Hyundai Motor Group's EV & Autonomous Driving Investments: Status of the Global Top 3 Challenge

Hyundai Motor Group is accelerating its push to become a global Top 3 automotive group through its Georgia plant operations and autonomous driving investments.

🤖 AI Analysis•2026年2月2日 07:00

Hyundai Motor Group 2025 Performance Review

Hyundai Motor Group (Hyundai + Kia) achieved record global sales of 7.4 million units in 2025. US market share reached a record high of 11.5%, while EV sales totaled 650,000 units.

Strategic Significance of Georgia Plant

The Hyundai Motor Group Metaplant America (HMGMA), which began operations in Q4 2025, has annual EV production capacity of 300,000 units.

Key points:

Direct IRA tax credit benefits ($7,500 per vehicle)

Local production hedges tariff risks

Battery plant co-location achieves vertical integration

H1 2026 full-scale production expected to improve profitability

Autonomous Driving Technology Investment

Hyundai Motor Group's autonomous driving strategy progresses in three phases:

1HDP (Highway Driving Pilot): Level 3 autonomous driving, deployed in Genesis G90

2Motional: Level 4 robotaxi, pilot operations in Las Vegas and other cities

3Boston Dynamics: Securing non-automotive revenue through industrial robotics

Valuation Analysis

Hyundai Motor's current P/E of 6.8x is significantly undervalued compared to the global automaker average of 10x. Key reasons:

'Korea Discount' applied to Korean auto stocks

Concerns about EV transition costs

Governance issues

However, considering Georgia plant full operations, expanding US market share, and autonomous driving technology progress, current valuation is excessively low.

Rating: Strong Buy (Target Price: ₩320,000)

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💡Methodology

This analysis is auto-generated by AI combining investment bank reports, earnings data, market data, and news sentiment. Not investment advice.

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