国产轮胎出口热潮持续：企业净利润翻倍 全球市场份额提升
中国轮胎企业正迎来业绩爆发期，多家龙头企业近日发布业绩预增公告，显示海外市场已成为重要增长引擎。据界面新闻报道，赛轮轮胎预计2024年上半年归母净利润同比增长超100%，玲珑轮胎净利润同比增幅也达到52%-82%。
Chinese tire companies are experiencing an earnings boom, with several leading firms recently issuing earnings pre-announcements showing overseas markets have become a key growth driver. According to Jiemian News, Sailun Tire expects its first-half 2024 net profit to more than double year-over-year, while Linglong Tire projects a 52%-82% net profit increase.
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%。性价比优势是中国轮胎企业的核心竞争力，其产品价格比国际品牌低50%以上，但质量已接近国际中高端水平。
Statistics show China exported 3.63 million tons of rubber tires in the first five months of 2024, up 4.6% year-over-year. Price-performance advantage remains Chinese tire makers' core competitiveness, with products priced over 50% lower than international brands while achieving near-premium quality levels.
全球化布局成为行业趋势：
Global expansion has become an industry trend:
- 赛轮轮胎已在越南、柬埔寨建立生产基地，并计划在墨西哥、印尼新建工厂
- Sailun Tire has established production bases in Vietnam and Cambodia, with new plants planned in Mexico and Indonesia
- 海外工厂贡献显著：赛轮海外产能仅占39%，却贡献70%净利润
- Overseas plants make outsized contributions: Sailun's foreign capacity accounts for just 39% but generates 70% of net profit
在新能源汽车轮胎领域，中国品牌与国际巨头站在同一起跑线。比亚迪、吉利、奇瑞等车企已采用国产轮胎配套，新能源车特殊的性能要求为行业带来新机遇。
In the new energy vehicle tire sector, Chinese brands compete head-to-head with global giants. BYD, Geely, Chery and other automakers have adopted domestic tires, with NEVs' unique performance requirements creating new industry opportunities.
分析师指出，随着市场份额持续提升（从2000年的3.7%增至2022年的14.8%），中国轮胎企业有望重塑全球行业格局，逐步替代二线外资品牌的市场地位。
Analysts note that as market share continues rising (from 3.7% in 2000 to 14.8% in 2022), Chinese tire companies may reshape the global industry landscape, gradually replacing second-tier foreign brands.
