| 证券代码：600745 | 证券简称：闻泰科技 | 公告编号：临 | 2026-001 | | --- | --- | --- | --- | | 转债代码：110081 | 转债简称：闻泰转债 | | | 闻泰科技股份有限公司 关于 2025 年第四季度可转债转股及股票期权激励计划 自主行权结果暨股份变动的公告 ● 股票期权自主行权情况： 公司 2023 年股票期权激励计划首次授予的股票期权第二个行权期可行权股 票期权数量为 232,753 份。行权起止日期为 2025 年 9 月 26 日至 2026 年 8 月 24 日（行权窗口期除外），行权方式为自主行权，期权代码为 1000000505。公司 2023 年股票期权激励计划预留授予的股票期权第一个行权期可行权股票期权数 量为 406,888 份，行权起止日期为 2024 年 11 月 13 日至 2025 年 10 月 24 日（行 权窗口期除外），行权方式为自主行权，期权代码为 1000000562。公司 2023 年 股票期权激励计划预留授予的股票期权第二个行权期可行权股票期权数量为 20,595 份，行权起止日期为 2025 年 11 月 ...

闻泰科技公告称，截至2025年12月31日，累计297.8万元"闻泰转债"转股，形成股份37,823股，占转股前 已发行股份总额0.0030%，未转股金额85.97亿元，占发行总额99.9650%。2025年第四季度转股金额28.1 万元，形成股份6,418股。2025年第四季度，首次授予股票期权第二个行权期13,127股完成过户，占可行 权总量5.64%；预留授予第二个行权期4,255股完成过户，占20.66%。本次变动后，公司总股本从 1,244,622,083股增至1,244,645,883股，控股股东未变。 ...

机构持仓方面，截止2025年9月30日，闻泰科技十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股3939.67万股，相比上期减少774.72万股。华夏国证半导体芯片ETF（159995）位居第十大 流通股东，持股1107.67万股，相比上期减少408.89万股。 责任编辑：小浪快报 闻泰科技所属申万行业为：电子-半导体-分立器件。所属概念板块包括：荣耀概念、服务器、人工智 能、生物识别、并购重组等。 截至9月30日，闻泰科技股东户数16.04万，较上期增加5.70%；人均流通股7758股，较上期减少5.39%。 2025年1月-9月，闻泰科技实现营业收入297.69亿元，同比减少44.00%；归母净利润15.13亿元，同比增 长265.09%。 分红方面，闻泰科技A股上市后累计派现7.96亿元。近三年，累计派现1.55亿元。 1月5日，闻泰科技（维权）盘中上涨2.01%，截至13:08，报38.03元/股，成交10.71亿元，换手率 2.29%，总市值473.34亿元。 资金流向方面，主力资金净流入1409.74万元，特大单买入1.05亿元，占比9.79%，卖出7759.60万元，占 比7.24 ...

Group 1 - The Netherlands and the UK are taking actions against Chinese investments in semiconductor companies, citing "national security" concerns, which undermines the credibility of European nations [2][4] - Nexperia, a subsidiary of Wingtech Technology, was acquired by Chinese capital in 2019, leading to significant improvements in its financial performance, with revenue projected to reach €284 million by 2024 [2] - The Dutch government issued an administrative order on September 30, 2025, to freeze Chinese control over Nexperia, causing disruptions in the global supply chain, particularly in the automotive sector [2][6] Group 2 - In 2021, China Jian Guang Asset acquired 80.2% of UK-based FTDI for $414 million, turning around its financial situation within a year, with net profit rising to $13.03 million and a gross margin exceeding 70% [4][6] - The UK government ordered Jian Guang Asset to divest its shares in FTDI by November 5, 2024, again citing national security as the reason [4][6] - The actions taken by the UK and the Netherlands reflect a broader trend of Western nations reacting to Chinese investments in the semiconductor sector, leading to a decline in Chinese investments in Europe [8][10] Group 3 - The U.S. Department of Commerce added Jian Guang Asset, Wingtech Technology, and Zhilu Capital to its entity list on December 5, 2024, restricting technology exports to these companies [6] - The European economy is already facing challenges, with a projected GDP growth of only 1.1% in spring 2025, which was later adjusted to 1.4% in autumn, indicating ongoing economic uncertainty [8][10] - The tightening of foreign investment rules in Europe, particularly against Chinese companies, is expected to harm local economies and innovation, leading to increased unemployment and a decline in investment activity [10]

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 ...