Core Viewpoint - Sailun Tire experienced a decline of 1.18% in stock price on January 30, with a trading volume of 608 million yuan, indicating a potential market reaction to recent financial performance and investor sentiment [1] Financing Summary - On January 30, Sailun Tire had a financing buy-in amount of 56.14 million yuan, with a net buy of 3.53 million yuan after repayments [1] - The total financing and securities balance for Sailun Tire reached 898 million yuan, with the financing balance accounting for 1.72% of the circulating market value, which is below the 30th percentile level over the past year, indicating a low financing position [1] - In terms of securities lending, 1,500 shares were repaid while 600 shares were sold, with a total selling amount of 9,510 yuan, and the securities lending balance was 2.01 million yuan, also below the 40th percentile level over the past year [1] Financial Performance Summary - As of September 30, Sailun Tire reported a total of 47,400 shareholders, a decrease of 28.33% from the previous period, while the average circulating shares per person increased by 39.52% to 69,417 shares [2] - For the period from January to September 2025, Sailun Tire achieved an operating revenue of 27.587 billion yuan, representing a year-on-year growth of 16.76%, while the net profit attributable to shareholders decreased by 11.47% to 2.872 billion yuan [2] - Since its A-share listing, Sailun Tire has distributed a total of 4.758 billion yuan in dividends, with 2.758 billion yuan distributed over the past three years [2] Institutional Holdings Summary - As of September 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder with 127 million shares, a decrease of 15.147 million shares from the previous period [2] - E Fund Consumption Industry Stock (110022) remained the sixth-largest circulating shareholder with 61.596 million shares unchanged, while Huatai-PB CSI 300 ETF (510300) was the seventh-largest with 44.702 million shares, a decrease of 2.112 million shares [2] - E Fund CSI 300 ETF (510310) entered the top ten circulating shareholders with 32.376 million shares, while Dachen New Industry Mixed A (090018) exited the list [2]

Core Viewpoint - The company, Sailun Tire, is actively managing its procurement strategies in response to market conditions and raw material prices to mitigate adverse impacts on production costs and pricing strategies [1] Group 1 - The company adjusts its procurement strategies based on various raw material market conditions and demand plans [1] - The company aims to minimize the negative effects of raw material price fluctuations on its operations [1] - Pricing adjustment strategies are determined by considering production costs and market demand [1]

Group 1 - The core viewpoint of the news is that Sailun Tire's stock price increased by 5.06% to 16.40 CNY per share, with a trading volume of 513 million CNY and a turnover rate of 0.97%, resulting in a total market capitalization of 53.925 billion CNY [1] - Sailun Group Co., Ltd. is located at No. 43 Zhengzhou Road, Qingdao, Shandong Province, established on November 18, 2002, and listed on June 30, 2011. The company's main business involves the research, production, and sales of tire products, with 98.89% of its revenue coming from tire products and 1.11% from other sources [1] Group 2 - From the perspective of Sailun Tire's top ten circulating shareholders, Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) reduced its holdings by 2.1118 million shares in the third quarter, holding a total of 44.7024 million shares, which accounts for 1.36% of the circulating shares. The estimated floating profit today is approximately 35.3149 million CNY [2] - The Huatai-PB CSI 300 ETF (510300) was established on May 4, 2012, with a latest scale of 422.258 billion CNY. Year-to-date return is 1.73%, ranking 4579 out of 5549 in its category; the one-year return is 26.46%, ranking 2873 out of 4285; and the return since inception is 119.93% [2] Group 3 - The fund manager of Huatai-PB CSI 300 ETF (510300) is Liu Jun, who has a cumulative tenure of 16 years and 243 days. The total asset scale under management is 550.928 billion CNY, with the best fund return during his tenure being 193.73% and the worst being -45.64% [3]

Core Viewpoint - Sailun Tire, the first Chinese tire company to establish overseas manufacturing, is adjusting its investment and production capacity at its Indonesian facility to meet international market demand and support its globalization strategy [2][5]. Group 1: Project Adjustments - The annual production capacity of semi-steel radial tires at the Indonesian plant will increase from 3.6 million to 6 million units, with total project investment rising from $251 million to approximately $300 million (about 2.085 billion RMB) [1][5]. - The adjusted construction content includes the production of 600,000 semi-steel radial tires, 750,000 steel radial tires, 10,000 tons of off-road tires, and 1.5 million inner tubes and flaps [6][5]. Group 2: Market Strategy and Performance - Sailun Tire's overseas markets have become a major revenue source, with sales from international markets accounting for 76.27% of total revenue in the first half of 2025 [4][11]. - The company has established a global production matrix with facilities in Vietnam, Cambodia, Indonesia, Mexico, and Egypt, making it the largest Chinese tire manufacturer in terms of overseas capacity [8][9]. Group 3: Financial Projections and Profitability - The adjusted Indonesian project is expected to generate an average annual revenue of $33.53 million and an average annual net profit of $6.26 million [7]. - Since its listing in 2011, Sailun Tire has achieved a cumulative net profit of 17.754 billion RMB, with annual profits averaging around 1.2 billion RMB [11]. Group 4: Innovation and R&D - Sailun Tire ranks first in the 2025 tire company patent rankings, showcasing its commitment to innovation and technology development [11]. - The company has invested significantly in R&D, with expenditures increasing from 621 million RMB in 2022 to 1.013 billion RMB in 2024, reflecting a continuous growth trend [11].

