中国轮胎行业崛起：全球市场份额提升与海外扩张战略
著名经济学家宋清辉近日在接受《证券日报》采访时表示："中国轮胎头部企业正加速由全球第三梯队向第二梯队迈进"。这一判断基于中国轮胎企业近年来在海外市场的快速扩张和技术创新取得的显著成果。
Renowned economist Song Qinghui recently told Securities Daily that "China's leading tire companies are rapidly moving from the global third tier to the second tier". This assessment is based on the remarkable achievements Chinese tire makers have made in overseas expansion and technological innovation in recent years.
海外市场需求旺盛推动业绩增长
Strong Overseas Demand Boosts Performance
2024年上半年，多家中国轮胎上市公司业绩预喜：
- 赛轮轮胎净利润21.2-21.8亿元，同比增长102.68%-108.41%
- 玲珑轮胎净利润8.5-10.2亿元，同比增长52%-82%
- 通用股份净利润2.7-3亿元，同比增长364.86%-416.51%
In the first half of 2024, several Chinese listed tire companies reported strong earnings forecasts:
- Sailun Tire: Net profit of 2.12-2.18 billion yuan, up 102.68%-108.41% YoY
- Linglong Tire: Net profit of 850 million-1.02 billion yuan, up 52%-82% YoY
- General Science: Net profit of 270-300 million yuan, up 364.86%-416.51% YoY
艾媒咨询CEO张毅分析指出："海外市场需求持续旺盛是轮胎企业业绩大幅增长的重要原因。一方面来自全球汽车产业链复苏带来的配套需求增长，另一方面庞大的汽车保有量也拉动轮胎替换市场需求回升。"
iiMedia Research CEO Zhang Yi analyzed: "The sustained strong demand in overseas markets is a key reason for the significant performance growth of tire companies. On one hand, it comes from the recovery of the global automotive industry chain driving demand for original equipment, on the other hand, the huge number of vehicles in use has also boosted replacement tire demand."
全球化布局加速
Accelerating Global Expansion
中国轮胎企业正通过海外建厂加速全球化布局：
- 玲珑轮胎塞尔维亚工厂产能释放
- 通用股份泰国、柬埔寨"海外双基地"布局
- 森麒麟在西班牙和摩洛哥投资建厂
- 赛轮轮胎在墨西哥投资建厂
Chinese tire companies are accelerating global expansion through overseas plants:
- Linglong Tire's Serbia plant ramping up production
- General Science's "dual overseas bases" in Thailand and Cambodia
- Sentury Tire investing in plants in Spain and Morocco
- Sailun Tire building plant in Mexico
宋清辉强调："这些海外投资不仅有助于企业规避国际贸易政策变化带来的风险，还能更好地贴近消费市场，提升产品竞争力和市场占有率。"
Song Qinghui emphasized: "These overseas investments not only help companies avoid risks from changes in international trade policies, but also enable them to be closer to consumer markets, enhancing product competitiveness and market share."
技术创新驱动产品升级
Technological Innovation Driving Product Upgrades
中国轮胎企业正加大研发投入，提升产品竞争力：
- 玲珑轮胎开发带传感器和自发电轮胎
- 三角轮胎推进航空轮胎适航取证
- 赛轮轮胎研发突破性的"液体黄金轮胎"
Chinese tire makers are increasing R&D investment to enhance product competitiveness:
- Linglong developing sensor-equipped and self-powering tires
- Triangle Tire advancing airworthiness certification for aircraft tires
- Sailun developing breakthrough "liquid gold" tires
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%，显示中国轮胎在全球市场的竞争力持续提升。
Customs data shows China exported 3.63 million tons of rubber tires in the first five months of 2024, up 4.6% YoY, with export value reaching 64.2 billion yuan, up 6.1% YoY, indicating the continuous improvement of Chinese tires' competitiveness in global markets.
