WINGTECH(SH:600745) 财联社·2025-11-02 00:55Core Viewpoint - The announcement from Anshi China highlights a unilateral decision by Nexperia Netherlands to stop supplying wafers to its packaging and testing factory in Dongguan, effective October 26, 2025, citing unfounded reasons related to contract payment conditions [1][2]. Group 1: Company Actions and Responses - Anshi China asserts that it has sufficient inventory to meet customer orders until the end of the year and beyond, ensuring supply chain reliability [2]. - The company has initiated multiple contingency plans to verify new wafer production capacity, expressing confidence in seamlessly meeting all customer demands starting next year [2]. - Anshi China claims that Nexperia Netherlands owes it 1 billion RMB in unpaid invoices, accusing the latter's management of prioritizing personal interests over corporate governance [1]. Group 2: Industry Impact and Government Response - The Dutch government has imposed a global operational freeze on Nexperia, citing "national security" concerns, which may temporarily affect operational efficiency due to changes in decision-making processes [2][3]. - In response to the situation, the Chinese Ministry of Commerce has issued an export control announcement, prohibiting Nexperia China and its subcontractors from exporting specific finished parts and subcomponents produced in China, causing alarm in the global automotive industry due to potential chip shortages [2][4]. - The Chinese government has indicated a willingness to assist companies facing difficulties due to external interventions, suggesting potential exemptions for qualifying exports [4].