越南之声网站1月4日报道称，2025年12月31日，美国总统特朗普签署了一项公告，决定将部分进口家具 (包括软垫椅、橱柜和浴室柜)的关税上调日期从2026年1月1日推迟到2027年1月1日。美政府表示，此举 旨在为正在进行的贸易谈判创造空间，同时也有助于确保经济安全和供应链稳定。 越南工贸部表示，美方此举本质上并非推迟征收关税，而是推迟提高关税，出口至美国的木制品仍将根 据第232条款缴纳10%和25%的关税。 ...

Core Viewpoint - The ongoing control dispute over Nexperia, a subsidiary of Wentech Technology, has led to significant operational restrictions imposed by the Dutch government, affecting the company's ability to manage its assets and operations effectively [2][3]. Group 1: Company Developments - Wentech Technology plans to reaffirm its position and actively defend its rights during a second hearing scheduled for January 2026 [2]. - The Dutch Ministry of Economic Affairs issued a ministerial order in September, freezing Nexperia's assets and restricting Wentech's control over the subsidiary [2]. - The company has submitted a dispute notice on October 15, indicating that if the issue is not resolved within six months, it may seek international arbitration with potential claims up to approximately $8 billion [3]. Group 2: Operational Impact - Following the control dispute, Nexperia's temporary management has dismissed senior employees of Chinese nationality or with Chinese backgrounds and halted salary payments and social security for employees in China [3]. - Nexperia China is working to validate domestic wafer suppliers to stabilize the supply chain, with completion expected between Q1 and Q2 of 2026 [4]. Group 3: Legal and Regulatory Context - The Dutch government has been accused of excessive intervention based on unfounded "national security" concerns, leading to operational freezes for Nexperia [3]. - The Chinese Ministry of Commerce has called for negotiations to resolve control and supply chain issues, emphasizing the need for the Dutch government to withdraw its administrative order [5].

据悉，闻泰科技在荷兰已启动多项法律程序，包括可能寻求国际仲裁和索赔，金额或达80亿美元。 "明年1月份公司将借助在荷兰召开的第二次听证会，重申立场并进行积极维权。"闻泰科技董事长杨沐在 26日下午召开的2025年第五次临时股东会上表示。 杨沐强调，任何真正的解决方案都必须以恢复闻泰科技作为股东的完整权利以及对安世半导体合法控制权 为基础。 Q ··· < 是说芯语 博迷泛集成电路行业的技术走势、热点 交流、市场应用、行业分析、产业 ... v 64星原創药容 2排脂灰炭注 进入公众号 不再关注 LOBER Ag 2位朋友读过 谱 戏为题父号·是让 -- 同时，闻泰科技也主动向安世荷兰表达通过协商共同寻求解决方案的意愿。目前，闻泰科技与荷兰方面企 业法庭指派的安世半导体独立董事和股权托管人举行了首轮协商。 "安世中国正在进一步拓展外采晶圆供应商资源，目前正在进行测试和验证工作。" 杨沐表示。 转自：半导纵横 面对安世荷兰的断供，为进一步保障供应链稳定，安世中国正同步开展国内部分晶圆供应商的验证工作， 预计2026年一季度至二季度完成新供应商验证。 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资 ...

Core Viewpoint - The company is actively engaged in legal proceedings in the Netherlands regarding the control dispute of Anshi Semiconductor, aiming to protect its and its shareholders' legal rights [2][10]. Group 1: Legal Proceedings and Control Dispute - The company has initiated multiple legal actions in the Netherlands to address the control dispute over Anshi Semiconductor [2][10]. - The company has submitted a dispute notice on October 15, claiming that the Dutch government's intervention violates the China-Netherlands Bilateral Investment Protection Agreement, with potential claims reaching up to $8 billion [10]. - The company is prepared to seek international arbitration if the issue is not resolved within six months [10]. Group 2: Supply Chain Stability - The company is focused on ensuring supply chain stability, with plans to validate domestic wafer suppliers to mitigate risks [2][4]. - Anshi China has resumed shipments since mid-October, delivering over 11 billion chips to more than 800 global customers [6]. - The company aims for domestic production to account for 80% of its overall capacity, with the Chinese market representing about 50% of global sales [6]. Group 3: Business Operations and Strategic Adjustments - The company has approved the appointment of Gan Peizhong as an independent director, who has extensive experience in economic law and corporate governance [10]. - Following the control dispute, the company has made personnel adjustments, including hiring a new president with a strong legal background to enhance governance and compliance [10][11]. - The chairman and president have clearly defined roles, with the president executing board decisions and the chairman overseeing overall strategy [11].

