Core Viewpoint - The recent export controls on lithium batteries and related manufacturing equipment by the Ministry of Commerce and the General Administration of Customs reflect China's commitment to managing high-end technology and key equipment while ensuring the stability of global supply chains [1][2]. Industry Development Perspective - The export controls target the core segments of China's lithium battery industry, including high energy density batteries and related production equipment, where Chinese companies like CATL, BYD, and Zhongxin Innovation have established technological advantages [2]. - The management of weight energy density, materials, and process equipment through export controls aims to protect core technologies from outflow and encourages companies to enhance independent innovation and collaborative development across the entire supply chain [2]. - This policy shift promotes a transition from scale expansion to technology-driven growth, enhancing international bargaining power and supply chain leadership in the context of accelerating global competition in the new energy sector [2]. International Perspective - China's export controls align with the responsible behavior of a major power, as controlling dual-use and high-tech products is a common global practice aimed at preventing potential risks and maintaining regional and global peace [2]. - The precise management of technology indicators and categories avoids a one-size-fits-all approach while ensuring that compliant trade continues, reflecting China's institutional confidence and responsibility in global supply chain governance [2]. Innovation and Upgrading - The export controls are expected to drive innovation and upgrading within the industry, as companies enhance their core technology levels and market competitiveness through a comprehensive "R&D—pilot testing—mass production—application" system [3]. - The policy will create a safety barrier for the high-end lithium battery industry, providing momentum for technological innovation and industrial upgrading [3]. - The organic combination of policy guidance, technological innovation, and market-driven forces positions China's lithium battery industry for high-quality development, contributing to global energy transition and green development [3].

Core Viewpoint - The situation surrounding Nexperia, a subsidiary of Wentech Technology, has escalated due to external pressures, particularly from the Dutch government, which has imposed restrictions on the company's operations and governance, leading to significant operational challenges and market reactions [1][9][10]. Group 1: Company Operations and Employee Relations - Nexperia China has assured employees that all operations and employee benefits are functioning normally, emphasizing compliance with Chinese laws and independent decision-making [3][4]. - The company has established that any external directives not approved by its legal representative can be disregarded by employees without disciplinary repercussions [4][6]. Group 2: Market Performance and Financial Impact - Since the Dutch government's directive on September 30, Wentech Technology's stock has seen a decline of over 20%, although there has been a recent recovery, with a reported stock price of 38.5 yuan and a market capitalization of 479 billion yuan as of October 17 [7][9]. - The company has faced significant financial challenges, with a reported loss of 6.85 billion yuan in its ODM/OEM business for the first half of 2025, prompting a strategic divestment of this segment for approximately 43.89 billion yuan [10][11]. Group 3: Legal and Regulatory Challenges - The Dutch court has imposed emergency measures, including suspending the CEO's powers and appointing an independent foreign director with decisive voting rights, which has temporarily stripped Wentech of governance over Nexperia [9][10]. - The U.S. Department of Commerce has also introduced new export control measures that further complicate Wentech's operational landscape, particularly affecting its subsidiaries [10][11]. Group 4: Management Changes and Strategic Shifts - Wentech has undergone significant management restructuring, with key executives resigning and new leadership from Nexperia taking over operational decisions [12][13]. - The company has shifted its focus from a dual-industry strategy to a singular emphasis on semiconductor operations, effectively making Nexperia the primary focus of Wentech's business model [13][14]. Group 5: Geopolitical Context and Industry Implications - The ongoing geopolitical tensions, particularly between China and Western nations, have led to increased scrutiny and intervention in Chinese investments abroad, as evidenced by the actions taken against Nexperia [10][11]. - The semiconductor industry is facing heightened regulatory challenges, with companies like Nexperia becoming targets of international scrutiny, impacting their operational strategies and market positioning [17][18].

记者丨 赵云帆 编辑丨巫燕玲 视频 丨 曾婷芳 见习编辑 陈泽锴 闻泰科技创始人张学政恐怕料想不到，就在他选择退居幕后不到一年的时间中，公司会接连陷入如此一筹莫展的境地。 10月19日， 闻泰科技旗下 安世中国发布致全体员工信。 信中表示： 安世国内全部主体运营及员工薪资福利一切正常。 目前，公司生产经营一切如常，各项工作有序推进。董事会和管理层始终全力保障公司 正常运转，不会允许外部力量影响公司运营或损害员工利益。安世国内团队的同事均与国内公司建立劳动关系，大家的工资、奖金及其他 福利将继续由安世国内公司而不是Nexperia荷兰主体发放。 上下滑动查看详情 此前10月18日，就旗下安世半导体(中国)的员工公司系统权限被全面中断一事，闻泰科技方面负责人回应表示，10月17日早上安世中国团队的 账号被封，具体原因不明，目前有部分恢复。考虑到紧急状态下欧洲可能会切断系统切断资金，中国区不得不采取独立的自救行为，加紧拉通 国内供应链，确保国内客户的供应。 此前10月12日，闻泰科技公告，荷兰政府9月30日发出指令，要求冻结闻泰科技的控股子公司安世半导体，对资产、知识产权等进行调整，为 期一年。 二级市场表现上，自 ...

