中国轮胎企业加速海外布局：出口量价齐升 上市公司盈利大增
中国轮胎行业正迎来黄金发展期，国内外市场需求持续增长，推动上市公司加速海外产能布局。
The Chinese tire industry is experiencing a golden period of development, with sustained growth in domestic and international market demand, prompting listed companies to accelerate overseas capacity expansion.
海关总署数据显示，2024年前5个月中国橡胶轮胎出口量达363万吨，同比增长4.6%；出口金额642亿元，同比增长6.1%。
Customs data shows that in the first five months of 2024, China's rubber tire exports reached 3.63 million tons, a year-on-year increase of 4.6%; export value was 64.2 billion yuan, up 6.1% year-on-year.
美国市场表现尤为突出：
4月美国进口乘用车胎1724.66万条(+7.71%)
卡车胎190.94万条(+43.96%)
The U.S. market performed particularly well:
April U.S. passenger car tire imports: 17.2466 million (+7.71%)
Truck tire imports: 1.9094 million (+43.96%)
企业海外布局加速
Accelerated Overseas Expansion by Companies
通用股份：泰国基地扩建至1600万条半钢胎产能
软控股份：越南(1.07亿)+柬埔寨(2800万)建厂
其他龙头：赛轮、玲珑、森麒麟已在多国布局
General Science: Thailand base expansion to 16 million semi-steel tire capacity
Mesnac: Building factories in Vietnam(107M)+Cambodia(28M)
Other leaders: Sailun, Linglong, Sentury already have multi-country presence
业绩表现亮眼
Impressive Performance
2024Q1盈利增长：
赛轮轮胎 +191%
玲珑轮胎 +106.32%
森麒麟 +101.34%
通用股份 +1270.57%
2024Q1 Profit Growth:
Sailun Tire +191%
Linglong Tire +106.32%
Sentury Tire +101.34%
General Science +1270.57%
分析师指出，随着新能源汽车发展和海外布局完善，中国轮胎企业全球市占率有望持续提升。
Analysts note that with new energy vehicle development and improved overseas layout, Chinese tire companies' global market share is expected to continue rising.
