担保对象及基本情况 | | 被担保人名称 本次担保金额 | 赛轮香港 | 56,973.30 万元 | | --- | --- | --- | --- | | 担保对象 | 实际为其提供的担保余额 | | 551,203.92 万元 | | | 是否在前期预计额度内 | 是 | □否 | | | 本次担保是否有反担保 | □是 | 否 | 累计担保情况 证券代码：601058 证券简称：赛轮轮胎 公告编号：2025-053 赛轮集团股份有限公司 关于提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （一）基本情况 2024 年 12 月 13 日，赛轮集团股份有限公司（以下简称"公司"或"赛轮 集团"）召开第六届董事会第二十一次会议，审议通过了《关于 2025 年度预计对 外担保的议案》，同意公司为控股子公司提供总额不超过 176 亿元（货币单位若 未特别标注币种，则为人民币）担保（含正在执行的担保），其中为资产负债率 超过 70%的控股子公司提供总额不超过 156 亿元担保（含正在执行的 ...

Core Viewpoint - Sailun Tire, a Chinese company emerging from a Qingdao university lab, is leveraging technological and industrial innovation to reshape the global tire industry and establish a strong international presence [2][4]. Group 1: Company Background and Innovation - Founded in 2002, Sailun Tire was initiated by Qingdao University and alumni, with a mission to revitalize China's rubber industry [2]. - The company developed a groundbreaking chemical rubber mixing technology, referred to as "liquid gold," which optimizes tire performance by restructuring rubber molecular structure [2][4]. - The "liquid gold" tires have shown superior performance in wet conditions, fuel efficiency, and noise reduction, allowing Sailun to position itself in the high-end market [4][5]. Group 2: Global Expansion Strategy - Sailun Tire has adopted a "research-manufacturing-marketing" localization strategy to penetrate global markets, with factories in Vietnam, Cambodia, Indonesia, and Mexico [4][5]. - The company has established four global R&D centers to tailor products to regional needs, such as developing specific formulas for Southeast Asia's humid climate [5]. - The Mexican factory serves the Americas, while the Cambodian facility has an annual production capacity of 21 million tires [5]. Group 3: Technological Advancements and Sustainability - Sailun Tire integrates advanced technologies such as RFID chips in tires for real-time data exchange, enhancing safety and efficiency [6]. - The company is committed to sustainability, utilizing white carbon black to reduce energy consumption and implementing chemical rubber mixing processes to lower carbon emissions [6]. - Sailun's industrial internet platform connects the entire production process, utilizing AI for accelerated R&D and improved service efficiency [6]. Group 4: Future Outlook and Collaborations - The company is collaborating with Xiaomi to develop specialized tires for electric vehicles, indicating a focus on innovation in the growing EV market [6]. - Sailun aims to prioritize quality, service, and value over price competition, continuing to invest in R&D to support the global automotive industry [6].

在全球轮胎产业格局的深度重塑中，一家从青岛高校实验室走出的中国企业——赛轮轮胎（601058）， 以科技创新与产业创新融合发展的"双新之力"，锻造新质生产力，推进全球化产业布局，成功跻身世界 轮胎行业十强。 "汽车在哪，轮胎就要在哪。全球化是赛轮的必答题。"刘燕华展示的世界地图上，公司设在越南、柬埔 寨、印尼、墨西哥的工厂星罗棋布。 2012年落子越南以来，赛轮轮胎便以"研发-制造-营销"三位一体的本土化战略深耕全球。 赛轮轮胎董事长刘燕华日前在接受中国证券报记者专访时回溯了创业初心，解码公司从技术突围到品牌 跃升的"中国智造"之路，展现出中国轮胎工业攀登世界之巅的坚定步履。 十余载磨一剑：破解"魔鬼三角" 回顾创业历程，刘燕华告诉记者，赛轮轮胎从诞生之日起便烙印着科研基因——2002年由青岛科技大学 孵化的软控股份（002073）及学校校友等主体发起创立，从诞生之初就肩负着振兴中国橡胶工业的使 命。 2016年3月，国际权威期刊《国际轮胎技术》封面刊登了一项颠覆性技术：化学炼胶工艺。这项历时十 余年、历经无数次失败的"液体黄金"技术，通过液相混炼工艺重构橡胶分子结构，首次实现轮胎"魔鬼 三角"性能的同步跃升 ...

