闻泰科技股份有限公司（以下简称"闻泰科技"或"公司"）分别于2025年9月29日和2025年10月15日召开 第十二届董事会第二十次会议和2025年第四次临时股东会，审议通过了《关于〈闻泰科技股份有限公司 2025年员工持股计划（草案）〉及其摘要的议案》等相关议案。具体内容详见公司于上海证券交易所网 站（www.sse.com.cn）披露的相关公告。 根据《关于上市公司实施员工持股计划试点的指导意见》及《上海证券交易所上市公司自律监管指引第 1号一规范运作》等相关规定，现将公司2025年员工持股计划（以下简称"本员工持股计划"）实施的相 关情况公告如下： 本员工持股计划的股份来源为公司回购专用账户回购的闻泰科技A股普通股股票，本员工持股计划拟持 有的标的股票数量不超过157.20万股，由公司回购专用证券账户以36.36元/股的价格非交易过户至本员 工持股计划专用证券账户。 登录新浪财经APP 搜索【信披】查看更多考评等级 特此公告。 本公司董事会、全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 闻泰科技股份有限公司 2025年12月4日，公 ...

| 证券代码：600745 | 证券简称：闻泰科技 公告编号：临 2025-160 | | --- | --- | | 转债代码：110081 | 转债简称：闻泰转债 | 本员工持股计划的股份来源为公司回购专用账户回购的闻泰科技A股普通股 股票，本员工持股计划拟持有的标的股票数量不超过157.20万股，由公司回购专 用证券账户以36.36元/股的价格非交易过户至本员工持股计划专用证券账户。 2025年12月4日，公司收到中国证券登记结算有限责任公司出具的《证券过 户登记确认书》，公司回购专用证券账户所持公司股票已于2025年12月3日非交 易过户至"闻泰科技股份有限公司-2025年员工持股计划"专用证券账户，过户 价格为36.36元/股，过户股份数量为157.20万股，约占公司2025年12月3日股本 总额124,464.5772万股的0.13%。本员工持股计划实际过户股份情况与股东会审 议通过的方案不存在差异。根据《闻泰科技股份有限公司2025年员工持股计划（草 案）》的要求，本员工持股计划的存续期为72个月，锁定期为12个月，均自公司 公告最后一笔标的股票过户至本员工持股计划名下之日起计算，锁定期满后，本 ...

Group 1: Core Insights - The article discusses the recent developments regarding the Nexperia incident, particularly the cancellation of the Dutch Economic Minister's visit to China, which was intended to address chip supply and security issues [3][4][8] - The Dutch government has been involved in the management of Nexperia since September 30, with concerns raised about the company's plans to transfer operations to China, which were deemed a threat to European economic security [8][9] - There have been various statements and actions from both the Dutch government and Chinese authorities, indicating a complex relationship regarding semiconductor supply chains and control over Nexperia [11][12][13][14] Group 2: Current Market Conditions - The chip spot market has shown signs of increased activity, with a rise in available inventory and a shift from a previously cautious stance to a more active demand environment, particularly from foreign trade [16][17] - Despite some recovery in demand, there remains a disparity in pricing, with certain chip models maintaining high prices while others have seen price reductions [17][18] - The overall sentiment in the market is transitioning from caution to a gradual recovery, although the core issues regarding wafer supply and administrative interventions by the Dutch government have not been fully resolved [16][17]

他，30岁怀揣10万元创业，最终以338亿惊天并购，将百年欧洲半导体名门收入麾下。五年整合，他将 企业推进行业全球三强。在荣获本年度华人奖唯一的"企业家成就奖"之际，让我们回顾闻泰科技、安世 半导体董事长张学政如何书写中国半导体产业的突围史——他用民营企业家的魄力与远见，成为照亮中 国高科技产业出海之路的华人之光。 此次获奖，是对张学政勇于突破、坚守信念的肯定，更是对他作为华人之光、民营企业家楷模的致敬。 他的经历昭示，在全球化与地缘博弈交织的今天，中国企业家既需商业智慧，更要有穿越周期的战略定 力。而张学政，正以一生践行这种精神，成为激励无数民营企业家逐梦全球的榜样。 【免责声明】本内容为广告，相关素材由广告主提供，广告主对本广告内容的真实性负责。本账号发布 目的在于传递更多信息，并不代表本账号赞同其观点和对其真实性负责，广告内容仅供读者参考。 30岁那年，他凭借10万元积蓄创立闻泰科技，凭着"敢闯敢拼、不服输"的韧劲杀出重围。2006年从IDH 业务起步，仅一年做到国内第一；2008年转型ODM，七年后登顶全球手机ODM榜首，用"中国速度"印 证了民营企业家"敢想敢拼、善作善成"的特质。 怀揣"让中国半导 ...

