[Đặc điểm cổ phiếu] Hyundai Mobis, tăng mạnh nhờ ảnh hưởng của kế hoạch sản xuất hàng loạt 30.000 robot của Tập đoàn ô tô Hyundai

robot
Đang tạo bản tóm tắt

Hi Investment, Modern Mobis is showing strong performance due to market expectations for Hyundai Motor Group’s robotics expansion.
According to the Korea Exchange, Modern Mobis’s current stock price is 658,000 won, up 9,000 won (1.39%) from the previous trading day.

The securities industry believes that the valuation standards for Hyundai Motor Group are shifting from a focus solely on finished vehicles to also reflecting the robotics and software sectors.
IM Securities analysts state that the value of the robotics business centered on Boston Dynamics, alongside the competitiveness of the core automotive business, is becoming more prominent, with multiple valuation methods underway.

Particularly, the market is paying attention to the potential listing of Boston Dynamics.
Hyundai Motor Group acquired Boston Dynamics in 2021 and signed a put option contract with SoftBank for the remaining shares.
As the deadline approaches in June 2026, the possibility of an IPO or share sale is once again drawing attention.
Some in the securities industry even believe that at the time of listing, its corporate value could exceed 50 trillion won.

In this process, Modern Mobis is mentioned as a highly anticipated beneficiary subsidiary.
This is because Hyundai Motor Group is expected to build a robot production system with an annual capacity of 30,000 units by 2028, with Modern Mobis supplying core components such as actuators, forming a vertical supply chain.
Based on the group’s capabilities in electrification and control components, Modern Mobis is expected to serve as a hub for robot parts.

Expectations for expansion into defense and public sectors are also stimulating investment sentiment.
Previously, Boston Dynamics’ “Spot” and “Atlas” were proposed for applications in guard, reconnaissance, search, and other non-lethal tasks.
As their relevance to the Army’s “Amtiage” project continues to be mentioned, the actual demand for robotics business is expected to grow.

Additionally, the continued roadmap for electrification, SDV (Software-Defined Vehicle), and autonomous driving for Hyundai and Kia is seen as a factor supporting the group’s valuation floor.
The market trend of viewing Hyundai Motor Group not just as a traditional automaker but as a mobility platform integrating electrification, software, and robotics continues.

Xem bản gốc
Trang này có thể chứa nội dung của bên thứ ba, được cung cấp chỉ nhằm mục đích thông tin (không phải là tuyên bố/bảo đảm) và không được coi là sự chứng thực cho quan điểm của Gate hoặc là lời khuyên về tài chính hoặc chuyên môn. Xem Tuyên bố từ chối trách nhiệm để biết chi tiết.
  • Phần thưởng
  • Bình luận
  • Đăng lại
  • Retweed
Bình luận
Thêm một bình luận
Thêm một bình luận
Không có bình luận
  • Đã ghim