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起亚公司KIA(000270)2025年第四季度及全年业绩报告「KRX韩国交易所」(英文版)(29页).pdf

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1、 .Kia CorporationQ4 2025 Business ResultsJanuary 28th,2026 .Note to InvestorsNote to InvestorsThis document has been prepared for the convenience of investors and is based on the results for the Q4 2025,which have not yet been audited by an external auditor.Please note that some of the information c

2、ontained herein may be subject to change during the audit process.CONTENTSCONTENTS010203040506Sales SummarySales Summary ConsolidatedConsolidated Income StatementIncome Statement RevenueRevenue&Earnings Analysis&Earnings AnalysisConsolidated Balance SheetConsolidated Balance Sheet2026 Business Plan2

3、026 Business PlanAppendixAppendix23,79823,413764 764 776 776 4Q244Q254Q244Q253.4%3.5%3.2%3.2%3.3%4.1%4.9%4.5%4.6%4.7%4Q194Q214Q234Q244Q254428414140 140 132 132 4Q244Q254Q244Q2532.7%31.7%-3.1%-5.9%4,2314,071212 212 216 216 4Q244Q254Q244Q253,1843,343116 116 112 112 4Q244Q254Q244Q257,7497,41721 21 22 2

4、2 4Q244Q254Q244Q251,0791,29852 52 74 74 4Q244Q254Q244Q255.0%5.3%-3.8%+1.7%3.6%3.3%-3.6%+20.4%+40.9%-4.3%+2.7%4.8%5.7%0.3%0.3%(Unit:000,%)3.2%3.3%+5.0%+1.6%-1.6%4Q254Q254Q24YoYYoY(%)(%)M E ADemand940933-0.8%SalesSales565656+0.6%+0.6%LatinAmericaDemand1,2011,237+2.9%SalesSales373939+5.4%+5.4%AsiaPacif

5、icDemand1,2871,294+0.6%SalesSales454141-8.9%8.9%C I SDemand519557+7.4%SalesSales111414+18.9%+18.9%M/SGlobal Retail SalesGlobal Retail SalesGlobalGlobal(Unit:000,%)KoreaKoreaU.S.U.S.(Unit:000,%)W.EuropeW.Europe(Unit:000,%)Industry DemandRetail SalesGlobal M/S Trend(excl.China)(incl.China)IndiaIndia(U

6、nit:000,%)ChinaChina(Unit:000,%)Rest of Rest of WorldWorld*W.Europe industry demand:ACEA,China/India sales:Wholesale CKD/Special Vehicles included(M/S:Special Vehicles excluded)6.0%2.3%2.8%1.2%10.5%19.0%4Q244Q2519.3%22.5%14.7%25.4%7.4%5.2%18.1%19.3%4Q244Q25PHEVBEVHEVPHEVBEVHEV495416111001214Q244Q251

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1. **Q4 2025业绩**:全球批发销量77.6万辆(同比+1.6%),营收28.1万亿韩元(+3.5%),但营业利润1.8万亿韩元(-32.2%),主因美国关税、欧洲竞争加剧及销量下滑(-1.1%)。 2. **电动化进展**:xEV(含BEV/PHEV/HEV)销量占比23.9%(+2.4pct),其中HEV占比15.6%(+8.5pct),BEV占比7.0%(+0.6pct)。 3. **区域表现**:印度销量增长40.9%(+7.4万辆),美国受关税影响;欧洲销量下滑10.2%,但BEV市占率提升至25.4%。 4. **2026计划**:目标批发销量335.6万辆(+6.8%),营收122.3万亿韩元,推新车型(如EV2、Seltos HEV),并扩大印度市场。
**起亚Q4利润降多少?** **电动车销量创新高?** **2026销量目标多少?**
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