双方还就中欧出口管制等问题交换了意见。 谢夫乔维奇表示，感谢中国商务部为推动解决安世半导体问题所作的巨大努力，避免了全球半导体产供 链爆发危机。目前，安世半导体问题尚未得到彻底解决，欧方愿与中方一道，致力于推动局势进一步降 温。 双方一致同意，企业是解决安世半导体问题的主体，将共同敦促安世荷兰与安世中国尽快开展建设性沟 通，找到长期解决方案，尽快恢复全球半导体产供链的畅通与稳定。 据商务部官网，11月26日，商务部部长王文涛与欧盟委员会贸易和经济安全委员谢夫乔维奇举行视频会 谈，就安世半导体等经贸问题深入交换意见。 王文涛表示，关于安世半导体问题，造成当前全球半导体产供链混乱的源头和责任在荷兰方面。中国政 府始终本着负责任的态度，及时采取切实措施，努力维护和恢复全球半导体产供链稳定。近期，荷方宣 布暂停行政令，向妥善解决问题迈出了一小步，但是荷方对企业的不当行政和司法干预仍未取消，全球 半导体产供链尚未恢复正常，依然面临较大不确定性。希望欧方发挥积极作用，敦促荷兰政府尽快提出 建设性的解决方案，为企业开展内部协商创造有利条件。 ...

证券之星消息，盈新发展(000620)11月26日在投资者关系平台上答复投资者关心的问题。 盈新发展回复：您好，国办印发《关于进一步促进民间投资发展的若干措施》，是国务院办公厅于2025 年11月印发的重要政策文件，旨在激发民间投资活力、促进民间投资发展。公司将积极响应国家号召， 仔细研读市场政策。本次股权收购事项目前尚处于意向协议阶段，后续需完成尽职调查、审计评估及相 关审批程序。公司将根据法律法规要求，就项目进展及时履行信息披露义务。感谢您的关注。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 投资者提问：尊敬的董秘你好，国办印发《关于进一步促进民间投资发展的若干措施》。持续落实好突 破关键核心技术科技型企业上市融资、并购重组"绿色通道"政策。积极支持更多符合条件的民间投资项 目发行基础设施领域不动产投资信托基金！请问贵公司收购长兴半导体符合这项措施么？从中能达到哪 些机会？谢谢！ ...

在开始阅读这篇文章之前，请您点击关注，这样不仅方便大家讨论和分享，还能让您获得更多参与感，感谢您的支持！编辑：XY大家好，我是大眼仔，今 天给大家带来的国际政治分析是——2025年的关税风暴，比我们预想的要更加猛烈，甚至可以说是充满了戏剧性！尤其是特朗普政府的一系列极端操作，更 是让这些政治事件变得有趣又复杂！当美国政府将关税提高至125%时，全球都为之一震！而在美国国内，普通的工薪家庭看到超市里鸡蛋和牛奶的价格不 断攀升，只能默默承受这一切带来的痛苦。 政客们站在讲台上激动地喊着遏制与重回，但当这一切最终反映到普通民众的账单时，却意味着每年多支出的2400美元开销。这笔费用，几乎是为了维持日 常的基本生活！美国的关税政策不仅对国内经济带来了巨大的负面影响，也波及到了全球各个方面。想要了解具体情况吗？那就跟着大眼仔一起看看，你会 有更多的收获！ 然而，到了2025年，局面已经发生了彻底的变化。上证指数创下了十年来的新高，创业板和深成指更是一路飘红。这种资本市场的热烈表现，不是盲目的狂 欢，而是基于对国家全产业链能力的坚定信心，也是对这次反击精准策略的充分认可。 与此同时，当大洋彼岸因物价上涨而导致社会裂痕加剧 ...

