

一 | 据媒体最新报道,韩国存储芯片巨头SK海力士的工会成员周二投票否决了一项经过两个月谈判达成的初步薪资协议,超过50%的投票者投出反对票。
据悉,在参与投票的15045名员工中,有50.08%的人反对该协议。 CANBERRA, Australia -- A Chinese Australian journalist who was convicted on murky espionage charges and detained in China for three years has returned to Australia, Prime Minister Anthony Albanese said Wednesday.Cheng Lei, 48, worked for the international department of China's state broadcaster CCTV. She has reunited with her two children in Melbourne, Albanese said.Her return comes ahead of Albanese’s planned visit to Beijing this year on a date yet to be announced. He will become the first Australian prime minister to visit the Chinese capital in seven years.Albanese said Australia had traded nothing with China for Cheng's release.“Her release follows the completion of judicial processes in China,” he said.China’s Ministry of State Security said that Cheng had been approached by a foreign organization in May 2020 and provided them with state secrets she had obtained on the job in violation of a confidentiality clause signed with her employer. A police statement did not name the organization or say what the secrets were.A court in Beijing convicted her of illegally providing state secrets abroad and she was sentenced to two years and 11 months, the statement said. She was deported Wednesday after serving her sentence, presumably because she had already been detained for that long .“Her return brings an end to a very difficult few years for Ms. Cheng and her family," Albanese said. "The government has been seeking this for a long period of time and her return will be warmly welcomed not just by her family and friends but by all Australians.”The FreeChengLei account on X, formerly known as Twitter, posted a photo of Cheng with Australian Foreign Minister Penny Wong and Australia's ambassador to China, Graham Fletcher.The post included a quote, apparently from Cheng, that read: “Tight hugs, teary screams, holding my kids in the spring sunshine. Trees shimmy from the breeze. I can see the entirety of the sky now! Thank you Aussies.”Albanese’s government has been lobbying for the release of Cheng and another Chinese Australian held in China since 2019, Yang Hengjun.Bilateral relations have improved since Albanese's center-left Labor Party was elected after nine years of conservative rule. Beijing has lifted several official and unofficial trade barriers on Australian exports.Albanese's reference to China's judicial system suggested that Cheng had recently been sentenced after she was convicted in a closed-court trial last year on national security charges.Questioned by a reporter, Albanese said China was not acknowledging through Cheng's release that she posed no threat or had been wrongfully detained.“No, China would have not have said that that's the position. China would say that the judicial processes have been completed in China,” Albanese said.Chinese Foreign Ministry spokesperson Wang Wenbin said that the Chinese judicial system tried the case “in accordance with the law, fully safeguarding the rights enjoyed by the person concerned in accordance with the law.”Albanese said he spoke to Cheng in Melbourne, where her children have been living with her mother, and that they discussed a letter she had written to the Australian public in August to mark the third anniversary of her detention. The Chinese-born journalist spoke in her letter about her love for her adopted country.In the letter, she also described her living conditions in detention in China, saying she was allowed to stand in sunlight for just 10 hours a year.“She is a very strong and resilient person ... and when I spoke with her she was delighted to be back in Melbourne,” Albanese said.Albanese did not say whether Yang was also likely to be released.“We continue to advocate for Dr. Yang’s interests, rights and wellbeing with the Chinese authorities at all levels,” Albanese said.Yang, a 58-year-old writer and democracy blogger, told his family in August he fears he will die in a Beijing detention center after being diagnosed with a kidney cyst, prompting supporters to demand his release for medical treatment.Yang has been detained in China since January 2019, when he arrived in Guangzhou from New York with his wife and teenage stepdaughter.Yang received a closed-door trial on an espionage charge in Beijing in May 2021 and is still awaiting a verdict.Yang's friend, University of Technology Sydney academic Feng Chongyi, said on Wednesday a verdict had been postponed for three months 11 times and the next possible ruling was January.He said Cheng’s release was good news for Yang. “I do hope Yang is treated in the same way. Given Yang’s poor health, his release is actually more urgent,” Feng said.___Associated Press writer Ken Moritsugu in Beijing contributed to this report.___This story corrects the name of the Chinese security agency.。赞成票和反对票之间的差距仅为25票。 SK海力士管理层与工会预计将恢复谈判,后续讨论的重点很可能围绕绩效奖金支付制度展开,而这正是劳资双方的核心分歧点所在。

二 | 不少员工反对超过一半的奖金以股票形式发放,因为他们对SK海力士股价的波动性感到担忧。该股6月曾在AI热潮的推动下创下历史新高,但随后因市场担忧AI巨额投入可能无法获得相应回报而大幅回调。 上周,SK海力士与其工会就2026年度薪资及集体谈判达成初步协议。这项协议包括6.3%的薪资增长,以及对SK海力士利润分享奖金计划的调整:其中40%的奖金以现金形式发放,60%以公司股份形式发放,而此前为全部由现金支付。

三 | 在该初步协议下,奖金总额的40%将在当年以现金形式发放;其余60%以公司股票形式发放,其中占总奖金40%的股票可在当年自由变现,剩余20%的股票则递延发放。 去年,SK海力士劳资双方约定取消利润分红上限,规定每年提取营业利润的10%作为奖金池,并设定为80%当年现金支付、20%递延两年以现金支付的发放机制。 作为全球第二大存储芯片制造商,SK海力士正凭借人工智能应用对高带宽存储器(HBM)芯片的旺盛需求持续获得丰厚利润。随着利润暴涨,SK海力士员工希望获得更高的奖金,股东则期待分红、回购等资本回报。 SK海力士上周宣布,其董事会已批准一项决议,拟回购并注销价值40万亿韩元(约合283亿美元)的股票。

四 | 此举旨在将公司凭借AI浪潮所获得的丰厚收益回馈给投资者。

五 | 周二,SK海力士股价大跌,截至发稿,下跌4.55%,报1595000韩元,盘中跌幅一度接近7%。
美国芯片股抛售潮也波及了韩国芯片股。截至发稿,三星电子股价下跌约2%。 由于英伟达财报发布前市场谨慎情绪升温,隔夜美股市场,美光科技和闪迪等芯片厂商股价暴跌。

六 |
(文章来源:财联社)。
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