中国轮胎产业2024年前三季度数据分析：挑战与机遇并存

中国轮胎产业2024年前三季度数据分析：挑战与机遇并存

China's Tire Industry Performance in First Three Quarters of 2024: Challenges and Opportunities

2024年9月中国轮胎产量保持稳定增长

China's tire production maintains steady growth in September 2024

根据国家统计局最新数据，2024年9月全国橡胶轮胎外胎产量达9660.3万条，同比增长6.3%。1-9月累计产量83354.6万条，同比增长9.1%。

According to the latest data from the National Bureau of Statistics, China produced 96.603 million rubber tires in September 2024, a year-on-year increase of 6.3%. The cumulative output from January to September reached 833.546 million, up 9.1% year-on-year.

国内配套市场：乘用车支撑，商用车疲软

Domestic OEM market: Passenger vehicles support, commercial vehicles weaken

2024年1-9月，中国汽车产销分别完成2147万辆和2157.1万辆，同比增长1.9%和2.4%。其中乘用车市场表现良好，但商用车销量同比下降1.6%。

From January to September 2024, China's automobile production and sales reached 21.47 million and 21.571 million respectively, up 1.9% and 2.4% year-on-year. The passenger vehicle market performed well, but commercial vehicle sales fell 1.6% year-on-year.

国内替换市场：区域差异明显

Domestic replacement market: Significant regional differences

F6汽车大数据显示，前三季度轮胎业务产值同比下滑4%，但第三季度环比增长8%。三线城市轮胎销量下滑11%，而一线城市表现相对较好。

F6 Auto Big Data shows that tire business output value fell 4% year-on-year in the first three quarters, but increased 8% quarter-on-quarter in Q3. Tire sales in third-tier cities fell 11%, while first-tier cities performed relatively better.

出口市场：首次出现同比下降

Export market: First year-on-year decline

9月橡胶轮胎出口75万吨，同比下降1%，环比下降11.7%。前三季度累计出口新充气橡胶轮胎5.0761亿条，同比增长9.9%。

In September, rubber tire exports were 750,000 tons, down 1% year-on-year and 11.7% month-on-month. In the first three quarters, cumulative exports of new pneumatic rubber tires reached 507.61 million, up 9.9% year-on-year.

新能源汽车带来新机遇

New energy vehicles bring new opportunities

1-9月新能源汽车产销均超830万辆，同比增长超30%，占汽车总销量的38.6%。这为国产轮胎提供了重要发展机遇。

From January to September, production and sales of new energy vehicles both exceeded 8.3 million, up more than 30% year-on-year, accounting for 38.6% of total vehicle sales. This provides important development opportunities for domestic tires.

沃尔玛全球电商与谷歌推广效果分析

Analysis of Walmart Global E-commerce and Google Ads effectiveness

针对"0差评的沃尔玛全球电商做谷歌推广有没有效果"的问题，从轮胎行业数据来看，线上渠道表现优于传统渠道。结合轮胎行业电商化趋势，谷歌推广可有效触达全球采购商，特别是针对出口市场。

Regarding the question of "whether Google Ads is effective for Walmart Global E-commerce with zero negative reviews", tire industry data shows online channels outperform traditional ones. Considering the e-commerce trend in the tire industry, Google Ads can effectively reach global buyers, especially for export markets.