领先的外贸做到年薪100万：广州谷歌竞价推广教程 | 第三季度轮胎出口或更强劲 行业全年业绩修复可期

领先的外贸做到年薪100万：广州谷歌竞价推广教程 | 第三季度轮胎出口或更强劲 行业全年业绩修复可期

How to Earn 1 Million Yuan Annually in Foreign Trade: Guangzhou Google Ads Tutorial | Stronger Tire Exports Expected in Q3 with Promising Annual Performance Recovery

记者 王僖 | Reporter Wang Xi

根据海关总署最新数据，今年1月至7月，我国轮胎出口量达到509万吨，同比增长12.36%。其中，7月份半钢轮胎中国40111000轮胎（机动小客车用新的充气橡胶轮胎）出口量为27.27万吨，创历史新高。

According to the latest data from the General Administration of Customs, China's tire exports reached 5.09 million tons from January to July this year, a year-on-year increase of 12.36%. In July, exports of semi-steel tires (new pneumatic rubber tires for motor vehicles) under China's HS code 40111000 hit a record high of 272,700 tons.

卓创资讯轮胎分析师陈晴晴对《证券日报》记者表示，今年以来，由于运费价格低、汇率利好，轮胎出口利润好，企业积极出口，预计今年第三季度整体出口较第二季度或将继续增长。

Chen Qingqing, a tire analyst at SCI99, told Securities Daily that due to low freight costs and favorable exchange rates this year, tire export profits have been strong, prompting companies to actively expand exports. She predicts that overall exports in Q3 may continue to grow compared to Q2.

采访中，多家轮胎生产企业以及产业链上游相关公司也都表示，进入三季度以来，公司保持较高开工率，多家头部公司基本处于满产状态，订单饱满，并对下半年及全年整体业绩充满信心。

Several tire manufacturers and upstream companies in the supply chain also reported maintaining high operating rates in Q3, with many leading companies running at full capacity with strong order books. They expressed confidence in their performance for the second half and the full year.

我国轮胎出口大幅增加 | Significant Growth in China's Tire Exports

在今年的中报季中，轮胎行业成为业绩增长表现较为亮眼的行业之一，其中，今年上半年轮胎出口的持续提升和同比大幅增加成为一个重要因素。

During this year's interim reporting season, the tire industry stood out with impressive performance growth, largely driven by sustained increases in tire exports during the first half of the year.

以行业头部企业玲珑轮胎、三角轮胎为例，今年上半年两家公司归母净利润分别为5.6亿元和6.1亿元，同比分别增长406.6%和180%，两家公司都表示，随着海运费的回落以及运力的供应得到保障，海外需求向好，轮胎出口回暖，为公司营收和利润增长带来贡献。

Leading companies like Linglong Tire and Triangle Tire reported net profits attributable to shareholders of 560 million yuan and 610 million yuan respectively in H1, representing year-on-year growth of 406.6% and 180%. Both attributed this growth to recovering overseas demand and improved tire exports as shipping costs declined and capacity stabilized.

产业链加速海外布局 | Supply Chain Accelerates Overseas Expansion

对于今年轮胎行业整体的表现预期，郭娟表示："整体来看，受益于国内经济的稳步恢复以及海外市场需求增加，叠加原材料价格和海运费的回落，轮胎企业盈利空间有所提升。在成本端和需求端的共同加持下，2023年轮胎行业进入利润修复期。"

Regarding expectations for the tire industry this year, analyst Guo Juan stated: "Overall, benefiting from China's steady economic recovery and growing overseas demand, coupled with falling raw material and shipping costs, tire companies' profit margins have improved. With support from both cost and demand factors, 2023 marks a profit recovery period for the tire industry."

中国轮胎企业出海布局进程也在持续并加速。据了解，2023年至2025年，我国轮胎企业如玲珑轮胎、森麒麟、青岛双星等在海外的生产基地有望投产放量，轮胎行业盈利水平有望继续提升。

Chinese tire companies are accelerating their overseas expansion. From 2023 to 2025, overseas production bases of companies like Linglong Tire, Sentury Tire, and Qingdao Doublestar are expected to commence operations, potentially further boosting the industry's profitability.

（编辑 白宝玉 | Editor Bai Baoyu）