国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月18日消息，据日媒报道， 本田公司表示，因芯片短缺，位于日本、中国的工厂将在年末年初 期间进行停产、减产措施！ 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 其中，日本的埼玉制作所和铃鹿制作所将在2026年1月5-6日停工2天、1月7-9日期间将减产。 此前同样因芯片短缺的北美工厂虽已恢复正常运转，但产线仍随时面临芯片供应不足的情 况。 根据计划，本田与广汽的中国合资工厂将从12月29日起将停产5天。日本的工厂将在明年1月 5日、6日停产两天，7至9日的产量也低于原计划。本田表示，此后的生产将视芯片的供应情 况等作出判断。 此前由于中资半导体企业安世半导体（Nexperia）的零部件出口受到影响，本田在10月和11月暂停了墨 西哥工厂的生产，其在美国和加拿大的工厂也被迫减产。但本田没有说明导致此次减产的短缺半导体零 件是否也是安世产品。 但因半导体零件短缺导致的减产已经给本田带来了切实的损失。本田11月公布的截至2026年3月的财年 合并财报预期显示，因半导 ...

Core Points - The Chinese government has responded to concerns regarding Nexperia, emphasizing that the Dutch government's interference in corporate affairs has led to global supply chain disruptions [1][3] - The EU Commission is seeking urgent solutions with China to address potential electronic component shortages caused by the export ban on Nexperia's products [3] - Nexperia, previously a subsidiary of Philips and now owned by China's Wingtech Technology, has faced operational takeover by the Dutch government citing national security, which has resulted in a ban on exports to Europe [3] Group 1: Company Impact - Nexperia's components are widely used across various industries, particularly in automotive manufacturing, industrial parts, and consumer electronics [3] - The export ban has raised significant concerns within the European industrial sector, with warnings from the European Automobile Manufacturers Association about potential production halts in the automotive industry [3] - Volkswagen has begun to prepare for potential production disruptions due to shortages of critical semiconductor components, although no manufacturers have officially announced shutdowns yet [3][4] Group 2: Industry Response - The EU Commission is actively communicating with both China and the Netherlands to find a rapid resolution to the ongoing crisis [3] - The situation has prompted heightened awareness and concern among European industrial players, indicating a serious impact on the supply chain if the standoff continues [3] - Volkswagen is in close communication with various stakeholders to identify potential risks and take necessary actions in response to the evolving situation [4]

行 华福证券 基础化工 2025 年 06 月 08 日 业 研 究 基础化工 新材料周报：美国将对华 301 关税豁免期延长 3 个月，巴斯夫出售涂料业务 投资要点： 行 业 定 期 报 告 本周行情回顾。本周，Wind 新材料指数收报 3629.26 点，环比上涨 1.98%。 其中，涨幅前五的有润阳科技(15.45%)、奥克股份(14.84%)、浙江众成(10.86%)、 联瑞新材(10.51%)、博迁新材(8.45%)；跌幅前五的有飞凯材料(-7.47%)、长鸿 高科(-6.05%)、瑞联新材(-5%)、彤程新材(-3.38%)、合盛硅业(-3.21%)。六个子 行业中，申万三级行业半导体材料指数收报 5968.97 点，环比下跌 0.92%；申 万三级行业显示器件材料指数收报 1042.43 点，环比上涨 0.26%；中信三级行 业有机硅材料指数收报 5685.35 点，环比下跌 1.88%；中信三级行业碳纤维指 数收报 1169.32 点，环比下跌 0.7%；中信三级行业锂电指数收报 1692.24 点， 环比上涨 1.33%；Wind 概念可降解塑料指数收报 1879.28 点，环比上涨 2.0 ...