On the 3rd, Hyundai Motor Group shares rose in anticipation that the final destination of Apple Car will eventually become Hyundai Motor Group.
On this day, Hyundai Motor Company closed at 245,500 won, up 2.08% from the previous day. Hyundai Motor Group stocks, including Kia 9.65%, Hyundai Mobis 3.89%, Hyundai Wia 4.37%, Hyundai Glovis 5.46%, and Mando 11.31%, all rose.
The issue of cooperation between Apple and Hyundai Motor Group, which has been heating up the stock market since the beginning of this year, is a self-driving electric vehicle, that is, the Apple car, is gradually increasing as time passes. On the 8th of last month, news that Apple had proposed collaboration with the Hyundai Motor Group, and on the 20th of that month, Kia was in charge of collaboration with Apple within the Hyundai Motor Group.
On the 2nd (local time) last night, analyst Ming Chi Guo of TF Securities, who is known as a representative Apple expert, released a report that Apple will collaborate with Hyundai Motor Group when producing the first Apple car model. On the morning of the 3rd, it was also reported that Apple plans to sign a 4 trillion won contract with Kia to produce Apple cars.
There are many opinions that the Hyundai Motor Group is the only option for Apple to choose from, as global big-tech companies excluding Apple have finished mating with major automakers. Recently, Google, Ford, Microsport (MS) and General Motors (GM) announced that they will collaborate on electric vehicles. In other words, among major global automakers, the Hyundai Motor Group and Volkswagen Group that did not cooperate with big-tech companies for electric vehicles are the Hyundai Motor Group and the Volkswagen Group, which are evaluated as attractive business partners given the production capacity such as cost reduction and mass production system.
In the financial investment industry, Apple is procuring parts through Hyundai Mobis using the electric vehicle platform (E-GMP) developed by Hyundai Motor Company, and the division of roles produced by Kia’s Georgia plant is considered the most ideal scenario for Hyundai Motor Group. . Kim Jun-sung, a researcher at Meritz Securities, said, “Hyundai Motor leads the group’s overall technology investment and development, builds data devices of its own brand, and Kia works with Big Tech as a device supplier. “We will focus more on PBV (Purpose Built Vehicle) that provides the product,” he said. “Hyundai Mobis expects that Jeonchi will supply advanced powertrain technology, and Hyundai Wia will continue to upgrade the integrated thermal management system.”
However, the Hyundai Motor Group side is still taking the position that “it is not a confirmed issue” regarding the collaboration with Apple.
Regarding Apple’s investment theory, a high-ranking official from Kia said, “As a result of checking all financial and planning parts, (Apple’s investment of 4 trillion won or a collaboration agreement in mid-February), we have not heard anything.” In particular, he said, “It is true that we are currently negotiating with Apple at the group level, and there are still pros and cons about this within us,” he said. “Although (Apple and Hyundai Motor Group) are mutually appealing partners, the negotiations are going a little further. You’ll have to see it,” he said. Earlier, the Hyundai Motor Group announced at the time that the collaboration with Apple was first known at the beginning of last month, “We are receiving requests for cooperation in joint development of self-driving electric vehicles from many companies, but this has not been decided because it is in the early stages.” As announced last month, the Hyundai Motor Group is planning to announce an additional position through re-announcement on the 8th on the news of collaboration surrounding Apple cars.
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