每经编辑｜段炼 继荷兰安世半导体事件后，又一起中国半导体海外投资遭遇危机。 近期，中国半导体领域知名投资机构建广资产将会被迫出售其持有的全球USB桥接芯片龙头企业FTDI（Future Technology Devices International）80.2%的 股权。 2021年12月，建广资产以4.14亿美元完成对英国芯片设计企业FTDI80.2%股权的收购，被视为中资在高端模拟芯片领域的一次战略性布局。 然而不到三年，这一交易却遭遇挫折。2024年11月5日，英国政府突然依据《2021年国家安全与投资法》（NISA）中的"回溯审查"条款，对这项收购发起 追溯审查，并发布最终命令通知，要求FTDI Holding Ltd在限定时间内出售其持有的FTDI全部80.2%的股权，理由是存在国家安全风险。 据《科创板日报》12月30日报道，记者从接近建广资产的人士处获悉，如果不按照协议在年底走完出售审批流程，英国政府将会自行处置FTDI的股 权。"在政府压力之下，时间仓促导致无法充分谈判。一旦强制出售，或将远低于企业的真实价值，企业和股东都将面临巨额损失。"上述人士透露。 值得注意的是，此次事件涉及多家A股上市 ...

新华社悉尼12月21日电（记者 齐紫剑 李晓渝） 澳大利亚总理阿尔巴尼斯21日宣布将对澳联邦执法和情 报机构进行审查，以确保在悉尼邦迪滩发生恐怖袭击后澳民众的安全。 转自：成都日报锦观 澳大利亚总理： 将审查联邦执法和情报机构 悉尼邦迪滩14日发生枪击事件，造成包括1名作案嫌疑人在内的16人死亡。阿尔巴尼斯19日宣布，将今 年12月21日定为全国"深思日"，旨在"缅怀邦迪滩恐怖袭击受害者"。 阿尔巴尼斯当天在一份声明中说，已要求总理内阁部领导这项工作，将审查联邦执法和情报机构是否拥 有适当的权力、结构、流程和共享安排，以确保在邦迪滩发生恐怖袭击后澳大利亚民众的安全。 他表示，邦迪滩14日发生的这起受极端组织"伊斯兰国"思想驱动的暴行凸显澳安全环境的快速变化，安 全机构必须作最好准备以进行应对。审查报告将于2026年4月底前提交给政府，并将向公众公开。 ...

Core Insights - Warner Bros. Discovery (WBD) is currently engaged in a significant merger battle, with Netflix proposing an $82.7 billion acquisition and Paramount's Oracle-backed bid of approximately $108.4 billion in cash [1][2] - Tencent has withdrawn from the bidding process for WBD to avoid U.S. national security scrutiny, despite previously committing $1 billion to support Paramount's acquisition [2][3] Group 1: Acquisition Details - Paramount's cash offer is set at $30 per share, totaling over $100 billion, while Netflix's offer primarily involves stock [2] - The involvement of foreign sovereign wealth funds from Saudi Arabia, Abu Dhabi, and Qatar in the Paramount bid is noted, as they agreed to relinquish management rights to avoid additional scrutiny [2][3] Group 2: Political and Regulatory Context - The acquisition of WBD by a Chinese tech giant like Tencent would raise significant political concerns in the U.S., particularly regarding media ownership and national security [3][4] - The urgency of the bidding war is emphasized, as Paramount must demonstrate a more stable and quicker transaction to WBD shareholders compared to Netflix's offer [3][16] Group 3: Tencent's Historical Involvement - Tencent has been a strategic shareholder in Skydance Media for seven years, initially investing over $100 million for a 5-10% stake [4][6] - Tencent's previous involvement in projects like "Terminator: Dark Fate" and its eventual withdrawal from "Top Gun: Maverick" due to concerns over U.S.-China relations illustrate the complexities of its investment strategy [6][8] Group 4: Broader Industry Implications - The competition for WBD highlights the increasing influence of Middle Eastern capital in the entertainment industry, as they seek to reshape global cultural narratives [12][14] - The ongoing battle between WBD, Paramount, and Netflix may extend into the next year, with WBD shareholders facing a tight deadline to respond to Paramount's hostile takeover bid [16]