以下文章来源于e公司 ，作者王一鸣 阮润生 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 针对当前安世控制权争议事项，闻泰科技方面表示，公司在荷兰已启动多项法律程序。 12月26日晚间，闻泰科技（600745）发布2025年第五次临时股东会决议公告，有关预计2026年度日常关联交易、增补独立董事两份议案均 获审议通过。 据此前议案资料，鉴于公司欧洲晶圆厂等因素影响，闻泰科技拟与关联方鼎泰匠芯继续深化合作。今年1—9月，双方相关关联交易金额为 9.62亿元；公司预计2026年关联交易金额为22亿元。 谈及如何确保供应链稳定，公司董事长杨沐在股东会现场对证券时报记者表示，为进一步保障供应链稳定，公司正同步开展国内部分晶圆供 应商的验证工作，预计2026年第一、第二季度完成新供应商验证。 公司致力于持续保障供应链稳定 公开资料，鼎泰匠芯是闻泰科技控股股东闻天下集团投资的12英寸车规级功率半导体晶圆厂，2023年投产，是国内 ...

12月26日晚间，闻泰科技（600745）发布2025年第五次临时股东会决议公告，有关预计2026年度日常关联交易、 增补独立董事两份议案均获审议通过。 据此前议案资料，鉴于公司欧洲晶圆厂等因素影响，闻泰科技拟与关联方鼎泰匠芯继续深化合作。今年1—9月， 双方相关关联交易金额为9.62亿元；公司预计2026年关联交易金额为22亿元。 自今年10月初闻泰科技核心子公司安世失控事件爆发以来，上市公司如何能够持续保障供应链稳定一直为外界所 关注。 "公司始终积极推进全球供应链建设，持续巩固国内产能及市场份额。目前正按既定规划推进相关工作。"公司董 事长杨沐告诉证券时报记者。 10月中以来安世中国出货逾110亿片芯片 在今年10月的股东会上，公司高层曾表示有信心打通国内供应链。杨沐在本次股东会上表示，目前安世中国正按 既定规划推进相关工作，全力保障"国内产能占公司整体产能80%、中国市场占全球销售约50%"目标的稳定达成。 "10月中旬恢复出货以来，安世中国已累计出货了逾110亿片芯片，以供应全球逾800家客户。为确保供应的长期性 与韧性，安世中国已积极启动多套预案，正在加紧验证新的晶圆产能。"她给出了安世中国的最新 ...

Core Viewpoint - Wentech Technology (600745) held its fifth extraordinary shareholders' meeting on December 26, approving proposals related to expected related party transactions for 2026 and the appointment of an independent director [1] Group 1: Related Party Transactions - Wentech plans to deepen cooperation with its related party, Dingtai Jiangxin, due to factors affecting its European wafer factory, with related party transaction amounts reaching 9.62 billion yuan from January to September this year and an expected 22 billion yuan for 2026 [3][4] - Dingtai Jiangxin is the only domestic wafer factory with automotive-grade certification, having passed the VDA6.3 audit in 2024, meeting the quality standards required by Tier 1 automotive clients [4] Group 2: Supply Chain Stability - The company is actively working on verifying domestic wafer suppliers to ensure supply chain stability, with plans to complete this verification by the first and second quarters of 2026 [3][4] - Since mid-October, Anshi China has shipped over 11 billion chips, aiming for domestic production to account for 80% of overall capacity and 50% of global sales [5] Group 3: Control Issues and Legal Actions - Wentech is engaged in legal proceedings in the Netherlands to protect its rights and interests regarding Anshi, with potential claims reaching up to 8 billion USD if the situation is not resolved within six months [8] - The company emphasizes that any resolution must restore Wentech's complete rights as a shareholder and legal control over Anshi, rejecting any attempts to legitimize illegal outcomes [7][8] Group 4: Management Changes - The extraordinary shareholders' meeting also approved the appointment of Gan Peizhong as an independent director, who has extensive experience in economic law and corporate governance [8] - Following the Anshi control crisis, Wentech has made personnel adjustments, appointing Shen Xinjia, with over 15 years of legal advisory experience, as the new president [8][9]

