安世半导体引发连锁反应，中企打包卖出欧洲资产，荷兰不愿看到的局面出现了！

Core Viewpoint - The recent events surrounding ASML and the subsequent actions by Chinese companies signal a significant shift in the European business landscape, particularly regarding Chinese investments and the perception of risk in the region [1][11]. Group 1: ASML Incident and Its Implications - The ASML incident has raised concerns among Chinese companies about the risks of operating in Europe, leading to a potential withdrawal of investments [1][11]. - The Dutch government's actions, justified under "national security," have created an environment where foreign businesses may hesitate to engage with Dutch firms [1][11]. - The ongoing scrutiny of ASML has prompted a broader reassessment among Chinese firms regarding their European assets, with many considering divestment as a precautionary measure [9][11]. Group 2: Oriental Precision's Asset Sale - Oriental Precision announced a significant asset sale, divesting its corrugated cardboard production line business for €774 million, which represents 67.2% of its revenue [3][7]. - This sale is seen as a strategic move in response to the changing geopolitical landscape, with the company shifting focus towards domestic markets and new sectors like water power and intelligent robotics [9][11]. - The transaction is expected to be approved without major negative impacts on Oriental Precision's operations, as the buyer is a financial investor rather than a direct competitor [7][9]. Group 3: Broader Industry Trends - The trend of Chinese companies divesting European assets is likely to accelerate, impacting the European business environment and potentially leading to a decline in foreign investment [11][13]. - As Chinese firms strengthen their domestic supply chains, European industries may face increased costs and reduced competitiveness compared to their Chinese counterparts [13][15]. - The situation reflects a broader strategy by China to consolidate its technological capabilities and reduce reliance on foreign supply chains, particularly in critical industries [13][15]. Group 4: Future Outlook - The resolution of the ASML situation may require the Dutch government to return control to the Chinese firm and address its overreach, as failure to do so could further alienate foreign investors [17]. - Oriental Precision's asset sale could serve as a benchmark for other Chinese companies reevaluating their global strategies in light of rising geopolitical tensions [17]. - The ongoing shifts in investment patterns indicate that European markets may lose their attractiveness, leading to a potential reconfiguration of global supply chains [17].