转自：北京日报客户端 安世中国致全体员工 各位同事： 大家好！相信大家已经从公开信息了解到闻泰科技在荷兰的分支机构安世半导体（Nexperia） 受到当地 政府的干预，我国商务部亦对安世半导体中国公司及分包商发布出口管制公告。近日，中国半导体行业 协会发声表示将持续关注事态发展并通过合法手段向国际社会表达关切。 2025年10月16日下午，我国 商务部发言希望荷兰方坚持契约精神、纠正错误做法；同日，大家收到了以Nexperia Chief Legal Office 名义发出的标题为"Global Legal Update: Trusted Communications"的邮件。公司充分理解大家对于此事的 关注以及上述邮件可能给大家造成的困惑，并就此特向大家作如下说明，以正视听： 第一，安世国内公司是运营扎根中国、战略放眼全球的中国企业，必须遵守中国法律、合法合规运营。 根据《中华人民共和国公司法》等相关法律规定，公司具有独立的法人人格，任何人不得滥用权利损害 公司及股东的利益。在任何时候，安世国内公司都是独立经营、决策的中国企业，法定代表人有权代表 公司意志【并最终负责公司全部运营决策】，董事、监事、高管对本 ...

根据中国劳动法律法规，全体员工有义务遵守公司的劳动纪律、按照公司要求完成工作。因此，全体员工应当继续执行安世国内公司的 工作指示。对于任何其他未经安世国内公司法定代表人同意的外部指示（即使通过outlook、teams等方式传送），大家有权拒绝执行 而不构成违反工作纪律或者法律规定。 今天，安世中国发布了一个致全体员工的通知。 安世中国指出，安世国内公司是运营扎根中国、战略放眼全球的中国企业，必须遵守中国法律、合法合规运营。在任何时候，安世国内 公司都是独立经营、决策的中国企业，法定代表人有权代表公司意志，并最终负责公司全部运营决策，董事、监事、高管对公司承担忠 实勤勉义务。 大家好！相信大家已经从公开信息了解到 闻泰科技 在荷兰的分支机构安世半导体（Nexperia） 受到当地政府的干预，我国商务部亦对安世半导体中 国公司及分包商发布出口管制公告。近日，中国半导体行业协会发声表示将持续关注事态发展并通过合法手段向国际社会表达关切。 2025年10月16日下午，我国商务部发言希望荷兰方坚持契约精神、纠正错误做法；同日，大家收到了以Nexperia Chief Legal Office名义发出的标题 为"Glo ...

大家好！相信大家已经从公开信息了解到闻泰科技在荷兰的分支机构安世半导体（Nexperia）受到当地 政府的干预，我国商务部亦对安世半导体中国公司及分包商发布出口管制公告。 近日，中国半导体行业协会发声表示将持续关注事态发展并通过合法手段向国际社会表达关切。2025年 10月16日下午，我国商务部发言希望荷兰方坚持契约精神、纠正错误做法；同日，大家收到了以 Nexperia Chief Legal Office名义发出的标题为"Global Legal Update:Trusted Communications"的邮件。公 司充分理解大家对于此事的关注以及上述邮件可能给大家造成的困惑，并就此特向大家作如下说明，以 正视听： 19日，安世半导体微信公众号发布《安世中国致全体员工》一文，全文如下： Announcement 我们感谢全体员工为公司经营和发展做出的努力和贡献。公司将依法依规维护自身权益，也希望大家继 续共同维护公司正常运营秩序。希望全体员工安心工作、团结一致、共克时艰！ 安世半导体（中国）有限公司 2025年10月17日 安世半导体（中国）有限公司上海分公司 安世半导体（中国）有限公司北京分公司 安世 ...

