地缘政治干预商业
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安世业绩巅峰时刻突遇“地缘”风暴,优秀也是一种“过错”?
Quan Jing Wang· 2025-10-24 10:25
Core Insights - Anshi Semiconductor achieved record-high performance in Q3 2025, with revenue reaching 4.427 billion yuan and net profit of 1.04 billion yuan, marking a significant year-on-year increase of 279.29% [2] - The Dutch government intervened by freezing Anshi's assets and suspending its CEO, citing "governance risks," which raises questions about the timing of this action coinciding with the company's peak performance [1][3] Performance Highlights - Under the leadership of the CEO, Anshi Semiconductor has seen a 60% increase in revenue since its acquisition by Wentai Technology, with profits multiplying and patent applications soaring from 10-15 annually to 110 expected in 2024 [2] - As of October 2024, Anshi has cleared all debts and holds 400 million USD in cash, providing a strong foundation for future market expansion [2] Governance Concerns - The Dutch government's claims of "serious governance deficiencies" contrast sharply with Anshi's impressive operational results, leading to skepticism about the motives behind the intervention [3][4] - Anshi Semiconductor plays a crucial role in the automotive chip sector, being one of the top three global suppliers of automotive-grade power semiconductors, which are essential for the European automotive supply chain [4] Market Reactions - The timing of the Dutch intervention during Anshi's record performance has prompted market speculation regarding the underlying motives, suggesting a potential "sour grapes" mentality [4] - Diplomatic channels have been opened, with discussions between Dutch and Chinese officials to resolve the situation, indicating a potential path forward despite the current challenges [4]
中美全面开打,大量中国产品遭美国下架,荷兰得令,强占中企资产
Sou Hu Cai Jing· 2025-10-14 18:48
安世半导体并非"问题企业"。 2025年上半年,它为闻泰科技贡献了78亿元营收,净利润达12.61亿元,在荷兰合规经营多年,甚至为当地创造上亿欧元税 收。 荷兰政府以"国家安全"为由行动,却未出示任何证据。 闻泰科技直接在声明中抨击:"这是地缘政治干预商业决策。 " 2025年10月12日,荷兰经济事务部的一纸命令让中国科技企业闻泰科技陷入僵局。 其旗下半导体巨头安世半导体(Nexperia)在全球30个实体的资产、技 术、业务被全面冻结,中方CEO张学政被法院裁定罢免,公司99%股权被强制托管给第三方。 闻泰科技投入近268亿元、耗时三年收购的核心资产,在短短 几天内几乎易主。 美国关税战同步升级,电商平台集体"清场" 几乎在同一时间,大西洋对岸的美国发动了新一轮贸易打击。 10月10日,白宫宣布对2000亿美元中国商品加征100%关税,瞄准新能源、半导体、电子产品 等关键产业。 美国财政部长贝森特声称这是为了"国家安全",但《华尔街日报》直言此举已沦为"泛安全化的数字游戏"。 更值得玩味的是内部合谋。 安世半导体三名外籍高管联合向荷兰法院申请罢免中方CEO,并提出股权重组要求。 知情人士透露,这与中方计划 ...
营收147亿的半导体资产突遭冻结,闻泰科技:坚决反对
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-12 14:47
闻泰科技已启动一切法律与外交途径,要求: (文章来源:21世纪经济报道) 10月12日,闻泰科技公告称,荷兰政府9月30日发出指令,要求子公司安世及其下属所有子公司、分公 司、办事处等全球30个主体对其资产、知识产权、业务及人员等不得进行任何调整,有效期为一年。与 此同时,安世半导体部分外籍高管要求闻泰科技转让安世半导体股权,要求暂停闻泰科技委派的CEO职 务。 10月12日晚间,闻泰科技发表声明称,坚决反对将商业问题政治化。荷兰政府以莫须有的"国家安全"为 由,对安世半导体实施全球运营冻结,是基于地缘政治偏见的过度干预,而非基于事实的风险评估,这 种针对中资企业的歧视性待遇表示强烈抗议。 荷兰政府立即撤销错误指令; 停止对中国企业的系统性歧视; 维护全球半导体产业链的开放与合作。 ...