闻泰科技二股东抛出减持计划，股价竟逼近涨停

Core Viewpoint - Wentech Technology (600745) announced that its major shareholder, Wuxi Guolian Integrated Circuit Investment Center, plans to reduce its stake by up to 3% between November 27, 2025, and February 26, 2026, amid ongoing control disputes involving its subsidiary, Nexperia [1][2] Group 1: Shareholder Actions - Wuxi Guolian holds 7.77% of Wentech Technology, making it the second-largest shareholder, with plans to sell 2% through block trades and 1% via collective bidding [2] - The planned reduction corresponds to a market value of approximately 16.8 billion yuan based on a closing price of 45 yuan per share [2] Group 2: Stock Price Volatility - Wentech Technology's stock experienced significant fluctuations, dropping to around 37 yuan per share on October 13 and 14, before recovering to approximately 40 yuan after a brief decline post-National Day [1] - Following the announcement of the share reduction, the stock fell by 4.78%, resulting in a market capitalization loss of 2.5 billion yuan [1] Group 3: Investor Concerns - Investors have expressed concerns regarding the impact of the shareholder's reduction on the company's future, particularly in light of the ongoing disputes surrounding Nexperia [3][4] - Questions have arisen about the operational independence of Nexperia China and its financial contributions to Wentech Technology, especially after the Dutch government's restrictions on Nexperia [3][4] Group 4: Market Reactions - On November 7, Wentech Technology's stock surged to 45 yuan, marking a 9.70% increase, with significant trading volume in the last minutes of trading [4] - The Dutch Economic Minister indicated constructive discussions with China regarding the restoration of supply to Nexperia, which may positively influence market sentiment [4]