直击闻泰科技股东大会：管理层回应安世“失控”有信心打通国内供应链

Core Viewpoint - The company remains optimistic about its long-term value despite recent challenges, including the operational freeze of its subsidiary, Nexperia, by the Dutch government, and is committed to continuing its employee stock ownership plan [1][2]. Group 1: Employee Stock Ownership Plan - The company held a shareholder meeting on October 15, approving the "2025 Employee Stock Ownership Plan" with a funding cap of 57.158 million yuan, aiming to issue up to 1.572 million shares, representing approximately 0.13% of total equity [2]. - The performance assessment for the employee stock plan is based on the net profit of the semiconductor division, targeting growth rates of 20%, 80%, and 110% for the years 2025, 2026, and 2027, respectively [2]. Group 2: Operational Challenges - Nexperia, a subsidiary, has been affected by a global operational freeze imposed by the Dutch government, which cited national security concerns [3]. - The company is actively communicating with international legal teams to explore legal remedies and protect the rights of the company and its shareholders [2][4]. Group 3: Market Position and Financial Performance - Nexperia ships approximately 110 to 120 billion products annually to over 25,000 customers, with domestic production capacity accounting for about 80% of total capacity [2]. - In the first half of the year, the company reported total revenue of 25.341 billion yuan, a year-on-year decrease of 24.56%, while net profit attributable to shareholders was 474 million yuan, a year-on-year increase of 237.36% [4].