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EU can't reach decision on prolonging the use of chemical herbicide glyphosate_我的网站

一 |     　　PCB龙头东山精密（002384）8月21日公告，公司拟对子公司索尔思光电及其子公司、维信泰国、盐城东山在常州、泰国、盐城等地实施的光芯片及光模块扩建项目新增投资额5亿美元，项目总投资额由12亿美元调增至17亿美元。    BRUSSELS -- A European Union decision on whether to authorize the use of the controversial chemical herbicide glyphosate in the 27-nation bloc for at least 10 more years was delayed for a month after member countries failed to agree on Friday.The chemical, which is widely used in the 27-nation bloc, is approved on the EU market until mid-December. Representatives of the EU’s executive arm and member countries voted Friday in favor of renewing its authorization until 2033, despite protests from environmental groups. But to be adopted, the 10-year extension proposed by the European Commission required a “qualified majority,” defined as 55% of the 27 members representing at least 65% of the total EU population of some 450 million people. Several member states abstained, and that was not achieved. The European Commission is now expected to amend its proposal before another vote takes place next month. Ultimately, if no consensus is found, the Commission will have the final say.Green members of the European Parliament welcomed the delay and urged member states to vote for a complete ban of glyphosate.“It is irresponsible to again renew the authorization of the use of glyphosate,” said Bas Eickhout, the vice-chair of the Parliament's environment committee. "This would give the big agri a blank check to earn billions by selling a pesticide for which there are still big gaps in knowledge about the effects on our health, and at the same time poses large risks for European biodiversity.”Over the past decade, glyphosate, used in products like the weedkiller Roundup, has been at the heart of heated scientific debate about whether it causes cancer and its possible disruptive effect on the environment. The chemical was introduced by Monsanto in 1974 as an effective way of killing weeds while leaving crops and plants intact.The France-based International Agency for Research on Cancer, which is part of the World Health Organization, classified it as a “probable human carcinogen” in 2015. The EU’s food safety agency had paved the way for the 10-year extension when it said in July it “did not identify critical areas of concern” in the use of glyphosate. The U.S. Environmental Protection Agency found in 2020 that the herbicide did not pose a health risk to people, but a federal appeals court in California ordered the agency last year to reexamine that ruling, saying it wasn’t supported by enough evidence.EU member states are responsible for authorizing the use of products including the chemical on their national markets, following a safety evaluation.In France, President Emmanuel Macron had committed to ban glyphosate before 2021 but has since backpedaled. Germany, the EU's biggest economy, plans to stop using it from next year, but the decision could be challenged. Luxembourg’s national ban, for instance, was overturned in court earlier this year.Greenpeace had called on the EU to reject the market reapproval, citing studies indicating that glyphosate may cause cancer and other health problems and could also be toxic to bees. The agroindustry sector, however, claims there are no viable alternatives.“Whatever the final decision that emerges from this re-authorization process, there is one reality that member states will have to face up to,” said Copa-Cogeca, a group representing farmers and agricultural cooperatives. “There is as of yet no equivalent alternative to this herbicide, and without it, many agricultural practices, notably soil conservation, would be rendered complex, leaving farmers with no solutions.”。
　　公告显示，东山精密董事会今年6月审议通过《关于对外投资的议案》，同意子公司索尔思光电及其子公司在常州等地实施光芯片及光模块扩建项目，彼时项目总投资额为12亿美元，资金来源为公司自筹资金，旨在提升索尔思光电整体产能规模，满足行业及下游客户需求。

二 | 　　综合考虑公司战略规划、项目实施需要以及AI算力行业发展态势，公司董事会8月20日审议通过《关于增加对外投资额度的议案》，同意对前述投资事项进行调整。

三 | 调整后，光芯片及光模块扩建项目的实施主体仍为索尔思光电（及其子公司）、维信泰国、盐城东山，投资总额17亿美元，资金来源为公司自筹资金。

四 | 　　东山精密指出，光芯片及光模块是AI算力产业的核心基础元器件，索尔思光电现有产能规模已无法满足行业及下游客户需求，通过本次产能扩建，能够有效填补产能缺口，满足下游客户中长期规模化采购需求，持续优化索尔思光电产品结构，进一步提升公司整体盈利水平和行业地位。　　在可行性方面，东山精密称索尔思光电深耕光芯片、光模块研发制造领域多年，拥有完善的光芯片设计、制造、封装以及光模块组装、性能测试等全链条核心技术与生产工艺，核心团队具备丰富的研发制造经验，可实现产品技术迭代、工艺优化、批量量产的全流程落地。　　公开资料显示，东山精密2025年通过收购索尔思光电切入光通信领域，成为国内少数、全球为数不多实现高端EML光芯片规模化量产的企业。　　东山精密主要从事电子电路、光模块（含光芯片）、精密组件、光电显示模组的全球设计、生产和销售，产品广泛应用于消费电子、汽车、数据中心、通信设备、工业控制设备等领域。　　2026年上半年，东山精密实现营业收入277.98亿元，同比增长63.95%；归母净利润29.57亿元，同比增长290.09%。报告期内，除索尔思和GMD合并因素外，光模块业务新客户、新产品持续导入，营收大幅增长。

五 | （文章来源：证券时报·e公司）。

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