【文/观察者网 柳白】由荷兰政府挑起的"安世之乱"引发全球车企芯片断供恐慌，中方正本着负责任的 态度为危机降温。 路透社11月9日的报道提及，中国商务部当天强调已采取切实措施，对合规用于民用用途的相关出口予 以豁免，这是迄今中方为缓解车企压力发出的最强烈信号。而就在上周，大众汽车高管表示，汽车行业 已收到首批芯片，在与美国达成协议后，中方反应迅速。德国和日本的车企均透露，安世半导体在中国 制造的芯片已恢复交付。 据报道，汽车行业高管们11月7日表示，安世半导体已恢复部分关键芯片的发货。这场牵动汽车行业的 公司控制权之争出现缓和迹象，德国方面对此表示欢迎。 "荷兰与中国之间局势缓和并继续谈判，目前来看非常令人欣慰。"德国经济部发言人表示，该部仍希 望"短期个别许可能迅速发放至产业界"，使安世半芯片供货得以恢复。 德国总理默茨也表示，有积极信号表明交付可能重启，"可能在未来几个小时内"。 德国大陆集团子公司、汽车供应商欧摩威（Aumovio）高管7日告诉路透社，他们已收到首批来自中国 的安世芯片。 欧摩威首席执行官菲利普·冯·希尔谢伊特在公司第三季度财报会议上表示，"我们已再次从中国获得出口 （芯片）"。谈及此前 ...

闻泰科技涨超4%。 ...

Group 1 - The Chinese Ministry of Commerce has granted export control exemptions for Nexperia chips used in civilian applications, aiming to alleviate supply shortages for automotive manufacturers and suppliers [2] - This move signals a potential easing of export restrictions imposed on the global automotive industry following the Dutch government's takeover of Nexperia, a major chip manufacturer [2] - Nexperia, headquartered in the Netherlands, is owned by the Chinese company Wingtech Technology, and the Chinese government has indicated it will begin accepting exemption applications [2] Group 2 - The Chinese Foreign Ministry has expressed hope that the EU will increase efforts to urge the Netherlands to lift the seizure of Nexperia [3] - The Ministry emphasized that the responsibility for the current chaos in the global semiconductor supply chain lies with the Netherlands, and it welcomed the EU's influence in correcting the situation [4] - The Chinese government has taken measures to ensure the normal supply of compliant products related to Nexperia, reflecting a responsible attitude towards global semiconductor supply chain stability [4]

Geopolitical Developments - A complex interplay of geopolitical developments, domestic political maneuvers, and critical trade adjustments is shaping the global economic landscape [2] - Humanitarian efforts in conflict zones and high-stakes legislative battles are contributing to heightened uncertainty in the markets [2] Hostage Situation in Gaza - The International Committee of the Red Cross (ICRC) confirmed the transfer of an Israeli hostage's body from Gaza to Israeli security forces, marking the fourth transfer this week [3] - Six hostages are still believed to be held in Gaza, indicating ongoing humanitarian challenges [3] U.S. Political Landscape - Former President Donald Trump criticized Obamacare, calling for a radical overhaul and suggesting that funds be redirected from insurance companies to citizens for better healthcare options [4] - Trump urged Senate Republicans to terminate the filibuster to end the prolonged government shutdown, which is now the longest in U.S. history [5] Semiconductor Supply Chain - China has eased restrictions on Nexperia chip exports for civilian use, alleviating supply chain issues that threatened global automotive production [6] - The ban on re-exports of Nexperia's chips had created a significant supply shortage for the automotive sector, prompting European officials to welcome China's decision [7][8] Senegal's Debt Situation - Senegal's Prime Minister opposed proposed debt restructuring, emphasizing the government's commitment to financial sovereignty despite a public debt estimated at 132% of GDP [9][10] - The IMF is in discussions with Senegal to finalize a new financing program following the suspension of a previous $1.8 billion program due to undisclosed debts [10]

