2025.10. 14 本文字数：3545，阅读时长大约6分钟 作者 | 第一财经 彭海斌、郑栩彤 "荷兰政府及相关高管的最终目标，可能是让安世脱离闻泰控制权，但他们的目的不会得逞。"闻泰 科技代理总裁沈新佳在10月12日晚间的投资者说明会上表示。 中国国庆期间，荷兰政府冻结闻泰科技的半导体资产。这一突发事件是对闻泰科技转型的重击。此 前，它已经卖掉毛利微薄的消费电子代工业务，准备依托安世来壮大利润更好的半导体业务。现在， 美好的愿景被击碎。闻泰科技的半导体业务岌岌可危之际，该公司积极应诉，并寻求多方救济。 与此同时，闻泰控股股东所投资的本土晶圆制造也许到了扛起重担的时候。闻泰科技也在探索一种可 能性：依靠中国市场和产业布局，实现本土产业链的闭环。 如何应对双重打击 "（荷兰）经济部行政令，是以国家安全、经济安全为由。"沈新佳透露，闻泰科技已聘请知名国际 行政法和诉讼律师，将对荷兰政府的行政令在法律适用和程序上提起行政复议和诉讼。 第二重打击，来自安世的外籍高管们。 安世的首席法务官、首席财务官以及首席运营官等部分外籍高管以严格执行行政令为名，自行组成了 危机管理委员会管理公司。10月1日，这些高管向荷兰阿姆 ...

Core Insights - The company reported a revenue of 1.309 billion yuan for 2024, representing a year-on-year growth of 11.30% [2] - The net profit attributable to shareholders reached 138 million yuan, marking a significant year-on-year increase of 77.09%, the highest in nearly five years [2] Group 1: Supply Chain and Production - The company aims to build a regional supply chain closed loop in North America, with its U.S. subsidiary gradually increasing production capacity [2] - The Mexican factory has completed customer inspections and is about to commence production, enhancing supply chain resilience and service capabilities [2] - The company is implementing full-process automation logistics in its Mexican subsidiary, reducing management costs and enabling flexible production of various products [2] Group 2: Organizational Management and Data Security - The company is undergoing a global organizational management transformation, reshaping business processes and strengthening integrated management of finance and operations [2] - It is enhancing data security management by introducing bastion hosts and a full-stack operation and maintenance platform for unified management of global network nodes and data operations [2] Group 3: Product Development and Sales - The company is focusing on the research and development of new materials, expanding product diversity, and upgrading existing products with intelligent production lines [3] - Future efforts will concentrate on bio-based materials and circular economy to consolidate technological advantages [3] - The company has established stable partnerships with well-known brands and has been recognized as a "Best Partner" for several consecutive years [3] - It is included in the supply chain systems of global home improvement retailers like Home Depot, indirectly providing PVC flooring products to end customers [3]