Core Viewpoint - The ongoing trade tensions between China and the U.S. are characterized by the U.S. imposing high tariffs and export controls, which are deemed ineffective for managing relations with China. China is enhancing its export control system as a legitimate exercise of sovereignty, urging the U.S. to adopt a rational and pragmatic approach to maintain global supply chain stability [1][2][3][4]. Group 1: U.S. Trade Measures - The U.S. has implemented multiple trade restrictions against China, including adding several Chinese entities to export control lists and expanding the scope of these controls, affecting thousands of Chinese companies [1][2]. - The U.S. has ignored China's concerns and continued to enforce measures against China's maritime, logistics, and shipbuilding industries, which has negatively impacted bilateral trade discussions and disrupted international trade rules [1][2]. Group 2: China's Export Control Justification - China argues that its export controls on rare earths and related items are necessary for national security and international obligations, particularly in the context of global peace and regional stability [2]. - The number of items on China's export control list is approximately 900, while the U.S. has over 3,000 items, indicating a disparity in the application of export controls [2]. Group 3: China's Response to U.S. Actions - China maintains a clear stance against U.S. threats, asserting readiness to respond firmly while remaining open to dialogue and cooperation based on mutual respect and equality [3][4]. - The Chinese government emphasizes the importance of maintaining a healthy international trade order and global supply chain stability, urging the U.S. to engage sincerely in dialogue [4]. Group 4: Public Sentiment and Future Outlook - A recent survey indicates that a majority of American respondents perceive the U.S. as becoming more protectionist, with many viewing protectionist policies as a significant barrier to trade [4]. - There is a strong public desire for reduced tariffs and increased trade liberalization, suggesting that the U.S. should align its policies with public sentiment to foster a more stable economic relationship with China [4].

Core Viewpoint - The situation at Nexperia Semiconductor in China has escalated, with employees facing salary suspension and loss of system access due to actions taken by the Dutch headquarters, indicating a significant disconnect between the European management and the Chinese market [3][4]. Group 1: Incident Overview - On October 1, a Dutch court unexpectedly suspended the position of Chinese CEO Zhang Xuezheng without a hearing, leading to the third-party custody of Nexperia's shares held by Wingtech Technology [4]. - Following this, on October 12, Wingtech announced that Nexperia's assets and intellectual property were frozen due to directives from the Dutch government, effective from September 30 for a duration of one year [4]. - On October 14, Nexperia announced that the Chinese Ministry of Commerce issued an export control notice, prohibiting the export of specific finished products and components produced in China by Nexperia and its subcontractors [4]. Group 2: Employee Response - Employees of Nexperia China expressed their discontent in a letter to clients, stating that they are experiencing "ruthless and blatant violations of legal and moral standards" and feel abandoned by the current European management [3][6]. - The letter emphasized the commitment of the Chinese team to prioritize customer service and market expansion, despite the challenges posed by the actions of the Dutch headquarters [6]. - Employees are determined to maintain communication with clients and ensure the normal operation of business, expressing hope for overcoming difficulties with the support of the state and the listed company [6].

Core Viewpoint - Recent reports indicate that Nexperia (China), a subsidiary of Wingtech Technology, has experienced a complete interruption of employee access to company systems, prompting urgent measures to ensure supply chain continuity for domestic clients [2][3]. Group 1: Company Operations - The interruption of access to company systems was reported on October 18, with some accounts being restored shortly thereafter. The specific reasons for the interruption remain unclear [2]. - In response to the situation, the Chinese team at Nexperia has been instructed to continue following domestic operational directives, ensuring that all operations and employee benefits remain normal [3][4]. - The company emphasizes that it operates independently within China, adhering to local laws and regulations, and that any external directives not authorized by the legal representative can be refused by employees without penalty [3][4]. Group 2: Employee Welfare - Nexperia (China) assures that all employee salaries, bonuses, and benefits will continue to be managed by the domestic entity, not by the Dutch parent company [4]. - The management is committed to maintaining a stable working environment and encourages employees to reach out to the HR team for support if they encounter external pressures or uncertainties regarding work directives [4].

Group 1 - The article discusses the recent tensions between the U.S. and China, highlighting China's strategic responses to U.S. tariffs and trade policies [1] - China plans to implement an export licensing system for key rare earth mining and processing technologies starting November 8, 2025, which will cover the entire rare earth industry chain [3] - China is also restricting exports of lithium battery materials to the U.S., controlling 96% of global anode material production and 85% of cathode material production [3] Group 2 - The U.S. electric vehicle industry heavily relies on Chinese lithium batteries, with 65% of grid-level lithium-ion batteries imported from China in the first seven months of 2025 [3] - The global electric vehicle battery installation reached 691.3 GWh in the first eight months of 2025, with Chinese companies holding 68.4% of the market share [4] - China ranks fifth globally in lithium resources and fourth in lithium reserves, making it a critical player in the lithium-ion battery supply chain [4]