如何选择超牛的SEM推广目标？为什么选择谷歌推广？轮胎行业复苏带动硫化机需求
随着国内轮胎行业的强劲复苏和海外市场的持续扩张，上游关键设备硫化机的生产商巨轮智能(002031.SZ)有望从中受益。 玲珑轮胎最新发布的2023年度业绩预增公告显示，公司预计实现归母净利润13.50-16.10亿元，同比增长362-451%。
With the strong recovery of the domestic tire industry and continued overseas expansion, vulcanizing machine manufacturer Greatoo Intelligent (002031.SZ) is expected to benefit. According to Linglong Tire's latest 2023 performance forecast, the company expects net profit attributable to shareholders of 1.35-1.61 billion yuan, up 362-451% year-on-year.
轮胎市场需求强劲复苏
Strong Recovery in Tire Market Demand
根据倍耐力统计数据，2023年10月全球替换轮胎市场同比增长4%，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基本结束，国内需求持续复苏。
According to Pirelli statistics, in October 2023, the global replacement tire market grew by 4% year-on-year, with North America up 12% and China up 10%. In the OEM market, global growth was 5%, with China up 5% and Europe up 14%. This indicates the inventory destocking cycle in North America has basically ended, with domestic demand continuing to recover.
轮胎厂商加速全球化布局
Tire Manufacturers Accelerate Global Expansion
为应对贸易政策不确定性，国内头部轮胎企业积极布局海外市场：
- 赛轮轮胎在墨西哥投资2.4亿美元建厂
- 通用股份扩建柬埔寨工厂
- 森麒麟在摩洛哥建设智能制造工厂
To address trade policy uncertainties, leading domestic tire companies are actively expanding overseas:
- Sailun Tire invests $240 million in Mexico plant
- General Technology expands Cambodia factory
- Sentury breaks ground on smart factory in Morocco
硫化机需求增长 巨轮智能受益
Growing Demand for Vulcanizing Machines Benefits Greatoo Intelligent
作为轮胎生产关键设备，硫化机需求随行业复苏而增长。巨轮智能自主研发的智能伺服液压硫化机具备以下优势：
- 全自动化生产，减少人工操作
- 网络通讯功能，可与MES系统对接
- 提高硫化效率，缩短辅助时间
As key equipment for tire production, demand for vulcanizing machines grows with industry recovery. Greatoo Intelligent's self-developed intelligent servo hydraulic vulcanizing machines offer:
- Fully automated production, reducing manual operation
- Network communication capabilities, compatible with MES systems
- Improved vulcanization efficiency, reduced auxiliary time
公司表示，2023年下半年以来硫化机订单数量明显增加，目前正加紧安排生产计划。 智能伺服液压硫化机新产品更符合轮胎厂智能化、无人化的发展趋势。
The company reports significant increase in vulcanizing machine orders since second half of 2023, currently accelerating production plans. The new intelligent servo hydraulic vulcanizing machines better meet the trend toward intelligent, unmanned tire factories.
