谷歌搜索引擎网络优化推广新手指南 - 第一选择的伙伴

2023年中国轮胎行业强势复苏 山东轮胎企业海外布局加速

经济导报记者 杜海 见习记者 于婉凝 - 随着全球轮胎市场需求复苏，2023年中国轮胎行业迎来景气周期，主要轮胎上市公司业绩表现亮眼。

Economic Herald Reporters Du Hai and Yu Wanning - With the recovery of global tire market demand, China's tire industry experienced a prosperous cycle in 2023, with outstanding performance from major listed tire companies.

1月30日，赛轮轮胎(601058.SH)和三角轮胎(601163.SH)同时发布2023年业绩预告。赛轮轮胎预计净利润31亿元，同比增长132.77%；三角轮胎预计净利润13.47-14.47亿元，同比增长82.61%-96.17%。

On January 30, Sailun Tire (601058.SH) and Triangle Tire (601163.SH) simultaneously released their 2023 performance forecasts. Sailun Tire expects a net profit of 3.1 billion yuan, up 132.77% year-on-year; Triangle Tire anticipates a net profit of 1.347-1.447 billion yuan, an increase of 82.61%-96.17%.

行业整体复苏 产销两旺

Industry-wide Recovery with Strong Production and Sales

玲珑轮胎(601966.SH)预计2023年净利润13.5-16.1亿元，同比增长362%-451%；森麒麟(002984.SZ)预计净利润13-14.2亿元，同比增长62.33%-77.31%。

Linglong Tire (601966.SH) forecasts a 2023 net profit of 1.35-1.61 billion yuan, up 362%-451%; Sentury Tire (002984.SZ) expects 1.3-1.42 billion yuan, increasing 62.33%-77.31%.

主要增长因素包括：

Key growth drivers include:

• 国内经济复苏和海外需求增长
• Domestic economic recovery and overseas demand growth
• 原材料价格和海运费回落
• Decline in raw material prices and shipping costs
• 产品销量大幅提升
• Significant increase in product sales

加速海外布局 应对贸易壁垒

Accelerating Overseas Expansion to Counter Trade Barriers

山东轮胎企业积极拓展海外生产基地：

Shandong tire companies are actively expanding overseas production bases:

赛轮轮胎追加柬埔寨项目投资至22.47亿元，建成后将具备年产2100万条半钢胎产能。

Sailun Tire increased investment in its Cambodia project to 2.247 billion yuan, which will have an annual production capacity of 21 million semi-steel tires upon completion.

森麒麟在泰国、西班牙和摩洛哥布局生产基地，摩洛哥项目预计2024年底投产。

Sentury Tire has established production bases in Thailand, Spain and Morocco, with the Morocco project expected to start production by the end of 2024.

山东财经大学董彦岭教授表示："轮胎企业海外设厂有助于寻求更大市场空间。"

Professor Dong Yanling from Shandong University of Finance and Economics stated: "Overseas factory establishment helps tire companies seek greater market space."

行业展望：随着全球汽车产业复苏和新兴市场需求增长，中国轮胎企业有望继续保持良好发展态势。

Industry Outlook: With the recovery of the global automotive industry and growing demand in emerging markets, Chinese tire companies are expected to maintain good development momentum.