2025-09-14 09:20:13 作者：狼叫兽 从进口数量来看，相关产品进口总量呈显著增长趋势。2022年至2024年，此类芯片的进口数量分别为 11.59亿颗、12.99亿颗和15.90亿颗，增长幅度持续扩大。 此外，中国半导体行业协会与中国机电产品进出口商会也发表声明，表示支持商务部对美相关产品和措 施展开调查。 声明中指出，商务部于9月13日发布公告，决定对自美国进口的部分模拟芯片发起反倾销调查，并就美 国在集成电路领域对中国采取的相关措施开展反歧视调查。我们对此表示坚决支持。 半导体产业的持续健康发展，离不开公平、公正的市场环境。我们主张并鼓励企业通过不断推进技术创 新、加强产业链协同、开展平等互利的国际合作，在市场规则基础上实现良性竞争，共同推动行业进 步。 中国半导体行业协会表示，将积极配合调查机关的工作，坚决维护公平贸易秩序和产业的合法权益。 9月14日消息，昨日晚间，商务部宣布对原产自美国的部分模拟芯片产品启动反倾销调查程序。 根据江苏省半导体行业协会提交的申请材料，涉及的美国企业共有四家，分别为德州仪器、ADI、博通 和安森美。该协会提供的初步证据表明，在申请调查期间，来自美国的相关产 ...

Group 1 - The US and China held talks in Madrid regarding economic and trade issues on September 14 [2] - The 2025 China International Service Trade Fair concluded with over 900 achievements in sectors such as construction, IT, and finance, attracting nearly 2000 offline exhibitors and 5600 online exhibitors [2] - The National Food and Strategic Reserves Administration reported that over 100 million tons of wheat have been purchased nationwide during the summer grain purchasing season [2] Group 2 - From January to August, China's railway construction saw an investment of 504.1 billion yuan, a year-on-year increase of 5.6%, contributing to domestic demand and economic recovery [2] - The China Communications Enterprise Association expressed strong support for the Ministry of Commerce's anti-dumping investigation against US-originated chips [2] - The A-share merger and acquisition market has seen increased activity, with foreign institutions like Morgan Stanley and Goldman Sachs entering as major shareholders before public announcements [2] Group 3 - The second phase of the self-regulatory supervision platform for investment banking business is set to launch on September 22, 2025 [2] - China Merchants Bank (Europe) signed a 110 million yuan financing agreement with Baudouin International Engine Company in France, marking the first RMB financing in the southern region of France [2] - Zijin Mining announced the production launch of a lithium carbonate project in Argentina, with plans for an annual capacity of 40,000 tons in the second phase [2]

Group 1 - The Ministry of Commerce of China announced an anti-dumping investigation into imported related analog chips originating from the United States, effective from September 13, 2025 [1] - The investigation was initiated following a formal application submitted by the Jiangsu Semiconductor Industry Association on July 23, 2025, citing concerns over the impact of U.S. imports on the domestic industry [1] - The investigation is expected to conclude by September 13, 2026, with a possible extension of six months under special circumstances [1] Group 2 - The Ministry of Commerce also announced the initiation of an anti-discrimination investigation into U.S. measures affecting the integrated circuit sector, starting from September 13, 2025 [2] - Preliminary evidence suggests that U.S. measures in the integrated circuit sector are discriminatory against China, violating the Foreign Trade Law of the People's Republic of China [2] - The spokesperson emphasized that U.S. protectionist measures, including the 301 investigation and export controls, are detrimental to China's high-tech industries and the stability of the global semiconductor supply chain [2]

Core Viewpoint - The China Communications Industry Association supports the Ministry of Commerce's investigation into U.S. products and measures, emphasizing the need to protect the rights of Chinese information and communication enterprises against unfair restrictions imposed by the U.S. government [1][2]. Group 1: Support for Investigations - The Ministry of Commerce of the People's Republic of China announced an anti-dumping investigation into imported simulation chips from the U.S. and a discrimination investigation regarding U.S. measures in the integrated circuit sector [1]. - The China Communications Industry Association strongly opposes the U.S. government's unilateral and discriminatory practices that harm the legitimate development rights of Chinese enterprises and disrupt global supply chains [1]. Group 2: Call for Fair Competition - The healthy development of the information and communication industry relies on an open, fair, and orderly market competition environment, urging global industries to oppose protectionism and unilateral sanctions [2]. - The association advocates for sustainable and win-win development through technological innovation, industry chain collaboration, and international cooperation [2]. Group 3: Principles for Global Prosperity - The belief is held that only by adhering to principles of openness, inclusiveness, and mutual benefit can the global technology industry achieve common prosperity and long-term development [3].