据央视新闻报道，2025年深秋，一场围绕半导体巨头安世的控制权博弈在中欧之间激烈上演。荷兰安世总部突然发难， 一边暂停向中国工厂供应核心晶圆，一边抛出"先付采购费再谈供货"的强硬要求，更对中方恢复中国籍CEO张学政职务 的合理诉求置若罔闻。这场看似商业纠纷的背后，实则是荷兰政府借"国家安全"之名行资产掠夺之实的典型操作，美方 的影子在其中若隐若现。 时间回到2018年，中国企业闻泰科技斥资332亿元完成对安世半导体的收购，这宗当时中国半导体行业最大的海外并购 案，本是中企走向全球的成功范例。在中方资本注入后，安世半导体加大研发投入，业务规模持续扩大，到2024年10月 已还清所有前期债务，2025年上半年安世半导体业务营收占闻泰科技总营收超三成。谁也没想到，一场无妄之灾正在酝 酿。2024年底，美国将闻泰科技列入"实体清单"，2025年9月更是推出"穿透规则"，将出口管制扩大至安世半导体。紧随 其后的9月30日，荷兰经济事务与气候政策部突然下达部长令，冻结安世半导体全球30个主体的资产、知识产权和人员调 整，有效期长达一年。次日，阿姆斯特丹上诉法院企业法庭在未庭审的情况下，直接暂停了张学政的CEO职务，将闻泰 ...

Core Viewpoint - The control issue of Nexperia has seen a turnaround due to strong intervention from the Chinese government, with expectations of resuming chip supply from its Chinese subsidiary soon [1][3]. Group 1: Control and Supply Chain - The Dutch government announced that Nexperia's Chinese subsidiary is expected to resume chip supply in the coming days [1]. - The restoration of supply is contingent upon the Dutch government reinstating former CEO Zhang Xuezheng and returning full control of Nexperia to Wingtech [3]. - The control dispute has disrupted the global supply chain for Nexperia's clients, posing risks of chip shortages in critical industries such as automotive and aerospace in Europe [4]. Group 2: Government Actions and Legal Context - The Dutch government took control of Nexperia on September 30, 2025, under the Goods Availability Act, suspending CEO Zhang's position and placing the company's equity under an independent Dutch trustee [3]. - The recent negotiations between China and the U.S. led to the U.S. announcing a one-year suspension of the 50% penetration rule, which weakened the legal basis for the Dutch government's actions regarding Nexperia [4]. Group 3: Company Performance and Contributions - Nexperia has established R&D and manufacturing centers in the Netherlands, Germany, and the UK, employing thousands and increasing R&D investment by over 150% in the past three years [5]. - The company has contributed €130 million in corporate income tax to the Netherlands over the past five years [5]. - The resolution of the control issue is expected to stabilize the supply of automotive electronic power devices [6].

Core Viewpoint - The situation surrounding Nexperia, a semiconductor company, has escalated into a political conflict involving the Dutch government and China, complicating what was initially a significant investment by a Chinese firm in Europe [1][4]. Group 1: Company Operations and Management - China has expressed intentions to ease tensions by offering exemptions for eligible exports, indicating a desire to resolve disputes with Nexperia and restore normal business operations [1]. - The Dutch government has maintained a firm stance, demanding payment for wafer procurement, despite the fact that wafer procurement and production are primarily managed by Chinese factories [3][12]. - The removal of Chinese CEO Zhang Xuezheng by the Dutch government is viewed as an unfair action, with China asserting that he was unjustly implicated in the conflict [4][10]. Group 2: Political and Economic Implications - The Dutch government's sudden demand for management changes at Nexperia, citing "national security," is perceived as interference in the company's internal decisions, coinciding with new U.S. export control regulations [6][8]. - The actions taken by the Dutch government are interpreted as an attempt to diminish Chinese influence in overseas operations, particularly in the semiconductor sector [10][16]. - The Dutch insistence on a "pay first, supply later" model has led to a halt in wafer supplies to Chinese packaging plants, exacerbating tensions and impacting global supply chains [12][14]. Group 3: Responses and Future Outlook - China has publicly stated that it will continue to supply goods and has sufficient inventory to last until the end of the year, countering claims of payment defaults by the Dutch side [14][17]. - The Chinese Ministry of Commerce has issued a "final ultimatum" to the Dutch government, emphasizing that the latter should bear full responsibility for the ongoing issues [16]. - The situation reflects broader concerns regarding the treatment of Chinese enterprises abroad, with Nexperia striving to reduce reliance on its Dutch headquarters while facing increasing pressure from the Netherlands [17][18].

