'1Q Hyundai Motor Kia Bond Mix 50' ETF Newly Listed... "Physical AI Competitiveness"

Hyundai Motor Group Expands Beyond Automobiles to Physical AI
Boston Dynamics Boasts Strengths in Mass Production and Collaboration
25% Hyundai Motor, 25% Kia, 50% Domestic Short-Term Government and Corporate Bonds

On June 9, Hana Asset Management newly listed the '1Q Hyundai Motor Kia Bond Mix 50 ETF.' The ETF comprises Hyundai Motor and Kia at 25% each, with the remaining portion allocated to bonds to enhance stability. The company launched this product based on the assessment that Hyundai Motor and Kia, both of which hold a stake in Boston Dynamics, have a competitive edge over other firms in the physical AI sector.

Taewoo Kim, CEO of Hana Asset Management, stated at a press conference held in Yeouido, Seoul, on the morning of June 9, "Hyundai Motor is a company that, beyond being a traditional automaker, now encompasses robotics, full autonomous driving, SDVs, mobility, and even physical AI, positioning itself at the center of transformation." He continued, "By investing 50% in these two leading companies—Hyundai Motor and Kia—and 50% in domestic short-term bonds, we are listing a second-generation bond-mixed ETF."

Recently, 'physical AI' has been gaining attention as the next industrial paradigm in global investment markets. Hyundai Motor is regarded as a global leader in the physical AI industry, as it already possesses both robotics capabilities based on Boston Dynamics and a robust mass production system. In January 2026, Boston Dynamics' 'Atlas' robot made its debut at 'CES 2026,' drawing significant attention.

Moonsu Jang, a researcher at Hyundai Motor Securities, highlighted 'mass production' as one of the key competitive advantages of Hyundai Motor, Kia, and Boston Dynamics at the press conference. Jang explained, "If you look across the humanoid robotics industry, there are only a handful of companies that have brought in large-scale capital and are capable of mass-producing robots. Very few have experience with large-scale production." He added, "Boston Dynamics is backed by Hyundai Motor Group, which has the capacity to mass-produce more than 8 million units and has extensive experience in this field."

He also pointed out that resolving market doubts through 'collaboration' with various companies is another strength. Jang said, "Through collaboration with Google DeepMind, the 'robot intelligence' and 'brain,' which had previously been cited as lacking, are now being supplemented." He further stated, "In terms of both the quantity and quality of data for training, Hyundai Motor Group holds a competitive edge. For example, compared to Tesla, which produces 1 to 2 million vehicles a year, Hyundai Motor Group produces 8 million, so the amount of data available for training over a year is five times greater."

From an investment perspective, a key advantage is that it can be invested in 100% through retirement pension accounts (DC and IRP) without being subject to risk asset investment limits. If invested in parallel with other equity-type ETFs, the equity exposure ratio within a retirement pension account can be increased up to about 85%. Seunghyun Kim, Head of ETF & Quant Solutions at Hana Asset Management, said, "Interest in second-generation bond-mixed products is rising, not only as a means to increase equity exposure in retirement pensions but also as a product for those who are new to the stock market or for investors who want some market participation while using bonds to hedge downside risks."

CEO Kim added, "The 1Q Hyundai Motor Kia Bond Mix 50 ETF allows investors to tap into the growth drivers of Hyundai Motor Group's key companies, which are at the forefront of global physical AI industry growth in Korea, while also achieving the stability required for pension assets through bond diversification. We expect this will be an efficient alternative for investors seeking a more active asset allocation within retirement pension accounts."

This content was produced with the assistance of AI translation services.