新华财经上海12月9日电（谢贤保杨婧淑）近日，欧盟委员会（简称"欧委会"）发布关于加强欧盟经济 安全的政策沟通文件，提出将以"更具战略性、高效性和主动性"的方式运用一系列政策工具，应对其所 谓的经济安全风险。作为面向欧洲议会和欧盟理事会的政策沟通文件，该文件彰显欧委会在经济安全领 域加强统筹协调与主动干预的趋向，可能在贸易、投资、技术、人才及科研等多个方面对中企对欧经贸 活动构成新挑战。 欧委会在强调开放性的同时，设定了以安全为导向的严格审查机制与附加条件。其中，外资审查将进一 步趋严，重点关注战略性领域外资 "多次投资形成的累积风险"，同时强化对"高风险实体"投资活动的 防范。此外，欧委会鼓励能强化其经济安全的"高附加值对内投资"，即要求投资须具备技术转让、本土 附加值创造及促进当地就业等属性。 以电动汽车为例，欧委会明确提出，将优先支持有助于实现其经济安全目标的投资项目，尤其鼓励关键 技术与相关经验的共享，以此推动本土电动汽车产业链的安全与竞争力提升。 欧委会还表示，对于汽车制造、关键零部件等战略性领域的投资，将面临更严格的穿透式审查，私募基 金、风险投资等间接投资渠道也将同步受到协同监管。 供应链管控加 ...

Core Viewpoint - The suspension of the administrative order by the Dutch government regarding Nexperia has somewhat resolved the semiconductor issue, but the Chinese government's counteractions exceeded expectations, highlighting Europe's declining negotiation capabilities in the context of its efforts to reduce reliance on China [1][11]. Group 1: Nexperia's Situation - The Dutch government invoked the Commodity Supply Act to take control of Nexperia due to concerns over technology transfer, marking the first use of this law since its establishment in 1952 [3][4]. - Following the Dutch government's actions, the Chinese government halted the export of Nexperia's final products produced in China, which accounted for 80% of the semiconductor processes for automotive electronic control units [4][11]. - Major automotive manufacturers like Honda and Nissan faced production halts and adjustments due to semiconductor shortages caused by the tensions between the Netherlands and China [5]. Group 2: European Dependence on China - Europe has been attempting to reduce its economic activities with China, but the reliance on Chinese resources and strategic materials remains significant, with 80% of lithium and 50% of rare earths used in EU vehicle batteries imported from China [7]. - One-third of traditional semiconductors used in Europe are imported from China, indicating a substantial dependency in the semiconductor sector [10]. - The EU's trade deficit with China in 2024 is projected to reach €305.8 billion, which is 2.7 times higher than a decade ago, with a significant deficit of €9.8 billion in the semiconductor sector alone [10]. Group 3: International Negotiations and Responses - The Dutch government emphasized its cooperation with European partners, but actual negotiations with China were primarily conducted by the Netherlands, revealing a lack of a cohesive EU framework for managing strategic technology companies [11]. - The U.S. has taken steps to coordinate actions to soften China's stance, leading to a conditional lifting of export bans on Nexperia products following a summit between U.S. and Chinese leaders [11].

Core Viewpoint - Honda has halted car production in Mexico due to a semiconductor shortage caused by geopolitical tensions surrounding Nexperia, a semiconductor manufacturer based in the Netherlands, which has led to supply chain disruptions for global automakers [1][2]. Group 1: Honda's Production Impact - Honda announced the suspension of production at its Celaya plant in Mexico, which has an annual capacity of 200,000 vehicles, primarily producing the HR-V SUV [1]. - The company has also adjusted production in North America, where it generates 40% of its global sales, indicating potential performance declines if the production issues persist [1][2]. Group 2: Global Automotive Industry Response - Global automakers are preparing to reduce production due to the semiconductor supply chain disruptions, with Honda already cutting production in its Canadian plant by 50% [2]. - The European Automobile Manufacturers Association warned that European car manufacturers might be forced to halt production within days due to dwindling inventory [3]. - Ford's CEO highlighted the semiconductor dispute as a political issue, emphasizing the urgency of addressing the situation to mitigate production impacts [3]. Group 3: Other Automakers' Situations - General Motors' CEO indicated that the chip supply constraints could affect production, while Stellantis is working with Nexperia and other suppliers to assess potential impacts [4]. - Toyota reported limited immediate effects from the semiconductor export restrictions but acknowledged it as a risk among many challenges [4]. - Nissan stated that its current chip inventory is sufficient to last until the first week of November, although the long-term impact remains uncertain [5].

Core Viewpoint - Honda has halted production at its Mexican plant due to semiconductor shortages caused by geopolitical tensions surrounding Nexperia, a semiconductor manufacturer based in the Netherlands and owned by a Chinese company. This marks the first time a Japanese automaker has explicitly reported being affected by this issue [2][4]. Group 1: Production Impact - Honda stopped production in Mexico on October 28 and began adjusting production in the U.S. and Canada on October 27. The company has not disclosed the scale or duration of the production cuts [4]. - The Mexican plant, located in Celaya, is a crucial facility for Honda, with an annual production capacity of 200,000 vehicles, primarily producing the SUV model HR-V. North America accounts for 40% of Honda's global sales, and prolonged production disruptions in this region could lead to a decline in performance [4][5]. Group 2: Semiconductor Supply Chain Issues - Honda utilizes general semiconductors produced by Nexperia in some of its components. While the motorcycle production facility in Mexico continues to operate normally, the automotive production has been significantly impacted [5]. - The Dutch government has taken control of Nexperia citing national security concerns, while the Chinese government has responded with export controls on products manufactured by Nexperia in China [5].