造 商芯片供应，为恢复全球半导体产供链的安全与稳定做出荷方应尽之义。 此前，据商务部信息，11月18日和19日，中荷双方政府部门在北京就安世半导体问题举行了两轮面对面磋商。在磋商中，中方再次强调，造成当前全球半 导体产供链混乱的源头和责任在荷方，敦促荷方切实采取实际行动，迅速且有效推动安世半导体问题早日解决，恢复全球半导体产供链的安全与稳定。荷 方主动提出，暂停荷经济大臣根据《货物可用性法案》签发的行政令。 商务部新闻发言人彼时表示，中方对荷方主动暂停行政令表示欢迎，认为这是向妥善解决问题的正确方向迈出的第一步，但距离解决全球半导体产供链动 荡和混乱的根源"撤销行政令"还有差距。同时，在荷经济部推动下的企业法庭剥夺闻泰科技对荷兰安世控制权的错误裁决，仍是阻碍问题解决的关键所 在，希望荷 ...

商务部最新发声。 12月31日，商务部新闻发言人就荷兰经济大臣卡雷曼斯接受采访答记者问。具体如下： 有记者问：近日，荷兰经济大臣卡雷曼斯接受荷兰媒体采访时称，对安世半导体采取强硬措施确有必要。请问商务部新闻发言人对此有 何评论？ 答：我们注意到你提到的报道。中方已多次强调，荷方对安世半导体企业内部事务的不当行政干预，已导致全球半导体供应链危机，荷 方必须对此承担全部责任。令人困惑的是，面对全球业界焦虑和不安，荷方依然无动于衷固执己见，完全没有展现出对全球半导体产供 链安全负责任的态度，更没有任何实质性行动。中方再次呼吁，荷方切勿一意孤行，应立即纠正错误，为恢复全球半导体产供链的稳定 与安全扫清障碍。 12月22日，商务部发言人表示，闻泰科技与安世荷兰的负责人上周举行了首轮协商，就各自关注的问题进行了解释和澄清，并同意继续保 持沟通。中方呼吁相关企业就控制权和恢复供应链问题进行协商，切实恢复全球半导体产供链。商务部发言人强调，安世半导体问题的根源 是荷政府对企业经营的不当行政干预引起的。中国有句古话，解铃还须系铃人，要想彻底消除全球相关企业对芯片短缺的担忧，荷政府应立 即撤销行政令，推动安世荷兰前高管从企业法庭 ...

中方再次呼吁，荷方切勿一意孤行，应立即纠正错误，为恢复全球半导体产供链的稳定与安全扫清障 碍。 近日，荷兰经济大臣卡雷曼斯接受荷兰媒体采访时称，对安世半导体采取强硬措施确有必要。 31日，商务部网站发布《商务部新闻发言人就荷兰经济大臣卡雷曼斯接受采访答记者问》。商务部新闻 发言人表示，中方已多次强调，荷方对安世半导体企业内部事务的不当行政干预，已导致全球半导体供 应链危机，荷方必须对此承担全部责任。 商务部新闻发言人表示，令人困惑的是，面对全球业界焦虑和不安，荷方依然无动于衷固执己见，完全 没有展现出对全球半导体产供链安全负责任的态度，更没有任何实质性行动。 商务部新闻发言人表示，中方再次呼吁，荷方切勿一意孤行，应立即纠正错误，为恢复全球半导体产供 链的稳定与安全扫清障碍。 对此，22日，商务部新闻发言人表示，中国政府本着对全球半导体产供链负责任的态度，已采取切实措 施，对合规的、用于民用用途的芯片出口予以豁免，为半导体供应链稳定畅通创造了必要条件，同时督 促企业尽快通过协商解决内部纠纷。 商务部新闻发言人表示，据了解，闻泰科技与安世荷兰的负责人上周举行了首轮协商，就各自关注的问 题进行了解释和澄清，并同意继 ...

