Core Insights - New Energy Company (新洁能) experienced a significant stock price increase of 10.01%, closing at 40.13 yuan on October 15 [1] - The company had three large block trades totaling 181,400 shares, with a total transaction value of 6.5514 million yuan [1] - The average transaction price for the block trades was 36.12 yuan, with a consistent discount of 9.99% from the market price [1] Trading Activity - The first block trade involved 55,400 shares at a price of 36.12 yuan, amounting to 2.0003 million yuan, with a buyer from Guotou Securities and a seller from GF Securities [1] - The second block trade also involved 56,000 shares at the same price, totaling 2.0227 million yuan, with a buyer from Guotai Junan Securities [1] - The third block trade consisted of 70,000 shares at 36.12 yuan, resulting in a transaction value of 2.5284 million yuan, with a buyer from UBS Securities [1] Recent Performance - Over the past three months, New Energy Company has recorded a total of 20 block trades, with a cumulative transaction value of 64.5093 million yuan [1] - In the last five trading days, the stock has risen by 11.32%, with a net inflow of 604 million yuan from major funds [1]

台积电(TSM.US)盘前涨超4.5%，报309.36美元。消息面上，台积电将于周四公布第三季度业绩。根据 FactSet调查的23位分析师的共识预期，台积电的季度净利润将同比增长26%，达到4105.8亿新台币，超 过上一季度创下的3982.7亿新台币的记录新高。基于公司公布的月度数据，季度总营收同比增长30%， 达到9899.2亿新台币，超出分析师平均预期的9656亿新台币。(格隆汇) ...

下载财联社APP获取更多资讯 准确 快速 权威 专业 今日A股早间冲高回落，随后再度翻红。沪深两市半日成交额1.27万亿，较上个交易日缩量3985亿，量能大幅萎缩。盘面上热点较为杂乱，整体高低 切换，主要集中在医药、国产软件、消费等方向。 大消费板块反复活跃， 国光连锁3连板。 利好刺激下国产软件概念股反弹， 久其软件、榕基软件双双涨停。创新药板块表现活跃，昂利康涨停，亚 太药业2连板，广生堂20cm涨停。下跌方面，军工板块集体走弱，北方长龙跌超10%。半导体板块出现明显分歧，至纯科技跌停。 板块方面， 医药、零售等板块涨幅居前， 军工、半导体、港口航运等板块跌幅居前。截至收盘，沪指涨0.1%，深成指几乎平盘，创业板指 涨0.22%。 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

◆国内新闻 公安部：全国机动车保有量达4.6亿辆 公安部10月14日在京召开新闻发布会介绍，截至2025年9月底，全国机动车保有量达4.6亿辆，其中汽车达3.6亿辆，驾驶人 达5.5亿人，机动车、驾驶人总量及增量均居世界第一。 市场监管总局无条件批准三菱自动车工业株式会社收购广汽三菱汽车销售有限公司股权案等案件 10月14日，市场监管总局发布2025年9月22日-9月30日无条件批准经营者集中案件列表，其中包括重庆千里智驾科技有限公 司与浙江极氪汽车研究开发有限公司新设合营企业案、赛峰短舱公司与上海飞机制造有限公司新设合营企业案、北京理想汽车 有限公司与欣旺达动力科技股份有限公司新设合营企业案、三菱自动车工业株式会社收购广汽三菱汽车销售有限公司股权案、 艺龙有限公司收购万达酒店管理（香港）有限公司股权案。 中国半导体行业协会：对闻泰科技旗下安世半导体受到荷兰政府干预表示严重关切 阿布扎比投资局10月14日宣布，阿布扎比投资局与阿布扎比港口集团近日与Stellantis签署战略合作协议，旨在打造一体化汽 车生态系统。根据协议，Stellantis将依托专业技术及阿布扎比的竞争优势（包括物流基础设施和支持性商业环 ...

