00:03한국의 가장 큰 그�pler의 автов일 사업을 통해서
00:05자가가 있는 연결을 만들어낸 100% новых 오드� vehicles
00:07and a lot more factory capacity.
00:10Hyundai Motor 마주가가 가진 세계가
00:13일어날까지 sa infinitely 많아집니다.
00:171품의 자리의 가별을 가끈히 5.9%
00:20아직 재산을 다했다고 한다.
00:237.8%까지 5.6%
00:27And the first Level 2 Plus Autonomous Platform reaches mass production in two years.
00:33It's Thursday, August 27th.
00:36Let's take a look at a key development in Korea's industry sector.
00:40President Jose Munoz laid out the roadmap at the 2026 CEO Investor Day in Seoul on August 26th.
00:47Hyundai sold about 1.97 million vehicles worldwide in the first half, down from 2.07 million a year earlier.
00:56Revenue still hit a record 95.15 trillion won, roughly $69 billion, so the pressure sits on margins rather than
01:06sales value.
01:07Here's what the numbers show.
01:09100 or more new models arrive between 2026 and 2030, including 18 in segments where Hyundai does not currently compete.
01:17Global capacity expands by 1.27 million units by 2030, with 500,000 added in North America, 320,000 in
01:28India, and 200,000 in Korea.
01:30Matter of fact, the company targets 5.55 million sales, including Genesis, an operating margin above 9%, and electrified models
01:40at 60% of the mix.
01:42Level 2-plus software-defined vehicles enter mass production in 2028, and the Semangium Artificial Intelligence Data Center starts operating
01:52in 2029.
01:54Hyundai will also cancel its entire $800 billion won treasury holding, about $580 million.
02:01Kolon Industries lifts para-aramid capacity from 7,500 tons to 15,310 tons, while Tequang Industrial moves from 1
02:12,500 to 5,500 tons.
02:15So, what does this mean for industry analysts and supply chain managers?
02:20Earlier, we said the operating margin slipped from 7.8% to 5.6%.
02:26Here's what that actually means for you.
02:28The 9% goal is a margin recovery story, and it rests on model mix and pricing rather than volume.
02:36Capacity landing in North America and India also moves sourcing decisions for suppliers well before 2030.
02:43Watch third quarter results for the first sign of margin stabilization.
02:47Watch North American plant utilization and tariff terms.
02:51Watch ARAMID supply contracts tied to data center cable demand.
02:56That's today's AI Prism Industry Daily.
03:00This episode was produced with AI assistance based on Seoul Economic Daily reporting and reviewed by a human editor.
03:07AI Prism is a WANIFRA award-winning series.
03:11We'll be back tomorrow.
03:13This episode has done as well.
03:15This episode has been a shipping out.
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