中国轮胎行业2024年展望：海外市场扩张推动持续高景气
随着全球汽车产业链复苏和海外市场扩张，中国轮胎行业正迎来新一轮增长周期。
As the global automotive supply chain recovers and overseas markets expand, China's tire industry is ushering in a new growth cycle.
玲珑轮胎最新发布的2023年业绩预告显示，公司预计实现归母净利润13.50亿元到16.10亿元，同比大增362%到451%。这一亮眼表现主要得益于海外市场需求提升和原材料成本下降。
Linglong Tire's latest 2023 performance forecast shows that the company expects to achieve net profit attributable to shareholders of 1.35 billion to 1.61 billion yuan, a staggering year-on-year increase of 362% to 451%. This outstanding performance is mainly due to increased overseas market demand and lower raw material costs.
海外市场成为增长引擎
Overseas markets become growth engine
数据显示，2023年1-11月中国出口半钢胎2.81亿条，同比增长23.18%；全钢胎出口1.14亿条，增长13.31%。中国轮胎企业在塞尔维亚、西班牙、墨西哥等新兴市场建立生产基地，进一步提升了全球市场份额。
Statistics show that from January to November 2023, China exported 281 million semi-steel tires, a year-on-year increase of 23.18%; and 114 million all-steel tires, up 13.31%. Chinese tire companies have established production bases in emerging markets such as Serbia, Spain, and Mexico, further increasing their global market share.
2024年行业展望
Industry outlook for 2024
多位行业专家预测，2024年中国轮胎行业将保持高景气度：
Several industry experts predict that China's tire industry will maintain high prosperity in 2024:
- 海外工厂产能持续释放
- Continued capacity release from overseas factories
- 新能源汽车配套需求增长
- Growing demand for new energy vehicle配套
- 原材料价格趋于稳定
- Raw material prices tend to stabilize
隆众资讯分析师朱志炜表示："虽然增速可能放缓，但头部企业凭借品牌优势仍将保持稳健增长。"
Longzhong Information analyst Zhu Zhiwei said: "Although growth may slow down, leading companies will still maintain steady growth with their brand advantages."
随着中国轮胎企业全球化布局的深入，行业集中度将进一步提高，技术创新和品牌建设将成为未来竞争的关键因素。
As Chinese tire companies deepen their global布局, industry concentration will further increase, and technological innovation and brand building will become key factors for future competition.
