轮胎行业2023年业绩整体向好：需求回暖与成本下降双轮驱动

轮胎行业2023年业绩整体向好：需求回暖与成本下降双轮驱动

Tire Industry Shows Strong Performance in 2023: Dual Drivers of Demand Recovery and Cost Reduction

记者/Reporter: 王僖/Wang Xi

根据2023年年报和2024年一季报数据，轮胎产业链相关上市公司呈现良好发展趋势。玲珑轮胎2023年净利润同比增长376.88%，2024年一季度同比增长106.32%。

According to the 2023 annual reports and Q1 2024 reports, listed companies in the tire industry chain showed positive development trends. Linglong Tire achieved 376.88% YoY net profit growth in 2023 and 106.32% in Q1 2024.

需求回暖推动增长/Demand Recovery Drives Growth

2023年，轮胎行业受益于国内外需求复苏，5家A股轮胎上市公司营收和净利润均大幅增长。玲珑轮胎以201.65亿元营收和13.91亿元净利润领先。

In 2023, the tire industry benefited from domestic and international demand recovery. Five A-share tire companies reported significant revenue and net profit growth, with Linglong Tire leading at 20.165 billion yuan revenue and 1.391 billion yuan net profit.

成本压力与涨价潮/Cost Pressure and Price Hike Wave

2024年天然橡胶和炭黑价格上涨，3-4月行业出现涨价潮。分析师郭娟指出，虽然一季度保持高景气，但二季度进入传统淡季，成本压力仍存。

In 2024, rising prices of natural rubber and carbon black led to industry-wide price hikes in March-April. Analyst Guo Juan noted that while Q1 maintained high performance, Q2 enters the traditional off-season with persistent cost pressures.

绿色转型加速/Green Transformation Accelerates

玲珑轮胎推出可持续材料占比超80%的环保概念胎，赛轮集团发布两款高比例可持续材料轮胎（轿车75%，卡车80%），并公布2030年40%、2050年100%可持续材料目标。

Linglong Tire launched eco-concept tires with over 80% sustainable materials. Sailun Group released two high-sustainability tires (75% for cars, 80% for trucks), targeting 40% by 2030 and 100% by 2050 sustainable materials.

新能源应用/New Energy Applications

阳谷华泰启动生物基橡胶助剂项目，大业股份获批200兆瓦风电项目，预计年发电超5亿度，助力打造"零碳"园区。

Yanggu Huatai initiated a bio-based rubber additive project. Daye Co. approved a 200MW wind power project expected to generate 500+ million kWh annually, helping create a "zero-carbon" industrial park.