Core Viewpoint - The Dutch Minister of Economic Affairs, Karremans, has canceled his planned visit to China, originally scheduled for December, citing scheduling conflicts, amidst ongoing tensions regarding the semiconductor company Nexperia [1][2]. Group 1: Company Overview - Nexperia, headquartered in Nijmegen, Netherlands, is a subsidiary of Wingtech Technology, focusing on discrete and logic devices, and was previously a division of NXP Semiconductors before becoming independent in 2017 and acquired by Wingtech in 2019 [4]. - Nexperia is projected to generate approximately 14.7 billion yuan in revenue in 2024, accounting for about one-sixth of Wingtech's total revenue [4]. - The company's chips, while not cutting-edge, are produced in large quantities, primarily in Hamburg, Germany, and are essential for the global automotive industry, with clients including BMW and Volkswagen [4]. Group 2: Government Actions and Reactions - On September 30, the Dutch government invoked the "Goods Availability Act" to take control of Nexperia, citing national security concerns, but this action was publicly disclosed only on October 12 [4]. - The intervention has caused significant disruptions in the global automotive supply chain, leading to a chip supply crisis for manufacturers in the US, Europe, and Japan [4]. - Despite facing criticism domestically for unilateral actions, Karremans maintains that the situation is a matter of national security [1][2]. Group 3: Diplomatic Developments - Following the backlash, Karremans announced that a Dutch government delegation would visit China to seek resolutions regarding Nexperia on November 13 [5]. - On November 19, he stated that the Dutch government would take constructive measures to suspend its intervention in Nexperia, indicating that recent talks with China were aimed at demonstrating goodwill [5]. - The Chinese government has emphasized that the root cause of the semiconductor supply chain disruption lies with the Dutch government's actions and has called for constructive solutions to restore stability [6].

国际新闻 俄工贸部长：前10个月俄罗斯汽车产量下降12% 12月1日，乘联分会发布2025年10月乘用车区域市场流向分析称，今年大部分地区"两新"补贴政策的扶贫和公平性较好，经 济型车受益于补贴较大。其指出，随着国家对报废更新和以旧换新补贴的推进，新能源车相对燃油车获得更高的补贴优势。由 于中低端的新能源车价格相对比较低，在补贴相对均等情况下，消费者的购买热情也得到有利的释放。 内蒙古乌海半固态锂电池储能项目成功并网发电 近日，据央视新闻消息，位于内蒙古乌海的20万千瓦、80万千瓦时半固态电池储能项目实现并网发电，项目不仅刷新了我 国已并网半固态锂电池储能项目的装机规模纪录，更标志着我国半固态储能技术从示范应用迈入大规模商业化运营的关键阶 段。 国内新闻 乘联分会：补贴政策鼓励中低端，经济型车回暖 俄罗斯工贸部长安东·阿里汗诺夫日前表示，今年1-10月俄罗斯所有细分市场的汽车产量超过67.7万辆，较去年同期下降 12%，反映出俄罗斯汽车行业面临的严峻挑战。 欧盟将公布减少对中国原材料依赖的计划 当地时间11月30日，路透社报道称，欧盟委员会将于12月3日公布一系列措施，试图减少欧盟对中国关键原材料的所谓"过 ...

Domestic Macro - The National Cooperative Federation of China held its eighth congress on November 24, emphasizing the need for comprehensive reform and development in cooperative services [1][4] - The People's Bank of China announced a 10,000 billion yuan MLF operation on November 25, with a net injection of 1,000 billion yuan to maintain liquidity in the banking system [1][4] - The State Council launched the 14th National Policy Promotion Week to reduce the burden on enterprises on November 25 [1][4] - The National Data Bureau initiated pilot projects for data resource development in 12 state-owned enterprises, focusing on traditional and emerging sectors [1][4] - The Ministry of Commerce and five other departments issued a plan to enhance the adaptability of supply and demand in consumer goods, aiming for significant improvements by 2027 [1][4] Industry Policies - The Ministry of Housing and Urban-Rural Development announced a focus on urban renewal actions in four key areas on November 21 [2][5] - The Ministry of Industry and Information Technology launched commercial trials for satellite IoT services on November 22, supporting the development of new industries [2][5] - The Ministry of Industry and Information Technology initiated the creation of national emerging industry development demonstration bases, aiming to establish around 100 parks and 1,000 enterprises by 2035 [2][5] - The National Space Administration released an action plan to promote high-quality development in commercial aerospace on November 25 [2][5] Local Policies - The Shanghai Municipal Government issued measures to deepen the reform of drug and medical device regulation to promote high-quality development in the pharmaceutical industry on November 24 [6][18] - The Guizhou Provincial Development and Reform Commission held a meeting to address price competition issues on November 25 [6][18] - Guangdong Province introduced a financial support plan for enterprises to conduct industry chain integration and mergers on November 26 [6][18] Overseas Dynamics - The Chinese Foreign Ministry urged Japan to fulfill its commitments to China in practical actions on November 21 [7][20] - The G20 leaders' summit concluded on November 23, emphasizing multilateral cooperation and common development [7][20] - The European Parliament approved the "European Defense Industrial Plan" on November 25, aimed at strengthening the EU's defense capabilities [7][20] - The New Zealand Reserve Bank lowered its benchmark interest rate by 25 basis points to 2.25% on November 26, indicating potential further easing [7][20]

