2024轮胎行业半年报：海外需求旺盛驱动业绩增长 中国企业加速全球化布局
财联社9月1日讯 - 中国轮胎行业在2024年上半年展现出强劲的发展势头。随着国内外市场需求持续旺盛，主要轮胎企业普遍实现业绩增长，并加速海外产能扩张。
September 1, Caixin News - China's tire industry demonstrated strong growth momentum in the first half of 2024. With robust demand in both domestic and international markets, major tire companies generally achieved performance growth and accelerated overseas capacity expansion.
业绩亮眼：8/9上市公司实现净利增长
Impressive Performance: 8 out of 9 Listed Companies Achieved Net Profit Growth
根据Wind数据，A股轮胎板块9家上市公司中，8家上半年净利润实现增长。赛轮轮胎(601058.SH)表现尤为突出，营收151.54亿元(同比增长30.29%)，净利润21.51亿元(同比增长105.77%)。
According to Wind data, among the 9 listed companies in the A-share tire sector, 8 achieved net profit growth in the first half. Sailun Tire (601058.SH) performed particularly well, with revenue of 15.154 billion yuan (up 30.29% year-on-year) and net profit of 2.151 billion yuan (up 105.77% year-on-year).
通用股份(601500.SH)以393.32%的净利润增速领跑行业，森麒麟(002984.SZ)和玲珑轮胎(601966.SH)净利增幅均超过50%。
General Technology (601500.SH) led the industry with 393.32% net profit growth, while Sentury Tire (002984.SZ) and Linglong Tire (601966.SH) both achieved net profit growth exceeding 50%.
海外扩张：头部企业加速全球布局
Overseas Expansion: Leading Companies Accelerate Global Layout
2024年，中国轮胎企业继续推进全球化战略：
In 2024, Chinese tire companies continued to advance their globalization strategies:
- 赛轮轮胎在柬埔寨、墨西哥、印尼推进新项目
- 玲珑轮胎宣布投资6.45亿美元扩建塞尔维亚工厂
- 通用股份泰国二期投产，柬埔寨二期8月首胎下线
- Sailun Tire advancing new projects in Cambodia, Mexico, and Indonesia
- Linglong Tire announced a $645 million investment to expand its Serbian plant
- General Technology's Thailand Phase II went into production, with Cambodia Phase II producing its first tire in August
通用股份柬埔寨公司总经理陶国忠表示："目前柬埔寨基地的半钢、全钢轮胎依然供不应求。"
Tao Guozhong, General Manager of General Technology Cambodia, stated: "Currently, both semi-steel and all-steel tires from our Cambodia base remain in short supply."
市场展望：下半年出口订单仍强劲
Market Outlook: Strong Export Orders Expected in Second Half
卓创资讯分析师陈晴晴指出："下半年海外供应缺口仍存，半钢轮胎出口订单或仍旧强劲。"但国内配套需求增幅可能收窄。
SCI analyst Chen Qingqing noted: "The overseas supply gap will persist in the second half, with semi-steel tire export orders likely to remain strong." However, domestic original equipment demand growth may slow.
随着中国轮胎企业持续提升海外产能，预计2024年全年行业将保持良好增长态势。
With Chinese tire companies continuing to increase overseas capacity, the industry is expected to maintain good growth throughout 2024.
