营收147亿的半导体资产突遭冻结，A股龙头：坚决反对

Core Viewpoint - The announcement from Wentech Technology regarding the Dutch government's directive to freeze operations of its subsidiary, Nexperia, has raised significant market attention, indicating potential operational challenges and geopolitical tensions affecting the semiconductor industry [1][4][6]. Group 1: Company Announcement - On October 12, Wentech Technology announced that the Dutch government issued a directive on September 30, requiring its subsidiary Nexperia and all related entities globally to refrain from any adjustments to assets, intellectual property, business, and personnel for one year [1]. - Wentech Technology's stock and convertible bonds will resume trading starting October 13, following the announcement [1]. - Since the beginning of the current market rally on April 9, Wentech Technology's stock price has increased by 62%, with a current market capitalization of 57.8 billion yuan [1]. Group 2: Financial Impact - Nexperia is a key platform for Wentech Technology's semiconductor business, projected to generate approximately 14.7 billion yuan in revenue in 2024, accounting for about one-sixth of Wentech Technology's total revenue for that year [4]. - Nexperia ranks third globally in revenue for power discrete devices and is the leading domestic company in the power semiconductor sector, maintaining a strong position across various sub-segments [4]. Group 3: Response to Geopolitical Issues - Wentech Technology firmly opposes the politicization of commercial issues, criticizing the Dutch government's actions as excessive intervention based on unfounded "national security" concerns, reflecting geopolitical bias rather than factual risk assessment [6]. - The company condemned attempts by certain foreign management to alter Nexperia's ownership structure through legal means, viewing these actions as politically motivated efforts to undermine shareholder rights and disrupt legitimate corporate governance [9]. - Wentech Technology expressed confidence that temporary challenges will not hinder the industry's upward momentum and that fairness will ultimately prevail over prejudice [12].