Core Insights - The Ministry of Industry and Information Technology has announced the ninth batch of manufacturing single champion enterprises, with seven companies from Qingdao included, bringing the total to 45, ranking eighth nationally and fifth among sub-provincial cities [1] - Qingdao has established a systematic cultivation framework for champion enterprises, integrating policies into the "Industrial Empowerment Qingdao, Strong Manufacturing City" strategy, fostering cross-departmental collaboration [1][2] - The city has provided significant financial support, including a one-time reward of 2 million yuan for newly recognized champion enterprises, totaling 61 million yuan disbursed, and 358 million yuan for technological upgrades over the past three years [2] Group 1 - Qingdao's champion enterprises have made significant advancements in their respective fields, with companies like Sailun Group achieving breakthroughs in manufacturing large engineering tires, enhancing safety and load-bearing capabilities [2] - China Shipbuilding Group's engine division has focused on low-carbon and zero-carbon fuel engines, successfully delivering dual-fuel engines that reduce carbon emissions by approximately 24% [1][2] - Hisense Visual has established the world's first "lighthouse factory" in the television industry, integrating AI throughout the production process, achieving a remarkable output of one 85-inch television every 20 seconds [3] Group 2 - The cultivation of champion enterprises is seen as a key strategy for advancing the industry towards mid-to-high-end manufacturing and ensuring the stability of supply chains [2] - Qingdao has built a robust support system consisting of 3,315 specialized small and medium-sized enterprises, 256 "little giant" enterprises, and 128 provincial-level champion enterprises, providing a continuous source of growth for the champion enterprise group [2] - The achievements of these champion enterprises not only enhance Qingdao's manufacturing reputation but also position them competitively on a global scale, marking a new coordinate for Chinese manufacturing [3]

Group 1 - The company, Sailun Tire, announced that its seventh second board meeting will be held on January 26, 2026, in a hybrid format [1] - The meeting will review documents including a proposal to adjust investment project plans for its wholly-owned subsidiary [1] Group 2 - International gold prices have surpassed $5,000, marking a 280% increase over the past seven years [1] - Experts suggest that the future trajectory of gold prices will depend significantly on the U.S. dollar, as well as factors such as the international monetary system, interest rate cuts, and technological revolutions [1]

关于调整全资子公司投资项目方案 暨对相关子公司增资的公告 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。 证券代码：601058 证券简称：赛轮轮胎 公告编号：临2026-002 赛轮集团股份有限公司 交易实施尚需履行的审批及其他相关程序 本次投资项目在董事会审议额度范围内，无须提交股东会审议，经公司董事 会审议通过后,尚需获得国家相关主管部门（发改、商务、外管等）的审批或备 案。 其它需要提醒投资者重点关注的风险事项 未来国内外市场、融资环境与政策及经济形势存在发生变化的可能，项目的 投资计划可能根据未来实际情况调整，存在不能达到原计划及预测目标的风险。 一、对外投资概述 （一）本次交易概况 1、本次交易概况 重要内容提示： 投资项目建设内容：印尼生产基地项目由年产 300 万条半钢子午线轮胎、 60 万条全钢子午线轮胎、3.7 万吨非公路轮胎调整为年产 600 万条半钢子午线轮 胎、75 万条全钢子午线轮胎、1 万吨非公路轮胎与 150 万套内胎及垫带。 投资金额：由 25,144 万美元调整为 29,974 万美元（其中 ...

赛轮集团股份有限公司 印尼生产基地项目可行性研究报告 1 | 1．总论 | | | 1 | | --- | --- | --- | --- | | 1.1 | 概述 | | 1 | | 1.2 | 研究结论 | | 5 | | 2. | 市场预测 | | 11 | | 2.1 | 国际市场预测 | | 11 | | 2.2 | 本项目的目标市场 | | 13 | | 3. | 生产工艺及生产过程运输 | | 14 | | 3.1 | 产品方案与生产规模 | | 14 | | 3.2 | 原材料路线及需用量 | | 14 | | 3.3 | 工艺技术方案的选择 | | 15 | | | 4．建厂条件和厂址方案 | | 17 | | 4.1 | 建厂条件 | | 17 | | | 5．总图运输 | | 19 | | 5.1 | 厂区总平面布置 | 19 | | | 5.2 | 工厂运输 | | 20 | | | 6．公用工程和辅助设施 | | 21 | | 6.1 | 公用工程 | | 21 | | 6.2 | 给水、排水 | | 22 | | 6.3 | 仓库设置 | 23 | | | | 7．土建工程 | | ...

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2026-001 本议案已经公司第七届董事会战略与可持续发展委员会第一次会议审议通 过（同意 3 票，反对 0 票，弃权 0 票），并同意提交公司董事会审议。 赛轮集团股份有限公司 第七届董事会第二次会议决议公告 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。 赛轮集团股份有限公司（以下简称"公司"）于 2026 年 1 月 26 日在公司会 议室以现场加通讯方式召开第七届董事会第二次会议。本次会议通知于 2026 年 1 月 23 日以电子邮件方式送达全体董事。会议应到董事 7 人，实到董事 7 人（其 中以通讯表决方式出席 1 人）。会议由董事长刘燕华女士主持，公司总裁列席了 会议。会议的召集和召开符合《中华人民共和国公司法》及《公司章程》的有关 规定。经与会董事审议并表决，通过了以下议案： 1、《关于调整全资子公司投资项目方案的议案》 基于对国际市场需求研判及全球化战略发展需要，公司拟调整印尼生产基地 项目投资总额及建设内容，调整后的建设内容为"年产 600 万条 ...

Group 1 - The company plans to increase capital for its wholly-owned subsidiary, Sailun Hong Kong, by up to 55 million USD [1] - Sailun Hong Kong intends to increase capital for Sailun Singapore by up to 54.45 million USD [1] - Sailun Singapore and Sailun Hong Kong plan to increase capital for Sailun Indonesia by up to 54.45 million USD and 0.55 million USD, respectively [1]