彭博社报道，荷兰暂停对安世半导体的干预措施，但荷兰经济部门强调，即便管控行政令中止，安世半 导体仍有义务就"生产资源或知识产权转移"相关事宜向荷兰政府报备。尽管短期芯片供应紧张局面有望 缓解，但长期问题仍未解决，闻泰科技创始人张学政的角色同样存在变数，这仍是争端的核心症结之 一。 知情人士透露，荷兰政府之所以对"交还控制权"持开放态度，是因为暂停张学政职务的法院裁决目前仍 有效。荷兰经济部门的管控令已实现目的，但若未来芯片供应再次面临风险，该管控令可重新生效。 中国商务部国际贸易经济合作研究院研究员周密认为，除了荷兰企业法庭的裁决仍然处于生效中，荷兰 经济部门的行政令也只是"暂停"，而非中方希望的"撤销"，说明荷兰在从根本上解决安世半导体问题上 仍然有所保留，这意味着日后全球半导体供应链的安全与稳定仍然处于不确定性当中。荷兰迈出的第一 步可能是感受到了全球产业链的压力，但迄今为止荷方的表态仍然不够清晰，很有可能仍在观望美 国"50%穿透性规则"的暂停实施。周密建议，荷方应积极主动采取实际行动，与中方一道有效解决这场 波及全球的半导体供应链问题。 荷兰政府暂停了根据《货物可用性法案》签发的行政令，对此中国商务部 ...

Group 1 - State-owned enterprises reported total operating revenue of 26,275.5 billion yuan from January to April, remaining flat compared to the previous year [1] - The total profit of state-owned enterprises for the same period was 1,349.14 billion yuan, showing a year-on-year decline of 1.7% [1] Group 2 - The National Bureau of Statistics is developing policy documents to foster a nationwide integrated data market, aiming to accelerate data market construction by gathering various forces [2] Group 3 - A seminar for upstream and downstream semiconductor companies was held on May 27 in Beijing, emphasizing the opposition to unilateralism and bullying actions to maintain the security and stability of the global semiconductor supply chain [3] Group 4 - The market experienced narrow fluctuations in early trading, with the three major indices showing mixed results; the Shanghai Composite Index rose by 0.07%, while the Shenzhen Component Index fell by 0.04%, and the ChiNext Index increased by 0.02% [4] - The total trading volume in the Shanghai and Shenzhen markets reached 652.4 billion yuan, an increase of 41.9 billion yuan compared to the previous trading day [4] Group 5 - The Hang Seng Index closed down 0.55%, and the Hang Seng Tech Index fell by 0.38% during the midday session [5] Group 6 - The Reserve Bank of New Zealand lowered its policy interest rate from 3.50% to 3.25%, marking the sixth consecutive rate cut, in line with market expectations [6]

Core Points - The meeting emphasized the importance of cooperation between China and Europe in the global semiconductor supply chain, highlighting that both regions hold significant positions [1] - The current international situation is complex and poses challenges to the stability of the semiconductor supply chain, necessitating a commitment to oppose unilateralism and bullying actions [1] - The meeting served as a platform for enhancing understanding, boosting trade confidence, and deepening cooperation among semiconductor enterprises from both regions, which is expected to contribute to global economic recovery [1] Industry Insights - The meeting was attended by representatives from the Ministry of Commerce, Ministry of Foreign Affairs, Ministry of Industry and Information Technology, and addressed issues and suggestions raised by enterprises [2] - The Chinese government is committed to expanding high-level opening-up and providing a fair, stable, transparent, and predictable policy environment for semiconductor enterprises [1]