Core Viewpoint - The article discusses the recent U.S. export controls on several Chinese entities, highlighting the Chinese government's strong opposition to these measures and the upcoming U.S.-China trade talks in Spain aimed at addressing these issues [3][4]. Group 1: U.S. Export Controls - The U.S. Department of Commerce has placed multiple Chinese entities on an export control "entity list," affecting sectors such as semiconductors, biotechnology, aerospace, and logistics [3]. - The Chinese Ministry of Commerce criticizes the U.S. for misusing national security as a pretext for unilateral actions that harm global trade and distort the market [3][4]. Group 2: Upcoming Trade Talks - Chinese Vice Premier He Lifeng will lead a delegation to Spain from September 14 to 17 for discussions with U.S. officials on unilateral tariffs, export controls, and issues related to TikTok [4]. - The Chinese government emphasizes its commitment to protecting the legitimate rights of its companies and seeks a fair business environment for Chinese enterprises operating in the U.S. [4][5]. Group 3: Anti-Dumping Investigations - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into imported simulation chips from the U.S., citing a 37% increase in import volume and a 52% decrease in import prices from 2022 to 2024, which negatively impacts domestic producers [6][8]. - The semiconductor industry in China supports the Ministry's actions, advocating for a fair competitive environment and opposing U.S. unilateral measures that disrupt the global supply chain [7][8]. Group 4: Discrimination Investigations - An announcement was made regarding the initiation of a discrimination investigation against U.S. measures in the integrated circuit sector, which are seen as discriminatory and harmful to China's technological development [8]. - The Chinese government asserts that these U.S. actions violate World Trade Organization rules and threaten the stability of the global semiconductor supply chain [8].

Group 1 - The Chinese Ministry of Commerce urges the U.S. to correct its actions and stop the unreasonable suppression of Chinese enterprises, following the U.S. Department of Commerce's announcement of adding multiple Chinese entities to the export control "Entity List" [1][2] - The Chinese government criticizes the U.S. for abusing export controls and distorting the global market, which harms the legitimate rights of enterprises and disrupts the stability of global supply chains [1][4] - A new round of Sino-U.S. economic and trade talks is scheduled to take place in Spain from September 14 to 17, where issues such as unilateral tariffs and export control abuses will be discussed [1][3] Group 2 - The Chinese government emphasizes its commitment to protecting the legitimate rights of its enterprises, particularly regarding the TikTok issue, and calls for a fair and non-discriminatory business environment for Chinese companies operating in the U.S. [2][3] - The Ministry of Commerce has initiated anti-dumping investigations against imported simulation chips from the U.S., citing a significant increase in import volume and a decrease in import prices that harm domestic industries [3][5] - The Chinese Semiconductor Industry Association supports the Ministry of Commerce's investigations against U.S. products and measures, highlighting the need for a fair environment for the healthy development of the semiconductor industry [4][5]

Core Viewpoint - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into imported analog chips from the United States due to significant price drops and increased import volumes, which have adversely affected the domestic industry [1][12]. Group 1: Investigation Details - The anti-dumping investigation was launched in response to a request from the domestic industry and is in accordance with Chinese laws and WTO rules [1][12]. - The investigation focuses on general interface and gate driver chips imported from the U.S. [1]. - Evidence submitted indicates that from 2022 to 2024, the import volume of the investigated products from the U.S. increased by 37%, while the import prices decreased by 52%, harming domestic sales [1][3]. Group 2: Impact on Domestic Industry - The U.S. analog chips have significantly impacted the Chinese market, with the dumping margins for general interface chips at 302.41% and gate driver chips at 458.51% during the investigation period [2][3]. - The market share of U.S. products in China rose from 35.40% in 2022 to 44.98% in 2024, indicating a growing dominance in the market [4][6]. - Domestic companies have experienced a decline in profitability, with average unit sales gross margins dropping by 33.41% in 2024 compared to 2023 [11]. Group 3: Price Trends - The price of U.S. general interface chips fell from 3.00 CNY per unit in 2022 to 1.55 CNY in 2024, a cumulative decrease of 48.33% [7][9]. - Similarly, gate driver chips saw a price drop from 3.99 CNY in 2022 to 1.76 CNY in 2024, a cumulative decrease of 55.85% [7][9]. - In contrast, domestic prices for similar products have decreased less significantly, with general interface chips dropping by 33.59% and gate driver chips by 22.13% over the same period [11]. Group 4: Industry Response - The Jiangsu Semiconductor Industry Association has stated that the dumping of U.S. chips has caused severe damage to the domestic industry, leading to losses and reduced operational rates [11][14]. - Both the China Chamber of Commerce for Import and Export of Machinery and Electronic Products and the China Semiconductor Industry Association have expressed support for the investigation, emphasizing the need for fair competition [13][14]. - The investigation is expected to conclude by September 2026, with the Ministry of Commerce ensuring that all stakeholders' rights are protected during the process [15].

