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稀土反制精准命中!欧盟传拟解除中企限制 抢救ASML关键供应商

2026-10-16 09:00:31 网络 阅读(1)

欧盟传正与中国协商,拟解除对一家中国企业的贸易限制,换取北京放宽对德国材料商 Sindlhauser Materials 的出口管制。《彭博》近日引述知情人士报导,这家位于艾司摩尔 (ASML-US) 供应链中的企业,仰赖中国稀土与其他关键矿产,若限制持续,未来几个月可能面临停业风险。

稀土反制精准命中!欧盟传拟解除中企限制 抢救ASML关键供应商

知情人士透露,欧盟考虑解除限制的中国企业,此前被控协助俄罗斯对乌克兰的战争,但报导未揭露企业名称。这项交换安排仍在协商,尚未正式落实。

相关方案是在欧盟贸易暨经济安全执委谢夫乔维奇 (Maros Sefcovic) 上周访问北京、与中国商务部长王文涛会谈期间讨论。据报导,目前预期由欧盟率先采取行动,但欧方将企业移出制裁名单,仍须取得会员国一致支持。

中国商务部于 7 月 24 日宣布,将 Sindlhauser 与另外 13 家欧盟实体列入出口管制管控名单,禁止中国出口业者向这些实体供应两用物项,也禁止境外组织与个人转供中国原产的两用物项。相关活动须立即停止,特殊情况则须向商务部提出出口申请。

Sindlhauser 是一家位于德国巴伐利亚的小型企业,业务涵盖精密加工与先进镀膜,服务半导体等产业,面对针对企业的出口管制,已影响其取得关键生产材料。

北京此举是回应欧盟第 21 轮对俄制裁;该轮制裁涉及多家被控向俄方供应武器制造所需零组件的中国企业。

知情人士指出,公司高度依赖中国稀土与关键矿产,先前在分散供应来源方面进展有限,遭列管后,原料供应与持续营运能力随即承受压力。

德国联邦政府与巴伐利亚邦政府已介入协助,寻找替代供应商,并评估回收既有材料及提供财务支援等方案。欧盟官员也已连续数周向北京提出此案,争取解除限制。

不过,交换解除限制的做法,也让部分欧洲官员有所疑虑。

知情人士表示,这可能促使其他受限制企业争取类似待遇,也可能降低欧洲企业分散原料来源、减少对中国依赖的诱因。

知情人士另透露,欧中双方在北京同意加强资讯交流,并就未来计划采取的出口限制提前通报。至于 Sindlhauser 能否获得放宽管制,仍有待双方后续协商及欧盟内部决策。

