Core Viewpoint - The report highlights the financial performance and strategic developments of Sailun Group Co., Ltd. for the first half of 2025, showcasing growth in revenue despite a decline in net profit, alongside advancements in product innovation and global expansion efforts [1][2][3]. Financial Performance - The company's operating revenue for the first half of 2025 reached CNY 17.59 billion, representing a 16.05% increase compared to the same period last year [2]. - Total profit amounted to CNY 2.15 billion, a decrease of 12.26% year-on-year [2]. - The net profit attributable to shareholders was CNY 1.83 billion, down 14.90% from the previous year [2]. - The net cash flow from operating activities increased significantly by 179.10% to CNY 883.55 million [2]. - As of June 30, 2025, the net assets attributable to shareholders were CNY 20.55 billion, up 5.31% from the end of the previous year [2]. Industry Overview - The global tire market experienced moderate growth, with total sales of semi-steel and all-steel tires reaching 918 million units in the first half of 2025, a slight increase from the previous year [10]. - Domestic tire sales benefited from rising automobile production and sales, with 15.62 million vehicles produced and sold in China during the first half of 2025, supported by policies like "old-for-new" [11]. - The company ranks among the top tire manufacturers globally, positioned 10th in the "2025 Global Tire Industry Top 20" and 2nd in the "2025 China Tire Enterprise Rankings" [7][8]. Product and Market Strategy - Sailun Group focuses on a diverse product range, including all-steel radial tires, semi-steel radial tires, and non-road tires, with a commitment to quality and sustainability [3][6]. - The company has established a strong global presence with production bases in China and overseas, including Vietnam, Cambodia, and Mexico, with a planned annual production capacity of 31.55 million all-steel tires and 10.9 million semi-steel tires [18]. - The company has developed innovative products such as the "Liquid Gold" tire series, which enhances performance while maintaining aesthetic appeal [16][23]. Sustainability Initiatives - The company has implemented the "eco+" sustainable development strategy, focusing on ecological protection and economic growth, aiming to reduce carbon emissions by 30% in tire products [10][25]. - Sailun Group has received high ratings for its sustainability practices, including an MSCI ESG rating of A and a silver medal from EcoVadis, placing it among the top 15% of global companies evaluated [10]. Digital Transformation - The company is advancing its digital transformation through the "橡链云" industrial internet platform, enhancing operational efficiency across the value chain [20]. - A comprehensive digital marketing platform has been established to improve user experience and streamline business processes [19][20].

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-061 赛轮集团股份有限公司 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： ? 每股派发现金红利0.15元（含税）。 ? 本次利润分配以实施权益分派股权登记日登记的总股本为基数，具体日 期将在权益分派实施公告中明确。在实施权益分派的股权登记日前公司总股本发 生变动的，拟维持每股分配比例不变，相应调整分配总额，并将在相关公告中披 露。 根据《上市公司监管指引第 3 号一上市公司现金分红》、赛轮集团股份有限 公司（以下简称"公司"）《股东回报规划（2025 年-2027 年）》《2025 年度 "提质增效重回报"行动方案》及《2024 年年度利润分配方案及 2025 年中期现 金分红授权安排》相关内容，公司制定了 2025 年半年度利润分配方案。具体内 容如下： 一、利润分配方案内容 根据 2025 年半年度财务报表（未经审计），公司 2025 年半年度合并报表归 属于上市公司股东的净利润 1,830,902,423.55 元。截至 2025 年 ...

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-058 赛轮集团股份有限公司 第六届董事会第二十八次会议决议公告 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 2025 年 8 月 22 日上午在公 司会议室以现场加通讯方式召开第六届董事会第二十八次会议。本次会议的通知 于 2025 年 8 月 12 日以电话、电子邮件等方式送达全体董事，补充通知于 2025 年 8 月 19 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 董事 7 人（其中以通讯表决方式出席 2 人）。会议由董事长刘燕华女士主持，公 司总裁及监事列席了会议。会议的召集和召开符合《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： 为更好地满足用户需求，进一步提升公司综合竞争力，公司拟对赛轮新和平 （沈阳）轮胎有限公司（以下简称"赛轮新和平"）进行改造和扩建。 表决结果：同意 7 票，反对 0 票，弃权 0 票，表决通过。 具体内容详见同日在上海证券交 ...

