Core Viewpoint - Sailun Tire (601058.SH) reported a revenue increase of 16.76% year-on-year for the first three quarters of 2025, reaching 27.587 billion yuan, while net profit attributable to shareholders decreased by 11.47% to 2.872 billion yuan [1] Financial Performance - Total operating revenue for the first three quarters of 2025 was 27.587 billion yuan, reflecting a year-on-year growth of 16.76% [1] - Net profit attributable to the parent company's shareholders was 2.872 billion yuan, showing a decline of 11.47% compared to the previous year [1] - Basic earnings per share stood at 0.88 yuan [1]

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-071 赛轮集团股份有限公司 2025 年第三季度主要经营数据公告 2、轮胎贸易 除自产自销轮胎外，公司还经销公司合并范围外的其他企业生产的轮胎产 品。2025 年第三季度，公司轮胎贸易收入为 24,035.82 万元。 二、主要产品和原材料的价格变动情况 1、主要产品的价格变动情况 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。 根据《上海证券交易所上市公司自律监管指引第 3 号—行业信息披露》之《上 市公司行业信息披露指引第十三号—化工》要求，现将赛轮集团股份有限公司（以 下简称"公司"）2025 年第三季度主要经营数据公告如下： 一、主要产品的产量、销量及收入实现情况 2025 年第三季度，公司实现营业收入 1,000,039.86 万元，其中轮胎产品收 入 989,772.08 万元（包括自产自销轮胎实现的收入及轮胎贸易收入）。 1、自产自销轮胎产品 | 主要产品 | 产量（万条） | 销量（万条） | 收入（万元） | | --- | --- | - ...

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-072 赛轮集团股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 11 月 4 日（星期二）15:00-16:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadsho w.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 28 日（星期二）至 11 月 3 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ziben@sa iluntire.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 赛轮集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日发布公 司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三 季度经营成果、财务状况，公司计划于 2025 年 11 月 4 日（ ...

| 股东名称 | 袁仲雪（含其一致行动人） | | --- | --- | | 本次解质股份（股） | 75,000,000 | | 占其所控制股份比例 | 8.67% | | 占公司总股本比例 | 2.28% | | 解质时间 | 2025 年 10 月 27 日 | | 持股数量（股） | 864,782,044 | | 持股比例 | 26.30% | | 剩余被质押股份数量（股） | 292,989,800 | 一、本次解除质押的基本情况 | 剩余被质押股份数量占其所持股份比例 | 33.88% | | --- | --- | | 剩余被质押股份数量占公司总股本比例 | 8.91% | 证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-073 赛轮集团股份有限公司 关于股东部分股份解除质押的公告 公司股东保证向本公司提供的信息内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与公司股东提供的信息一致。 重要内容提示： 截至本公告披露日，公司实际控制人袁仲雪先生控制的股份（含其一致 行动人持有的股份）为 864,782,044 股，占公司总股 ...

与会监事发表意见如下：经审核，我们认为公司编制和审议《2025 年第三 季度报告》的程序符合中国证券监督管理委员会、上海证券交易所相关法律法规 的要求，报告内容真实、准确、完整地反映了公司的实际情况，不存在任何虚假 记载、误导性陈述或者重大遗漏。 证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-070 赛轮集团股份有限公司 第六届监事会第十六次会议决议公告 本公司监事会及全体监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"）第六届监事会第十六次会议于 2025 年 10 月 28 日上午在公司会议室以现场加通讯方式召开。本次会议的通知 于 2025 年 10 月 25 日以电话、电子邮件等方式送达全体监事。会议应到监事 3 人，实到监事 3 人（其中以通讯表决方式出席 1 人）。会议由监事会主席闫凯先 生主持，公司董事会秘书及证券事务代表列席了会议。会议的召集和召开符合《公 司法》和《公司章程》的有关规定。经与会监事审议并表决，通过了以下议案： 《2025 年第三季度报告》 表决结果：同 ...

