封兴良表示，北威州始终将中国视为最重要的战略合作伙伴。多年来，北威州与中国在重点产业领域的 合作已结出丰硕成果。2025年前9个月，中德双边贸易额达1859亿欧元，中国再度成为德国最大贸易伙 伴，其中北威州作为经济重镇贡献了核心份额。目前已有近1300家中国企业落户北威州，覆盖能源、机 械制造、汽车、医疗器械、数字技术等关键行业，北威州已成为中国企业在欧洲投资的首选地。 他指出，北威州拥有近400家"隐形冠军"企业，占德国总数的四分之一，它们在细分领域的技术专长与 中国企业强大的市场开拓能力及规模化生产优势相结合，形成了"1+1>2"的共赢格局。这种合作不仅为 北威州企业开辟了市场空间，也实质性地助力了中国产业向全球价值链高端攀升，生动诠释了通过国际 合作优化创新资源配置、实现经济可持续发展的重要路径。 12月13日，2025·第十五届国际跨国公司领袖圆桌会议在北京昌平举办。德国北威州国际商务署驻华首 席代表封兴良出席会议并作主旨演讲。 德国北威州国际商务署驻华首席代表封兴良发表主旨演讲 "供应链的本质是效率与成本的优化配置，人为设置壁垒将损害各方共同利益。开放合作才是破解困境 的唯一出路，而中德之间的务实经 ...

Core Viewpoint - The recent public letter from Nexperia Netherlands has created a narrative suggesting that the supply chain issues are primarily the responsibility of Nexperia China, while the underlying problems stem from the Dutch government's intervention in corporate governance [1][2]. Group 1: Government Intervention - The Dutch government forcibly took control of Nexperia's subsidiary in the Netherlands on September 30, citing "national security," which led to significant disruptions in corporate governance and violated the rights of the Chinese parent company, Wingtech Technology [2]. - The administrative actions taken by the Dutch government have solidified illegal control over Nexperia, creating a major obstacle to resolving the ongoing issues [2]. Group 2: Supply Chain Impact - Nexperia Netherlands has not only failed to repair its relationship with its Chinese subsidiary but has also implemented extreme measures such as halting the supply of wafers, exacerbating the already strained supply chain risks [2]. - The company has expressed concerns over impending production halts reported by various industry clients, indicating a growing urgency to resolve the supply chain disruptions caused by the Dutch government's actions [3]. Group 3: Call for Resolution - There is a strong expectation for Nexperia Netherlands to restore production and supply, as the current deadlock is attributed to the actions of the Dutch side [3]. - The Dutch government is urged to permanently withdraw its inappropriate directives and engage in transparent dialogue to rectify past administrative errors, thereby restoring contractual integrity and market logic [4].

Core Viewpoint - The Dutch government's takeover of the Chinese-controlled company Nexperia (Anshi Semiconductor) has led to a crisis in the global semiconductor supply chain, affecting various industries, particularly automotive manufacturing [1][2]. Group 1: Company Actions and Responses - Anshi Semiconductor's Dutch subsidiary has publicly stated that it attempted multiple times to communicate with its Chinese parent company, but received no substantial response [1]. - On November 23, the Chinese parent company, Wingtech Technology, urged the Dutch subsidiary to engage in constructive dialogue to resolve control issues and ensure global supply chain stability [1]. - Following the Dutch government's intervention, Anshi China criticized the Dutch management for attempting to shift blame and disregarding the interests of its employees [2]. Group 2: Government and Regulatory Developments - The Dutch government ordered the takeover of Anshi Semiconductor on September 30, citing "national security" concerns, but only publicly announced it on October 12 [1]. - On November 24, reports indicated that the Dutch government decided to take constructive measures to suspend its intervention in Anshi Semiconductor, suggesting a potential shift in the situation [2]. - Wingtech Technology has filed an appeal against the Dutch government's takeover decision, arguing that it constitutes an unprecedented and disproportionate "expropriation of property" lacking legal basis [4][5]. Group 3: Industry Impact - The takeover has caused significant disruptions in the global automotive supply chain, with manufacturers in the US, Europe, and Japan facing chip shortages and having to adjust production plans [2]. - Experts have noted that the crisis illustrates the risks associated with splitting multinational companies, which can jeopardize supply chains and critical industries [3].

