WINGTECH(SH:600745) 证券时报·2026-03-06 06:09Core Viewpoint - The stock price of Wentech Technology (600745) has surged nearly 8% following significant operational disruptions at Nexperia B.V. due to the disabling of employee accounts in China, which has impacted production processes [5][1]. Group 1: Operational Impact - Nexperia B.V. announced that starting from March 3, 2026, it disabled all employee office accounts in China, leading to major disruptions in critical operational environments such as Office 365 and SAP systems [1]. - Some production processes, particularly the transition of customer-supplied wafers to production orders in SAP, were interrupted, although orders already in production were unaffected [1]. - As of now, most operations have resumed, ensuring basic production capabilities, and the company is actively working to minimize potential impacts on future production and delivery [2]. Group 2: Legal and Governance Issues - On February 11, a Dutch court announced an investigation into Nexperia B.V. for alleged mismanagement, prompting a response from the Chinese Ministry of Commerce emphasizing the need to stabilize the global semiconductor supply chain [7]. - Wentech Technology expressed disappointment over the court's decision, which did not lift temporary measures against Nexperia and failed to restore Wentech's control as a shareholder [7][8]. - The court's ruling expanded the investigation to include the current interim management of Nexperia, confirming several claims made by Wentech regarding the dispute [8]. - Wentech reiterated that the only viable solution to restore Nexperia and stabilize the global supply chain is to lift all temporary measures and restore Wentech's shareholder rights [8].