凤凰网科技 . 以下文章来源于凤凰网科技 ，作者凤凰网科技 凤凰科技频道官方账号，带你直击真相。 本文来自微信公众号： 凤凰网科技 ，作者：Dale、姜凡，编辑：董雨晴，题图来自：视觉中国 2025年11月18日与19日，一场牵动全球汽车产业供应链的半导体争端迎来关键一步。 据商务部网站消息，有记者问：有关安世半导体问题，中国和荷兰之间近期的磋商情况如何？对此， 商务部回应道：11月18日和19日，中荷双方政府部门在北京就安世半导体问题举行了两轮面对面磋 商。在磋商中，中方再次强调，造成当前全球半导体产供链混乱的源头和责任在荷方，敦促荷方切实 采取实际行动，迅速且有效推动安世半导体问题早日解决，恢复全球半导体产供链的安全与稳定。荷 方主动提出，暂停荷经济大臣根据《货物可用性法案》签发的行政令。 中方对荷方主动暂停行政令表示欢迎，认为这是向妥善解决问题的正确方向迈出的第一步，但距离解 决全球半导体产供链动荡和混乱的根源"撤销行政令"还有差距。 这场持续一个多月的安世之争，根源本就在荷兰，却已成为全球汽车供应链的麻烦。 2025年9月底，一场由荷兰发起的资本与司法"强取"，单方面点燃争端。当前，荷兰方面已主动暂停 ...

2025年11月18日与19日，一场牵动全球汽车产业供应链的半导体争端迎来关键一步。 据商务部网站消息，有记者问：有关安世半导体问题，中国和荷兰之间近期的磋商情况如何？对此，商务部回应道：11月18日和19日，中荷双方政府部门 在北京就安世半导体问题举行了两轮面对面磋商。在磋商中，中方再次强调，造成当前全球半导体产供链混乱的源头和责任在荷方，敦促荷方切实采取实 际行动，迅速且有效推动安世半导体问题早日解决，恢复全球半导体产供链的安全与稳定。荷方主动提出，暂停荷经济大臣根据《货物可用性法案》签发 的行政令。 中方对荷方主动暂停行政令表示欢迎，认为这是向妥善解决问题的正确方向迈出的第一步，但距离解决全球半导体产供链动荡和混乱的根源"撤销行政 令"还有差距。 这场持续一个多月的安世之争，根源本就在荷兰，却已成为全球汽车供应链的麻烦。 2025年9月底，一场由荷兰发起的资本与司法"强取"，单方面点燃争端。当前，荷兰方面已主动暂停行政令，但19日晚间闻泰科技发布公告表示，2025年 10月7日（荷兰时间）企业法庭裁决依旧处于生效状态，其效力并未受暂停的部长令任何影响，公司10月13日公告说明的企业法庭的所有紧急措施还在 ...

Core Points - The Dutch government's takeover of Nexperia, a semiconductor manufacturer, has created a new "chip shortage" risk for European automakers due to national security concerns [2][4] - Nexperia is a leading supplier of automotive-grade power semiconductors, crucial for electric vehicles, and its supply chain disruption could lead to significant shortages in the automotive industry [4][5] - The decision to halt wafer supply to the Dongguan factory has caused panic buying among European automakers, leading to a surge in chip prices and inventory issues in local wafer factories [5][6] Industry Impact - Nexperia holds approximately 18% of the European power semiconductor market, and a supply disruption lasting over four weeks could result in a loss of over 200 million chips [4] - The political intervention by the Dutch government is seen as a move to enhance "technological sovereignty," but it risks destabilizing the automotive chip supply chain and increasing production costs [4][6] - The ongoing situation reflects a shift in global semiconductor competition from market dynamics to control over supply chains, with potential long-term implications for both Europe and China [6][8] Market Reactions - European automakers, including Volkswagen and Renault, have increased their market purchases of Nexperia's automotive chips, with some orders tripling, resulting in a nearly 20% price increase for related chips [5][6] - The global automotive chip market is projected to reach $85 billion by 2027, with Asian supply chains expected to account for over 60% of the market share [7] - The 2021 chip shortage highlighted the critical role of semiconductors in the automotive industry, with significant production losses, emphasizing the need for supply chain resilience [8][9] Geopolitical Context - The U.S. has been a significant influence behind the Dutch government's actions, expressing concerns over Chinese control of Nexperia and its potential access to advanced technologies [6][9] - China's response includes export controls on specific components, aiming to strengthen its supply chain resilience and counteract the Dutch intervention [8][10] - The situation underscores the need for Europe to reassess its approach to "technological sovereignty," advocating for collaboration rather than isolation [11]

