2024轮胎行业半年报：海外需求旺盛推动业绩增长 中国企业加速全球化布局
财联社9月1日讯 - 中国轮胎行业在2024年上半年交出了一份亮眼的成绩单。随着国内外市场需求持续旺盛，主要轮胎企业普遍实现业绩增长，并加速海外产能布局。
Caixin September 1st - China's tire industry delivered outstanding results in the first half of 2024. With strong demand in both domestic and international markets, major tire companies generally achieved performance growth while accelerating overseas capacity expansion.
业绩普遍增长 海外业务表现突出
Widespread Performance Growth with Outstanding Overseas Business
Wind资讯数据显示，A股市场轮胎板块9家上市公司中，8家公司上半年净利润实现增长。其中赛轮轮胎(601058.SH)净利润同比增长105.77%，森麒麟(002984.SZ)和玲珑轮胎(601966.SH)净利润增幅均超过50%。
According to Wind data, among the 9 listed tire companies in the A-share market, 8 achieved net profit growth in the first half of the year. Sailun Tire (601058.SH) saw a 105.77% year-on-year increase in net profit, while Sentury Tire (002984.SZ) and Linglong Tire (601966.SH) both reported profit growth exceeding 50%.
特别值得注意的是，海外产能占比较高的企业表现尤为突出。通用股份(601500.SH)上半年净利润同比增长393.32%，领跑行业。公司相关负责人表示，泰国和柬埔寨"海外双基地"的布局优势推动了业绩快速增长。
Particularly noteworthy is the outstanding performance of companies with higher overseas production capacity. General Science (601500.SH) led the industry with a 393.32% year-on-year increase in net profit. Company representatives stated that the strategic advantage of its "dual overseas bases" in Thailand and Cambodia drove rapid performance growth.
海外需求持续旺盛 企业加速全球化布局
Sustained Strong Overseas Demand Drives Accelerated Global Expansion
"目前我们柬埔寨基地的半钢、全钢依然供不应求。"通用股份柬埔寨公司总经理陶国忠表示。玲珑轮胎相关负责人也证实："半钢胎一直供不应求"。
"Our Cambodia plant's semi-steel and all-steel tires remain in short supply," said Tao Guozhong, General Manager of General Science Cambodia. Linglong Tire representatives also confirmed that "semi-steel tires have been in short supply."
面对旺盛的海外需求，中国轮胎企业加速全球化布局：
Facing strong overseas demand, Chinese tire companies are accelerating global expansion:
- 赛轮轮胎积极推进柬埔寨、墨西哥、印度尼西亚等轮胎生产项目建设
- 玲珑轮胎宣布投资6.45亿美元扩建塞尔维亚生产基地
- 通用股份泰国基地二期已投产，柬埔寨工厂二期8月实现首胎下线
- Sailun Tire is actively advancing tire production projects in Cambodia, Mexico, and Indonesia
- Linglong Tire announced a $645 million investment to expand its Serbian production base
- General Science's Thailand Phase II plant has commenced production, with the Cambodia Phase II factory achieving first tire production in August
卓创资讯分析师陈晴晴表示："下半年海外供应缺口仍然存在，半钢轮胎出口订单或仍旧强劲。"但同时指出，国内配套市场需求增幅可能收窄。
SCI analyst Chen Qingqing stated: "The overseas supply gap will persist in the second half, with semi-steel tire export orders likely remaining strong." However, she noted that growth in domestic OEM demand may slow.
行业展望：随着中国轮胎企业海外产能持续释放，预计2024年全年行业将保持良好增长态势，但需关注国际贸易环境变化带来的潜在影响。
Industry Outlook: With Chinese tire companies continuing to expand overseas production capacity, the industry is expected to maintain good growth throughout 2024, though potential impacts from changes in the international trade environment require attention.
