2023年中国轮胎市场年度报告：出口激增16%，行业全面复苏
2023年中国轮胎市场年度报告：出口激增16%，行业全面复苏
2023 China Tire Market Annual Report: Exports Surge 16%, Industry Fully Recovers
最新数据显示，中国轮胎产业在2023年迎来显著复苏，全年产量近10亿条，出口量同比增长16%，呈现供不应求的市场态势。
Latest data shows China's tire industry achieved remarkable recovery in 2023, with annual output nearing 1 billion units and export volume increasing 16% year-on-year, showing a supply shortage market situation.
一、官方数据持续向好 | Positive Official Data
1. 国家统计局数据：2023年12月轮胎产量8687万条，同比增长23.8%；1-12月累计产量9.88亿条，同比增长15.3%。
1. National Bureau of Statistics data: December 2023 tire output reached 86.87 million units, up 23.8% YoY; Jan-Dec cumulative output 988 million units, up 15.3% YoY.
2. 海关总署数据：2023年轮胎出口886万吨，同比增长16%；出口金额221.65亿美元，增长12.5%。
2. Customs data: 2023 tire exports reached 8.86 million tons, up 16% YoY; export value $22.165 billion, up 12.5%.
二、企业产销表现 | Enterprise Production & Sales Performance
央视报道显示，山东多家轮胎企业订单排至两个月后，包括万力、玲珑、昊华、森麒麟等品牌均处于满负荷生产状态。
CCTV reports show Shandong tire manufacturers have orders backlogged for two months, with brands like Wanli, Linglong, Haohua and Sentury operating at full capacity.
开工率数据：
• 半钢胎12月开工率72.48%
• 全钢胎山东地区开工率56.34%
Operating rates:
• Passenger tire Dec operating rate 72.48%
• Truck tire Shandong operating rate 56.34%
三、市场供需分析 | Market Supply-Demand Analysis
出口拉动明显：67%出口企业集中在山东，浙江(8%)和广东(7%)分列二三位。
Export-driven growth: 67% export enterprises concentrated in Shandong, followed by Zhejiang (8%) and Guangdong (7%).
替换市场平淡：12月乘用车胎替换销量持续低迷，商用车胎受天气和春节因素影响销量下滑20-40%。
Replacement market sluggish: December passenger tire replacement sales remained weak, commercial tire sales dropped 20-40% due to weather and Spring Festival factors.
米其林数据显示，中国乘用车胎配套市场已恢复至疫情前水平，主要得益于新能源汽车销售增长。
Michelin data shows China's passenger tire OEM market has recovered to pre-pandemic levels, mainly due to NEV sales growth.
您2023年的轮胎业务情况如何？欢迎在评论区分享！
How was your tire business in 2023? Share your experience in comments!
