林剑表示，你的问题建议向中方的主管部门了解。"我要指出的是，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。" 据北京日报，10月13日，外交部发言人林剑主持例行记者会。 彭博社记者提问，荷兰政府将会对中国闻泰科技的控股子公司安世半导体采取限制措施。中方对此有何 评论？ ...

昨日晚间，闻泰科技的一纸公告揭开了公司遭遇跨国监管重大挑战，旗下总部位于荷兰的核心资产安世 半导体（Nexperia）因荷兰政府指令，自9月30日起，全球 30 个分支机构对资产、知识产权、业务及人 员实施为期一年的 "全面冻结"，任何调整行为均被禁止。 与此同时，安世部分外籍高管甚至请求法庭启动公司调查，并暂停母公司闻泰科技委派的CEO履行职 务。荷兰方面还要求任命一名拥有决定性投票权的外籍董事，并将安世半导体的所有股份（减去一股） 托管给稍后指定并公布的人员。 这次对中资企业采取行动， 荷兰政府也玩起了"国家安全"的老套路，担忧关键技术可能被转移至中国 母公司闻泰科技。 荷兰经济事务部12日在一份声明中声称，这是荷兰政府首次启用《商品供应法》（Goods Availability Act），原因是"荷兰及欧洲本土关键技术知识与能力的连续性和安全性面临威胁"。 声明辩称，采取此次行动的另一原因是安世"内部存在严重的治理缺陷与问题行为""该决定旨在防范一 种风险，即紧急情况下，安世半导体生产的产品（成品及半成品）可能无法供应，相关产品包括用于欧 洲汽车行业和消费电子领域的芯片等。" 文章称，荷兰政府以莫须有的 ...

Core Viewpoint - The Dutch government plans to impose restrictions on the Chinese company Wingtech Technology's subsidiary, Nexperia, which has drawn a response from China opposing the broadening of national security concepts [1]. Group 1 - The Chinese Foreign Ministry spokesperson Lin Jian emphasized that China consistently opposes the discriminatory practices targeting specific national enterprises under the guise of national security [1]. - Lin Jian urged relevant countries to adhere to market principles and avoid politicizing economic and trade issues [1]. - The Chinese government remains resolute in safeguarding its legitimate rights and interests [1].

Core Viewpoint - The article discusses the impact of the U.S. government's decision to impose a 100% tariff on Chinese imports starting November 1, 2025, which has led to significant market fluctuations in both U.S. and Chinese stock markets [2][18]. Group 1: Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector saw a significant increase, with stocks like China Rare Earth and Northern Rare Earth hitting their daily limit up [5]. - The price of rare earth concentrate has been adjusted to 26,205 yuan/ton (excluding tax) for Q4 2025, reflecting a 37% increase compared to the previous quarter [7]. - Analysts predict that the rare earth industry will enter a new phase of high-quality development, with prices expected to stabilize and gradually increase due to seasonal demand [7][8]. Group 2: Semiconductor Sector - Wintime Technology's stock plummeted by 10% after the Dutch government imposed restrictions on its core semiconductor asset, Nexperia, affecting its operations and management [10][12]. - Nexperia contributed 14.715 billion yuan in revenue and 2.297 billion yuan in net profit in 2024, highlighting its importance to Wintime Technology [12]. - The Dutch government's actions are viewed as excessive intervention based on geopolitical biases, raising concerns about the treatment of Chinese enterprises [12][13]. Group 3: Domestic Software Sector - Domestic software stocks experienced a collective surge, with companies like Kingsoft Office and China Software seeing significant gains [17]. - The Ministry of Commerce's announcement regarding export controls on certain rare earth-related items has sparked discussions about the implications for domestic software development [17][20]. - Analysts believe that potential software export controls could create a golden opportunity for domestic software to replace foreign products, accelerating the self-sufficiency of China's software industry [20].