Core Viewpoint - The global automotive industry is facing a significant chip shortage exacerbated by the Dutch government's intervention in the semiconductor company Nexperia, which has led to supply chain disruptions and production halts among major automakers [1][2][3]. Group 1: Supply Chain Disruptions - The Dutch government took control of Nexperia, which has triggered a global chip shortage impacting major automotive manufacturers like Volkswagen and Honda, leading to production halts and financial losses [2][3]. - Nexperia's Chinese subsidiary has reported a significant debt of 1 billion RMB to its packaging and testing factory in Dongguan, indicating financial strain and potential supply issues [1][4]. - Major automakers, including Ford and BMW, are facing imminent production cuts if the chip supply issue is not resolved within weeks [7][9]. Group 2: Impact on Automotive Manufacturers - Volkswagen reported its first quarterly loss in five years, attributing it to the ongoing chip shortage, while Honda has announced production halts at key facilities in North America [2][5]. - The European Automobile Manufacturers Association warned of potential production interruptions across the continent if Nexperia's supply does not stabilize soon [2][7]. - The automotive industry relies heavily on Nexperia's components, which are critical for various vehicle functions, making the shortage particularly acute [5][6]. Group 3: Market Dynamics and Alternatives - Automakers are scrambling to find alternative suppliers, but the transition is complicated by lengthy certification processes that can take 18 to 24 months, making immediate solutions difficult [10][11]. - The cost of sourcing components from alternative suppliers is expected to rise by 20-30%, further straining manufacturers already facing financial pressures [11][12]. - The geopolitical landscape is influencing supply chain decisions, with companies urged to mitigate risks by diversifying suppliers and considering local production options [13]. Group 4: Future Implications - The current crisis may accelerate the push for domestic semiconductor production capabilities in China, as companies seek to reduce reliance on foreign suppliers [13]. - The situation highlights the need for the automotive industry to adapt to geopolitical risks and enhance supply chain resilience [13].

暂停张学政在安世半导体控股的执行董事与CEO 职权，并将闻泰科技全资子公司裕成控股持有的 99% 股权交由第三方托管。 10月 7 日，庭审裁决进一步明确，上述措施将持续至调查终结，同时新增一名拥有决定性投票权的独立外籍董事。 文｜高见pro 10月12日，闻泰科技发布一则公告，其核心半导体子公司安世半导体（Nexperia）遭遇了一场来自荷兰政府与公司部分外籍高管的"内外夹 击"，导致闻泰科技对安世半导体暂时失去了控制权。 根据公告，事件发展如下： 10月1日，荷兰企业法庭应安世半导体外籍高管请求，法庭生效临时措施： 也就是说，闻泰科技对安世半导体失去了控制权。而这一切，始于9月30日的那道政令。 当日，荷兰经济事务与气候政策部下达部长令，要求安世半导体全球30个主体在一年内，不得对资产、知识产权、业务及人员进行任何调 整。 从荷兰政府下达部长令，到中方CEO被暂停职务、股权被托管，一场针对年收入147亿元的半导体企业的控制权争夺，在短短七日内尘埃 落定。 这七天内究竟发生了什么，使安世半导体控制权变天？这起事件的背后，又透露出哪些信息？ 荷兰政企联动，"合规夺权"？ 这场控制权争夺战的一大疑点在于，荷兰政 ...

