1月19日，据报道，全球内存芯片行业的三巨头之一SK海力士宣布，将向全体员工发放人均超1.36亿韩元（约合64万元人民币）的绩效奖金，创公司历史 最高纪录。 复审：曹光宇 鉴于SK海力士去年全年营业利润预计为45万亿韩元，员工总数为3.3万人，因此预计每位员工的绩效奖金约为1.36亿韩元（约合64万元人民币）。 不过，"股东参与计划"也存在潜在变数。SK海力士在公告中提示，韩国国会正在推进《公司法第三次修订案》审议，其中明确要求企业回购的自有股必 须注销。若法案在本月或3月正式通过，企业将无法用自有股开展员工激励，本次持股计划或面临调整甚至取消。相关修订案将于1月21日进入议案审查小 组讨论环节。 行情数据显示，得益于人工智能热潮，SK海力士的股价在2025年内涨幅达275%。同时，今年年初，SK海力士就表示其2026年的全部芯片产能已售罄。 ◆来源：中国基金报、深圳新闻网 编辑：孙懿辞 初审：梁爽 据报道，SK海力士为员工提供以公司股票形式领取绩效奖金的选项，即"股东参与计划"。 根据股东参与计划，员工可以选择将其年终奖的最多50%以公司股票形式领取。持有这些股票满一年的员工，将获得相当于购买金额15%的额 ...

Group 1 - SK Hynix offers employees the option to receive up to 50% of their year-end bonuses in company stock through a "Shareholder Participation Plan" [1] - Employees holding the stock for over a year will receive an additional cash reward of 15% of the purchase amount [1] - The plan was introduced due to the semiconductor industry's downturn, and it was implemented last year after a new labor agreement [1] Group 2 - The new labor agreement allows for a significant increase in bonus amounts, with the previous cap of 1000% of basic salary being abolished [1] - Instead, bonuses will be based on 10% of the previous year's operating profit, with 80% paid in the current year and 20% deferred over two years with a 10% interest [1] - With an estimated operating profit of 45 trillion KRW for the previous year, each employee's performance bonus is expected to be around 136 million KRW (approximately 640,000 RMB) [1] Group 3 - There are potential changes to the "Shareholder Participation Plan" due to a proposed amendment to the Company Act, which may require companies to cancel repurchased shares [2] - If the amendment is passed, it could affect the implementation of the employee stock incentive plan [2] - SK Hynix's stock price has increased by 275% in 2025, driven by the AI boom, and the company has sold out its entire chip production capacity for 2026 [2]

【导读】SK海力士宣布将向全体员工发放人均超1.36亿韩元绩效奖金 中国基金报记者 安曼 1月19日，据韩媒报道，全球内存芯片行业的三巨头之一SK海力士宣布，将向全体员工发放 人均超1.36亿韩元（约合64万元人民币）的绩效奖金，创公司历史最高纪录。 根据股东参与计划，员工可以选择将其年终奖的最多50%以公司股票形式领取。持有这些股 票满一年的员工，将获得相当于购买金额15%的额外现金奖励。例如，一位获得1亿韩元年终 奖的员工如果选择顶格持股，将获得价值5000万韩元的股票。若持有一年，该员工还将额外 获得750万韩元。 2024年，由于半导体行业低迷，SK海力士推出了该计划。但由于当年仅发放了慰问金而未发 放绩效奖金，因此当时未能实施。该计划从去年开始向员工提供购股选择。 随着去年下半年劳资双方达成的新指南于本月底生效，SK海力士员工的奖金金额预计将大幅 增加。根据新协议，此前绩效奖金发放最高限额为1000%（即10个月基本工资）的规定已被 废除。取而代之的是，以上一年度营业利润的10%作为年终奖，其中80%的绩效奖金在当年 发放，剩余20%分两年递延发放，并享受每年10%的利息。 鉴于SK海力士去年全年营 ...

Group 1 - SK Hynix will implement the "Shareholder Participation Program" for the second consecutive year, allowing employees to use performance bonuses to purchase company stock, thereby enhancing employee engagement [1][3] - The company reported record high performance last year due to the booming high bandwidth memory (HBM) market, with expected performance bonuses exceeding 130 million KRW (approximately 64,000 RMB) per employee [1][4] - Employees participating in the program can allocate up to 50% of their excess profit sharing (PS) for stock purchases, and if they hold the stock for over a year, they receive an additional cash subsidy of 15% of the purchase amount [3] Group 2 - A new performance bonus calculation standard agreed upon by labor and management will take effect, significantly increasing the expected performance bonuses for SK Hynix employees [4] - The agreement removed the previous cap on PS distribution, allowing 10% of the last year's operating profit to be fully allocated as a bonus pool, with 80% distributed in the current year and the remaining 20% deferred over two years [4] - The company’s operating profit for the previous year is estimated to be around 45 trillion KRW, leading to an approximate total PS of 135 million KRW per employee [4]

Group 1 - Samsung Electronics' Device Solutions (DS) department will receive a performance bonus equivalent to 47% of annual salary, a significant increase from last year's 14%, driven by strong performance in DRAM and HBM [1] - The Mobile Experience (MX) division, supported by strong sales of Galaxy S25 and Fold 7, has allocated a 50% dividend rate [1] - Samsung's preliminary results for Q4 show an operating profit of 20 trillion KRW, with approximately 80% (16 to 17 trillion KRW) coming from the DS department [2] Group 2 - SK Hynix will implement a shareholder participation plan for the second consecutive year, linking performance bonuses to stock options, with expected bonuses exceeding 130 million KRW per employee due to strong HBM market performance [3] - The performance bonus system at SK Hynix is expected to increase significantly, with an estimated total bonus of around 135 million KRW per employee based on last year's operating profit of nearly 45 trillion KRW [4] - A proposed amendment to the Commercial Act could potentially cancel or reduce the current bonus system if the bill to revoke treasury bond authorization is passed [5]