三星电子工会批准就奖金改革举行罢工

三星电子工会以 93.1% 的支持率批准举行大罢工,要求进行奖金改革并加薪 7%。这将是该公司自 1969 年以来的第二次罢工,恰逢检方调查内幕交易,这可能会对股价造成压力。

三星电子联合工会在 3 月 9 日开始的投票中获得了 66,000 名投票者中 93.1% 的赞成票,9 万名会员中超过 73% 参加了投票,从而在周三获得了正式罢工授权。工会计划于周一在首尔李在镕会长官邸附近举行新闻发布会,随后于 4 月 23 日在平泽举行集会,并于 5 月 21 日至 6 月 7 日举行全面罢工。罢工的要求包括取消奖金上限,加薪 7%,以及更明确的绩效奖金标准。工会表示,2026 年的工资谈判因管理层拒绝合理要求而无果而终。这将是公司自1969年成立以来的第二次罢工,此前的第一次罢工是在2024年7月由全国三星电子工会领导的。另外,检察官正在调查与三星收购彩虹机器人(Rainbow Robotics)有关的内幕交易指控,金融服务委员会(Financial Services Commission)上个月移交了这起案件,涉及包括该公司首席执行官和前财务主管在内的 16 人。嫌疑人被指控在 2022 年至 2024 年期间利用非公开信息进行交易,非法获利 30-4 亿韩元(约合 200 万美元);搜查对象包括该公司总部、住所和三星水原分公司。原浦项制铁研究所的分析师 Lee Ju-wan 说:"三星半导体工厂的利用率目前只有 70% 左右......工会罢工不太可能造成大问题。然而,由于目前库存水平较低,任何真正的生产中断都可能立即导致销售损失。分析师预计,罢工对产量的直接影响有限,但警告说,在低库存的情况下,长期罢工可能会影响股价,同时也会引发对公司治理的担忧。

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Illustration of Samsung union and management in wage negotiation talks in a boardroom.
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Samsung electronics union to hold wage talks next week

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Samsung Electronics' labor union announced on Friday that it will resume wage negotiations with management next week. The decision follows the breakdown of initial talks over bonuses and acceptance of government mediation requests. Unionized workers had threatened an 18-day general strike starting May 21.

Unionized workers at Samsung Electronics have suspended wage talks with management, citing a lack of sincerity. Choi Seung-ho, head of the Samsung Electronics unit at the Samsung Group United Union, said the sides failed to agree on removing the cap on performance-based bonuses. The decision came three days after talks resumed on Tuesday.

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Unionized workers at Samsung Electronics will vote from Monday through March 18 on whether to launch an 18-day strike from May 21 to June 7. The vote comes amid controversy over warnings of disadvantages for those who do not participate. It would mark the second walkout since the company's founding.

On March 10, 2026, the first day the so-called yellow envelope law took effect, unionized subcontracted workers targeted major firms like POSCO, Hyundai Mobis and Hanwha Ocean, demanding negotiations over wages and working conditions. Unions threatened strikes if talks are refused, while companies expressed caution within legal bounds.

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Seoul stocks opened Thursday at a fresh high above 6,700, driven by solid chip demand expectations following strong first-quarter earnings from Samsung Electronics and U.S. big tech firms. The benchmark KOSPI rose as high as 6,739.39 at the opening bell before adding 19.51 points, or 0.29%, to 6,710.41 as of 9:15 a.m. The index had closed at a new peak of 6,690.90 the previous day, marking three straight days of gains.

South Korean shares opened nearly 3 percent higher on Wednesday, driven by sharp gains in blue-chip tech stocks despite Middle East uncertainties. The benchmark KOSPI jumped 162.04 points, or 2.87 percent, to 5,802.52 in the first 15 minutes of trading. Semiconductor firms led the rally following Nvidia's annual tech conference.

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Owner family members of South Korea's large business groups earned an average of 2.7 billion won ($1.83 million) in salary last year, with Hanwha Group Chairman Kim Seung-youn topping the list at 24.8 billion won. Data compiled by corporate tracker CEO Score showed a 6.9 percent rise from the previous year for owner families. Employees, excluding executives, averaged 101.2 million won, up 11.1 percent.

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