Core Viewpoint - The Dutch government's recent actions against China's Wingtech Technology and its subsidiary, Nexperia, reflect escalating tensions between East and West in the high-tech sector, particularly concerning national security and technology acquisition [1][3]. Group 1: Company Impact - The Dutch government has frozen the assets and operations of Nexperia's 30 global subsidiaries and suspended the CEO appointed by the Chinese side, Zhang Xuezheng, marking a significant blow to Wingtech Technology and its core business [1][3]. - Nexperia, with an annual revenue of 14.7 billion yuan, has a strong technological foundation and customer network, having rapidly integrated into the global automotive electronics supply chain since its acquisition by Wingtech in 2018 [3]. Group 2: Industry Context - The incident highlights the growing unease in Western countries regarding Chinese enterprises' penetration into high-tech fields, particularly in the automotive semiconductor sector, amid China's rapid rise in the electric vehicle market [3][5]. - The actions taken by the Dutch government are seen as a means to protect national security and safeguard critical technologies from foreign control, reflecting a broader trend of strategic competition between East and West in emerging industries [5][7]. Group 3: Long-term Implications - In the short term, the operational uncertainty faced by Wingtech and its subsidiaries may deter other Chinese companies from pursuing overseas mergers and acquisitions due to perceived risks [5][7]. - In the long term, the Nexperia incident may drive the Chinese semiconductor industry to focus more on independent innovation, reducing reliance on external technology acquisitions and enhancing organizational flexibility and risk management [5][7].

10 月 12 日，闻泰科技（600745.SH）发布重磅公告披露，其控股子公司安世半导体（Nexperia）遭遇双重冲击：荷兰政府已冻结其资产与知识产权调整权 限，荷兰企业法院则裁定暂停中方委派的 CEO 张学政职务，部分外籍高管更提出股权转让要求，这家年营收 147 亿元的半导体核心资产陷入控制权博弈 漩涡。 | 证券代码:600745 | 证券简称:闻泰科技 公告编号:临 2025-146 | | --- | --- | | 转债代码:110081 | 转债简称:闻泰转债 | 闻泰科技股份有限公司 关于子公司经营管理情况暨公司股票复牌的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 证券停复牌情况:适用 因重大事项已披露. 本公司的相关证券停复牌情况如下: | 证券 代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 600745 | 闻泰科技 | A 股 ...

Core Viewpoint - The article emphasizes the transformative impact of artificial intelligence (AI) on the global semiconductor industry, particularly focusing on the critical role of advanced chips and wafer foundries in this evolution. It highlights the challenges and opportunities faced by Chinese foundries in the context of geopolitical tensions and the shift from globalization to regionalization [2][5]. Group 1: Industry Overview - The wafer foundry industry is defined by the division of labor among Fabless, Foundry, and OSAT, which is essential for analyzing the current state of China's semiconductor industry. China has strong players in Fabless and Foundry but faces significant challenges in EDA/IP and advanced equipment [5]. - The trend towards domestic production is driven by geopolitical pressures rather than purely market forces, revealing high barriers to entry in the industry, including capital, technology, and ecosystem accumulation [5][31]. - The semiconductor market is experiencing structural changes, with AI and automotive electronics being the primary drivers of capacity growth. However, there is a risk of overcapacity in mature processes [5][12]. Group 2: Market Dynamics - The article notes that the demand for chips is increasing, particularly in AI, HPC, and automotive electronics, which require higher performance and efficiency. This has led to significant R&D investments in advanced process technologies [32][44]. - The global semiconductor market is projected to exceed $1 trillion by 2030, with a compound annual growth rate (CAGR) of 9% from 2025 to 2030, driven by the surge in demand for servers, data centers, and storage [44][50]. Group 3: Chinese Foundries - Chinese foundries are forming a tiered layout, with companies like SMIC, Hua Hong Semiconductor, and others establishing competitive advantages in various niche markets, avoiding homogenization [6][19]. - SMIC is recognized as a leader in China's integrated circuit manufacturing, achieving significant revenue growth and technological advancements in logic and specialty processes [54][53]. - Hua Hong Semiconductor is noted for its comprehensive specialty process platform, focusing on embedded non-volatile memory and power devices, and has shown strong revenue growth [56][57]. - Jinghe Integrated Circuit has become a leader in the liquid crystal panel driver chip foundry sector, achieving significant market share and revenue growth [59]. Group 4: Competitive Landscape - TSMC's competitive advantages include technological leadership, R&D investment, and deep integration with major clients like Apple and NVIDIA, which are crucial for maintaining its market position [6][12]. - The article discusses the shift from IDM to Foundry as a revolutionary change in the industry, with geopolitical factors influencing global supply chain restructuring [14][50]. - The article highlights the importance of specialized processes and system-level foundry services as a trend in the industry, with TSMC's advanced packaging technologies serving as a significant competitive edge [29][12]. Group 5: Future Outlook - The future of the wafer foundry industry is characterized by a focus on mature processes and specialty technologies, with Chinese foundries positioned to capitalize on domestic demand and policy support [31][37]. - The article warns of potential overcapacity risks, particularly in consumer electronics, while emphasizing the importance of maintaining high utilization rates and strong customer relationships to mitigate financial pressures [26][50].