Group 1 - 80 South Korean citizens are currently detained by the Cambodian immigration authorities, and they refuse to return to South Korea despite contact from officials [2][3][5] - An semiconductor company, Anshi Semiconductor, appointed its CFO Stefan Tilger as interim CEO after the previous CEO was suspended by a Dutch court [6] - Goldman Sachs plans to conduct another round of layoffs to further cut costs, although the total number of employees is expected to grow by the end of the year [7] Group 2 - Walmart announced a partnership with OpenAI to allow customers to use ChatGPT for instant checkout of Walmart products [8] - The Chinese Embassy in Thailand issued a warning regarding a tourist being threatened to shop, confirming that the involved guide lacked proper qualifications [9][10][11] - DJI has appealed a US court decision that maintained its listing as a "Chinese military enterprise," asserting its commitment to preventing the misuse of its products for military purposes [12] Group 3 - Ele.me is trialing a new service score system to replace the previous penalty system for delivery riders, aiming for a more positive incentive approach [13] - The 2026 national civil service examination will recruit 38,100 candidates, with age limits adjusted for applicants [14] - The total number of vehicle trade-ins is expected to exceed 12 million this year, significantly boosting new car sales [15][17] Group 4 - Nvidia's CEO personally delivered the first DGX Spark AI supercomputers to Elon Musk, highlighting advancements in AI computing capabilities [18] - JD.com is collaborating with CATL and GAC Group to launch a new car, clarifying that JD's role is primarily in consumer insights and sales, not manufacturing [21] - Apple CEO Tim Cook's visit to China coincided with reports of activation issues with the iPhone series, attributed to server problems [23] Group 5 - Ant Group reported a surge in interest for its gold accumulation product, with over a million visits on the day international gold prices hit a record high [24] - Songcheng Performance announced it is not involved in the IPO project of Xibei and has no plans to enter the prepared food industry [25][28] - The photovoltaic industry association clarified that its upcoming meetings are routine monthly meetings, amidst speculation of significant policy announcements [29][30] Group 6 - The central bank is set to conduct a 600 billion yuan reverse repurchase operation to maintain liquidity in the banking system [34] - Elon Musk indicated that his company xAI will focus on video games, driven by personal interest rather than profit [35]

去年底以来，闻泰科技持续推进出售集成业务资产，并全面聚焦半导体业务。而在今年七八月份，公司管理层刚刚经历了一轮"换血"，来自安世半导体的 多名管理层进入闻泰科技决策层，其中包括现任董事长杨沐。 颇具戏剧性的是，早在2022年11月，闻泰科技实控人张学政还曾与安世半导体多位外籍高管共同阐述发展战略。而如今，其中一位当时参与的外籍高管， 却成为此次"发难"的当事人之一。 截至10月14日收盘，闻泰科技股价连续两日跌停，市值蒸发超百亿元。 闻泰科技（SH600745，股价37.65元，市值468.60亿元）核心子公司——安世半导体遭遇荷兰当地政府干预事件持续升级。 10月13日，外交部发言人在例行记者会上就此回应；10月14日，中国半导体行业协会官微发布声明声援闻泰科技；10月14日，安世半导体官网发布声明 称，4日，中国商务部发布出口管制通知，禁止公司及其分包商出口在中国制造的特定成品和组件。 合作伙伴时隔三年反目 此次风波的核心正是安世半导体。2019年，闻泰科技先取得对安世半导体的控制权；至2020年，进一步完成剩余股权的收购，最终实现对安世半导体 100%控股。 随后，闻泰科技逐步介入安世半导体的治理架构。 ...

