現(xiàn)代汽車集團(tuán)戰(zhàn)略規(guī)劃（產(chǎn)品、技術(shù)等）

HYUNDAI

2023CEOINVESTORDAY

ProgressforHumanity

HYUNDAI

2023CEOINVESTORDAY

FutureMobility

HYUNDAI

2023CEOINVESTORDAY

HIGH

LUXURY

PERFORMANCE

2023

CEOINVESTORDAY

010203

一一一

FinancialElectrificationMid-toLong-term

StrategyStrategyFutureBusinessStrategy

6

2023

CEOINVESTORDAY

HYUnDHI

KeyFinancialStatusGHYUnDRI

2023CEOINVESTORDAY

ExpandShareholderreturnsthroughincreaseddividendderivedfromstabilizedprofitsandcontinuous

investmentstoenhancebusinesscompetitiveness

1)Withoutwarrantycost2.1trillionKRW

2Withoutwarrantycost1.36trillionKRW

8

HYUNOAI

ShareholderReturnPolicy2023CEOINVESTORDAY

Enhanceshareholdervaluebyannouncingthree-yearshareholderreturnpolicies,

includingtransparentdividendpolicyandimplementationofquarterlydividend&treasurystockcancellation

DividendPolicyCancellationofTreasuryStock

■Quarterlydividend

BeforeAfterstock*peryearforthenext

threeyears

Semiannua

Toenhanceshareholdervalueandstrengthentrust

(Interim,year-end)Quarterly

throughproactivepolicy

Outstandingtreasurystock(basedoncommonshares)asof

?Payoutratio25%oraboveMarch2023is4.1%

basedonannualconsolidatedcontrollinginterests

Toprovidevisibilityandstabilityofdividendoutlook

Before

30~50%of

ex-financeFCF

9

Mid-toLong-termInvestmentPlanHYUNDAI

2023CEOINVESTORDAY

InvestKRW35.8trillioninelectrificationoutoftheKRW109trilliontotal10-yearplan

InvestmentforElectrification

35.8_________

NewEVfactoryconstruction,BatteryJV,

Strategicinvestments(e.g.securingrawmaterials)

R&Dexpenses,Infrastructures

(e.g.chargingstations)

2018?202210-yearInvestmentPlan

Unit:KRWTrillion

10

Mid-toLong-termCapitalManagementHYUNDAI

2023CEOINVESTORDAY

Promoteefficientmanagementofcapital,balancingbetweeninvestmentandshareholderreturnwith3phases

Phase01Phase02Phas?03

2023?20252026?20302031?

■FurtherenhanceICEprofitability■FurtherenhanceICEprofitability■FurtherenhanceICE

AchieveEVBEPEnhanceEVprofitabilityprofitability

GenerateS/WprofitsEVprofitexceedICE

ProfitEnhanceS/Wprofitability

■FutureBizBEP

FWireBiz

9UW

?EV

ICE

47%43%10%43%37%20%38%31%31%

InvestmentICEICEEVICEEV

PayoutRatio

25%+

Shareholder

Return

11

2023

CEOINVESTORDAY

HYUNDAIMOTORWAY

MODULAR

ARCHITECTURE

HYUnDHI

IntegratedModularArchitecture(IMA)HYUNDAI

2023CEOINVESTORDAY

Costsavingsthroughthedevelopmentandlaunchofmodulararchitecture

Platform-orientedModulararchitecture

developmentdevelopment

DevelopmentDevelopingvehiclesbasedon23pre-developedDevelopingvehiclesbasedon86pre-developedcommon

methodplatformpartsforeachsegmentmodularsystemsregardlessofsegmentandplatform

CostreductionCostreductionbycreatingacommonareawithinExpansionofcostreductioneffectbysharingmodular

effectsthesameplatformsystemsbetweenplatformsregardlessofsegment

(Targetingcostreductionof20%+a,assumingbasedonasamemodel)

Next-generationEV-dedicatedplatformdevelopedby

EV-dedicatedE-GMP

PlatforminheritingE-GMP

.021,2021p20212022p2023

「2024613models

IKia

IONIQ5KiaGV60''IONIQ6IONIQ7models(2025-2030,PassengerEVonly)