Supply News - Anshi China has shipped over 11 billion chips since resuming shipments in mid-October, serving over 800 global customers [1][7] - In response to semiconductor-related disputes, Wentai Technology has initiated multiple legal proceedings in the Netherlands and submitted a dispute notice, potentially seeking international arbitration with claims up to $8 billion if unresolved within six months [1][7] Project Progress - The third phase of the Muling North Semiconductor Technology Co., Ltd. project has officially commenced production, with a total investment of 2 billion yuan and an annual capacity of 1 million 6-inch wafers, primarily for applications in new energy vehicles, industrial control, and photovoltaics [2][8] - The core equipment for the New Beauty Materials New Station Optical Functional Film project was moved in on December 25, marking significant progress, with a total investment of approximately 5 billion yuan and plans for five internationally leading intelligent display material production lines, expected to achieve mass production by the third quarter of 2026 [2][8] Corporate Dynamics - Zhongwei Company won a provincial patent award for its invention patent "Chemical Vapor Deposition Reactor or Epitaxial Layer Growth Reactor and Its Supporting Device" and also secured the gold award in the second "Changgao Competition" for high-value patent transformation [3][9] - Noreco announced on December 26 the launch of a new product series, Optical Critical Dimension (OCD) equipment NKShape, successfully delivered to a leading domestic customer, designed for advanced semiconductor processes [3][9] - Tianzhun Technology announced on December 28 the successful completion of its public offering of convertible bonds, totaling 872 million yuan, with the bonds set to be listed on the Shanghai Stock Exchange on December 31, 2025 [4][10] - Chipone announced on December 26 that its shareholder, the National Integrated Circuit Industry Investment Fund, plans to reduce its holdings by up to 8.9396 million shares, accounting for no more than 1.70% of the total share capital [4][10] - SK Hynix is accelerating the construction of its 2.5D packaging production line to enhance its overall packaging capabilities for AI semiconductors, including high bandwidth memory (HBM) [4][10] - Media reports indicate that MediaTek announced a strategic partnership with global automotive component supplier DENSO to jointly develop customized automotive system-on-chip (SoC) solutions for advanced driver assistance systems (ADAS) and smart cockpit applications [4][10]

Core Viewpoint - The article discusses the ongoing control dispute over Nexperia, a subsidiary of Wingtech Technology, highlighting the legal actions being taken and the implications for the semiconductor supply chain [1][4]. Group 1: Control Dispute and Legal Actions - Wingtech Technology's chairman, Yang Mu, announced that the company has initiated legal proceedings following the Dutch government's freezing of Nexperia's assets due to "national security" concerns, with potential claims reaching up to $8 billion [1]. - The company plans to hold a second hearing in the Netherlands in January 2026 and may pursue international arbitration if the situation is not resolved [4]. - Wingtech has accused Nexperia Netherlands of several actions that disrupt the supply chain, including halting wafer supplies to Nexperia China and making unfounded claims about product quality [3]. Group 2: Supply Chain and Production Implications - Nexperia Netherlands has ceased wafer supply to Nexperia China, leading to a fragmented supply chain, prompting Nexperia China to accelerate localization efforts, with plans to complete domestic wafer supplier validation by Q2 2026 [1]. - Nexperia Netherlands is also planning to invest over $300 million in Malaysia to expand production capacity, aiming for 90% of its production needs to be met outside of China by mid-2026 [1]. Group 3: Diplomatic and Regulatory Context - Wingtech Technology asserts that the Dutch government's intervention violates the China-Netherlands Bilateral Investment Protection Agreement, and a dispute notification was submitted on October 15, with a six-month resolution window before seeking international arbitration [4]. - The Chinese government has reiterated that the root cause of the Nexperia issue is the improper administrative intervention by the Dutch government, urging for the withdrawal of administrative orders to restore stability in the semiconductor supply chain [4].

智通财经记者 | 陈慧东 孙艺真 智通财经编辑 | 宋烨珺 2025年，并购重组成为资本市场改革深化后的核心关键词：政策松绑破除制度壁垒，市场需求激活产业整合动力，全年并购重组案例数、交易规模双双大幅 增长。 并购重组与IPO形成精准互补的功能格局，前者聚焦存量资产整合，后者助力增量主体入市，共同构建多层次资本市场体系。 据智通财经不完全统计，2025年，A股上市公司共计披露并购重组事件数量达2377条，其中包括首次披露以及进展与结果公告，去年同期为2729条；重大重 组事件数量达71条，去年同期为52条。 IPO方面，2025年全年A股IPO呈现"量额齐升"的强劲态势，募集资金总额达1205.05亿元，较上年同比大幅增长96.56%；IPO企业家数共计104家，同比增长 10.64%。 2025年，无论是IPO的"入口端"还是并购重组的"优化端"，资本市场的政策主线清晰且一以贯之，即服务于"提升上市公司质量、驱动产业转型升级"这一核 心目标。 "IPO的'严进'与并购重组的'搞活'形成互补。前者确保新上市公司的整体质量；后者则为已上市公司提供了通过市场化并购快速获取技术、拓展市场、实现 转型的通道，二者共同 ...