Core Viewpoint - The discussion surrounding Wentai Technology and Nexperia highlights a significant fracture in the global semiconductor supply chain, driven by national security concerns overriding decades of cooperative models [2]. Group 1: Background of the Event - The crisis began with Wentai Technology's acquisition of Nexperia in 2018 for 33.2 billion yuan, which was seen as a classic case of "a small snake swallowing an elephant" [4]. - The acquisition was initially well-received, with expectations that Chinese capital would help Nexperia grow rapidly [4]. - However, subsequent overseas acquisition attempts by Wentai faced resistance, such as the blocked acquisition of Newport Wafer Fab in 2021 [4]. Group 2: External Environment Changes - In April 2024, Nexperia suffered a cyberattack, raising data security concerns among Dutch authorities [5]. - By December 2024, Wentai was placed on the U.S. Entity List, leading to significant operational challenges and a strategic pivot to focus solely on Nexperia [5]. Group 3: Impact on Wentai Technology - The Dutch government issued a ministerial order freezing Nexperia's global operations, which has led to a severe operational and survival crisis for Wentai [6]. - The sanctions have transformed previous political and reputational risks into immediate operational threats, with supply chain disruptions being a primary concern [7]. Group 4: Nexperia's Performance and Contributions - Since the acquisition, Nexperia has significantly contributed to the European semiconductor industry, with a revenue peak of 2.36 billion euros in 2022 and a gross margin increase from 25% in 2020 to 42.4% in 2022 [8]. - Nexperia's R&D investment has grown from 112 million euros in 2019 to 284 million euros in 2024, with a notable increase in global patent applications [8]. Group 5: Future Outlook and Strategic Responses - Wentai Technology is actively seeking legal remedies and government support while maintaining communication with suppliers and customers to stabilize operations [11]. - The company faces uncertainty regarding the evolving U.S. regulations and the potential impact on its operations, particularly if the Dongguan factory's exports are halted [11]. Group 6: Implications for the Semiconductor Industry - The asset freeze on Nexperia by the Dutch government signifies a pivotal moment in the global semiconductor industry, indicating a shift away from globalization towards a more fragmented landscape [12]. - Chinese companies are urged to pivot towards self-innovation as acquiring core technologies through overseas acquisitions becomes increasingly challenging [12].

Core Viewpoint - The Chinese government expresses strong opposition to discriminatory practices against specific national enterprises, emphasizing the importance of adhering to market principles and avoiding the politicization of economic issues [3]. Group 1: Government Response - The Chinese Foreign Ministry spokesperson Lin Jian suggested that inquiries regarding the Dutch government's restrictions on Nexperia, a subsidiary of Wingtech Technology, should be directed to the relevant Chinese authorities [3]. - Lin Jian reiterated that China firmly opposes the broadening of the "national security" concept and the implementation of discriminatory measures against specific companies from certain countries [3]. Group 2: Market Principles - The spokesperson highlighted that relevant countries should adhere to market principles and refrain from politicizing trade and economic matters [3]. - The Chinese government remains resolute in safeguarding its legitimate rights and interests in the face of such actions [3].

Core Viewpoint - The discussions surrounding Wentai Technology and Nexperia highlight a significant fracture in the global semiconductor supply chain, driven by national security concerns overriding decades of cooperative models [1]. Background of Events - The crisis began with Wentai Technology's acquisition of Nexperia in 2018 for 33.2 billion yuan, which was seen as a classic case of "a small snake swallowing an elephant" [3]. - Wentai Technology, initially the largest smartphone ODM manufacturer in China, later divested this business and focused on Nexperia, which is crucial for China's semiconductor industry [4]. External Environment Changes - In April 2024, Nexperia faced a cyberattack that heightened data security concerns in the Netherlands, leading to increased scrutiny from authorities [4]. - The U.S. placed Wentai Technology on the Entity List in December 2024, complicating its operations and limiting its ability to engage with U.S. suppliers [4]. Impact on Wentai Technology - The Dutch government issued a ministerial order freezing Nexperia's global operations, which has led to a significant operational and survival crisis for Wentai Technology [5]. - The sanctions transformed previous political and reputational risks into immediate operational threats, with supply chain disruptions being a primary concern [6]. Nexperia's Performance - Since the acquisition, Nexperia has significantly contributed to the European semiconductor industry, with a revenue peak of 2.36 billion euros in 2022 and a gross margin increase from 25% in 2020 to 42.4% in 2022 [7]. - Nexperia's R&D investment has grown from 112 million euros in 2019 to 284 million euros in 2024, with a notable increase in global patent applications [7]. Strategic Focus - Nexperia plays a vital role in automotive electronics, with its products used in nearly all mainstream vehicles, contributing 20% to Wentai Technology's total revenue in 2024 [8]. - The company is focusing on logic and analog ICs, with plans to increase market share in the automotive and AI applications sectors [9]. Response to Challenges - Wentai Technology is actively seeking legal remedies and government support while maintaining communication with suppliers and customers to stabilize operations [10]. - The company faces uncertainty regarding the evolving U.S. regulations and the potential impact on its operations in China [10]. Implications for the Semiconductor Industry - The asset freeze on Nexperia by the Dutch government signifies a shift away from globalization in the semiconductor industry, highlighting the vulnerabilities of Chinese companies in overseas legal systems [11]. - The event underscores the need for Chinese enterprises to pivot towards self-innovation rather than relying on overseas acquisitions for core technologies [11].

