荷兰向中方释放信号

Core Points - The Netherlands is seeking to meet with China to discuss the current "stalemate" involving ASML, which impacts both Sino-Dutch economic relations and the global automotive chip supply chain [1][2] - The Dutch Minister of Economic Affairs, Vincent Karremans, indicated that the Dutch government's intervention aims to prevent the transfer of business and intellectual property out of Europe by ASML's former Chinese CEO [1] - The "stalemate" originated from the U.S. "penetration rules" announced on September 29, leading to direct Dutch government intervention in ASML's internal affairs, affecting its global operations and governance structure [1][2] Company Summary - ASML's Chinese subsidiary issued a public letter stating that it operates independently and that production and operations are proceeding normally despite external pressures [2] - The company is crucial in the automotive electronics sector, producing a wide range of chips that are essential for global automotive manufacturers [2] - Concerns are rising that if the stalemate continues without a solution, global automotive companies may face supply shortages or even production halts [2] Industry Summary - The ongoing situation is putting pressure on the global automotive supply chain, with potential impacts on production in the U.S. and other countries if chip transportation does not resume quickly [2] - The Chinese Ministry of Commerce criticized the U.S. "penetration rules" as harmful to Chinese enterprises and urged the Netherlands to maintain independence and respect market principles [2][3] - The event highlights the need for countries to navigate geopolitical uncertainties while ensuring the stability of supply chains and fostering technological independence [3]