14

2ndgenerationEV-dedicatedPlatformHYUnOAl

2023CEOINVESTORDAY

Maximizemodulararchitectureefficiencythroughtheintroductionofa2ndgenerationEV-dedicatedplatform

E-GMP(1tgeneration)2ndgenerationEV-dedicatedplatform

,FocusingmostlywithMid-sizeSUVlineup■ExpandingtoSmall-ExtraLargesize,Pick-uptruck,Genesis

?[Battery]DiversifyingBatterysolution(AddingLFPbatteryoption,

anddevelopingtechnologyconsideringdiversificationofformfactor)

?[Battery]Lithium-ionbattery

-IncreaseinAERthroughimprovedcellenergydensity

?[Motor]High-efficiencymotorsystem-Expansionofbatterycapacity&Applicationofcharging/dischargingtechnologyusing

powerbank

?[Motor]Highefficiency/highpowermotorsystem

?[Collision]Highestcollisionsafety

?[Collision]Highestcollisionsafetyperformanceinallregions

performanceinallregions(IIHS,EURONCAP,K-NCAP)

?[Fire]Pre-diagnosisofabnormalbatterysigns?[Fire]Albasedreal-timediagnosisforbatterysafety

(delayingthermalrunaway)(+blockingthermalrunaway)

?Applicationofself-developedOS■ServiceexpansionthroughopenOSapplication

?Autonomousdriving/parking(LV3,RSPA2)■Advancedautonomousdriving/parking(LV3+,RSPA3)

,Increasedspaceandconveniencethrough■Improvementofcustomerexperiencethroughmaximizinginterior

EV-dedicatedplatformspaceandconvenience

?Flatfloor,slimcockpit,2ndrowswivelseat?Flatfloor,1"/2rowswivelseat,pop-updisplay

15

PRODUCTION

HYUnDHI

HYUNDAI

2023CEOINVESTORDAY

ReductionofinvestmentinproductionfacilitiesthroughICE-EVmixed-modelproductionlines,

whilesecuringprofitabilityandrespondingtomarketdemandthroughICEparallelproduction

Mixed-modelproductionlinesDedicatedPlant

[IONIQ5/IONIQ61]][HMGMA]

PeriodofsecuringShutdown20-30days

Within2years

productionfacilitiesUsingsummerbreakandweekends/publicholidays

InvestmentcostApprox.KRW50-100billionApprox.KRW2trillion

Max150thousandunitseach2)

Securedproduction300thousandunits

ProductionefficiencyICEparallelproductiononthesamelineApplicationofnewtech/processof

HMGICs(75%ormore)

Secureprofitabilityand,Higherlogisticsautomationrate(30%orhigher,

comparedtoHMMA)

Respondtomarketdemand,Assemblyautomationrate(150%orhigher)

■Expandthenumberofmodelsonproductionline

(40%ormore)

IONIQ5-Ulsanplant/IONIQ6-Asanplant■Shortentheperiodfornewvehicles(40%ormore)

2)basedon1assemblyline■Propelcarbonneutral

17

TransitiontoEVproductionHYUnDAI

2023CEOINVESTORDAY

IncreasetheportionofEVproductionefficientlythroughtransitiontoEVlinesand

additionofnewdedicatedEVplantsbyregion

GlobalEVproductionportion

*MajorMarket(Korea,US,Europe)48%

18

TransitiontoEVproductionHYUnDAI

2023CEOINVESTORDAY

IncreasetheportionofEVproductionefficientlythroughtransitiontoEVlinesand

additionofnewdedicatedEVplantsbyregion

Korea

EVProduction

202320262030

14%

20232026

Others

EVProduction0.7%

202320262030

202320262030

19

EVSalesPlanHYUnDAI

2023CEOINVESTORDAY

FlexibilitytoadjustsalesvolumebytransitionofEVproductionaccordingtomarketdemandbyregion

Korea

US

Europe

Others

()EVSalesPortion

(thousandunits)

240

590(37%)

150

260(21%)

60

100940660

1^3%)230(53%)

330(21%)510

(8%)(71%)

300

(45%)

(8%)