Financial Performance - The company's operating revenue for Q3 2025 reached CNY 10,000,398,626.79, representing an 18.01% increase year-over-year[4]. - The total profit for the period was CNY 1,280,393,714.44, showing a 2.66% increase compared to the same period last year[4]. - The net profit attributable to shareholders was CNY 1,040,757,510.14, a decrease of 4.71% year-over-year[4]. - Total operating revenue for the first three quarters of 2025 reached ¥27.59 billion, a 16.5% increase from ¥23.63 billion in the same period of 2024[17]. - Net profit for the first three quarters of 2025 was ¥2.95 billion, down 10.5% from ¥3.30 billion in the first three quarters of 2024[18]. - Operating profit for the first three quarters of 2025 was ¥3.43 billion, a decrease of 7.2% compared to ¥3.70 billion in the same period of 2024[17]. Cash Flow - The net cash flow from operating activities for the year-to-date period was CNY 2,506,202,818.18, reflecting a significant increase of 72.55%[4][9]. - The company experienced a 72.55% increase in cash flow from operating activities due to higher cash receipts from sales[9]. - Cash flow from operating activities generated a net amount of ¥2.51 billion, an increase of 72.5% from ¥1.45 billion in the first three quarters of 2024[19]. - The company experienced a net cash outflow from investing activities of ¥3.56 billion in the first three quarters of 2025, compared to a net outflow of ¥2.50 billion in the same period of 2024[20]. Assets and Liabilities - The total assets at the end of the reporting period amounted to CNY 45,825,323,443.63, which is a 13.75% increase from the end of the previous year[5]. - The total assets of Sairun Group Co., Ltd. as of September 30, 2025, amounted to RMB 45.83 billion, an increase from RMB 40.28 billion as of December 31, 2024, representing a growth of approximately 13.7%[15]. - Current assets totaled RMB 21.03 billion, up from RMB 19.50 billion, indicating an increase of about 7.8% year-over-year[15]. - Total liabilities increased to RMB 23.03 billion from RMB 19.71 billion, marking an increase of about 16.7%[16]. - The total non-current assets amounted to RMB 24.79 billion, an increase from RMB 20.78 billion, representing a growth of about 19.4%[15]. Shareholder Equity - The weighted average return on equity decreased to 4.95%, down by 0.98 percentage points compared to the previous year[5]. - The total equity attributable to shareholders was CNY 21,068,026,032.59, an increase of 7.99% year-over-year[5]. - The company's equity attributable to shareholders reached RMB 21.07 billion, up from RMB 19.51 billion, which is an increase of approximately 8%[16]. Earnings and Expenses - The company reported a basic earnings per share of CNY 0.32, a decline of 5.88% from the same period last year[5]. - The basic earnings per share for the first three quarters of 2025 was ¥0.88, down from ¥1.01 in the same period of 2024[18]. - Research and development expenses increased to ¥816.67 million in the first three quarters of 2025, up 10.8% from ¥736.94 million in the same period of 2024[17]. - The company reported a decrease in investment income to ¥22.39 million in the first three quarters of 2025, compared to ¥102.26 million in the same period of 2024[17]. Other Financial Metrics - Non-recurring gains and losses for the period totaled CNY 43,710,473.04, with significant contributions from government subsidies and asset disposals[7]. - The company's cash and cash equivalents decreased to RMB 4.83 billion from RMB 5.52 billion, a decline of approximately 12.5%[15]. - Accounts receivable rose significantly to RMB 6.76 billion, compared to RMB 4.79 billion, reflecting a growth of around 41%[15]. - Inventory levels remained stable at RMB 6.58 billion, slightly up from RMB 6.52 billion, indicating a marginal increase of about 0.8%[15]. - The company reported a significant increase in long-term borrowings, which rose to RMB 4.94 billion from RMB 3.37 billion, reflecting a growth of approximately 46%[16]. - Total assets impairment loss for the first three quarters of 2025 was ¥139.96 million, slightly higher than ¥136.46 million in the same period of 2024[17].

赛轮轮胎公告，第三季度营收为100亿元，同比增长18.01%；净利润为10.41亿元，下降4.71%。前三季 度营收为275.87亿元，同比增长16.76%；净利润为28.72亿元，下降11.47%。 ...

