ended4월 29일· 1 sources

[단독] SK온, 헝가리 공장 中 지리차에 매각 타진 [넘버스]

Why it matters

SK On's potential divestment of its Hungarian production facilities to Geely Auto reflects a strategic shift toward financial restructuring and asset-light operations amidst a prolonged EV demand slowdown. For Geely Auto, this acquisition serves as a critical move to bypass escalating EU countervailing duties on Chinese-made EVs by securing a local manufacturing base within Europe. This deal highlights a significant reorganization of the global battery supply chain, where Korean firms prioritize liquidity and Chinese automakers seek strategic entry into restricted markets.

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SK OnGeely AutoEV chasmAsset lightEU tariffsBig Bath

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