在全球轮胎产业格局的深度重塑中，一家从青岛高校实验室走出的中国企业——赛轮轮胎（601058）， 以科技创新与产业创新融合发展的"双新之力"，锻造新质生产力，推进全球化产业布局，成功跻身世界 轮胎行业十强。 赛轮轮胎董事长刘燕华日前在接受中国证券报记者专访时回溯了创业初心，解码公司从技术突围到品牌 跃升的"中国智造"之路，展现出中国轮胎工业攀登世界之巅的坚定步履。 ● 本报记者 张鹏飞 十余载磨一剑：破解"魔鬼三角" 回顾创业历程，刘燕华告诉记者，赛轮轮胎从诞生之日起便烙印着科研基因——2002年由青岛科技大学 孵化的软控股份（002073）及学校校友等主体发起创立，从诞生之初就肩负着振兴中国橡胶工业的使 命。 2016年3月，国际权威期刊《国际轮胎技术》封面刊登了一项颠覆性技术：化学炼胶工艺。这项历时十 余年、历经无数次失败的"液体黄金"技术，通过液相混炼工艺重构橡胶分子结构，首次实现轮胎"魔鬼 三角"性能的同步跃升。 "轮胎是汽车与地面接触的唯一部件，其性能直接关乎安全、节能与耐用，但滚动阻力、抗湿滑性能和 耐磨性能难以同时优化的'魔鬼三角'，曾是困扰全球轮胎行业百年的技术壁垒。"刘燕华向记者介绍， 通过 ...

Core Viewpoint - Sailun Tire, a Chinese company emerging from a Qingdao university laboratory, has successfully integrated technological and industrial innovation to become one of the top ten tire manufacturers globally, showcasing China's ascent in the tire industry [1][2]. Group 1: Company Background and Innovation - Founded in 2002, Sailun Tire was initiated by Qingdao University and alumni with a mission to revitalize China's rubber industry [1]. - The company developed a groundbreaking chemical rubber compounding technology, referred to as "liquid gold," which simultaneously enhances rolling resistance, wet grip, and wear resistance, overcoming the "devil's triangle" challenge in tire performance [2]. - The successful launch of the "liquid gold tire" in 2022 has positioned Sailun in the high-end market, providing exceptional performance in adverse weather conditions and improving fuel efficiency [2][3]. Group 2: Global Expansion Strategy - Sailun Tire has adopted a localized strategy for research, manufacturing, and marketing, establishing factories in Vietnam, Cambodia, Indonesia, and Mexico to cater to regional demands [3]. - The company has four global R&D centers to tailor products to specific environmental conditions, such as high humidity in Southeast Asia [3]. - The Mexican factory serves the Americas, while the Cambodian facility has an annual production capacity of 21 million semi-steel tires and 3.3 million all-steel tires [3]. Group 3: Technological Advancements - Sailun Tire has integrated RFID technology into its products, allowing real-time data exchange on tire pressure, wear, and road conditions, enhancing safety and efficiency [4]. - The company has established an industrial internet platform that connects the entire production process, utilizing AI for accelerated research and development [4]. - The adoption of white carbon black instead of carbon black has reduced energy consumption, and the chemical rubber compounding process has decreased carbon emissions [4]. Group 4: Future Outlook - Sailun Tire aims to focus on quality, service, and value rather than price competition, committing to ongoing R&D investments [5]. - The company plans to leverage its "liquid gold" technology to support the global automotive industry and transform Qingdao into a leading hub for rubber innovation [5].

Group 1: Economic Transformation - Qingdao has transformed from a traditional manufacturing hub to a "New Quality City," achieving a remarkable leap in the Global Innovation Index from 80th in 2019 to 20th in 2024 globally, and 8th nationally [1][2] - The city's GDP reached 858.73 billion yuan in the first half of 2025, with a year-on-year growth of 5.3% [1] - Qingdao's industrial structure is continuously evolving, with new and emerging industries growing rapidly, showcasing a blend of technological and industrial innovation [1][2] Group 2: Virtual Reality Industry - The Qingdao Virtual Reality Innovation Center, a new landmark, has become a hub for 137 virtual reality companies, including 3 unicorns and 6 national-level specialized enterprises, with the industry scale exceeding 22 billion yuan, growing by 22% [2][3] Group 3: Unicorn Enterprises - Qingdao is home to 9 unicorn companies, ranking second among northern cities after Beijing, indicating its growing status as a technology innovation city [3][4] - Notable unicorns include Weifang Diamond Aircraft Manufacturing Co., which has made significant strides in the low-altitude economy, producing the first domestically manufactured DA50 aircraft [3][4] Group 4: Specialized Small Giants - Qingdao has developed a matrix of specialized small giants in various sectors, including terahertz technology and marine electronics, contributing to the city's innovation ecosystem [4][6] - The number of innovative small and medium-sized enterprises in Qingdao increased by 40.3% year-on-year, with 1,434 new announcements in the first half of the year [6] Group 5: Marine Economy - Qingdao's marine economy is robust, with a marine production value of 551.32 billion yuan in 2024, growing by 6.6%, and the city is a leader in marine high-end talent and technology [7][8] - The city has made significant advancements in deep-sea resource development, exemplified by the "Sea Anemone No. 1," a major offshore oil and gas processing facility [7] Group 6: Industrial Internet - Qingdao aims to become a "World Industrial Internet Capital," with a focus on integrating traditional industries with new technologies, exemplified by the success of Kaos, a leading industrial internet platform [10][11] - The city has established a comprehensive industrial internet platform system, enhancing the efficiency and competitiveness of its manufacturing sector [10][11] Group 7: Capital Market Support - Qingdao's capital market has seen significant growth, with total deposits and loans exceeding 6 trillion yuan and annual financing surpassing 500 billion yuan by 2024 [13][14] - The city has implemented policies to attract private equity and venture capital, with the number of private equity funds increasing from 414 in 2018 to 2,440 in 2024 [13][14] Group 8: Innovation Ecosystem - Qingdao has a strong innovation ecosystem supported by 29 universities and numerous research institutions, facilitating collaboration between academia and industry [11][12] - The city has seen successful collaborations that have led to breakthroughs in various sectors, including tire manufacturing and high-end lubricants [12][12] Group 9: Future Prospects - Qingdao's focus on "dual new integration" is seen as a key driver for future growth, with the potential to lead in both technology and industrial innovation [19][20] - The city is positioned to leverage its strengths in traditional manufacturing while embracing new technologies to enhance its competitive edge [19][20]

