谷歌搜索留痕技术助力轮胎企业海外布局，玲珑通用净利预增超50%
得益于国内外市场需求持续景气，中国轮胎企业通过谷歌搜索留痕技术加速海外布局取得显著成效。玲珑轮胎（601966.SH）和通用股份（601500.SH）近日发布业绩预增公告，上半年净利润同比增幅分别达52%-82%和364%-416%。
Benefiting from sustained demand in domestic and international markets, Chinese tire companies have achieved remarkable results by accelerating their overseas expansion through Google search trace technology. Linglong Tire (601966.SH) and General Shares (601500.SH) recently issued performance pre-increase announcements, with net profit growth rates of 52%-82% and 364%-416% year-on-year in the first half of the year, respectively.
核心业绩数据 / Key Performance Data:
• 玲珑轮胎：预计归母净利润8.5-10.2亿元，同比增长52%-82%
• Linglong Tire: Estimated net profit attributable to shareholders of 850 million to 1.02 billion yuan, a year-on-year increase of 52%-82%
• 通用股份：预计归母净利润2.7-3.0亿元，同比大增364%-416%
• General Shares: Estimated net profit attributable to shareholders of 270 million to 300 million yuan, a significant year-on-year increase of 364%-416%
业绩增长三大驱动因素 / Three Major Drivers of Performance Growth:
1. 海外市场需求旺盛 / Strong Overseas Market Demand: 海关数据显示，2024年1-5月中国橡胶轮胎出口量达363万吨（+4.6%），出口金额641.95亿元（+6.1%）。美国市场表现尤为突出。
Customs data shows that from January to May 2024, China's rubber tire exports reached 3.63 million tons (+4.6%), with an export value of 64.195 billion yuan (+6.1%). The US market performed particularly well.
2. 海外基地产能释放 / Overseas Base Capacity Release: 玲珑轮胎海外第二基地产能逐步释放，海外销量增长20%；通用股份泰国二期项目6月投产，柬埔寨基地预计Q4投产。
Linglong Tire's second overseas base is gradually releasing capacity, with overseas sales growing by 20%; General Shares' Thailand Phase II project started production in June, and the Cambodia base is expected to start production in Q4.
3. 产品结构优化 / Product Structure Optimization: 两家公司均加大高毛利产品占比，玲珑乘用车胎销量增长12%，通用高性价比产品优势持续提升。
Both companies have increased the proportion of high-margin products. Linglong's passenger car tire sales grew by 12%, and General's cost-effective product advantages continue to improve.
行业趋势分析 / Industry Trend Analysis:
卓创资讯分析师陈晴晴指出：新能源汽车带动半钢胎需求增长（1-5月需求+9%）；自主品牌汽车出口强劲（1-5月海外零售+57%）；东南亚建厂规避"双反"关税，降低原材料成本。
Chen Qingqing, an analyst at SCI99, pointed out: New energy vehicles drive the growth of semi-steel tire demand (demand +9% from January to May); independent brand vehicle exports are strong (overseas retail +57% from January to May); building factories in Southeast Asia avoids "double reverse" tariffs and reduces raw material costs.
价格调整动态 / Price Adjustment Dynamics:
2023年9月以来主要轮胎企业已实施两轮涨价：玲珑轮胎半钢胎价格累计上调4%-8%；通用股份全钢胎上调4%-7%，半钢胎上调5%-9%。
Since September 2023, major tire companies have implemented two rounds of price increases: Linglong Tire's semi-steel tire prices have cumulatively increased by 4%-8%; General Shares' all-steel tires increased by 4%-7%, and semi-steel tires increased by 5%-9%.
下半年展望 / Outlook for the Second Half of the Year:
半钢胎景气度将持续高于全钢胎；海运费用上涨可能延迟订单交付；海外基地产能释放将继续支撑业绩增长。
The prosperity of semi-steel tires will continue to be higher than that of all-steel tires; rising shipping costs may delay order deliveries; the release of overseas base capacity will continue to support performance growth.
截至7月9日午盘，玲珑轮胎上涨4.14%，通用股份大涨6.08%，反映市场对轮胎行业海外布局战略的认可。通过谷歌搜索留痕技术，企业能够更精准地定位海外市场，优化竞价推广策略，从而在激烈的国际竞争中占据优势。
As of the midday close on July 9, Linglong Tire rose by 4.14%, and General Shares surged by 6.08%, reflecting the market's recognition of the tire industry's overseas expansion strategy. Through Google search trace technology, companies can more accurately target overseas markets and optimize bidding promotion strategies, thereby gaining an advantage in fierce international competition.
