金吾财讯 | 三星电子遭遇劳资薪资纠纷，董事会主席公开喊话工会尽快协商和解，警示潜在罢工将冲击企业经营并拖累韩国整体经济。工会若诉求落空，将于 5 月 21 日起举行长达 18 天罢工，争议焦点集中在员工认为自身奖金待遇远不及同业 SK 海力士。
此前已有数千名员工集会抗议薪酬偏低，三星韩国厂区代工、存储芯片产能已分别下滑 58%、18%。管理层担忧罢工扰乱生产交付，引发客户流失、竞争力削弱，甚至造成资本外流、税收下滑、韩元走弱等连锁影响。
投行预警，此次劳资紧张叠加潜在长时间罢工、人力成本抬升，将对三星短期盈利形成压制。三星与 SK 海力士、美光同为全球存储及 HBM 芯片核心厂商，行业竞争格局下，生产停摆或进一步削弱其高端芯片市场竞争力
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