【文/观察者网 潘昱辰 编辑/高莘】据路透社报道，闻泰科技（维权）11月28日表示，已就荷兰阿姆斯 特丹企业法院剥夺其子公司安世半导体控制权的决定向荷兰最高法院提起上诉。 闻泰科技表示，安世荷兰公司正在回避其"合法控制权"问题，使谈判难以维持，而阿姆斯特丹企业法院 在荷兰政府的影响下，仅在一天时间内就作出单方面裁决，却没有听取闻泰科技的论点，这是不恰当 的。 不过路透社报道称，预计荷兰最高法院在今年内不会做出裁决。 同样在11月28日，安世中国发布声明，称安世荷兰此前官网发布所谓"致安世中国领导层的公开信"枉顾 事实，试图混淆视听，给市场带来极大误导性。 安世半导体生产的晶圆 视觉中国 安世的大部分晶圆在欧洲生产，其后大部分晶圆运往中国进行包装和分销。此前，安世荷兰以未付款为 由停止向安世中国供应晶圆。这一系列争端导致了汽车电气系统中广泛使用的芯片短缺。 安世中国表示，安世荷兰除中断向安世中国供应晶圆外，还不按约定向安世中国拨付资金，包括但不限 于拒绝履行多份合同下超过10亿元人民币的服务费，以及拖欠安世中国员工工资、公开发函无端污蔑安 世中国产品质量存在问题，涉嫌恶意损害我方商业信誉，以及在全球供应商大会上 ...

Group 1: Market Performance - The China Securities Intelligent Vehicle Theme Index (930721) rose by 2.20% as of December 1, 2025, with component stocks such as Guanghetong (300638) increasing by 20.01% and Beijing Junzheng (300223) by 17.04% [1] - The Intelligent Vehicle ETF Fund (159795) also saw a rise of 2.14%, marking its third consecutive increase, with a latest price of 1.05 yuan [1] - Over the past week, the Intelligent Vehicle ETF Fund has accumulated a rise of 3.63% [1] Group 2: Company Developments - Leap Motor reported a record high delivery of 70,327 units in November, representing a year-on-year growth of over 75%, maintaining a growth trend for nine consecutive months [3] - Xiaomi Group announced the launch of its embodied AI model MiMo-Embodied, which integrates autonomous driving and embodied intelligence, with Xiaomi's vehicle deliveries exceeding 40,000 units in November [3] - Great Wall Motors introduced the VLA auxiliary driving model and previewed a new generation of the auxiliary driving system, CPMaster [3] Group 3: Investment Insights - Ideal Auto plans to invest 12 billion yuan in R&D for 2025, with over 6 billion yuan allocated to AI [4] - According to GF Securities, as overseas automakers lose market share, they are accelerating their smart technology advancements to enhance competitiveness, while Chinese brands are positioned to benefit from global opportunities in the intelligent vehicle supply chain [4] - The integration of intelligent vehicles and robotics is expected to expand the valuation ceiling of the sector, with the Intelligent Vehicle ETF Fund closely tracking the performance of leading companies in intelligent vehicle applications [4] Group 4: Index Composition - As of September 9, 2025, the top ten weighted stocks in the China Securities Intelligent Vehicle Theme Index (930721) include Chipone (688521), Luxshare Precision (002475), and Top Group (601689), collectively accounting for 48.47% of the index [4][5]

Group 1 - Artificial intelligence (AI) has become an essential element across various industries, driving significant transformations and promoting high-quality economic development [1] - The "AI+" initiative is being accelerated by multiple policy measures in China, with a focus on developing new intelligent terminals and applications [1] - By 2027, China aims to establish three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots, encouraging the development of AI-enabled products [1] Group 2 - The AI sector is projected to contribute over one hundred trillion yuan to the global economy by 2030, marking it as a key growth driver [2] - The intelligent agent market is expected to reach 3.3 trillion yuan by 2028, with China's AI terminal market sales projected to reach 1.48 trillion yuan by 2030, reflecting a compound annual growth rate of 37.33% from 2024 to 2030 [2] Group 3 - There are over 260 AI-related concept stocks in the A-share market, with 17 stocks having doubled in value this year [3] - Among AI application concept stocks, 80 have reported a net profit growth of over 20% year-on-year in the first three quarters, with 22 stocks expected to maintain a net profit growth rate exceeding 20% from 2025 to 2027 [3] - Many of the high-growth potential AI application stocks have significant upside potential, with 15 stocks showing an upside of over 20% [3] Group 4 - Wen Tai Technology has an upside potential of 62.57%, with a net profit of 1.513 billion yuan in the first three quarters, reflecting a year-on-year growth of 265.09% [4] - Yu Chip Technology has an upside potential of 56.36%, achieving a net profit of 152 million yuan, a year-on-year increase of 113.85% [4] - Yutong Optical has an upside potential of 50.79%, with a net profit of 188 million yuan, growing by 40.99% year-on-year [4]