Core Viewpoint - The Dutch government's takeover of the Chinese-controlled company Nexperia has led to a supply chain crisis, with the Dutch side now portraying itself as a victim despite the disruption caused to global semiconductor supply chains [1][3]. Group 1: Company Actions and Responses - Nexperia's Dutch subsidiary claimed it attempted multiple times to communicate with its Chinese counterpart but received no substantial response [1]. - On November 23, Nexperia's parent company, Wingtech Technology, urged the Dutch side to respond constructively to restore control and ensure global supply chain stability [1][4]. - Following the Dutch government's takeover, Wingtech took independent actions to secure its domestic supply chain and ensure operations continued without external interference [4][7]. Group 2: Impact on Global Supply Chains - The Dutch government's actions have triggered a significant disruption in the global automotive supply chain, affecting manufacturers in the US, Europe, and Japan, leading to production adjustments [3][4]. - Nexperia's chips, while not cutting-edge, are produced in large quantities and are critical for major automotive clients like BMW and Volkswagen [3]. - The crisis has highlighted the fragility of global semiconductor supply chains, with many companies facing severe challenges due to the disruption [7][9]. Group 3: Diplomatic and Regulatory Developments - The Dutch government announced on November 19 that it would take constructive measures to suspend its intervention in Nexperia, indicating a potential shift in the situation [7]. - Chinese officials have emphasized that the root cause of the supply chain chaos lies with the Dutch government, urging for a responsible approach to resolve the issues [9]. - Discussions between Chinese and European officials have focused on the need for constructive communication between Nexperia's Dutch and Chinese entities to find long-term solutions [8][9].

Group 1 - The core viewpoint of the article is that Wentai Technology urges Nexperia Netherlands to respond to communication regarding control issues to ensure global supply chain stability [1][2] - Wentai Technology has expressed concerns about unilateral actions by Nexperia Netherlands that threaten the stability of the global semiconductor industry [1] - The company has shown willingness to engage in constructive dialogue to resolve the current dispute and restore its legitimate control rights [1] Group 2 - The statement emphasizes the importance of rational and responsible actions from all parties to maintain the stability and prosperity of the semiconductor industry [2] - Wentai Technology calls for Nexperia Netherlands to propose constructive and sincere solutions based on respect for facts and laws [1]

Core Viewpoint - The company emphasizes the importance of open dialogue to resolve disputes and ensure the stability of global chip supply [1] Group 1: Company Actions and Statements - The company has noted a series of unilateral actions by Nexperia Netherlands that pose a potential threat to the stability of the global semiconductor supply chain [1] - The company has expressed a willingness to engage in constructive communication with Nexperia Netherlands to restore its legitimate control and resolve the current dispute [1] - Despite the company's efforts to initiate dialogue, Nexperia Netherlands has not provided any substantive response to the company's proposals [1] Group 2: Industry Implications - The stability of the global semiconductor industry is crucial for the overall development of the sector [1] - The company calls for all parties to act rationally and responsibly to maintain the stability and prosperity of Nexperia Semiconductor and ensure the security of the global supply chain [1]

Core Viewpoint - The company expresses concern over unilateral actions by ASML Netherlands and related parties, which pose a potential threat to the stability of the global semiconductor supply chain [1] Group 1: Company Actions and Responses - The company has proactively shown goodwill and expressed willingness to engage in constructive communication with ASML Netherlands to restore its legitimate control and resolve the current dispute [1] - The company emphasizes the importance of honest dialogue to address differences and ensure normal operations and stability in global chip supply [1] Group 2: Industry Implications - The stability of the global semiconductor industry is crucial for overall industry development, and the company calls for rational and responsible actions from all parties to maintain the stability and prosperity of ASML and safeguard the global supply chain [1]

