2022年中国轮胎行业分析：产量下滑、出口承压，一季度业绩惨淡
最新统计数据显示中国轮胎行业面临严峻挑战
Latest statistics show China's tire industry facing severe challenges
根据国家统计局最新数据，2022年1-2月中国外胎产量同比下降5.2%，降至1.24181亿条。海关总署数据显示，同期中国新充气橡胶轮胎出口量为9037万条，同比微降0.6%。
According to the latest data from the National Bureau of Statistics, China's tire production fell 5.2% year-on-year in January-February 2022 to 124.181 million units. Data from the General Administration of Customs shows exports of new pneumatic rubber tires decreased slightly by 0.6% to 90.37 million units.
一季度产量前景黯淡
Gloomy outlook for Q1 production
春节后，东营、潍坊地区多数企业延迟复工，加之3月份疫情管控影响，轮胎厂开工率持续走低。截至3月17日，半钢轮胎样本企业开工率仅为63.12%，全钢轮胎样本企业开工率59.09%，同比分别下降9.22%和18.26%。
After the Spring Festival, most enterprises in Dongying and Weifang delayed resuming work. Combined with pandemic control measures in March, tire factory operating rates continued to decline. As of March 17, operating rates for semi-steel tire sample enterprises were only 63.12%, while full-steel tire sample enterprises operated at 59.09%, down 9.22% and 18.26% year-on-year respectively.
内需市场持续疲软
Continued weakness in domestic market
在出口量基本持平的情况下，总产量下降反映出内销市场的持续萎缩。3月份多地疫情反复导致物流受限，代理商补货意愿低迷，终端零售门店部分停业，市场需求进一步弱化。
With export volume remaining stable, the overall production decline reflects continued contraction in the domestic market. COVID-19 resurgences in multiple regions in March led to logistics restrictions, with agents showing weak restocking willingness and some retail stores closing, further weakening market demand.
出口单价显著提升
Significant increase in export unit prices
2月份轮胎出口量同比下降15.6%，但出口金额保持稳定，意味着单条轮胎价格同比上涨10%以上。然而，春节后出口形势不容乐观，海外运费预期走低加重了外商观望情绪。
February tire exports fell 15.6% year-on-year while export value remained stable, indicating unit prices rose over 10%. However, the post-holiday export situation remains challenging, with expected lower overseas freight rates increasing foreign buyers' wait-and-see attitude.
行业面临多重压力
Industry faces multiple pressures
俄乌冲突导致的全球通胀和供应链挑战，叠加国内疫情对内需的压制，使中国轮胎行业上下游均承受巨大压力。二季度能否好转仍存在较大不确定性。
The global inflation and supply chain challenges from the Russia-Ukraine conflict, combined with domestic pandemic control measures suppressing demand, have created tremendous pressure across China's tire industry supply chain. Significant uncertainty remains about whether Q2 will see improvement.