Core Viewpoint - Wentech Technology's stock has experienced a decline recently, with significant net outflows of capital and a notable drop in revenue year-on-year, despite a substantial increase in net profit [1][2]. Group 1: Stock Performance - On November 26, Wentech Technology's stock fell by 2.01%, trading at 40.01 CNY per share, with a total transaction volume of 9.29 billion CNY and a turnover rate of 1.86%, resulting in a total market capitalization of 497.98 billion CNY [1]. - Year-to-date, Wentech Technology's stock price has increased by 3.17%, but it has seen a decline of 5.41% over the last five trading days, 11.99% over the last twenty days, and 1.38% over the last sixty days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on October 15, where it recorded a net buy of -2.11 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Wentech Technology reported a revenue of 29.769 billion CNY, representing a year-on-year decrease of 44.00%, while the net profit attributable to shareholders increased by 265.09% to 1.513 billion CNY [2]. - The company's main business revenue composition includes 69.00% from smart terminals and 30.88% from semiconductor products, with other sources contributing 0.12% [2]. Group 3: Shareholder Information - As of September 30, 2025, Wentech Technology had 160,400 shareholders, an increase of 5.70% from the previous period, with an average of 7,758 circulating shares per shareholder, a decrease of 5.39% [2]. - The company has distributed a total of 796 million CNY in dividends since its A-share listing, with 155 million CNY distributed over the last three years [3].

Core Viewpoint - Wentech Technology's stock has shown fluctuations with a year-to-date increase of 7.48%, but recent trends indicate a decline over the past 5 and 20 trading days, raising concerns about its short-term performance [1][2]. Group 1: Stock Performance - As of November 25, Wentech Technology's stock price was 41.68 CNY per share, with a market capitalization of 51.876 billion CNY [1]. - The stock experienced a net outflow of 59.6246 million CNY in principal funds, with significant buying and selling activity from large orders [1]. - The stock has been on the "龙虎榜" three times this year, with the most recent instance on October 15, where it recorded a net buy of -211 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Wentech Technology reported a revenue of 29.769 billion CNY, a decrease of 44.00% year-on-year, while the net profit attributable to shareholders increased by 265.09% to 1.513 billion CNY [2]. - The company's main business revenue composition includes 69.00% from smart terminals and 30.88% from semiconductor products [1]. Group 3: Shareholder Information - As of September 30, 2025, Wentech Technology had 160,400 shareholders, an increase of 5.70% from the previous period, with an average of 7,758 circulating shares per person, a decrease of 5.39% [2]. - The company has distributed a total of 796 million CNY in dividends since its A-share listing, with 155 million CNY distributed in the last three years [3].

11月24日，闻泰科技跌6.14%，截至发稿，报39.76元/股，成交3.73亿元，换手率0.74%，总市值494.87 亿元。 资料显示，闻泰科技股份有限公司位于广东省深圳市罗湖区黄贝街道新秀社区罗沙路5097号银丰大厦B 座一层，成立日期1993年1月11日，上市日期1996年8月28日，公司主营业务涉及房地产开发与经营;以 智能手机为主的移动互联网设备产品的研发与制造;上游半导体。主营业务收入构成为：智能终端 69.00%，半导体产品30.88%，其他0.12%。 数据显示，华泰柏瑞基金旗下1只基金重仓闻泰科技。智能驾驶（516520）三季度减持4.31万股，持有 股数37.86万股，占基金净值比例为4.45%，位居第七大重仓股。根据测算，今日浮亏损失约98.44万 元。 从基金十大重仓股角度 截至发稿，谭弘翔累计任职时间4年261天，现任基金资产总规模351.61亿元，任职期间最佳基金回报 76.47%， 任职期间最差基金回报-37.2%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考 ...

Core Viewpoint - The discussion between Chinese Commerce Minister Wang Wentao and UK Trade Secretary Peter Kyle focused on the ASML semiconductor issue, emphasizing the responsibility of the Netherlands in causing disruptions in the global semiconductor supply chain [1] Group 1: Responsibility and Actions - Wang Wentao stated that the responsibility for the ASML semiconductor issue lies with the Netherlands, specifically pointing to the Dutch Economic Minister's administrative order and the court's erroneous decision as the root causes of the turmoil in the global semiconductor supply chain [1] - The Chinese side has taken a responsible approach by exempting exports for compliant civilian uses, which has alleviated the semiconductor supply chain crisis to some extent [1] - The Netherlands has recently suspended its administrative order, which is seen as a positive step towards resolving the issue [1] Group 2: Collaborative Efforts - Wang Wentao expressed hope that the Netherlands would take responsibility and take practical actions to facilitate companies in resolving internal disputes through negotiation, thereby creating favorable conditions for restoring the fragile global semiconductor supply chain [1] - Peter Kyle acknowledged the efforts made by China to address the ASML semiconductor issue and emphasized that the long-term solution lies in companies resolving internal disputes through negotiation [1] - The UK is willing to communicate with the Netherlands to jointly promote the swift restoration of security and stability in the global semiconductor supply chain [1]