国内新闻 中国汽车流通协会：8月1-17日全国乘用车市场零售86.6万辆 8月20日，中国汽车流通协会发布数据称，8月1-17日，全国乘用车市场零售86.6万辆，较去年8月同期增长2%，较上月同期 增长8%；今年以来累计零售1361.1万辆，同比增长10%。 河南7月新能源汽车产量激增近4倍，锂电池产量翻倍 8月19日，河南省统计局、国家统计局河南调查总队联合发布7月份全省经济运行情况。其中，7月份全省汽车制造业增加值 增长25.8%，锂离子电池产量增长99.3%。根据国家统计局数据，7月份河南汽车产量10.15万辆，同比增长76.83%；新能源汽车 产量4.21万辆，同比增长389.53%。 广东：推动卫星应用助力航空航海、网联汽车、石油电力等商业领域发展 8月19日，广东省人民政府办公厅发布《广东省推动商业航天高质量发展若干政策措施（2025—2028年）》。其中提出，扩 大重点行业应用规模。鼓励各行业采购国产卫星相关数据及产品，推动卫星应用助力航空航海、网联汽车、石油电力等商业领 域发展。 国际新闻 福特与SK On合资电池工厂投产 当地时间8月19日，福特汽车和韩国电池制造商SK On的合资企业Blu ...

Group 1 - Li Auto's first pure electric six-seat SUV, the Li i8, has begun nationwide delivery in 44 cities, with a target of delivering over 8,000 units by the end of September and challenging to reach 10,000 units [1] - The delivery of the Li i8 marks a significant step towards diversification and scaling in the electric vehicle sector, showcasing strong production capacity and market confidence [1] - This initiative is expected to stimulate consumer demand for pure electric SUVs and activate the entire electric vehicle sector, solidifying Li Auto's market positioning [1] Group 2 - Geely Auto responded to complaints from some car owners regarding the unilateral change of "lifetime free basic data" rights, emphasizing that user rights promised at the time of sale will remain unchanged [2] - The company clarified the specifics of "basic data" rights, which typically include remote vehicle control, online navigation, voice assistant, weather queries, and OTA upgrades, depending on the actual configuration of the purchased model [2] - Geely's response reflects its sensitivity to user concerns and may prompt a reevaluation of user rights algorithms and information transparency within the smart connected vehicle industry [2] Group 3 - BYD has entered a strategic partnership with Finnish automotive dealer Veho Group to upgrade its sales and service network in Finland [3] - The collaboration aims to establish new retail outlets in Helsinki, Espoo, Tampere, and Turku, enhancing BYD's competitive advantage in Finland and laying the groundwork for future penetration into the Nordic market [3] Group 4 - Deep Blue Automotive and Star Semiconductor have established a joint venture, Chongqing Anda Semiconductor, which has recently commenced production [4] - This joint venture focuses on the development of industry-leading automotive-grade power semiconductors, setting a new benchmark in the industry [4] - The production launch enhances Deep Blue's capabilities in critical components and may drive innovation in semiconductor technology applications within the automotive industry, improving the performance and safety of future smart electric vehicles [4]