（文章来源：证券日报） 证券日报网讯 7月31日晚间，赛轮轮胎发布公告称，2025年7月14日，公司召开第六届董事会第二十六 次会议，审议通过了《关于全资子公司购买资产的议案》。公司全资子公司赛轮（沈阳）轮胎有限公司 （简称"赛轮沈阳"）拟26，500万元购买普利司通（中国）投资有限公司（简称"普利司通中国"）持有 的普利司通（沈阳）轮胎有限公司（简称"普利司通沈阳"）100%的股权。2025年7月31日，赛轮沈阳与 普利司通中国完成了对普利司通沈阳100%股权的交割。同日，还完成了普利司通沈阳更名等变更登记 手续，并取得了沈阳市铁西区市场监督管理局核发的《营业执照》。 ...

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-052 赛轮集团股份有限公司 关于全资子公司购买资产的进展公告 本公司及董事会全体成员保证公告内容不存在虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、本次购买资产情况概述 2025 年 7 月 14 日，赛轮集团股份有限公司（以下简称"公司"）召开第六 届董事会第二十六次会议，审议通过了《关于全资子公司购买资产的议案》。公 司全资子公司赛轮（沈阳）轮胎有限公司（以下简称"赛轮沈阳"）拟 26,500 万元购买普利司通（中国）投资有限公司（以下简称"普利司通中国"）持有的 普利司通（沈阳）轮胎有限公司（以下简称"普利司通沈阳"）100%的股权。具 体内容详见公司于 2025 年 7 月 15 日在上海证券交易所网站及指定信息披露媒体 披露的《关于全资子公司购买资产的公告》(公告编号：临 2025-051)。 二、本次购买资产的进展情况 2025 年 7 月 31 日，赛轮沈阳与普利司通中国完成了对普利司通沈阳 100% 股权的交割。同日，还完成了普利司通沈阳更名等变更登记手续，并取得了沈阳 市铁 ...

据iFind统计，截至7月29日，沪深两市共有133只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是中国银行、聚和材料，均已连续12个交易日获净买入；连续获主力资金 净买入天数较多的还有华电国际、苏农银行、纽威股份、宇通客车、中控技术、东方电缆、神驰机电、 赛轮轮胎等股，分别获11个、11个、10个、10个、10个、9个、9个、9个交易日净买入。 （文章来源：证券时报网） ...

Investment Rating - The industry rating is Neutral (maintained rating) [5] Core Viewpoints - In Q2 2025, the proportion of public funds holding basic chemical stocks slightly decreased, with a market value allocation of 3.26%, down 0.46 percentage points year-on-year and 0.09 percentage points quarter-on-quarter [2][12] - The market value of basic chemical stocks in A-shares accounted for 3.49%, a decrease of 0.07 percentage points year-on-year and 0.04 percentage points quarter-on-quarter, indicating a low allocation of 0.23% in the basic chemical industry [2][12] - The number of stocks held by public funds in the basic chemical sector has increased, with 154 stocks held as of Q2 2025, an increase of 21 stocks year-on-year and 7 stocks quarter-on-quarter [3][18] Summary by Sections 1. Event - Public funds are required to disclose their top ten heavy stocks within 15 days after the end of each quarter, with complete holdings disclosed within 60 days after the end of the half-year [11] 2. Sector Holding Changes - The holding proportion of basic chemical stocks by public funds decreased slightly in Q2 2025, with a market value allocation of 3.26% [2][12] - The holding proportion of petrochemical stocks has shown a clear upward trend since Q3 2020, reaching a peak of 1.17% in Q1 2024, but fell to 0.38% in Q2 2025 [2][16] 3. Individual Stock Changes - The top five heavy stocks in Q2 2025 are Juhua Co., Sailun Tire, Hualu Hengsheng, Guangdong Hongda, and Wanhua Chemical, with Guangdong Hongda replacing Satellite Chemical in the top five [4][25] - The number of public funds holding leading stocks in the chemical sector has decreased, with a shift towards small and mid-cap stocks [5][27] 4. Market Preference Analysis - The market value of stocks with a market capitalization of over 500 billion accounted for 25.22% of the total market value of the top 50 chemical stocks, down 8.51 percentage points [5] - The number of funds holding leading stocks like Huafeng Chemical and Xinzhou Bang has increased, while those holding Wanhua Chemical and Hualu Hengsheng has decreased [5][27]