Investment Rating - The report maintains a positive outlook on the chemical sector, emphasizing the value of allocation in this area due to macroeconomic factors and domestic policy changes [3][4]. Core Insights - The report highlights the expected increase in oil supply led by non-OPEC countries and a significant growth in overall supply, while global GDP is projected to maintain a growth rate of 2.8%. However, demand growth for oil may slow due to tariff policies [3][4]. - The anticipated interest rate cuts by the Federal Reserve and domestic anti-involution measures are expected to boost the Producer Price Index (PPI), enhancing the allocation value in the chemical sector. Price increases for titanium dioxide and phosphate fertilizers are noted, with specific companies recommended for investment [3][4]. - The report identifies a recovery in the domestic computing power chain and suggests that companies involved in this sector will benefit from ongoing developments in domestic chip design and AI applications [3][4]. Summary by Sections Industry Dynamics - Oil supply is expected to increase significantly, with non-OPEC countries leading the way. Global GDP growth is stable at 2.8%, but demand growth for oil may face challenges due to tariff impacts. Coal prices are anticipated to stabilize, while natural gas export facilities in the U.S. may reduce import costs [3][4]. Chemical Sector Allocation - The report suggests focusing on the chemical sector due to favorable macroeconomic conditions. Price adjustments in titanium dioxide and phosphate fertilizers are highlighted, with specific companies such as Yuntianhua and Hubei Yihua recommended for investment [3][4]. Investment Analysis - Traditional cyclical stocks and specific segments within the chemical industry are recommended for investment. Companies like Wanhua Chemical and Baofeng Energy are highlighted for their potential growth. The report also emphasizes the importance of monitoring the performance of various chemical products and their pricing trends [3][4][17].

证券日报网讯 8月25日晚间，赛轮轮胎发布公告称，公司第六届监事会第十五次会议审议通过了《2025 年半年度利润分配方案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 8月25日晚间，赛轮轮胎发布公告称，公司第六届董事会第二十八次会议审议通过了《关 于全资子公司对外投资的议案》等多项议案。 （文章来源：证券日报） ...

每经AI快讯，赛轮轮胎（SH 601058，收盘价：13.58元）8月25日晚间发布公告称，公司第六届第二十 八次董事会会议于2025年8月22日在公司会议室以现场加通讯方式召开。会议审议了《关于全资子公司 对外投资的议案》等文件。 每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 张喜威） 2024年1至12月份，赛轮轮胎的营业收入构成为：轮胎行业占比98.62%，其他业务占比1.38%。 截至发稿，赛轮轮胎市值为447亿元。 ...

智通财经APP讯，赛轮轮胎(601058.SH)披露2025年半年度报告，报告期公司实现营收175.87亿元，同比 增长16.05%;归母净利润18.31亿元，同比下降14.9%;扣非净利润18.25亿元，同比下降11.06%;基本每股 收益0.56元。 ...

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。 为贯彻落实上海证券交易所《关于开展沪市公司"提质增效重回报"专项行 动的倡议》，赛轮集团股份有限公司（以下简称"公司"）以为全体股东创造持 续增长的价值为目标，以"高质量发展"和"增厚股东回报"为行动路径，结合 公司战略规划、生产经营等情况制定了 2025 年度"提质增效重回报"行动方案， 具体内容详见公司于 2025 年 4 月 29 日在上海证券交易所网站及指定信息披露媒 体披露的《2024 年度"提质增效重回报"行动方案评估报告暨 2025 年度"提质 增效重回报"行动方案》（公告编号：临 2025-033）。 2025 年上半年，公司切实履行并持续评估"提质增效重回报"行动方案的 具体举措，公司第六届董事会第二十八次会议也审议通过了《2025 年度"提质 增效重回报"行动方案半年度评估报告》。现将行动方案半年度评估情况报告如 下： 一、持续推进全球化布局，不断提升影响力 2025 年上半年，公司轮胎产量、销量及境内、境外营业收入均创历史同期 新高。公司持续推进全球化布局与 ...

格隆汇8月25日丨赛轮轮胎(601058.SH)公布2025年半年度报告，报告期实现营业收入175.87亿元，同比增长16.05%；归属于上市公司股东的净利润18.31亿元，同比下降14.90%；归属于 ...