【文/观察者网 王一】在中美博弈之际，荷兰政府近日突然下令，要求中国半导体领军企业闻泰科技 （维权）旗下子公司安世半导体控股有限公司自9月30日起，一年内不得进行任何涉及资产、知识产 权、业务及人员的调整。随后，荷兰企业法庭裁决将指派一位外籍人士拥有对安世半导体的决定性投票 权。 鉴于荷兰政府采取行动就在美国发布出口管制穿透性规则后一天，美国彭博社、英国《金融时报》等外 媒纷纷猜测，荷兰此举背后是美国在"指点"。但这种猜测迅速被荷兰经济事务部的一名发言人否认，称 美国并未参与荷兰针对安世半导体的决策，行动时机"纯属巧合"。 然而，阿姆斯特丹上诉法院14日公开的法庭文件显示，早在今年6月，美国官员就已向荷兰表明立场 ——若安世半导体想从美国新变化的"实体清单"中获得豁免，其中国籍首席执行官（CEO）"必须被替 换"。 美国《华尔街日报》报道称，他们获取的一份会议录音显示，闻泰科技一名高管曾在12日与投资者的电 话会议中直言，荷兰政府的指令是以美国新规为借口，实则是为了夺取控制权。这名高管当时对投资者 说，"荷兰经济事务部显然是跟在美国政府身后的一只温顺绵羊"。 面对法庭文件的实锤，荷兰负责外贸的国务秘书奥克耶· ...

10月14日，闻泰科技再度以跌停收盘，报37.65元，两日市值累计蒸发超百亿。 市场剧烈波动的关键在于，公司核心资产安世半导体近日突遭荷兰"行政+司法"双重强管，公司面临三 重冲击：中国籍CEO被暂时停职、控制权遭强行托管、全球经营主体被"冻结"一年。 值得关注的是，荷兰动用的管控手段级别罕见，且行动恰在欧盟全体成员签署《半导体联盟宣言》次 日，背后指向安世半导体作为欧洲汽车芯片关键供应商角色，触动了敏感神经。 而对正在剥离产品集成业务、全力聚焦半导体的闻泰科技来说，核心资产"失控"恰逢转型关键节点，相 当于直接击中公司未来盈利和新战略推进的"命脉"。 核心资产控制权生变 停牌两日后，闻泰科技昨日详细披露旗下安世半导体（含安世半导体控股有限公司，下称"安世"）在荷 兰遭遇"天花板级别黑天鹅"，这是其2018年-2020年耗资超300亿收购这家荷兰半导体巨头后，首次面临 直接动摇控制权的管控。 这次管控对公司内部和全球运营主体同时发力，在内部层面，安世的三位外籍高管向荷兰企业法庭提交 紧急请求，导致三重后果：一是安世的中国籍CEO张学政（闻泰科技创始人），暂时失去CEO职务和职 权；二是企业法庭将指派一名外籍人 ...

Macro Dynamics - The People's Bank of China will conduct a 600 billion yuan reverse repurchase operation on October 15, 2025, with a term of 6 months [2] Industry Developments - Shanghai's Economic and Information Commission has issued an action plan for the high-quality development of the smart terminal industry (2026-2027), focusing on the layout of core chips such as SoC and CPU, covering X86, ARM, and RISC-V technology routes [3] - The World Steel Association forecasts that global steel demand will reach approximately 1.75 billion tons in 2025, remaining stable compared to 2024, with a mild rebound of 1.3% expected in 2026 [5] Company News - Goldman Sachs has upgraded the rating of Tigermed's A-shares from "Neutral" to "Buy," raising the target price from 62.1 yuan to 77.1 yuan, citing attractive entry points and expected growth in new orders [7] - DJI has filed an appeal against the U.S. Department of Defense regarding its designation as a "Chinese military enterprise," asserting its commitment to preventing the misuse of its products for military purposes [13] - JD.com announced a collaboration with CATL and GAC Group to launch a new car on November 9, clarifying that JD will not be directly involved in manufacturing [14] - G-bits expects a net profit increase of 57% to 86% year-on-year for the first three quarters of 2025, driven by new game launches [15] - Grand Materials announced that its chairman has been placed under detention, but the company's operations remain normal [16] - Shenghe Resources anticipates a net profit increase of 696.82% to 782.96% for the first three quarters of 2025, attributed to favorable market conditions for rare earth products [18] - Shandong Gold expects a net profit increase of 83.9% to 98.5% for the first three quarters of 2025, driven by improved operational efficiency and rising gold prices [19] - Longbai Group has filed a lawsuit for 1.3105 billion yuan due to the infringement of trade secrets [20]

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 ...