Group 1 - The 2025 Qingdao Private Enterprises Top 100 list has been released, with Wanda Guomao Group Co., Ltd. taking the top position, followed by Shandong New Hope Liuhe Group Co., Ltd. and Xinhua Jin Group Co., Ltd. [1][2] - Notable changes include the rise of Shandong Neng Chain Holdings Co., Ltd. to fourth place and Riri Shun Supply Chain Technology Co., Ltd. entering the top ten, replacing Qingjian Group Co., Ltd. and Qingdao Jingdong Changyi Trade Co., Ltd. [2] - The list reflects a shift in Qingdao's industrial landscape, with traditional real estate and construction sectors losing influence, while emerging industries like renewable energy and modern logistics are gaining prominence [2] Group 2 - The "Haier system" companies dominate the list, with nine representatives, including Riri Shun Supply Chain Technology Co., Ltd. and Qingdao Haier Washing Appliance Co., Ltd. [2] - Experts suggest that the future development of Qingdao's private enterprises may depend on balancing traditional industry strengths with the cultivation and introduction of high-tech companies, requiring policy guidance, talent support, and an innovative environment [2]

Investment Rating - The report maintains a "Strong Buy" rating for the tire industry, indicating a positive outlook for growth and recovery in demand [2]. Core Insights - The tire industry is experiencing a recovery in demand, particularly for steel tires, driven by seasonal factors and improved logistics needs. Several companies have announced price increases of approximately 2%-5% starting in October, which is expected to stimulate replenishment demand from downstream manufacturers [3][2]. - The report highlights the stability in raw material prices, with natural rubber entering its traditional peak season, potentially leading to price increases. The overall raw material price index for tires is at a historical low, indicating a favorable cost environment for manufacturers [11][12]. - The production side shows a month-on-month increase in domestic tire production, with stable operating rates for both steel and semi-steel tires. The average operating rate for the steel tire industry in September was 64.95%, reflecting a slight increase [37][40]. - Export dynamics reveal a decrease in domestic tire exports, while Vietnam's rubber product exports to the U.S. have surged significantly, indicating a shift in competitive dynamics in the region [46][51]. - Demand trends indicate a stable semi-steel market, with expectations for a recovery in steel tire demand, particularly in the heavy truck segment, supported by favorable government policies and logistics demand [58][63]. Summary by Sections Cost Side - Natural rubber prices are expected to rise due to seasonal demand, while other material prices remain stable. The price index for tire raw materials is at 90.12, which is 4% lower than historical averages since 2021 [11][12]. - The average price of natural rubber in September was $1839.57 per ton, showing a month-on-month increase of 2.06% but a year-on-year decrease of 6.77% [12][11]. Production Side - In August 2025, China's rubber tire production reached 109.35 million units, a month-on-month increase of 15.78% but a year-on-year decrease of 11.44% [37][40]. - The average operating rate for semi-steel tires was 71.23% in September, reflecting a slight increase from the previous month [37][40]. Export Side - In August, China exported 62.99 million new inflatable rubber tires, a year-on-year increase of 1.84% but a month-on-month decrease of 5.51% [46][48]. - Vietnam's rubber product exports to the U.S. in September reached $0.49 billion, a year-on-year increase of 43% [51][52]. Demand Side - The global demand for passenger car and light truck tires showed a slight decline, while the replacement market remains stable, particularly in North America and Europe [58][59]. - Heavy truck sales in China reached approximately 105,000 units in September, marking a significant year-on-year increase of 82%, indicating a recovery in the heavy truck segment [63][64].

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-069 赛轮集团股份有限公司 关于股东部分股份质押的公告 公司股东保证向本公司提供的信息内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 | 是否为限 | 是否 | 质押 | 售股（如 | 占其控 | 占公司 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 为控 | 本次质押股 | 是否补 | 质押起 | 质押到 | 融资 | 是，注明 | 质权人 | 制股份 | 总股本 | 名称 | 股股 | 数（股） | 充质押 | 始日 | 期日 | 资金 | | 限售类 | 比例 | 比例 | 东 | 用途 | 型） | | | | | | | | | | | | | | 袁仲 | 2025 | 交通银行 | 2028 | 雪（含 | | | | | | | | | | | | | | | 年 | 10 ...