Core Viewpoint - The semiconductor industry is highly interconnected, and fluctuations can have widespread impacts on businesses and consumers globally. The Chinese Ministry of Commerce has issued a stern response to the Netherlands regarding its actions against ASML, highlighting the broader implications for international trade rules and geopolitical dynamics [1][3]. Group 1: Netherlands' Actions and Responses - The Dutch government's recent measures, including attempts to interfere with ASML's internal affairs and potentially strip Chinese companies of their equity, challenge fundamental international business principles [1]. - ASML's announcement on October 26 to suspend supplies to "ASML China" has severely threatened the stability of the global semiconductor supply chain, raising concerns among European and American automakers about inventory issues and ongoing supply chain crises [1][5]. Group 2: China's Position and Strategy - The Chinese government has shown a shift from initial tolerance and communication to a more assertive stance, emphasizing a "responsibility red line" in its dealings with the Netherlands [3]. - The Ministry of Commerce's statement reflects a pragmatic and firm approach, indicating that if the Netherlands continues to ignore its responsibilities, it will face consequences [3][5]. Group 3: Global Supply Chain Implications - ASML, while primarily a producer of basic components, plays a crucial role in the functionality of high-tech products like modern automobiles. The Dutch government's actions have triggered significant concerns across the global supply chain [5]. - China's Dongguan factory accounts for 70% of ASML's global packaging and testing capacity, and any supply disruptions will not only affect Chinese companies but also pose direct threats to European and American industries [5]. Group 4: Future Considerations - The ongoing dispute between the Netherlands and China highlights a stark contrast between the Netherlands' hardline stance and China's rational approach. The Netherlands faces a critical decision on whether to maintain its position or to respect and rebuild its relationship with China [5][7]. - The stability and development of global supply chains have become a consensus that countries must address in economic cooperation, with China asserting its capability to protect its legitimate rights and maintain international market order [7].

Core Points - China has announced a relaxation of rare earth export restrictions to the EU and lifted some export limits on ASML chips, signaling a potential shift in strategy towards Europe [1][3][6] - The easing of restrictions comes after a recent positive development in US-China relations, where both sides made concessions regarding export controls [3][10] - European companies, particularly in the automotive sector, are relieved as they heavily rely on Chinese rare earths and chips for production [6][7][10] Group 1: Rare Earths - Rare earths are critical for manufacturing electric vehicle batteries, wind turbines, and high-end chips, with Europe relying on imports for over 90% of its needs [6][10] - The previous tightening of export restrictions had caused significant supply chain disruptions for European manufacturers, prompting some to relocate production closer to supply sources [6][12] - The recent policy shift allows European companies to resume expansion plans without the fear of supply shortages [6][10] Group 2: Chips - The chip export restrictions imposed by China were a response to actions taken by the Netherlands against ASML, which is partially Chinese-owned [6][7] - The Chinese government has now offered export exemptions for companies facing "actual difficulties," specifically targeting European automotive manufacturers [7][10] - This development is seen as a positive signal for easing tensions and fostering cooperation between China and Europe [8][10] Group 3: Economic Cooperation - The recent actions by China are viewed as an effort to stabilize global supply chains and maintain cooperative economic relations with Europe [10][12] - Experts suggest that this could lead to a more stable and long-term partnership between China and Europe, reducing reliance on the US [10][12][15] - However, there are calls for Europe to diversify its supply sources to mitigate risks associated with over-dependence on any single country [12][15]

Core Viewpoint - The Dutch government's decision to freeze the operational rights of Nexperia, a subsidiary of Wingtech Technology, has triggered a significant disruption in the global automotive supply chain, raising concerns about a potential chip supply crisis in Europe and beyond [1][5]. Company Summary - Nexperia, headquartered in the Netherlands, is a well-known semiconductor manufacturer with a product range that includes semiconductor technology, integrated circuits, system-level packaging, and electronic components [3]. - Wingtech Technology acquired a 79.98% stake in Nexperia for 26.854 billion yuan in 2019, later achieving full ownership, marking it as the first Chinese company to control a leading international semiconductor enterprise [3]. - Since Wingtech's acquisition, Nexperia's revenue has significantly increased from over 1 billion euros in 2018 to 2.36 billion euros in 2022, with gross margins rising from 25% to 42.4% and a market share exceeding 30% in automotive power chips [4]. Industry Summary - The Dutch government's intervention, which includes freezing the operations of Nexperia's 30 global subsidiaries and appointing foreign directors, is aimed at preventing excessive reliance on foreign entities and asset outflow in the European chip industry [3]. - The European Automobile Manufacturers Association (ACEA) has warned that this situation could lead to a disruption in the global automotive supply chain, with major car manufacturers like Volkswagen, BMW, and Mercedes facing parts shortages [4]. - The incident highlights the geopolitical pressures affecting the global semiconductor supply chain, serving as a stress test for the industry amid rising supply risks for European automakers [5].