Core Viewpoint - The Chinese government emphasizes the need for the Netherlands to take concrete actions to restore the stability of the global semiconductor supply chain, following the recent restrictions imposed on Nexperia by the Dutch government [2][4][5]. Group 1: Nexperia's Situation - Nexperia, a semiconductor company under Wingtech Technology, faced dual restrictions from the Dutch government and courts, including a one-year freeze on its assets and operations [4]. - The Dutch court ruled to suspend the board position of Wingtech's founder in Nexperia and appointed an independent director with decisive voting rights, transferring nearly all of Wingtech's shares to third-party management [4]. Group 2: Chinese Government's Response - The Chinese government has expressed its discontent with the Dutch government's actions, stating that they have severely infringed upon the legitimate rights of Chinese enterprises [4][5]. - On November 1, the Chinese government announced exemptions for eligible exports to promote the recovery of Nexperia's supply chain, highlighting its responsible approach to global semiconductor stability [5]. Group 3: Call for Constructive Solutions - The Chinese government urges the Dutch side to move beyond verbal statements and propose constructive solutions to resolve the Nexperia issue and stabilize the semiconductor supply chain [2][5]. - The Chinese government insists on maintaining the legitimate rights of enterprises and aims to ensure the smooth operation of the global semiconductor supply chain [5].

（原标题：安世半导体，最新消息！中方同意荷兰派员来华磋商的请求） 商务部新闻发言人就安世半导体问题答记者问。 近日，荷兰经济大臣卡雷曼斯在个人社交媒体账户发布关于安世半导体问题的声明。 对此，11月8日，商务部新闻发言人回应称，中方注意到荷兰经济大臣卡雷曼斯于11月6日发表的声明， 但截至目前尚未见到荷方在停止侵害中国企业合法权益和恢复全球半导体供应链稳定方面的实际行动。 中方本着对全球半导体供应链稳定与安全的负责任态度，已于11月1日宣布对符合条件的相关出口予以 豁免，而造成当前全球半导体供应链混乱的源头和责任在荷方。中方希望，荷方表态不能只停留在口头 上，应尽快实质性提出建设性方案并采取实际行动，从源头上迅速且有效恢复全球半导体供应链稳定， 以及停止用行政手段介入并干涉企业内部事务，推动安世半导体问题早日解决。中方同意荷经济部派员 来华磋商的请求。 今年10月12日，闻泰科技（600745）发布公告披露，公司旗下贡献百亿元营收的核心半导体资产——安 世半导体（Nexperia），突遭荷兰政府与法院的双重限制。荷兰经济事务与气候政策部下达部长令，要 求安世半导体及其全球30个主体对其资产、知识产权、业务及人 ...

Group 1 - The core issue revolves around the Dutch government's restrictions on Nexperia, a semiconductor company under Wentai Technology, which has led to significant operational disruptions and a global semiconductor supply chain crisis [3][4]. - The Chinese government has expressed its commitment to maintaining global semiconductor supply chain stability and has announced export exemptions for eligible entities as a response to the situation [4][5]. - The Dutch government is criticized for not taking constructive actions to resolve the issue and for interfering in the internal affairs of Nexperia, which has resulted in a detrimental impact on the global semiconductor supply chain [3][4]. Group 2 - The Dutch Minister of Economic Affairs, Karremans, made a statement regarding the Nexperia issue, but the Chinese side has noted a lack of tangible actions from the Dutch government to address the concerns raised [1][5]. - The Chinese government has called for a responsible approach from the Dutch side to restore stability in the semiconductor supply chain and to cease administrative interventions in corporate matters [4][5]. - The ongoing situation has led to Nexperia halting the supply of wafers to its Chinese counterpart, causing production disruptions and further complicating the global semiconductor landscape [3][4].