荷兰政府预计安世中国将很快恢复芯片供应！闻泰科技尾盘直线拉升逼近涨停

Core Viewpoint - The recent developments regarding the supply chain for semiconductor manufacturing, particularly concerning the Dutch company Nexperia and its Chinese operations, have significant implications for the semiconductor industry and companies like Wentech Technology. Group 1: Market Reactions - Wentech Technology's stock price experienced a sharp increase in the last five minutes of trading on November 7, with over 1.2 billion yuan in transactions during that period [1] - The Dutch government expressed optimism about the restoration of chip supplies from China to Nexperia, indicating constructive discussions with Chinese officials [1] Group 2: Company Performance - Wentech Technology reported a revenue of 4.43 billion yuan for the third quarter of 2025, representing a year-on-year decline of 77.38% [2][3] - The net profit attributable to shareholders for the same period was 1.04 billion yuan, showing a substantial increase of 279.29% year-on-year [2][3] - The semiconductor business has become the primary focus for Wentech Technology following the divestiture of its product integration business, with Nexperia being a core subsidiary [2][3] Group 3: Industry Context - Nexperia welcomed the suspension of the "penetration rules" by U.S. authorities and is looking forward to the resumption of exports from its Chinese factories [2] - The semiconductor business of Wentech Technology achieved a revenue of 4.3 billion yuan in the third quarter, reflecting a year-on-year growth of 12.20% with a gross margin of 34.56% [3]