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实探风波中的安世半导体东莞工厂:已限制出货,员工将“上四休三”
Mei Ri Jing Ji Xin Wen· 2025-10-19 12:54
10月18日,据记者探访,荷兰政府干预后,安世半导体东莞工厂自国庆中秋长假后限制出货,计划实施"上四休三"。母公司闻泰科技称,中国区"独立自 救",拉通国内供应链。但供应链"中国化"不易,涉及技术转移、客户认证等难题。安世半导体正申请管制豁免,但何时恢复供货尚无明确答案。 荷兰政府对安世半导体出手干预事件产生的影响,如今已传导至生产一线与产业链终端。 10月18日,《每日经济新闻》记者实地探访安世半导体东莞工厂发现,该厂自国庆中秋长假之后,就已经限制出货,并计划自下周起实施"上四休三"工作 制。与此同时,有贸易商确认,产品面临缺货与涨价压力。 面对困局,母公司闻泰科技(600745.SH)对外回应称,中国区正展开"独立自救",紧急拉通国内供应链以保障客户需求。 但问题是,国内供应链如何真正拉通? 多名贸易商跨省蹲守求货 一波未平,一波又起。近日,有消息称,安世半导体疑似中断中国区员工薪酬发放、关闭系统权限,同时其产品"缺货涨价"的讨论也在多个平台持续发酵。 安世半导体总部位于荷兰,业务布局遍布全球。闻泰科技通过多次资本运作,于2020年完成对安世半导体100%股权的收购。根据闻泰科技今年6月在投资者 互动平台 ...
A股,热搜!科创50翻红
证券时报· 2025-10-13 03:01
Core Viewpoint - The A-share market showed significant volatility, with the Sci-Tech 50 Index being the first to turn positive amidst a broader market decline following a global downturn on October 13 [1][2][6]. Market Performance - The A-share market opened sharply lower, with the Shanghai Composite Index down 2.49%, Shenzhen Component Index down 3.88%, and ChiNext Index down 4.44%. However, during the continuous auction phase, major indices narrowed their losses, with the Sci-Tech 50 Index rising over 1% [7][8]. - As of the report, the Shanghai Composite Index narrowed its loss to under 1%, while the Shenzhen Component Index and ChiNext Index were down 1.64% and 1.61%, respectively. The Sci-Tech 50 Index was up 1.33% [7]. Sector Performance - In terms of sector performance, industries such as comprehensive services, automotive, machinery equipment, home appliances, and media saw the largest declines. Conversely, sectors like non-ferrous metals, steel, banking, and agriculture showed relative resilience [9]. Company-Specific News - Wentech Technology opened at a limit down and remained at that level during the continuous auction phase. The company announced that its subsidiary, Anshi Semiconductor, received a ministerial order and a court ruling from the Netherlands, which temporarily limits its control over the subsidiary [10][11][13]. Market Sentiment on Tariffs - Multiple brokerage firms expressed views on the impact of the new round of tariffs on the market, generally believing that the effects would not be as severe as the "reciprocal tariffs" from April. For instance, the experience from April indicated that the market's reaction to tariff announcements could be mitigated by ongoing negotiations [5][15]. - Research from various institutions suggested that the current market sentiment is more prepared for tariff impacts compared to previous instances, with expectations that the upcoming APEC meeting could provide a platform for negotiations [16][17].