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      "shortTitle": "库克一句话释讯号 记忆体晶片股触底了吗?",
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      "id": 9197,
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      "name": "美股",
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      "id": 11247,
      "title": "OpenAI和Anthropic表现定生死!《大卖空》真实主角示警:AI荣景存在致命弱点",
      "shortTitle": "OpenAI和Anthropic表现定生死!《大卖空》真实主",
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      "id": 575,
      "title": "华尔街掀AI培训热潮!单日2.5万美元课程爆满",
      "shortTitle": "华尔街掀AI培训热潮!单日2.5万美元课程爆满",
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      "title": "联发科独家接单!郭明?:谷歌开发TPU v9晶片加强版「Triggerfish」 主打AI推理能力升级",
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      "name": "美股",
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      "title": "Fed二把手:劳动市场展韧性 抗通膨仍是首要任务",
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      "title": "晶片股回档恐引发市场震荡 大摩:这些族群最值得布局",
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      "description": "近期备受追捧的半导体族群,在过去几周明显降温,而这波修正不仅可能持续,还可能使整体股市进入震荡格局。这是摩根士丹利首席美股策略师 Mike Wilson 领导的策略团队,周一在客户报告中提出的最新看法。",
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    "title": "稀土反制精准命中!欧盟传拟解除中企限制 抢救ASML关键供应商",
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    "description": "欧盟传与中国协商,拟解除一家中国企业限制,换取北京放宽对德国 Sindlhauser Materials 的出口管制
Sindlhauser 7月24日遭中方列入出口管制名单,原料仰赖中国稀土与关键矿产,恐数月内停业
德国与巴伐利亚政府已介入寻找替代供应;欧方若移出制裁名单,仍须会员国一致支持",
    "img": "https://cimg.cnyes.cool/prod/news/6631648/l/febd0a712ba0c70cebc2a6f9a16da803.jpg",
    "content": "<p>欧盟传正与中国协商,拟解除对一家中国企业的贸易限制,换取北京放宽对德国材料商 Sindlhauser Materials 的出口管制。《彭博》近日引述知情人士报导,这家位于艾司摩尔 (ASML-US) 供应链中的企业,仰赖中国稀土与其他关键矿产,若限制持续,未来几个月可能面临停业风险。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6631648/l/febd0a712ba0c70cebc2a6f9a16da803.jpg\" alt=\"稀土反制精准命中!欧盟传拟解除中企限制 抢救ASML关键供应商\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>知情人士透露,欧盟考虑解除限制的中国企业,此前被控协助俄罗斯对乌克兰的战争,但报导未揭露企业名称。这项交换安排仍在协商,尚未正式落实。</p>\n\n<p>相关方案是在欧盟贸易暨经济安全执委谢夫乔维奇 (Maros Sefcovic) 上周访问北京、与中国商务部长王文涛会谈期间讨论。据报导,目前预期由欧盟率先采取行动,但欧方将企业移出制裁名单,仍须取得会员国一致支持。</p>\n\n<p>中国商务部于 7 月 24 日宣布,将 Sindlhauser 与另外 13 家欧盟实体列入出口管制管控名单,禁止中国出口业者向这些实体供应两用物项,也禁止境外组织与个人转供中国原产的两用物项。相关活动须立即停止,特殊情况则须向商务部提出出口申请。</p>\n\n<p>Sindlhauser 是一家位于德国巴伐利亚的小型企业,业务涵盖精密加工与先进镀膜,服务半导体等产业,面对针对企业的出口管制,已影响其取得关键生产材料。</p>\n\n<p>北京此举是回应欧盟第 21 轮对俄制裁;该轮制裁涉及多家被控向俄方供应武器制造所需零组件的中国企业。</p>\n\n<p>知情人士指出,公司高度依赖中国稀土与关键矿产,先前在分散供应来源方面进展有限,遭列管后,原料供应与持续营运能力随即承受压力。</p>\n\n<p>德国联邦政府与巴伐利亚邦政府已介入协助,寻找替代供应商,并评估回收既有材料及提供财务支援等方案。欧盟官员也已连续数周向北京提出此案,争取解除限制。</p>\n\n<p>不过,交换解除限制的做法,也让部分欧洲官员有所疑虑。</p>\n\n<p>知情人士表示,这可能促使其他受限制企业争取类似待遇,也可能降低欧洲企业分散原料来源、减少对中国依赖的诱因。</p>\n\n<p>知情人士另透露,欧中双方在北京同意加强资讯交流,并就未来计划采取的出口限制提前通报。至于 Sindlhauser 能否获得放宽管制,仍有待双方后续协商及欧盟内部决策。</p>\n\n<p class=\"warning\">(本文不开放合作伙伴转载)</p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/mg/article-9138.html\" title=\"华尔街开始挑AI赢家!亚马逊开盘狂飙逾13%、苹果惨跌近9%\">华尔街开始挑AI赢家!亚马逊开盘狂飙逾13%、苹果惨跌近9%</a></li>\n    <li><a href=\"/new/mg/article-11672.html\" title=\"美伊谅解备忘录到期不延长 川普促伊朗「举白旗投降」\">美伊谅解备忘录到期不延长 川普促伊朗「举白旗投降」</a></li>\n    <li><a href=\"/new/mg/article-8163.html\" title=\"〈美股盘后〉AI烧钱疑虑升温 晶片股遭抛售 费半重挫4.5%\">〈美股盘后〉AI烧钱疑虑升温 晶片股遭抛售 费半重挫4.5%</a></li>\n    <li><a href=\"/new/mg/article-8206.html\" title=\"比特币、银行加密系统迎量子威胁?穆迪警告:恐将造成3兆美元损失\">比特币、银行加密系统迎量子威胁?穆迪警告:恐将造成3兆美元损失</a></li>\n    <li><a href=\"/new/mg/article-13195.html\" title=\"比半导体晶片巨头涨更猛 金矿股单月暴涨43%\">比半导体晶片巨头涨更猛 金矿股单月暴涨43%</a></li>\n    <li><a href=\"/new/mg/article-1591.html\" title=\"General Mills调整中国策略哈根达斯门市业务改采授权模式\">General Mills调整中国策略哈根达斯门市业务改采授权模式</a></li>\n  </ul>\n</div>",
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