赛轮集团股份有限公司 埃及年产360万条子午线轮胎项目 可行性研究报告 目录 | 1. 总论 | | --- | | 1.1 概述 | | 1.1.1 项目名称、法人单位名称、项目性质 . | | 1. 1. 2 编制依据和原则 . | | 项目提出背景、投资的必要性和经济意义 . 1.1.3 | | 1.1.4 项目风险评估 | | 1. 1. 5 具体规划方案内容 . | | 1.1.6 研究范围 . | | 1.2 研究结论 . | | 1.2.1 综合评价 . | | 1. 2. 3 主要技术经济指标 . | | 2 市场预测 | | 2.1 国际市场预测 | | 2.1.1 世界汽车生产情况 | | 2.1.2 世界轮胎工业的发展趋势 | | 3 生产工艺及生产过程运输 | | 3.1 产品方案与生产规模. | | 3.1.1 产品方案及生产规模的确定 | | 3.1.2 产品质量指标 . | | 3.2 原材料路线及需用量 | | 3.2.1 原材料路线 | I | 3.3 工艺技术方案的选择 | | --- | | 3.3.1 国内、外工艺技术概况 . | | 3.3.2 工艺技术方案选择 . ...

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-054 赛轮集团股份有限公司 第六届董事会第二十七次会议决议公告 对相关 子公司进 行增资， 具体增资 路径为：公 司对全资 子公司 SAILUN INTERNATIONAL HOLDING (HONGKONG) CO.,LIMITED.（以下简称"赛轮香港"） 增资不超过 17,500 万美元；赛轮香港对其全资子公司赛轮新加坡增资不超过 17,500 万美元；赛轮新加坡对其全资子公司赛轮欧洲增资不超过 17,325 万美元。 表决结果：同意 7 票，反对 0 票，弃权 0 票，表决通过。 赛轮集团股份有限公司（以下简称"公司"）于 2025 年 8 月 14 日下午在公 司会议室以现场加通讯方式紧急召开第六届董事会第二十七次会议。为进一步扩 大公司生产规模、增强应对国际贸易壁垒能力并完善国际化布局，公司拟投资建 设"埃及年产 360 万条子午线轮胎"项目。为尽快推进相关工作，公司紧急召开 第六届董事会第二十七次会议审议该项目。本次会议的会议通知于 2025 年 8 月 14 日以电话、电子邮件等方式送达全体董事。会议应到董事 7 人，实到董 ...

赛轮轮胎(601058.SH)公告称，公司计划在埃及投资建设"年产360万条子午线轮胎项目"，项目投资总额2.91亿美元。为满足投资项目的建设资金需 求，公司拟对相关子公司进行增资，具体增资路径为：公司对全资子公司赛轮香港增资不超过1.75亿美元；赛轮香港对其全资子公司赛轮新加坡 增资不超过1.75亿美元；赛轮新加坡对其全资子公司赛轮欧洲增资不超过1.73亿美元。该项目预计实现年平均营业收入1.9亿美元，实现年平均净 利润3477万美元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

格隆汇8月14日丨赛轮轮胎(601058.SH)公布，埃及地处亚非欧三大洲交汇处，濒临苏伊士运河，连接欧 洲、非洲及中东市场，产品可以辐射周边国家和地区。同时，埃及作为非洲第三大汽车市场，轮胎市场 需求旺盛。为满足当地市场需求及公司全球化战略布局的需要，赛轮集团股份有限公司（以下简称"公 司"）拟在埃及投资建设"年产360万条子午线轮胎项目"。项目投资总额29,148万美元，其中：建设投资 25,523万美元、流动资金3,523万美元、建设期利息102万美元。 该项目拟由公司全资子公司 SAILUN TYRE EUROPE B.V（以下简称"赛轮欧洲"）与 SAILUN INTERNATIONAL HOLDING (SINGAPORE)PTE.LTD.（以下简称"赛轮新加坡"）在埃及设立的子公司 具体实施。 为满足该投资项目的建设资金需求，公司拟对相关子公司进行增资，具体增资路径为：公司对全资子公 司 SAILUN INTERNATIONAL HOLDING (HONGKONG)CO.,LIMITED.（以下简称"赛轮香港"）增资不 超过17,500万美元；赛轮香港对其全资子公司赛轮新加坡增资不超过17,50 ...

为满足该投资项目的建设资金需求，公司拟对相关子公司进行增资，具体增资路径为：公司对全资子公 司 SAILUN INTERNATIONAL HOLDING (HONGKONG)CO.,LIMITED.（以下简称"赛轮香港"）增资不 超过17,500万美元；赛轮香港对其全资子公司赛轮新加坡增资不超过17,500万美元；赛轮新加坡对其全 资子公司赛轮欧洲增资不超过17,325万美元。 格隆汇8月14日丨赛轮轮胎(601058.SH)公布，埃及地处亚非欧三大洲交汇处，濒临苏伊士运河，连接欧 洲、非洲及中东市场，产品可以辐射周边国家和地区。同时，埃及作为非洲第三大汽车市场，轮胎市场 需求旺盛。为满足当地市场需求及公司全球化战略布局的需要，赛轮集团股份有限公司（以下简称"公 司"）拟在埃及投资建设"年产360万条子午线轮胎项目"。项目投资总额29,148万美元，其中：建设投资 25,523万美元、流动资金3,523万美元、建设期利息102万美元。 该项目拟由公司全资子公司 SAILUN TYRE EUROPE B.V（以下简称"赛轮欧洲"）与 SAILUN INTERNATIONAL HOLDING (SINGAPORE ...

