Core Viewpoint - The Dutch government's intervention in ASML's internal affairs and the court's decision to strip Chinese shareholders of their rights are seen as violations of Chinese companies' legitimate rights, leading to global supply chain disruptions and raising questions about Europe's institutional credibility [1][2]. Group 1: Impact on Investment Environment - The actions of the Dutch government undermine the foundation of property rights protection in the Netherlands and Europe, raising concerns about the motivations behind such behavior [2]. - The arbitrary alteration of equity structures and corporate governance by public authorities increases "institutional risk premiums," making long-term capital hesitant to invest in the region [2]. - The expectation of potential government takeovers will lead investors to reassess their positions in the Netherlands and Europe, creating a climate of uncertainty [2]. Group 2: Global Supply Chain Risks - The abrupt cessation of wafer supply to ASML (China) by the Dutch government amplifies systemic risks within the global supply chain, affecting various sectors such as automotive electronics and industrial control [2]. - Disruptions in a highly interdependent supply chain can lead to order delays, increased costs, and difficulties in finding alternatives, ultimately impacting the entire industry [2]. Group 3: Geopolitical Context - The U.S. has previously labeled Chinese-backed enterprises as risky, pressuring allies to intervene in normal business activities under the guise of national security, a tactic that has backfired in the context of the ASML incident [3]. - The Netherlands finds itself in a precarious position, having lost trust from Chinese enterprises and the global market due to its extreme measures, which did not yield substantial security benefits [3]. Group 4: Call for Constructive Solutions - The Chinese side advocates for a responsible approach from the Dutch government to stabilize bilateral economic relations and the global supply chain, urging an end to interference in corporate matters [4]. - The ASML situation could have been avoided if the Dutch government prioritized the broader economic relationship and the interests of workers and consumers [4].
环球时报社评:别让安世事件成为欧洲市场经济的污点
Bei Jing Ri Bao Ke Hu Duan·2025-11-04 15:57