美荷勾结的铁证浮出水面 荷兰经济事务部此前声称"行动与美国无关"的谎言，被10月14日荷兰法院披露的机密文件彻底揭穿。文 件显示，美荷双方曾就"穿透规则"进行多次闭门磋商，美方明确要求安世半导体更换中方CEO并调整治 理结构，以此换取对华制裁豁免。更令人咋舌的是，闻泰科技高管在投资者电话会议中直言，荷兰此次 行动完全以美国新规为借口，实质是企图夺取企业控制权。 时间线的精准吻合更暴露刻意为之的痕迹。2024年12月闻泰科技被美列入"实体清单"后，2025年9月29 日美方推出"50%穿透规则"，将制裁范围扩大至控股超50%的子公司。次日，荷兰即启动尘封数十年的 《商品供应法》，冻结安世全球30个实体的资产与知识产权。10月7日，阿姆斯特丹上诉法院更是直接 罢免中方CEO张学政，将闻泰持有的投票权强制托管给第三方。这种"精准卡点"的操作，与荷兰所 谓"独立决策"的声明形成荒诞对比。 安世半导体：被救活的"孩子"反遭觊觎 安世半导体事件：一场暴露西方双标本质的经济博弈 2025年10月16日，商务部例行新闻发布会上，发言人何咏前以掷地有声的表态为持续发酵的安世半导体 事件定调。这场始于9月末的跨国经济纠纷，在短短 ...

Core Viewpoint - Yangjie Technology (300373) has seen a significant stock price increase of over 80% this year, attributed to strong performance forecasts and growth in the power semiconductor market driven by AI, new energy, and automotive electronics [1][2]. Financial Performance - The company expects a net profit of 937 million to 1.004 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 40% to 50% [1]. - For Q3 2025, the projected net profit is between 335 million to 402 million yuan, indicating a growth of 37.31% to 64.71% compared to the same period last year [1]. - The company's gross margin has shown a positive trend, improving quarter by quarter, which supports profit growth [1]. Market Position and Recognition - Yangjie Technology ranks among the top three in the "Top Ten Chinese Semiconductor Power Device Enterprises" for 2025 and is eighth in the OMDIA global discrete power semiconductor ranking [2]. - The company has received certifications from several international tier 1 clients, enhancing its recognition in the semiconductor industry [2]. - Yangjie Technology's product matrix overlaps significantly with that of Anshi Semiconductor, which has seen substantial growth in global rankings [2]. Strategic Initiatives - The company announced a plan to acquire 100% of Dongguan Better Electronics Technology Co., Ltd. for 2.218 billion yuan, which is recognized as a "little giant" enterprise in the manufacturing sector [3]. - A strategic cooperation agreement was signed with Xingyu Co., Ltd. to enhance collaboration in the automotive semiconductor sector, focusing on the entire supply chain [3]. - Yangjie Technology's first SiC chip production line has achieved mass production, and its overseas packaging base in Vietnam has also reached full production capacity [3].