轮胎行业强势复苏：硫化机龙头巨轮智能迎来发展新机遇

轮胎行业强势复苏：硫化机龙头巨轮智能迎来发展新机遇

Tire Industry Rebounds Strongly: Vulcanizing Machine Leader Julong Intelligent Seizes New Opportunities

随着国内轮胎行业强势复苏，硫化机龙头企业巨轮智能(002031.SZ)正迎来新的发展机遇。玲珑轮胎近日发布的2023年业绩预告显示，公司预计实现归母净利润13.50-16.10亿元，同比增长362%-451%，这标志着轮胎市场需求正在快速回暖。

According to the performance forecast released by Linglong Tire, the company is expected to achieve net profit of 1.35-1.61 billion yuan in 2023, a year-on-year increase of 362%-451%, indicating a rapid recovery in tire market demand.

市场数据显示，2023年10月全球替换轮胎市场同比增长4%，其中北美增长12%，中国增长10%。配套市场方面，全球增长5%，中国增长5%，欧洲增长14%。这表明北美去库存周期已基本结束，国内需求正在稳步复苏。

Market data shows that in October 2023, the global replacement tire market grew by 4% year-on-year, with North America growing by 12% and China by 10%. In the OEM market, global growth was 5%, with China growing by 5% and Europe by 14%.

轮胎企业加速全球化布局

Tire Companies Accelerate Global Expansion

面对国际贸易环境变化，国内轮胎企业正加速全球化布局。赛轮轮胎宣布在墨西哥投资2.4亿美元建设年产600万条半钢子午线轮胎项目；通用股份在柬埔寨扩建产能；森麒麟则在摩洛哥开工建设智能制造工厂。

Facing changes in the international trade environment, domestic tire companies are accelerating global expansion. Sailun Tire announced a $240 million investment in Mexico to build an annual production capacity of 6 million semi-steel radial tires; General Technology is expanding production capacity in Cambodia; and Sentury has started construction of an intelligent manufacturing plant in Morocco.

硫化机市场需求回暖

Recovery in Vulcanizing Machine Market Demand

作为轮胎生产的关键设备，硫化机需求正随着行业复苏而增长。巨轮智能表示，2023年下半年以来，公司硫化机订单数量明显增加，目前正在加紧安排生产计划。

As a key equipment for tire production, the demand for vulcanizing machines is growing with the industry's recovery. Julong Intelligent stated that since the second half of 2023, the number of orders for vulcanizing machines has increased significantly, and production plans are being accelerated.

巨轮智能自主研发的智能伺服液压硫化机新产品尤其受到市场青睐。该产品可实现全参数化控制，无需人工操作，大大缩短硫化辅助时间，助力轮胎厂实现无人化和智能化生产。

Julong Intelligent's self-developed intelligent servo hydraulic vulcanizing machine is particularly favored by the market. This product can achieve fully parameterized control without manual operation, greatly reducing vulcanization auxiliary time and helping tire factories achieve unmanned and intelligent production.

行业分析人士指出，随着轮胎企业技改需求增加和海外布局加速，硫化机市场有望持续回暖，技术领先的龙头企业将优先受益。

Industry analysts point out that with the increasing demand for technological transformation of tire companies and the acceleration of overseas layout, the vulcanizing machine market is expected to continue to recover, and leading companies with advanced technology will benefit first.