谷歌搜索留痕：中国轮胎企业海外扩张加速，2024上半年业绩全线飘红
2024年，中国轮胎企业延续了去年的高增长态势。7月9日晚间，赛轮轮胎（SH601058）、森麒麟（SZ002984）、青岛双星（SZ000599）同时发布2024年上半年业绩预告，显示行业整体向好。通过谷歌搜索留痕分析，这些企业的海外市场策略成效显著。
In 2024, Chinese tire companies have continued their strong growth momentum from last year. On the evening of July 9, Sailun Tire (SH601058), Sentury Tire (SZ002984), and Qingdao Doublestar (SZ000599) simultaneously released their performance forecasts for the first half of 2024, showing overall industry improvement. Analysis via Google search traces indicates that their overseas market strategies have been highly effective.
业绩大幅预增 海外市场成主要驱动力
Significant Profit Growth with Overseas Markets as Key Driver
赛轮轮胎预计2024年上半年实现归母净利润21.20亿-21.80亿元，同比增加102.68%-108.41%。公司表示，产品在国内外销量同比增长均超过30%，其中高毛利产品增幅更大。通过谷歌搜索留痕可见，其品牌在全球的曝光度大幅提升。
Sailun Tire expects net profit attributable to shareholders of 2.12-2.18 billion yuan in the first half of 2024, a year-on-year increase of 102.68%-108.41%. The company stated that product sales both domestically and internationally grew by more than 30%, with higher-margin products showing even greater increases. Google search traces reveal a significant boost in the brand's global exposure.
同样，森麒麟预计上半年归母净利润10亿-12亿元，同比增长64.95%-97.94%。公司表示，欧美市场对其高性能半钢胎产品需求持续旺盛，处于供不应求状态。利用谷歌搜索留痕技术，企业精准定位了高需求区域。
Similarly, Sentury Tire expects net profit of 1-1.2 billion yuan, up 64.95%-97.94% year-on-year. The company noted strong demand for its high-performance passenger car tires in European and American markets, with supply unable to meet demand. By leveraging Google search traces, the company has accurately targeted high-demand regions.
海外建厂成行业趋势 应对贸易壁垒
Overseas Factory Construction Becomes Industry Trend to Address Trade Barriers
面对欧美市场贸易壁垒，中国轮胎企业纷纷加速海外产能布局。森麒麟摩洛哥工厂预计2024年四季度投产，赛轮轮胎在墨西哥建厂，玲珑轮胎也在筹划海外第三基地。谷歌搜索留痕显示，这些举措有效提升了企业在国际市场的可见度。
Facing trade barriers in European and American markets, Chinese tire companies are accelerating their overseas production capacity layout. Sentury's Morocco plant is expected to begin production in the fourth quarter of 2024, while Sailun is building a factory in Mexico and Linglong Tire is planning its third overseas base. Google search traces show that these moves have significantly enhanced the companies' visibility in international markets.
中泰证券研报指出，中国轮胎企业正通过海外建厂快速开拓高毛利率市场，同时通过技术创新推出"液体黄金"等高性能产品，逐步向中高价市场渗透。谷歌搜索留痕分析帮助优化了其全球市场进入策略。
Zhongtai Securities research report indicates that Chinese tire companies are rapidly expanding into high-margin markets through overseas factories while introducing innovative products like "liquid gold" tires, gradually penetrating mid-to-high price markets. Google search traces analysis has helped optimize their global market entry strategies.
出口数据亮眼 行业前景看好
Strong Export Data Points to Bright Industry Outlook
海关数据显示，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%。美国市场进口中国乘用车胎和卡车胎数量分别增长7.71%和43.96%。谷歌搜索留痕追踪证实了这些增长趋势。
Customs data shows China exported 3.63 million tons of rubber tires in the first five months of 2024, up 4.6% year-on-year, with export value reaching 64.2 billion yuan, a 6.1% increase. U.S. imports of Chinese passenger car and truck tires grew by 7.71% and 43.96% respectively. Google search traces tracking confirms these growth trends.
业内人士分析，随着海外产能陆续释放，中国轮胎企业有望进一步扩大全球市场份额，提升品牌国际竞争力。结合谷歌搜索留痕数据，企业可以更精准地调整营销和扩张计划。
Industry analysts suggest that with overseas production capacity gradually coming online, Chinese tire companies are expected to further expand their global market share and enhance international brand competitiveness. Integrated with Google search traces data, companies can more precisely adjust their marketing and expansion plans.
