轮胎行业全面高景气：技术创新与国际化布局驱动中国品牌全球崛起
中国轮胎企业领跑全球市场 | Chinese Tire Companies Lead Global Market
根据Brand Finance最新发布的全球轮胎25强榜单显示，在全球轮胎行业面临挑战的背景下，中国轮胎企业表现尤为亮眼。森麒麟、三角轮胎、玲珑轮胎等多家中国企业上榜，上榜数量位居全球首位。
According to the latest Brand Finance Global Tire 25 list, Chinese tire companies have performed exceptionally well amid global industry challenges. Companies like Sentury Tire, Triangle Tire, and Linglong Tire made the list, with China having the highest number of entries.
出口数据印证行业高景气 | Export Data Confirms Industry Boom
海关总署数据显示，2023年1-4月中国橡胶轮胎累计出口量同比增长11.8%，出口金额同比增长20.4%。国家统计局数据同样显示，今年前4个月中国轮胎总产量同比增长11.4%，出口量同比增长10.8%。
Customs data shows that from January to April 2023, China's rubber tire exports increased by 11.8% year-on-year in volume and 20.4% in value. National Bureau of Statistics data also indicates that total tire production grew by 11.4% and exports rose by 10.8% during the same period.
技术创新引领行业发展 | Technological Innovation Drives Industry Development
在德国科隆国际轮胎展上，玲珑轮胎推出了行业内首条绿色环保轮胎，应用了高达79%的可持续发展材料。贵州轮胎也展示了最新的欧洲二代TBR升级产品和技术成果。绿色环保轮胎正成为行业发展的新方向。
At the Tire Cologne international exhibition, Linglong Tire launched the industry's first green tire using up to 79% sustainable materials. Guizhou Tire also showcased its latest European second-generation TBR upgraded products and technological achievements. Green tires are becoming the new direction for industry development.
国际化布局加速 | Accelerating Global Expansion
森麒麟、通用股份等公司的海外业务收入占比均超过70%。通过海外建厂提升全球市场竞争力，中国轮胎企业正在实现从"中国制造"到"中国品牌"的转变。
Companies like Sentury Tire and General Technology derive over 70% of their revenue from overseas operations. By establishing overseas factories to enhance global competitiveness, Chinese tire companies are transitioning from "Made in China" to "Brand China".
原材料涨价推动行业变革 | Raw Material Price Increases Drive Industry Changes
2月以来，天然橡胶价格突破14000元/吨，创近两年新高；炭黑和丁二烯价格也持续上涨。受此影响，玲珑轮胎、赛轮轮胎等多家公司宣布涨价。在销量增长和价格上调的双重推动下，行业盈利水平有望提升。
Since February, natural rubber prices have exceeded 14,000 yuan/ton, hitting a two-year high, while carbon black and butadiene prices continue to rise. In response, companies like Linglong Tire and Sailun Tire have announced price increases. Driven by both sales growth and price adjustments, industry profitability is expected to improve.
行业前景展望 | Industry Outlook
天风证券研报指出，轮胎行业迎来短期、中期、长期逻辑均向上的阶段。在技术创新、国际化布局和市场需求增长的多重因素推动下，中国轮胎行业有望实现高质量发展，在全球市场进一步提升竞争力。
Tianfeng Securities research report indicates the tire industry is experiencing growth across short-, medium-, and long-term metrics. Driven by technological innovation, global expansion, and market demand growth, China's tire industry is poised for high-quality development and enhanced global competitiveness.
