闻泰科技抢救半导体资产，构建中国供应链闭环

Core Viewpoint - The company is prioritizing the stability of its Chinese assets and operations in response to the recent freezing of its semiconductor assets by the Dutch government, which poses a significant challenge to its transformation strategy [1][2] Group 1: Company Response to Asset Freezing - The Dutch government's freezing of the company's semiconductor assets is a severe blow to its transformation efforts, especially after divesting from low-margin consumer electronics [1] - The company is actively seeking legal remedies and exploring support from local wafer manufacturers to mitigate the impact of this situation [1] - The chairman indicated that 80% of the packaging capacity of its subsidiary is located in mainland China, contributing approximately 48% to its revenue, which remains stable [1] Group 2: Supply Chain Management - The company has undertaken significant preparatory measures internally, including promoting domestic replacements to reduce supply chain risks [2] - The primary focus is on ensuring the stability of its subsidiary's operations, particularly in the Chinese market, while actively assessing the feasibility of a closed-loop supply chain in China [2]