Core Viewpoint - The Dutch government has suspended the administrative order issued under the "Goods Availability Act" regarding ASML, which is seen as a first step towards resolving the issue, but significant gaps remain before a complete resolution is achieved [1][2] Group 1: Government Actions - The Dutch government has paused an administrative order that restricted ASML and its subsidiaries from making any adjustments to their assets, intellectual property, and personnel for a year [1] - Despite the suspension, ASML is still required to report to the Dutch government regarding any "production resources or intellectual property transfers" [2] - The Dutch economic department's control order has achieved its purpose, but it can be reinstated if future chip supply risks arise [2] Group 2: Company Control and Legal Issues - The Dutch enterprise court's ruling from October 7 remains effective, which limits the control of Wingtech Technology over ASML [1] - The court has suspended the position of ASML's CEO Zhang Xuezheng and mandated that Wingtech's shares in ASML (minus one share) be held in trust by a third party [1] - The role of Zhang Xuezheng remains uncertain, which is a core issue in the ongoing dispute [2] Group 3: International Relations and Supply Chain - Chinese Commerce Minister Wang Wentao emphasized the need for the Dutch side to take responsibility and act quickly to resolve internal disputes to stabilize the global semiconductor supply chain [1] - The Dutch government's openness to "returning control" is influenced by the ongoing validity of the court's ruling against Zhang Xuezheng [2] - There is a suggestion that the Dutch side should proactively collaborate with China to effectively address the global semiconductor supply chain issues [2]

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]