Group 1 - The Dutch government has decided to suspend its intervention in Anshi Semiconductor, which is seen as a constructive measure to ease tensions between China and the Netherlands [2][5] - Anshi Semiconductor holds a significant position in the global discrete semiconductor market, accounting for 13% of the market share, and serves major automotive clients like BMW and Volkswagen [2] - The initial intervention by the Dutch government led to severe disruptions in the global automotive supply chain, with General Motors shutting down three production lines and Toyota experiencing a 40% delay rate in European orders [2][3] Group 2 - The Chinese government has engaged in multiple rounds of consultations with the Netherlands, emphasizing the need for stability in the global semiconductor supply chain [4] - The Dutch Minister of Economic Affairs, Karremans, indicated that the decision to stop intervention is a "friendly signal" and aims to restore control of Anshi Semiconductor back to Chinese enterprises [5] - Despite the suspension of intervention, there are indications that the Dutch government retains the option to reinstate these measures in the future [7] Group 3 - The situation reflects the broader dynamics of small countries getting involved in the geopolitical struggles of larger nations, as seen with the Netherlands following the U.S. lead in export controls [8] - The U.S. is reportedly reconsidering its stance on imposing a 100% tariff on imported semiconductors, influenced by concerns over inflation and the potential impact on the supply chain [9] - The U.S. heavily relies on global supply chains for semiconductors, with 62% of its imports coming from China, highlighting the interconnectedness of the semiconductor industry [9][11]

Group 1 - The Nikkei average stock index rebounded after four trading days, rising by 1286.24 points (2.65%) to close at 49,823.94 points on November 20 [2][4] - During intraday trading, the index saw a rise exceeding 2000 points and briefly surpassed the 50,000 mark, although the gains narrowed in the afternoon [2][4] Group 2 - NVIDIA's quarterly earnings report released on November 19 significantly exceeded market expectations, and its sales outlook for the next quarter also surpassed forecasts, leading to a rise in its stock price during after-hours trading [4] - The positive performance of NVIDIA contributed to increased buying interest in Japanese AI-related stocks [4] - The Japanese yen fell to a 10-month low, trading at around 157 yen per dollar, which also supported the rise in the Japanese stock market [4]

Core Points - The Chinese Ministry of Commerce welcomed the Netherlands' decision to suspend the administrative order issued by the Dutch Economic Minister under the "Goods Availability Act" as a positive step towards resolving the issues surrounding ASML [1][2] - China emphasized that the root cause of the current global semiconductor supply chain disruption lies with the Netherlands and urged the Dutch side to take concrete actions to resolve the ASML issue promptly [1][2] - The Chinese side pointed out that the erroneous ruling by the Dutch Economic Ministry's corporate court, which stripped Wingtech Technology of its control over ASML, remains a significant obstacle to resolving the issue [2] Summary by Sections Negotiation Status - Two rounds of face-to-face consultations were held between Chinese and Dutch government departments regarding ASML on November 18 and 19 [1] - The Dutch side proactively proposed to suspend the administrative order, which was welcomed by the Chinese side as a step in the right direction [2] Root Cause and Responsibility - China reiterated that the responsibility for the chaos in the global semiconductor supply chain lies with the Netherlands [1] - The Chinese side called for the Dutch government to take effective actions to restore the safety and stability of the global semiconductor supply chain [1][2] Future Cooperation - Both sides agreed to eliminate administrative interventions and support companies in resolving internal disputes through negotiation, which would protect investors' rights and create favorable conditions for restoring the global semiconductor supply chain [2]