针对英国新发布的《国家安全与投资》白皮书是否会影响到包括中企在内的国外竞争者的海外投资活 动，《每日经济新闻》记者于7月26日在商务部例行新闻发布会上向发言人高峰提问。 记者提问的具体内容为："我们注意到，近日英国政府公布提案，要求所有外国竞争者在英国国内的兼 并、收购和交易，凡是对英国国家安全存在潜在风险的，即使交易额很小，也必须提前向英国政府申 报。这一提案在北约成员国家对中国获取本国技术日益担忧的大背景下发布，请问商务部，英国发布这 一提案会在多大程度上影响中国企业在英国，乃至全球的投资活动？" 每经记者｜张怀水 每经编辑｜毕陆名 当地时间7月24日，英国政府通过了一份名为《国家安全与投资》的白皮书，赋予英国各部门负责人对 可能存在国家安全隐患的外资收购交易增加审查的权限。此前，在该国《2002年企业法》的规定下，只 有当交易额超过7000万英镑，且交易行业属于国家安全、金融和媒体的"特定领域"时，英国政府才能出 面干预。如今，干预门槛大幅下调到100万英镑。 针对上述疑问，商务部新闻发言人高峰表示，今年6月11日，英国新修改的《企业法》正式生效，在军 品和军民两用品、多用途计算机硬件和量子技术三个关键 ...

Group 1 - The negotiation period for the sale of Panama port assets has ended, involving a complex interplay between the Chinese, Panamanian, and U.S. governments over 145 days [1][2] - The outcome of the negotiations is critical, as control over the ports represents a significant strategic advantage in maritime trade between China and the U.S. [4][6] - The Panama Canal is vital for global trade, with 6% of the world's goods passing through it, and China accounting for over 22% of that traffic [11][13] Group 2 - The BlackRock Group, involved in the negotiations, faces internal divisions regarding the political risks associated with the deal, complicating the situation for Li Ka-shing's CK Hutchison Holdings [6][8] - Li Ka-shing's company holds two key ports that control access to the Panama Canal, making them critical nodes in global trade [17] - The Chinese government has initiated a national security review, which poses a significant threat to the transaction, indicating a shift in the balance of power in international business dealings [28][30] Group 3 - The involvement of China Ocean Shipping Company (COSCO) in the negotiations could alter the dynamics, as it would gain veto power over decisions that could negatively impact Chinese shipping interests [32] - The current situation reflects a broader trend where national security considerations are increasingly influencing business transactions, moving away from the notion of capital being borderless [34][35] - The evolving landscape of international business is highlighted by the challenges faced by Li Ka-shing, as traditional business practices are no longer sufficient in the face of geopolitical tensions [37]

Group 1 - The U.S. Department of Agriculture (USDA) has terminated 70 foreign contract researchers as part of a national security review, citing concerns over food supply chain safety [1][3] - The terminated researchers primarily included Chinese postdoctoral researchers who had already undergone background checks prior to their employment [3] - The USDA's actions are part of a broader agricultural security plan announced by Secretary of Agriculture Tom Vilsack, which prohibits citizens from certain countries from purchasing U.S. farmland and halts existing research collaborations with these nations [3] Group 2 - Concerns have been raised about the impact of these terminations on agricultural research, with warnings that it could lead to significant delays in projects, including vaccine development for deadly toxins in undercooked beef [3] - The USDA is currently unable to fill these vacant positions due to a federal hiring freeze extended until October 15, which may further hinder research capabilities [3] - The Chinese government has criticized the U.S. for its discriminatory practices regarding land ownership and investment, arguing that such actions violate market principles and international trade rules [4]

