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The dominant perspective is that the discussion on Apple cars between Hyundai Motor Group and Apple has not broken down.
On the 8th, the three Hyundai Motor Group companies, including Hyundai Motor Company, Kia, and Hyundai Mobis, announced on the 8th that they are not conducting discussions on autonomous vehicle development with Apple, via an investigative disclosure by part of the Financial Supervision Service. .
When the news came, Hyundai Motor Group-related shares are all falling at once. Hyundai Motor Company is trading at 235,000 won, down 5.61% from the day before at 11am on the 8th. Kia and Hyundai Mobis are down 13.2% and 8.51% to 88,000 won and 322,000 won, respectively.
Industry experts have come to an assessment that “we should not be overly concerned” about the Hyundai Motor Group’s disclosure.
Lee Ho-geun, a professor at Daedeok University, said: “The negotiations on the Apple car between Hyundai Motor Group and Apple should be stopped, but it is difficult to say that it is broken.”
Professor Lee said: “The stock price may fall due to the disappointment of the research disclosure, but Hyundai Motor Group has already achieved significant car technology in the future and ranks third in the world in terms of sales “. I predicted there was enough.
Cha Young-joo, director of the Wise Economic Research Institute, said: “The negotiations between Hyundai Motor Group and Apple should be seen as a cessation, not a collapse.” In the future, there is a possibility that negotiations between the two companies will resume.
However, Cha said, “Kia shares rose from an average of 70,000 won to 100,000 won in a short period of time, reflecting market expectations for Apple cars. It seems unlikely that it will rise again. The bubble Apple should disappear quickly. “
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Professor Jeong Gu-min from the Department of Electronic Engineering at Kookmin University said: “The negotiation between Hyundai Motor Group and Apple will still be ongoing within the NDA.” Said. In the event of a fire in the battery of an electric vehicle of an Apple car, it is evaluated that it is ideal to go with shared responsibility rather than with a single responsibility.
In addition to the Apple Car negotiations, Kia plans to reveal its future brand strategy by celebrating the CEO’s Investor Day online on the 9th.
