Core Points - The Dutch government's recent decision to take control of Nexperia, a semiconductor company, reflects the complexities of international relations and the influence of U.S. pressure [1] - China's swift response to the Dutch actions has led to significant disruptions in the European automotive supply chain, highlighting the interdependence of global supply chains [1][2] Group 1: Company Actions - The Dutch government has taken control of 99% of Nexperia's shares and removed the Chinese CEO, citing national security concerns [1] - In response, China's Ministry of Commerce has banned the export of finished products and components from Nexperia's Chinese factories, leading to immediate supply chain issues for major European automakers [1][2] - Nexperia China has announced it will operate independently, accepting only domestic orders and using RMB for transactions, disregarding directives from the Dutch headquarters [1] Group 2: Industry Impact - Major European automakers, including Volkswagen, Volvo, and Nissan, are facing supply chain disruptions, with some factories halting production due to a lack of semiconductor components [2][4] - The German automotive industry association has warned that the chip shortage will impact the entire supply chain, from suppliers to assembly plants, leading to inevitable production halts [4] - The situation has escalated to the point where European automotive workers are facing reduced hours and potential job losses, with unions considering strikes [10][12] Group 3: Broader Implications - The incident has exposed the EU's awkward position regarding technological sovereignty, as 80% of Nexperia's production capacity is based in China, making it difficult to decouple from Chinese supply chains [12] - The ongoing tensions have led to over 5,000 vehicle production delays in Europe, resulting in losses exceeding €1 billion [12] - The event has prompted a shift in public perception in Europe, with initial support for the Dutch government's actions giving way to concerns about the economic consequences and the resilience of Chinese responses [8][18]
欧洲人 “面子论” 破防:安世风波,让欧洲终于看清了中国决心
Sou Hu Cai Jing·2025-11-06 10:40