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现代汽车发布中长期战略 全面电动化转型
Huan Qiu Wang·2025-09-23 08:46

Core Insights - Hyundai Motor Company held its 2025 CEO Investor Conference in the U.S., marking the first overseas event since its inception in 2019, aimed at global investors, analysts, and credit rating agencies [1] - CEO José Munoz announced that Hyundai has entered the top three global automotive groups and will continue its transformation to become a leading mobility enterprise [3] Strategic Plans - Hyundai plans to launch multiple eco-friendly models starting in 2026, including hybrid, electric, range-extended electric vehicles, and hydrogen fuel cell vehicles, with over 18 hybrid models by 2030 [3] - The company aims to introduce localized electric vehicle models in China, Europe, and India, with the compact electric SUV ELEXIO launched this year and a similar electric sedan planned for next year in China [3] - Hyundai is developing a next-generation electric platform to enhance battery energy density, charging speed, and safety [3] Software-Defined Vehicles - Hyundai is advancing its transformation towards software-defined vehicles (SDV) with standardized hardware and flexible software architecture, targeting the completion of SDV Pace vehicle development by 2026 [5] - The company plans to launch models equipped with the new generation connectivity system "Pleos Connect" in the second quarter of 2025 [5] Sales and Production Goals - Hyundai anticipates selling 4.17 million vehicles in 2024 and aims to reach 5.55 million global sales by 2030, with eco-friendly vehicle sales increasing from 1 million in 2025 to 3.3 million, representing 60% of total sales [5] - To achieve these goals, Hyundai plans to add 1.2 million units of annual production capacity by 2030 and upgrade traditional factories to software-defined factories [5] Brand Development - The high-performance N brand and luxury brand Genesis celebrate their tenth anniversary this year, with N brand aiming to increase global annual sales to 100,000 units by 2030, expanding its market reach and model lineup [7] - Genesis plans to achieve global annual sales of 350,000 units by 2030, introducing EREV and hybrid models, with the high-performance GV60 Magma expected to launch by the end of the year [7] Financial Outlook - Hyundai updated its 2025 financial guidance, projecting a revenue growth of 5%-6% and an operating profit margin adjustment to 6%-7% [8] - The company plans a total investment of 77.3 trillion KRW (approximately 3.96 trillion RMB) from 2026 to 2030 for R&D, equipment, and strategic investments, focusing on localization, software-defined vehicles, and core technology development [8]