人民财讯8月14日电，赛轮轮胎（601058）8月14日晚间公告，公司拟在埃及投资建设"年产360万条子午 线轮胎项目"。投资总额2.91亿美元，该项目拟由公司全资子公司赛轮欧洲与赛轮新加坡在埃及设立的 子公司具体实施。 ...

赛轮轮胎公告，公司计划在埃及投资建设"年产360万条子午线轮胎项目"，投资总额2.91亿美元，其中 建设投资2.55亿美元、流动资金3523万美元、建设期利息102万美元。项目将由公司全资子公司SAILUN TYRE EUROPE B.V.与SAILUN INTERNATIONAL HOLDING (SINGAPORE) PTE. LTD.在埃及设立的子 公司具体实施。项目预计实现年平均营业收入1.9亿美元，年平均净利润3477万美元。 ...

Core Viewpoint - Sailun Tire is acquiring Bridgestone (Shenyang) Tire Co., Ltd. to rapidly expand its production capacity amid a backdrop of overseas manufacturers reducing output, presenting an opportunity for domestic tire companies to capture global market share [1][2]. Group 1: Acquisition Details - Sailun Tire plans to purchase 100% of Bridgestone Shenyang for 265 million yuan, which previously had an annual production capacity of 1.7 million radial tires [2]. - Bridgestone Shenyang ceased operations on January 26, 2024, marking Bridgestone's exit from the commercial vehicle tire market in China [2][3]. - The acquisition price represents a 20% discount compared to Bridgestone Shenyang's equity of 337 million yuan as of June 30, 2025 [4]. Group 2: Financial Performance - In 2024, Bridgestone Shenyang reported revenue of 140 million yuan but incurred a net loss of 480 million yuan [4]. - For the first half of 2025, after ceasing operations, the company generated revenue of 943,200 yuan and recorded a loss of 564 million yuan [4]. Group 3: Market Context - The global tire market is expected to grow by 1.8% in 2024, reaching 1.854 billion tires [5]. - Sailun Tire is one of the few domestic listed tire companies to achieve both revenue and profit growth in 2024, with profit growth outpacing revenue growth [5]. - The company is actively expanding its global production capacity, with ongoing projects in Cambodia, Indonesia, and Mexico [6]. Group 4: Strategic Outlook - Sailun Tire aims to enhance its competitiveness by leveraging the existing assets of Bridgestone Shenyang and adjusting its management [4]. - The company is focusing on global production layout and increasing R&D investment to drive stable growth [6]. - Domestic tire companies are positioned to seize opportunities in the global market as many overseas competitors announce factory closures and production cuts [6].

Investment Rating - The report provides a positive outlook on the tire industry, highlighting stable demand in the U.S. market and the successful launch of new products in Vietnam [1]. Core Insights - U.S. retail sales for automotive parts and tires reached $11.693 billion in June, showing a year-on-year increase of 2.90% [2][63]. - The import demand for tires in the U.S. remains robust, with June imports of semi-steel tires at 16.8895 million units, a year-on-year increase of 7.75%, and full-steel tires at 1.9116 million units, a year-on-year increase of 44.90% [2][70]. - The raw material price index for tires decreased in July, with a current index of 151.90, reflecting a month-on-month decline of 0.28% and a year-on-year decline of 10.26% [5][6]. - Shipping costs have shown a downward trend, with the Baltic global container freight index averaging 2531.25 points in July, down 25.46% month-on-month and 50.19% year-on-year [2][4]. - Sailun's "Liquid Gold" tire has successfully entered the Vietnamese market, marking a significant product launch [2]. Summary by Sections Raw Materials - The raw material price index for July is 151.90, with natural rubber averaging 14,003 yuan/ton, a month-on-month decrease of 1.06% and a year-on-year increase of 1.00% [5][6]. - The prices for styrene-butadiene rubber and carbon black have shown significant year-on-year declines of 21.53% and 19.47%, respectively [5][6]. Production and Exports - In July, the average operating rate for full-steel tires in China was 64.61%, a year-on-year increase of 7.58 percentage points, while semi-steel tires had an operating rate of 73.80%, a year-on-year decrease of 5.41 percentage points [23]. - China's rubber tire production in June was 102.75 million units, a year-on-year increase of 10.01% [24]. Consumption - The replacement market in the U.S. remains resilient, with stable demand observed [35]. - In July, China's heavy truck sales were approximately 83,000 units, a year-on-year increase of 42.37% [52]. Shipping Costs - The shipping costs have decreased, with the CCFI for the U.S. East Coast averaging 1247.30 points in July, down 7.31% month-on-month [2][4]. Industry News - Sailun Group's new tire product has been launched in Vietnam, indicating expansion into new markets [2].

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