202320262030

*MajorMarket(Korea,US,Europe)53%

20

SecuringEVProfitabilityHYUnDAI

2023CEOINVESTORDAY

Achieve2030EVprofitabilitytargetof10%+afor2030throughintegratedmodulararchitecture

andcostreductioneffortsintheproductionstage

2030EVProfitability10%+a

Ae

Costreductionbased

factoryoperationContinuouscostreduction

throughproductionphase

strategy

21

2023

CEOINVESTORDAY

HYUnDHI

Battery■DevelopmentCapabilitiesHYUnDAI

2023CEOINVESTORDAY

Enhancebatterytechnologycapabilitiesthroughspecializedinternaldevelopmentorganizations,

coupledwithexpansionofexternalcooperationtofurthersecurespecializedtechnologyandtalentpool

SpecializedBatteryDevelopmentOrganizations

BatteryEngineeringDesign/SafetyReliabilityand

STRENGTHEN

PerformanceTechnology/AdvancedBatteryDevelopment

INTERNAL

CAPABILITIES

InvestmentExpansion

InvestKRW9.5trillioninbatterydevelopmentand

operationsby2032

23

Battery■DevelopmentCapabilitiesHYUnDAI

2023CEOINVESTORDAY

Enhancebatterytechnologycapabilitiesthroughspecializedinternaldevelopmentorganizations,

coupledwithexpansionofexternalcooperationtofurthersecurespecializedtechnologyandtalentpool

Batterymanufacturer/Startups

BatteryManufacturers:SKon,LGES,etc.

Startups:SolidPower(2018)5SES(2021)

EXPAND

EXTERNAL

COOPERATIONUniversity/ResearchCenter

HMG-SNUJointBatteryResearchCenter

(JBRC,Nov.2021)

JointresearchofBatteryManagementSystem(BMS),

lithiummetalbattery,solid-statebatteryandmanufacturingengineering

BuilddedicatedresearchfacilityinSNU(WillbeopenedinJuly2023)

HYUnOHI

MOTORGROUP

24

Battery-ValueChainHYUnDAI

2023CEOINVESTORDAY

RawIntermediateEngineering鬻*

MaterialsMaterialsDesignProduction

Partnership&CooperationContinuousPartnershipEstablishmentof

forKeyMaterials(e.g.BatteryJV)&Recyclingprocess

Utilization/EnhancementofcenteredonOEM

InternalCapabilities

VVV

Establishawholerangeofbatteryvaluechain

withinternalcapabilitiesandexternalcooperation

25

Battery-StableProcurementofRawMaterials加亞

2023CEOINVESTORDAY

Establishvaluechainfromrawmaterialstobatteryrecyclingwithpartnershipofkeymaterialsforelectrification

Li

Nl4?

Nl

：V\V

nclujing^reandrefinement)IntermediateMaterialsBatteryRecycling

Pursuepurchasecontractsoflithium

tosupplytobatteryJVinlndonesia(HLIGreenPower)

Establishpartnershipsandcontinuetodiscusswith

domestic/foreignorganizationsandgovernments

focusingonkeymaterialsforelectrification

includinglithiumandnickel

26

Battery-StableProcurementofRawMaterialsHYUnDAI

2023CEOINVESTORDAY

Establishvaluechainfromrawmaterialstobatteryrecyclingwithpartnershipofkeymaterialsforelectrification

RawMaterials

(IncludingmineandIntermediateBatteryRecycling

refinement)Materials

Establishrecyclingprocessbycooperatingwith

affiliatesandexternalpartiescenteredonOEM

BatteryRecoveryBatteryDiagnosis

Recyclingprocessof

rawmaterialsResource

frombatterycirculation

BatteryManufacturingRecycling

(extractingrawmaterials)

27

Battery-DesignCapabilityHYUnDAI

2023CEOINVESTORDAY

UtilizeandenhanceownbatteryengineeringdesigncapabilitiessuchasadoptingbatterydesignedbyHMC,

andjointlydevelopingLFPbattery

Design_

capabilty

BatteryDesignbyHMC

28

Battery-DesignCapabilityHYUnDAI

2023CEOINVESTORDAY

UtilizeandenhanceownbatteryengineeringdesigncapabilitiessuchasadoptingbatterydesignedbyHMC,

andjointlydevelopingLFPbattery

Jointdevelopmentof

Zpbattery

JointlydevelopApplythebatterytoentry

Cell&Systemformodelsandmodelsfor

Around