受美国关税及韩元汇率影响,现代与起亚第一季度财报预期低迷

由于受到美国关税政策以及韩元走弱的影响,现代汽车(Hyundai Motor)与起亚(Kia)第一季度的盈利表现预计将较去年有所下滑。根据证券机构对市场预测的综合分析,现代汽车预计实现销售额45.89万亿韩元,营业利润为2.78万亿韩元;起亚预计销售额为29.62万亿韩元,营业利润同比下降22.6%。

根据韩联社旗下的Yonhap Infomax对过去三个月券商预测数据的汇总分析,尽管销售额有所增长,但现代汽车与起亚第一季度的营业利润预计将出现下滑。现代汽车将于周四发布财报,预计销售额为45.89万亿韩元(约合304亿美元),同比增长3.3%;营业利润预计为2.78万亿韩元,同比下降23.3%。起亚将于周五发布财报,预计销售额为29.62万亿韩元,同比增长5.7%;营业利润预计为2.32万亿韩元,同比下降22.6%。

初步数据显示,这两家公司在全球市场的表现相较于竞争对手依然较为稳健:现代汽车销量为975,123辆,同比减少2.6%;起亚销量为779,169辆,同比增长0.8%。

市场观察人士指出,去年4月起生效的美国关税政策以及更高的保修准备金抵消了上述增长带来的收益。此外,韩元汇率疲软导致以本币计价的保修准备金成本上升,也对利润空间构成了进一步压力。

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Samsung Electronics forecasts record Q1 operating profit of 57.2 trillion won

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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.

Kia Corp. confirmed a 23.5% drop in first-quarter net profit to 1.83 trillion won ($1.2 billion), missing analyst estimates of 1.91 trillion won, due to US import tariffs and a weakening Korean won—issues flagged in pre-earnings forecasts. Sales still hit a record 29.5 trillion won amid 5.3% growth.

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Seoul shares opened higher on Tuesday, propelled by Samsung Electronics' record first-quarter earnings. The benchmark KOSPI rose 2.47 percent to 5,584.76 in the first 15 minutes of trading. Strong demand for AI-related chips drove the profit surge.

South Korean stocks opened slightly lower on Friday amid persistent Middle East tensions and little progress in US-Iran peace talks. The KOSPI fell 7.21 points, or 0.11 percent, to 6,468.60 in the first 15 minutes of trading. The decline followed overnight Wall Street losses as investors stayed on the sidelines.

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Seoul stocks opened Thursday at a fresh high above 6,700, driven by solid chip demand expectations following strong first-quarter earnings from Samsung Electronics and U.S. big tech firms. The benchmark KOSPI rose as high as 6,739.39 at the opening bell before adding 19.51 points, or 0.29%, to 6,710.41 as of 9:15 a.m. The index had closed at a new peak of 6,690.90 the previous day, marking three straight days of gains.

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