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tiger8888
08-09

良心企业

韩媒：SK海力士拟推710亿美元股东回报方案，40%用于回购股票，相当于美股发行规模

SK海力士拟推出总额约100万亿韩元（约710亿美元）的史上最大股东回报计划，其中自股回购约40万亿韩元，规模约占总股本2%，与其为在美国发行ADR而增发新股的规模基本相当。公司同时将于三季度公布追加回报方案，强劲的HBM需求与盈利预期为大手笔回购提供支撑。

韩媒：SK海力士拟推710亿美元股东回报方案，40%用于回购股票，相当于美股发行规模

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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-09 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>正规划一项史上最大规模的股东回报计划，市场对这家全球最大高带宽内存供应商的资本回报预期显著升温。</p>\n<p>据韩国《韩国经济》稍早前报道，<strong>该公司拟推出总额约100万亿韩元（约710亿美元）的股东回报方案，其中自股回购约40万亿韩元，回购规模约占总股本2%出头，基本相当于美股发行规模。</strong></p>\n<p>若该方案最终落地，规模将远超公司去年约14.3万亿韩元的现金股息与自股注销合计规模，扩张幅度显著。</p>\n<div>\n<h2>回购规模对冲ADR稀释效应</h2>\n</div>\n<p><strong>本次自股回购约40万亿韩元，占公司总股本略超2%，与其为在美国发行存托凭证（ADR）而增发新股的规模（占总股本约2.5%）基本相当。</strong></p>\n<p>市场普遍将此次回购视为对股权稀释的实质性对冲。</p>\n<p>作为参照，SK海力士去年现金股息为2.1万亿韩元，自股注销12.2万亿韩元，两者合计约14.3万亿韩元，对应自股注销规模占总股本约2.1%。<strong>若此次百万亿韩元方案如期落地，将较去年规模实现数倍扩张。</strong></p>\n<div>\n<h2>季度股息落地，追加方案三季度明确</h2>\n</div>\n<p>在常规分红层面，SK海力士7日公告本季度每股现金股息375韩元，股息总额为2733亿韩元，按普通股股息率计算约为0.02%，基准日定为本月31日，公司将于基准日起一个月内完成派发。</p>\n<p>在追加回报安排上，公司在公告中明确表示&#34;正在研究提升股东价值的追加股东回报方案，具体内容将于第三季度确定并公布&#34;。</p>\n<p><strong>这一表态意味着原定年内公布的计划被提前至三季度，释放出较为积极的信号。</strong></p>\n<div>\n<h2>强劲盈利预期提供基本面支撑</h2>\n</div>\n<p>SK海力士推进大规模股东回报的底气，源于其在HBM市场的主导地位及随之而来的强劲盈利预期。</p>\n<p>据金融信息平台EpicAI预测，公司今年营收有望达到345.6万亿韩元，营业利润约266.4万亿韩元，分别较去年增长约256%和464%。</p>\n<p>公司管理层在上月二季度业绩电话会议上表示，下半年第六代HBM产品HBM4出货量将大幅提升，前沿通用DRAM出货量亦将增加，预计下半年整体出货量将高于上半年水平。这一表态为市场对超大规模股东回报方案的预期提供了基本面背书。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cfb8c611e56155b73c96f039a204f888","relate_stocks":{"EEMO":"Invesco 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ETF","SKHX":"2倍做多海力士ETF-Leverage Shares","SKHZ":"1倍做空海力士ETF-Leverage Shares"},"source_url":"https://wallstreetcn.com/articles/3778998","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658679694","content_text":"SK海力士正规划一项史上最大规模的股东回报计划，市场对这家全球最大高带宽内存供应商的资本回报预期显著升温。\n据韩国《韩国经济》稍早前报道，该公司拟推出总额约100万亿韩元（约710亿美元）的股东回报方案，其中自股回购约40万亿韩元，回购规模约占总股本2%出头，基本相当于美股发行规模。\n若该方案最终落地，规模将远超公司去年约14.3万亿韩元的现金股息与自股注销合计规模，扩张幅度显著。\n\n回购规模对冲ADR稀释效应\n\n本次自股回购约40万亿韩元，占公司总股本略超2%，与其为在美国发行存托凭证（ADR）而增发新股的规模（占总股本约2.5%）基本相当。\n市场普遍将此次回购视为对股权稀释的实质性对冲。\n作为参照，SK海力士去年现金股息为2.1万亿韩元，自股注销12.2万亿韩元，两者合计约14.3万亿韩元，对应自股注销规模占总股本约2.1%。若此次百万亿韩元方案如期落地，将较去年规模实现数倍扩张。\n\n季度股息落地，追加方案三季度明确\n\n在常规分红层面，SK海力士7日公告本季度每股现金股息375韩元，股息总额为2733亿韩元，按普通股股息率计算约为0.02%，基准日定为本月31日，公司将于基准日起一个月内完成派发。\n在追加回报安排上，公司在公告中明确表示\"正在研究提升股东价值的追加股东回报方案，具体内容将于第三季度确定并公布\"。\n这一表态意味着原定年内公布的计划被提前至三季度，释放出较为积极的信号。\n\n强劲盈利预期提供基本面支撑\n\nSK海力士推进大规模股东回报的底气，源于其在HBM市场的主导地位及随之而来的强劲盈利预期。\n据金融信息平台EpicAI预测，公司今年营收有望达到345.6万亿韩元，营业利润约266.4万亿韩元，分别较去年增长约256%和464%。\n公司管理层在上月二季度业绩电话会议上表示，下半年第六代HBM产品HBM4出货量将大幅提升，前沿通用DRAM出货量亦将增加，预计下半年整体出货量将高于上半年水平。这一表态为市场对超大规模股东回报方案的预期提供了基本面背书。","news_type":1,"symbols_score_info":{"STXD":1.5,"SKHZ":0.6,"SKDD":0.6,"COWZ":1.5,"SKHYV":0.6,"SYLD":1.5,"SKHY":1.5,"SK":0.6,"EDZ":1.5,"IPKW":1.5,"SKHU":0.6,"SKUU":0.6,"SHRY":1.5,"IDVY":1.5,"RAM":1.5,"EEMO":1.5,"DIVG":1.5,"07709":0.6,"HYNX":0.6,"LYLD":1.5,"LCOW":1.5,"SKHX":0.6,"DRAL":0.6,"TPFC":1.5,"LGCF":1.5,"PKW":1.5,"MYLD":1.5}},"isVote":1,"tweetType":1,"viewCount":60,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}