2022全球轮胎出口格局：泰国霸榜美国市场，中国轮胎艰难突围
中国轮胎在美国市场遭遇滑铁卢
Chinese Tires Suffer Setback in US Market
2022年数据显示，中国轮胎在美国乘用车轮胎进口排名中跌出前十，这是自2018年中美贸易摩擦以来的持续低迷。泰国、墨西哥和越南成为美国市场新的"三巨头"，其中泰国在乘用车、轻型卡车和中型卡车三大细分市场均保持绝对领先。
Data from 2022 shows that Chinese tires fell out of the top 10 in US passenger car tire imports, continuing the downturn since the 2018 Sino-US trade friction. Thailand, Mexico and Vietnam have become the new "big three" in the US market, with Thailand maintaining absolute dominance in passenger cars, light trucks and medium trucks segments.
泰国：产能优势造就出口霸主
Thailand: Production Capacity Creates Export Dominance
米其林、普利司通等国际巨头在泰国的产业布局，使其成为全球轮胎制造中心。2022年，泰国对美轮胎出口量超过第二名57%，在中卡轮胎市场更是形成3倍的销量差距。双重优势支撑其地位：
• 天然橡胶主产区的原材料优势
• 相对较低的双反税率
The industrial layout of multinational giants like Michelin and Bridgestone in Thailand has made it a global tire manufacturing hub. In 2022, Thailand's tire exports to the US exceeded the second place by 57%, with a 3-fold sales gap in the medium truck tire market. Two key advantages support its position:
• Raw material advantages as a major natural rubber producer
• Relatively low anti-dumping duties
墨西哥：地理优势带来稳定增长
Mexico: Geographic Advantage Drives Steady Growth
凭借毗邻美国的区位优势和4930万条的轮胎年产能，墨西哥成为北美市场重要供应基地。2022年对美出口增长30万条，随着倍耐力等企业扩产，未来市场份额有望继续提升。
With proximity to the US and annual tire production capacity of 49.3 million, Mexico has become an important supply base for the North American market. Its 2022 exports increased by 300,000 units, and with expansion by companies like Pirelli, its market share is expected to grow further.
中国轮胎：差异化竞争策略
Chinese Tires: Differentiation Strategy
虽然乘用车轮胎出口受挫，但中国在中卡轮胎市场实现70%的增长，170万条的出口量彰显性价比优势。这与中国国内市场"卷大车胎"的策略不谋而合。
Despite setbacks in passenger car tires, China achieved 70% growth in medium truck tires with 1.7 million units exported, demonstrating cost-performance advantages. This aligns with the domestic strategy of focusing on commercial vehicle tires.
市场新变化：俄罗斯出口锐减
Market Shift: Sharp Decline in Russian Exports
俄乌冲突导致俄罗斯对美轮胎出口从90万套降至65万套，乌克兰从44.7万套暴跌至15.3万套。这部分市场份额迅速被东南亚国家填补。
The Russia-Ukraine conflict caused Russian tire exports to the US to drop from 900,000 to 650,000 sets, while Ukraine's plunged from 447,000 to 153,000 sets. This market share was quickly filled by Southeast Asian countries.
未来趋势：大尺寸轮胎需求增长
Future Trend: Growing Demand for Large-size Tires
美国18寸及以上轮胎需求持续走高，这为提前布局的韩国、日本企业带来新机遇。中国轮胎企业需要关注这一高端市场的发展。
US demand for 18-inch and larger tires continues to rise, creating new opportunities for early-mover companies from South Korea and Japan. Chinese tire manufacturers need to pay attention to this premium market segment.
