中国轮胎行业加速全球化布局 头部企业向第二梯队迈进
中国轮胎行业加速全球化布局 头部企业向第二梯队迈进
China's Tire Industry Accelerates Global Expansion as Leading Companies Move into Second Tier
著名经济学家宋清辉近日在接受《证券日报》采访时表示："当前全球轮胎行业格局正在面临新一轮洗牌，中国轮胎头部企业正加速由第三梯队向第二梯队迈进。"
Renowned economist Song Qinghui recently told Securities Daily: "The global tire industry is undergoing a new round of reshuffling, with leading Chinese tire companies rapidly advancing from the third tier to the second tier."
海外市场需求旺盛 轮胎企业业绩亮眼
Strong Overseas Demand Boosts Tire Companies' Performance
2024年上半年，多家中国轮胎上市公司业绩预喜：
- 赛轮轮胎预计净利润21.2-21.8亿元，同比增长102.68%-108.41%
- 玲珑轮胎预计净利润8.5-10.2亿元，同比增长52%-82%
- 通用股份预计净利润2.7-3亿元，同比增长364.86%-416.51%
In the first half of 2024, several Chinese tire listed companies reported strong performance forecasts:
- Sailun Tire expects net profit of 2.12-2.18 billion yuan, up 102.68%-108.41% YoY
- Linglong Tire expects net profit of 850 million-1.02 billion yuan, up 52%-82% YoY
- General Science expects net profit of 270-300 million yuan, up 364.86%-416.51% YoY
全球化布局加速 海外产能释放
Accelerated Global Expansion with Overseas Capacity Release
中国轮胎企业正加速全球化布局：
- 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:
- Linglong Tire's Serbia plant capacity release
- General Science's "dual overseas bases" in Thailand and Cambodia
- Sentury Tire's investments in Spain and Morocco
- Sailun Tire's investment in Mexico
宋清辉指出："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 noted: "These overseas investments not only help companies avoid risks from changes in international trade policies but also enable them to better access consumer markets and enhance product competitiveness and market share."
产品升级与技术创新
Product Upgrades and Technological Innovation
中国轮胎企业正加大研发投入：
- 玲珑轮胎开发带传感器的轮胎和自发电轮胎
- 三角轮胎推进航空胎适航取证工作
- 赛轮轮胎研发液体黄金轮胎，突破"魔鬼三角"
Chinese tire companies are increasing R&D investments:
- Linglong Tire developing sensor-equipped and self-power-generating tires
- Triangle Tire advancing airworthiness certification for aircraft tires
- Sailun Tire developing liquid gold tires, breaking the "devil's triangle"
宋清辉强调："在此过程中，轮胎企业除了要不断提升市占率，还要不断加快产品升级和结构调整，提升产品竞争力。"
Song Qinghui emphasized: "In this process, tire companies must not only continuously increase market share but also accelerate product upgrades and structural adjustments to enhance product competitiveness."