Core Viewpoint - China has initiated anti-dumping investigations against certain imported analog chips from the United States in response to perceived aggressive actions by the U.S. in the semiconductor sector, claiming violations of WTO rules and harm to domestic industries [2][3][15]. Group 1: Anti-Dumping Investigation - The Ministry of Commerce of China received a formal application for an anti-dumping investigation on July 23, 2025, from the Jiangsu Semiconductor Industry Association, representing the domestic analog chip industry [3]. - The investigation will cover imported analog chips from the U.S. with a focus on general interface and gate driver chips, which have seen a 37% increase in import volume and a 52% decrease in import prices from 2022 to 2024 [2][3]. - The investigation period is set from January 1, 2024, to December 31, 2024, with the damage assessment period from January 1, 2022, to December 31, 2024 [3][4]. Group 2: Investigated Products - The investigation targets certain analog integrated circuit chips, specifically those using 40nm and above process technology, including general interface chips and gate driver chips [4][5]. - General interface chips include various types such as CAN transceiver chips, RS485 transceiver chips, and digital isolator chips, which are used in automotive and industrial applications [5][6]. - Gate driver chips are designed to control power semiconductor devices, enhancing their switching speed and efficiency [6]. Group 3: Investigation Procedures - Interested parties must register to participate in the investigation within 20 days of the announcement, providing relevant information about their operations and the products involved [7][9]. - The Ministry of Commerce will utilize methods such as questionnaires, hearings, and on-site inspections to gather information during the investigation [11][18]. - The investigation is expected to conclude by September 13, 2026, unless extended under special circumstances [14][19]. Group 4: Discrimination Investigation - The Ministry of Commerce has also launched an anti-discrimination investigation against U.S. measures affecting China's semiconductor industry, citing evidence of discriminatory practices since 2018 [15][16]. - The investigation will assess various U.S. actions, including tariffs and restrictions on exports of semiconductor products and manufacturing equipment to China [16][17]. - The investigation will follow similar procedures as the anti-dumping investigation, with a typical duration of three months [19][21].

Group 1 - The Ministry of Commerce of China announced anti-dumping investigations on imported related analog chips from the United States and initiated a discrimination investigation regarding U.S. measures in the integrated circuit sector [2][9] - The Ministry's spokesperson highlighted that the U.S. has implemented a series of prohibitive and restrictive measures against China in the integrated circuit field, which are seen as discriminatory and harmful to China's development interests and the global semiconductor supply chain [2][9] - The Chinese Semiconductor Industry Association expressed support for the Ministry's actions, emphasizing the need for a fair environment for the healthy development of the semiconductor industry [4][5] Group 2 - The China Electromechanical Products Import and Export Chamber (China Electromechanical Chamber) also expressed strong support for the Ministry's investigations, condemning the U.S. government's unilateral actions that disrupt global supply chains and harm Chinese enterprises [9] - The China Electromechanical Chamber stated that domestic industries have the right to initiate anti-dumping investigations against low-priced imports that impact the Chinese market, in accordance with national laws and WTO rules [9]

Core Viewpoint - The Chinese government, through the Ministry of Commerce, has initiated anti-dumping and anti-discrimination investigations against the U.S. regarding semiconductor imports and related measures, emphasizing the need for a fair trade environment in the semiconductor industry [2][4][8]. Group 1: Government Actions - On September 13, the Ministry of Commerce announced an anti-discrimination investigation into U.S. measures affecting the integrated circuit sector, citing a series of prohibitive actions by the U.S. that harm China's high-tech industry development [2]. - The Ministry also launched an anti-dumping investigation into imported analog chips from the U.S., responding to domestic industry requests and aligning with WTO rules [2][4]. Group 2: Industry Associations' Support - The China Semiconductor Industry Association expressed support for the Ministry of Commerce's actions, highlighting the necessity of a fair environment for the healthy development of the semiconductor industry [4][5]. - The China Chamber of Commerce for Import and Export of Machinery and Electronic Products also voiced strong support for the investigations, condemning the U.S. for its unilateral trade practices that disrupt global supply chains [8]. Group 3: Industry Implications - Both associations emphasized the importance of continuous technological innovation and international cooperation to foster a competitive semiconductor industry, advocating for adherence to market rules [4][8].