一纸许可，看似寻常，却牵动着全球产业链的神经。今天下午，商务部的一则例行回应，在国际舆论场激起了千层浪——中国已批准部分稀土相关物项出口 的通用许可申请。消息简短，分量极重。这不仅仅是一份贸易许可的批复，更像是一封发给世界的、沉着而自信的"战略说明"。 稀土，工业维生素，现代高科技产业的"命门"。从智能手机、新能源汽车到战斗机、激光制导武器，其身影无处不在。中国，拥有全球最完整的稀土产业链 和最可观的资源储量，其一举一动，历来是观察全球高端制造与战略博弈的风向标。 此次商务部在实施出口管制后，批准首批通用许可，信号意义远超事件本身。它清晰地告诉世界：中国的稀土管理，并非简单的"关门"，而是进入了一场更 为精细、成熟、可预期的"规则输出"新阶段。 回顾过去几年，国际稀土市场可谓波澜起伏。一些国家曾因供应链过度集中而焦虑，试图开辟多元化来源，但现实往往骨感——稀土分离提纯的技术门槛与 环保成本，构筑了一道坚实的产业壁垒。 中国此时的"放行"，展现的是一种高度的战略自信与定力。我们不是在封锁资源，而是在建立一套透明、规范、基于规则的出口管理体系。这套体系既能保 障全球产业的合理需求，又能坚决维护国家安全与发展利益。 ...

Core Viewpoint - The company, Jiangbolong (301308.SZ), has established a robust supply chain strategy to mitigate risks associated with reduced supply from original manufacturers, ensuring stable production operations and market demand fulfillment [1] Group 1: Supply Chain Strategy - Jiangbolong has diversified its supply chain and formed long-term direct cooperation with major global storage wafer manufacturers, surpassing conventional procurement relationships [1] - The company has signed Long-Term Supply Agreements (LTA) and Memorandums of Understanding (MOU) to effectively secure a continuous and stable supply of storage wafers [1]

Core Insights - Xi'an port has seen a significant increase in inbound and outbound travelers, with over 1.94 million people recorded this year, marking a year-on-year growth of 52% for inbound and 51% for outbound travelers [1][2] - The number of flights has also increased, with over 14,000 flights this year, including more than 12,000 passenger flights and around 1,600 cargo flights, reflecting a year-on-year growth of 49% and 83% respectively [1][2] - The growth in international travel is attributed to the expansion of national policies facilitating entry into China and the increasing density of international flight routes from Xi'an Xianyang International Airport [1] Passenger and Cargo Trends - The top three countries and regions for inbound foreign travelers to Xi'an are South Korea, Malaysia, and Russia, accounting for 49% of the total inbound foreign traveler volume, indicating strengthened cooperation with Northeast Asia, Southeast Asia, and Eastern Europe [2] - New flight routes have been added this year, including destinations such as Dushanbe in Tajikistan, Chimkent in Kazakhstan, and Istanbul in Turkey, enhancing the connectivity to Central Asia [2] - The cargo transport sector is supported by efficient operations on all-cargo routes to cities like Chicago, Budapest, Milan, and Debrecen, with measures in place for priority inspection and expedited customs clearance to stabilize international supply chains [2]