Core Viewpoint - The A-share market saw a collective decline in Apple concept stocks, with significant drops in several key companies, indicating a bearish trend in this sector [1]. Group 1: Stock Performance - Wenti Technology (闻泰科技) experienced a limit down of 10%, with a total market value of 52.1 billion and a year-to-date increase of 7.86% [2]. - GoerTek (歌尔股份) fell by 6.8%, holding a market capitalization of 117 billion and a year-to-date increase of 30.44% [2]. - Tonglian Precision (统联精密) decreased by 5.4%, with a market value of 8.845 billion and a remarkable year-to-date increase of 176.3% [2]. - Lens Technology (蓝思科技) dropped by 5.24%, with a market capitalization of 159.7 billion and a year-to-date increase of 40.59% [2]. - Pengding Holdings (鹏鼎控股) saw a decline of 5.23%, with a market value of 119 billion and a year-to-date increase of 45.38% [2]. - Luxshare Precision (立讯精密) fell by 5.02%, with a market capitalization of 420.5 billion and a year-to-date increase of 42.48% [2]. - Other notable declines include Blue Special Optics (蓝特光学) down 5.01%, and Liying Intelligent Manufacturing (领益智造) down 4.61% [2]. Group 2: Market Trends - The overall trend in the Apple concept stock sector reflects a significant bearish sentiment, with multiple companies experiencing declines exceeding 4% [1]. - The MACD golden cross signal formation suggests potential upward momentum for some stocks, despite the current downturn [2].

Core Viewpoint - The company strongly opposes the Dutch government's administrative directive against Nexperia, arguing that it politicizes commercial issues and calls for a return to rationality and the essence of business [2] Group 1: Company Position and Actions - The company, as the controlling shareholder of Nexperia, protests against the Dutch government's global operational freeze on Nexperia, claiming it is based on unfounded "national security" concerns and reflects excessive geopolitical interference [2] - The company has initiated all legal and diplomatic avenues to demand the immediate withdrawal of the Dutch government's erroneous directive and to stop systemic discrimination against Chinese enterprises [13][14] - The company emphasizes that the semiconductor industry is a product of globalization, and its future depends on collaboration rather than confrontation [14] Group 2: Contributions and Achievements - Since the acquisition of Nexperia, the company has adhered to national laws and regulations, maintaining transparency and governance [6] - Nexperia has contributed significantly to the European semiconductor supply chain, employing thousands in R&D and manufacturing centers across the Netherlands, Germany, and the UK [6] - Over the past three years, Nexperia's R&D investment has increased by over 150%, and the number of global patents has risen by nearly a thousand [6] Group 3: Financial Performance - Nexperia's revenue reached a peak of €2.36 billion in 2022, with gross margin increasing from 25% in 2020 to 42.4% in 2022 [9] - The company has achieved "zero debt" status by October 2024, having repaid all prior debts [9] - R&D investment has steadily grown from €112 million in 2019 to €284 million in 2024, with an increasing proportion of capitalized investments [9] Group 4: Governance and Legal Issues - Some foreign management at Nexperia are attempting to change the company's ownership structure through legal means, which is closely linked to the Dutch government's directive, viewed as an attempt to undermine shareholder rights and disrupt the company's governance [11][14] - The company condemns these actions as a malicious extension of external pressure [10]

Core Viewpoint - Wentech Technology's subsidiary, Anshi Semiconductor, is facing dual restrictions from the Dutch government and judicial authorities, impacting its operations and management structure [1] Group 1: Company Restrictions - The Dutch government issued an order on September 30 to freeze Anshi's assets and intellectual property across 30 global entities for one year [1] - Anshi Semiconductor's foreign executives filed an emergency application to the corporate court, resulting in an immediate ruling that suspended the duties and powers of Zhang Xuezheng and appointed an independent foreign individual as a non-executive director with decisive voting rights [1] Group 2: Company Response and Operations - Wentech Technology has initiated a multi-faceted response plan and stated that Anshi's daily operations continue despite the temporary restrictions on control [1] - The economic rights of Wentech as a shareholder remain unaffected by the current situation [1] Group 3: Financial Performance and Market Impact - Following the news, Wentech Technology's stock hit the daily limit down on October 13, with a market capitalization of 52.06 billion yuan [2] - Since March, Wentech has divested all product integration businesses to focus entirely on the semiconductor sector, with Anshi Semiconductor being the core platform for this business [2] - Anshi Semiconductor is projected to rank third globally in revenue for power discrete devices in 2024 [2] Group 4: Historical Context and Growth - Anshi Semiconductor originated from Philips Semiconductor's standard product division and has been active in the semiconductor field since 1920, specializing in power devices and logic chips [2] - Wentech acquired 100% of Anshi Semiconductor for over 34 billion yuan through phased acquisitions completed in 2019 [2] - In the first half of this year, Anshi Semiconductor's revenue growth remained strong, contributing 78.25 billion yuan to Wentech's overall revenue of 253.41 billion yuan, with a net profit of 12.61 billion yuan [3]