受美国加征关税影响，现代汽车二季度业绩可能不及市场预期。根据汇丰银行分析师Will Cho最新报告，这家韩国车企4-6月营业利润预计同比下滑24%至3.3万亿韩元，低于市场普遍预期的3.6万亿韩元。
分析指出，最新盈利预测已计入约4160亿韩元的关税相关成本。值得注意的是，若剔除关税因素，该公司当季营业利润本有望超越市场预期。为反映关税持续影响，汇丰同步下调现代汽车2025年营业利润预测9%。
当前投资者正密切关注全球贸易政策变化对汽车产业链的冲击，现代汽车作为出口导向型车企首当其冲。二季度财报表现将成为衡量关税政策实际影响的重要风向标。
（2025年7月16日）
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