1.官方明确！明年"国补"范围和标准将调整 2. 索赔80亿美元！闻泰科技：必须夺回安世半导体 3. 索赔超23亿！吉利系公司指控欣旺达电芯存在质量问题 4. 豪掷2600万！ 扫地机器人巨头给全员发金子，或共超37斤 5. 网易发布公告：批准丁迎峰退休，继续担任公司顾问 6.男子"充25年会员退费难"，爱奇艺回应 7.苹果应用商店有App放高利贷，苹果客服：正核查处理 8.2nm时代来了！苹果高通联发科同期发布2nm芯片 今日头条 HEADLINE NEWS 要闻提示 NEWS REMIND 官方明确！明年"国补"范围和标准将调整 12月28日消息，据媒体报道，12月27日至28日，财政部部长蓝佛安在全国财政工作会议上表示，明年财 政将大力提振消费。深入实施提振消费专项行动，继续安排资金支持消费品以旧换新，调整优化补贴范围 和标准。这是再次确认2026年"国补"继续的同时，强调了"国补"范围和标准将优化调整。 事实上从2024年实施"国补"政策以来，"国补"的范围在持续优化调整。据官方相关文件，2024年"国 补"范围主要是汽车报废更新、冰箱等8类家电产品，2025年"国补"则明显扩围。其中，汽车报废更新支 ...

在今年10月的股东会上，闻泰科技高层曾表示有信心打通国内供应链，稳住国内产能占公司整体产能 80%的比例，并稳住中国市场占公司全球销售约50%的比例。 本报讯 （记者李万晨曦）12月26日，闻泰科技股份有限公司（以下简称"闻泰科技"）召开2025年第五 次临时股东会，并于当晚发布2025年第五次临时股东会决议公告，有关预计2026年度日常关联交易、关 于增补独立董事的议案均获审议通过。 股东会上，投资者重点关注公司如何保障供应链的稳定运行。闻泰科技董事长杨沐在现场表示，为进一 步保障供应链稳定，公司正开展国内部分晶圆供应商的验证工作，预计2026年第一季度、第二季度完成 新供应商验证。 对于公司这一规划的最新进展，杨沐在本次股东会上表示，公司始终积极推进全球供应链建设，持续巩 固国内产能及市场份额。目前公司正按既定规划推进相关工作，全力保障"国内产能占公司整体产能 80%、中国市场占全球销售约50%"目标的稳定达成。 针对此，杨沐表示，闻泰科技在荷兰已启动多项法律程序，正通过合法途径全力维护公司及全体股东的 合法权益。我方更是多次通过不同场合、多种途径，主动向安世荷兰表达愿意通过协商共同寻求解决方 案。闻泰科 ...

Group 1 - Kuaishou's live streaming function was attacked by cybercriminals, leading to a significant security incident that requires systemic upgrades across the industry for better prevention measures [1] - The Lijiang Cultural and Tourism Bureau publicly criticized Xiaohongshu for inadequate monitoring and management, resulting in consumer misinformation and damage to local businesses [2] - Wentech plans to assert its rights regarding the control of its subsidiary, Anshi Semiconductor, through a hearing in January 2026, with potential claims reaching up to $8 billion [3] - The Shanghai Stock Exchange issued guidelines for commercial rocket companies, requiring successful orbital launches as a precondition for listing [4] - JD.com faced theft at its warehouse in France, but the reported losses were exaggerated compared to actual figures [5][6] - UBTECH announced a significant acquisition of 43% of Fenglong shares, marking a strategic move in the humanoid robotics sector [7] - NetEase's veteran executive Ding Yingfeng will retire after 23 years, having played a crucial role in the development of several flagship games [8] - Harman International agreed to acquire ZF's ADAS business for €1.5 billion, indicating a strategic entry into the growing ADAS market [9] - The successful first flight of China's first 6-ton tilt-rotor aircraft, Lanying R6000, marks a breakthrough in tilt-rotor technology and opens new opportunities in low-altitude economy [10][11] - TCL Technology plans to acquire 80% of Zhao Yuan Optoelectronics for ¥490 million, entering the LED chip sector [12] - Visionary Technology's IPO was approved, aiming to raise ¥2.015 billion for expanding its Micro OLED production capacity [13] - The global AI hardware market is projected to grow significantly, attracting innovation in various sectors, with a focus on overcoming scene capability challenges [14]