轮胎行业加速全球化布局：出口增长与海外建厂成趋势
轮胎行业加速全球化布局：出口增长与海外建厂成趋势
Tire Industry Accelerates Global Expansion: Export Growth and Overseas Factories Become Trends
中国轮胎行业正迎来新一轮发展机遇。根据海关总署数据，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%。行业专家表示，半钢胎企业持续高产高销，而全钢胎企业则面临一定产销压力。
The Chinese tire industry is ushering in a new round of development opportunities. According to customs data, China's rubber tire exports reached 3.63 million tons in the first five months of 2024, a year-on-year increase of 4.6%, with export value reaching 64.2 billion yuan, up 6.1%. Industry experts indicate that semi-steel tire companies maintain high production and sales, while all-steel tire enterprises face certain production and sales pressures.
供需两旺推动行业发展
Strong Supply and Demand Drive Industry Growth
从供给端看，尽管原材料价格上涨，但轮胎企业通过库存管理和价格传导机制有效应对。需求方面，中国汽车保有量已达3.36亿辆，中汽协预计2024年汽车销量将超3100万辆，为轮胎市场创造持续需求。
On the supply side, despite rising raw material costs, tire companies effectively respond through inventory management and price transmission mechanisms. On the demand side, China's car ownership has reached 336 million, with the China Association of Automobile Manufacturers predicting 2024 sales to exceed 31 million vehicles, creating sustained demand for the tire market.
新能源汽车市场成为新增长点。太平洋证券分析师王亮指出："随着新能源汽车成本优势显现和全球市场扩大，轮胎配套和替换市场空间巨大。"
New energy vehicles become a new growth driver. Wang Liang, analyst at Pacific Securities, notes: "With the cost advantages of new energy vehicles becoming apparent and the global market expanding, there is huge potential in tire supporting and replacement markets."
头部企业加速海外布局
Leading Companies Accelerate Overseas Expansion
为应对海外"双反"政策，赛轮轮胎、森麒麟等企业纷纷在东南亚和欧美建厂。数据显示，2012-2023年轮胎板块海外业务收入从259.6亿元增至556.7亿元，年均复合增长率达7.2%。
To counter overseas "double reverse" policies, companies like Sailun Tire and Sentury Tire are establishing factories in Southeast Asia and Europe. Data shows that from 2012 to 2023, overseas business revenue in the tire sector grew from 25.96 billion yuan to 55.67 billion yuan, with an average annual compound growth rate of 7.2%.
近期多家企业公布海外建厂计划：
Recent overseas factory plans announced by several companies:
- 软控股份拟投资1.07亿元在越南建厂
- Mesnac plans to invest 107 million yuan in a Vietnam factory
- 通用股份将泰国项目变更为年产1000万条半钢胎
- General Tire changes Thailand project to produce 10 million semi-steel tires annually
- 贵州轮胎越南三期项目正在办理手续
- Guizhou Tire's Vietnam Phase III project is undergoing procedures
青岛双星表示："柬埔寨工厂建设顺利，将加快投产进度，尽快打开欧美高收益市场。"长江证券研报指出，中国头部胎企通过产品高端化和海外建厂，实现了量价齐升。
Qingdao Doublestar stated: "The Cambodia factory construction is progressing smoothly, and we will accelerate production to quickly enter high-profit European and American markets." Changjiang Securities research reports indicate that leading Chinese tire companies have achieved both volume and price increases through product premiumization and overseas factory construction.
行业展望：随着中国轮胎企业在成本控制和全球化布局方面的优势持续显现，全球市场份额有望进一步提升。
Industry Outlook: As Chinese tire companies' advantages in cost control and global layout continue to emerge, global market share is expected to further increase.