Middle has not agreed.
On October 21, 2025, a phone call across Eurasia attracted the attention of the world
On one end of the phone is Dutch Minister of Economy Karemans, and on the other end is our Chinese Minister of Commerce.
This dialogue, which was supposed to be a solution to the crisis, ended up in the Dutch side's attitude of "pretending to be confused".
The Netherlands didn't expect that this unnegotiated phone call turned out to be the starting gun for Nexperia China's Jedi counterattack.
The European automotive industry's life span "broken food" is 60 days, both the EU and the Netherlands are blind.
The Dutch “confused account” and Anselm’s “cutting order”
At the time of the cross-country phone call on 21 October 2025, Dutch Economy Minister Carlemagne himself was not expected to have such a big mess with the attitude of “blurring confusion.”
This call, which was intended to give Chinese enterprises "rules", eventually dissipated in the demand of the Chinese side to "clear the facts" and the Dutch "to avoid the core",The Chinese Minister of Commerce on the other end of the phone has already made it clear: The issue of Nexperia's control rights is not a geopolitical bargaining chip, but the bottom line of the legitimate rights and interests of Chinese companies.
No one knows the ins and outs better than Holland. Nexperia is not a giant hatched in the Netherlands, but a "down-and-out aristocrat" that Wingtech spent more than 33 billion real money to save from the brink of bankruptcy in 2019-it was formerly known as NXP's standard product division. If it weren't for Chinese capital back then Taking over the reorganization, it has long lost its current status as the "global leader in automotive-grade chips".
But in October 2025, the Netherlands suddenly turned its face: first, on October 1, the court suspended the position of Chinese CEO Zhang Xuezheng, banned his internal account, and entrusted 99.7% of the voting rights held by Wingtech to a third party; Then at the negotiating table, he avoided talking about "seizing power", and did not mention the overbearing clause that the Dutch Ministry of Economic Affairs asked An Shi to set up a "one-vote veto board of supervisors". Instead, he used "compliance" as a shield.
This unspeakable phone call became an order gun for Anselm China's counterattack.。 The next day, Nexperia Semiconductor (China) Co., Ltd. sent a letter to employees on the official account, which was not so much an announcement as a "declaration of independence".
Three articles in the letter are clear: We are an enterprise rooted in China and only recognize Chinese laws; Employees only listen to the domestic legal representative, and overseas instructions can be refused without authorization; Wages and bonuses are all paid from domestic accounts, and have nothing to do with half a cent from the Dutch headquarters.
To know that 70% of Ansel’s packaging production capacity is in Dongguan factory, Germany’s Hamburg factory has been shipped to China for processing to be used, and the domestic market also contributed 52% of its revenue.
The Dutch headquarters appears to have taken "control" and actually caught an empty shell--The workers at the Dongguan factory ignored overseas orders. On October 22, the domestic company paid wages on time, and the production line immediately resumed operation. However, this time only domestic orders were accepted, and the schedule was scheduled to January 2026. Once the legal principles and people's hearts stabilized, the Dutch farce of power grabbing became an international laughing stock.
RMB settlement punch: European car companies '"4-week countdown"
As soon as Anshi China stabilized its internal affairs, the second heavy punch hit the key of the global industrial chain-money. A few days after the resumption of supply, the company sent a notice to all dealers: In the future, whether it is chips or components, all transactions will be settled in RMB.Dollars are not charged in euros, and dealers have to follow the rules.
This trick directly struck the soft ribs of Europe.Anthony made not that kind of high-end light engraving chip, is the power management chip on the car, the diode these "basic parts", a car less than a few hundred, more than a thousand.
Giants such as Volkswagen, BMW, and Mercedes-Benz have long regarded Nexperia as their core supplier, and more than 12% of their automotive chips are obtained from here.Before everyone used the usual settlement in the US dollar, suddenly exchanging the RMB, European car companies not only have to reduce foreign exchange exchange, but also have to re-adjust the financial system, and more importantly, the supply is directly stuck.
China's Ministry of Commerce has prepared, and on October 4th issued an export control announcement, which prohibits China's ready-made components from exporting.This global supply chain has completely broken the ring: German hamburgers are shipped to Dongguan and processed well, but can not go out of China;
The inventories of European car companies are bottoming out day by day, and new suppliers have to wait for several months to be certified, which is simply too late.The European Automobile Manufacturers Association (ACEA) has rushed to jump, warning that stocks can last four to six weeks, but BMW, Volkswagen privately complained to the Dutch government, in fact, only 10 days left.
The European countries that followed the Netherlands were in panic at the moment, and the car companies jointly sent a protest letter to the Dutch Ministry of Economy, forcing Karemans to speak quickly to "seek the Chinese side to communicate", but the Chinese side did not give a clear response at all - why did not think of today when it was at the beginning?
Brussels for Reconciliation: The Supply Chain Game of “China’s Under Gas”
On October 23, Executive Vice President of the European Commission Sergevic hurriedly made a video call and chatted with China's Commerce Minister for two hours.Shevchenko’s compromise was not without reason.
The EU's "life gate" is almost entirely in China's hands: automotive chips depend on Nexperia, and rare earths depend on China's exports (98% of the EU's rare earths are taken from China). Even the countervailing investigation of electric vehicles in China is actually afraid of China's countermeasures-China is a big market for electric vehicles in Europe. When the Netherlands was tossing and seizing power before, the EU still wanted to watch the fire from the other side, but unexpectedly the fire burned on itself. Protest letters from car companies piled up into a mountain. If it didn't express its position, the European auto industry would have to bleed.
China's attitude is very clear: Rare-earth export control is the normal operation in accordance with the law and has been notified in advance by the European Union and is willing to facilitate compliance to compliant enterprises;Anselm's problem, the core is that the Netherlands violates the rules of the market economy, deprives the Chinese enterprise of control, first splits this rule, the rest is good to talk. He said he “understood China’s security considerations” and initially invited China’s top officials to meet in Europe.
The call was finally settled, soon to open in Brussels the "upgraded" China-European export control dialogue conference. The name is welcoming, in fact, the EU is a sign of softness - the previous dialogue mechanisms are "conventional level", this time specifically added "upgraded version", that is, want to put all the problems on the table at a time to solve.
The Netherlands is even more embarrassed. It used to say that "Anshi is controlled for safety," but now it is busy discussing with the third-party custodian agency "how to return voting rights."I am afraid that European car companies will really unite to counter Dutch advantageous industries such as agricultural products and flowers.
Now that the time has come closer and closer to the countdown, the Brussels meeting has become Europe’s last hope, but China has long said: cooperation can be done, but rules must be followed.The market economy is not a child's play to "grab it if you want", and the legitimate rights and interests of Chinese companies are not a bargaining chip that can be sacrificed at will. After this storm, it is estimated that no one will dare to underestimate China's weight in the global supply chain-not by threats, but by practical production capacity and awareness of rules. This is the strongest confidence.
Reference: Involving export controls and properly handling economic and trade frictions, the EU invites China to talk about rare earths in Europe
The relevant decision of the Dutch headquarters has no legal effect in China, and Anselm China's business operates normally.
Anselm China outraged Anselm of the Netherlands "distributing false information, interfering with business"
European Union and Chinese officials have agreed to hold emergency talks on rare earth in Brussels, Foreign Ministry responds