Core Viewpoint - The article discusses the urgent call from three Republican congressmen for the Trump administration to expedite security reviews of Chinese drone manufacturers, particularly focusing on DJI and Autel, due to national security concerns. Group 1: Legislative Actions - Three Republican congressmen, Elise Stefanik, John Moolenaar, and Rick Crawford, have jointly urged the Trump administration to accelerate the security review of Chinese drone manufacturers [1] - The request is based on the provisions of the 2025 National Defense Authorization Act, which mandates the Director of National Intelligence, Tulsi Gabbard, to complete a security assessment of DJI and Autel within 30 days [4] - The congressmen highlighted that Chinese drones hold a significant market share in the U.S., with DJI accounting for 90% of the market, necessitating urgent action to mitigate "foreign influence" [4] Group 2: Policy Background - In June 2025, Trump signed an executive order to promote the domestic drone industry, prioritizing the procurement of U.S.-made equipment and investigating supply chain security [4] - The Secretary of Defense, Hegseth, announced reforms to the Pentagon's drone procurement policy, aiming to establish U.S. dominance in the drone sector by 2027 [4] Group 3: Chinese Response - The Chinese Ministry of Foreign Affairs criticized the U.S. for "generalizing national security concepts" and warned of potential countermeasures [3] - DJI has denied any security risks and has filed a lawsuit against the U.S. Department of Defense regarding its 2022 designation as a "military company" [3]

Core Viewpoint - The article discusses the recent actions taken by the Canadian government against Hikvision, citing "national security" concerns, and highlights the company's legal response to these actions [1][2]. Group 1 - The Canadian government has closed Hikvision's operations in Canada and prohibited government departments from purchasing or using its products, citing national security [1][2]. - Hikvision has filed a lawsuit in the Canadian federal court to challenge the closure and has requested a temporary injunction to suspend the enforcement of the shutdown order [1]. - The company asserts that it has complied with all applicable laws and regulations since entering the Canadian market and maintains that its products do not pose a threat to national security in Canada or any other country [1]. Group 2 - The Chinese Ministry of Commerce has expressed strong dissatisfaction and opposition to Canada's actions, criticizing the lack of transparency in the national security review process and the impact on bilateral economic cooperation [2]. - The Chinese government encourages enterprises to conduct international business based on market principles while adhering to local laws and regulations [2].

Group 1 - Canada has ordered Hikvision to cease operations in the country within 120 days, citing national security concerns [1][2] - The Canadian government, led by Minister Mélanie Joly, claims that Hikvision's continued operations pose a threat to national security, based on information from security and intelligence agencies [1] - Hikvision has strongly opposed this decision, arguing that it lacks factual basis and due process, and is discriminatory against Chinese companies [1][2] Group 2 - The Chinese Embassy in Canada has urged the Canadian government to stop politicizing economic issues and to cease its unreasonable suppression of Chinese enterprises [2] - Experts suggest that the lack of specific reasons for the shutdown indicates the absurdity of the national security threat claims [2] - Hikvision has faced previous sanctions and restrictions from the U.S., highlighting ongoing geopolitical tensions affecting Chinese companies [2] Group 3 - The Canadian Investment Act has been updated multiple times since its inception in 1985, tightening scrutiny on foreign investments, particularly from Chinese companies [3] - Despite the tightening of investment rules, Chinese companies continue to receive interest from Canadian firms, as evidenced by ongoing investments in the mining sector [3] - A recent controversy in British Columbia shows that a ferry company is proceeding with contracts to build ferries with a Chinese company, despite political opposition [3]

Core Viewpoint - The Canadian government has ordered Hikvision Canada Inc. to cease all operations in Canada, citing national security concerns as the primary reason for this decision [1][2]. Group 1: Government Actions - The Canadian government has mandated Hikvision Canada Inc. to stop all operations and close its business within Canada following a national security review under the Canadian Investment Act [2]. - The government has prohibited all federal departments, agencies, and crown corporations from procuring or using Hikvision products, and will conduct a thorough review of existing assets to eliminate any remaining Hikvision equipment [2]. Group 2: Responses - The Chinese Embassy in Canada has expressed strong opposition to the Canadian government's decision, labeling the national security concerns as unfounded [3]. - Hikvision has also responded, strongly opposing the Canadian government's decision to shut down its operations within 120 days based on alleged national security worries [3].