Financial Performance - The company's operating revenue for Q1 2025 was CNY 8,411,466,549.24, representing a 15.29% increase compared to CNY 7,295,783,650.36 in the same period last year[5]. - The net profit attributable to shareholders was CNY 1,038,524,088.04, a slight increase of 0.47% from CNY 1,033,697,939.04 year-on-year[5]. - The company reported a decrease in net profit after deducting non-recurring gains and losses, which was CNY 1,007,430,630.08, down 0.73% from CNY 1,014,867,761.74[5]. - Net profit for Q1 2025 was ¥1,062,976,708.05, up from ¥1,050,176,203.85 in Q1 2024, reflecting a growth of 1.8%[17]. - Operating profit for Q1 2025 was ¥1,184,824,359.81, slightly higher than ¥1,184,388,596.79 in Q1 2024[17]. - The total comprehensive income for Q1 2025 was ¥997,188,666.40, compared to ¥931,500,704.52 in Q1 2024, indicating an increase of 7.0%[18]. Cash Flow - The net cash flow from operating activities decreased significantly by 290.32%, amounting to -CNY 407,586,131.60, compared to -CNY 104,424,476.60 in the previous year[5][7]. - Cash inflow from operating activities for Q1 2025 was $7.57 billion, up from $6.53 billion in Q1 2024, representing an increase of approximately 15.9%[21]. - Net cash flow from operating activities for Q1 2025 was -$407.59 million, compared to -$104.42 million in Q1 2024, indicating a decline in operational cash flow[21]. - Total cash outflow for operating activities in Q1 2025 was $7.98 billion, an increase from $6.64 billion in Q1 2024, representing a rise of approximately 20.3%[21]. - Cash received from sales and services in Q1 2025 was $7.28 billion, compared to $6.29 billion in Q1 2024, marking a growth of about 15.7%[21]. Assets and Liabilities - The total assets at the end of the reporting period were CNY 42,990,703,535.90, reflecting a 6.72% increase from CNY 40,284,983,406.79 at the end of the previous year[6]. - Total assets as of March 31, 2025, amounted to ¥42,990,703,535.90, compared to ¥40,284,983,406.79 at the end of 2024, indicating a growth of 6.7%[14]. - Current assets increased to ¥21,272,875,058.76 from ¥19,500,010,351.85, representing an increase of 9.1%[13]. - Total liabilities rose to ¥21,307,647,505.94, up from ¥19,713,262,347.72, marking an increase of 8.1%[14]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 61,667, with the largest shareholder holding 14.62% of the shares[9]. - The company’s basic earnings per share decreased by 3.03% to CNY 0.32 from CNY 0.33 in the previous year[5]. - The company reported a basic earnings per share of ¥0.32 for Q1 2025, slightly down from ¥0.33 in Q1 2024[18]. Research and Development - Research and development expenses for Q1 2025 were ¥258,923,963.81, compared to ¥219,821,604.62 in Q1 2024, reflecting a growth of 17.8%[17]. Future Plans - The company plans to focus on expanding its market presence and enhancing product development in the upcoming quarters[11].

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-028 赛轮集团股份有限公司 2024 年年度利润分配方案及 2025 年中期现金分红授权安排的公告 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： 每股派发现金红利0.23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。 公司未触及《股票上市规则》第9.8.1条第一款第（八）项规定的可能被 实施其他风险警示的情形。 公司提请股东大会授权董事会在满足相关条件前提下制定和实施2025年 中期（半年度、前三季度）或春节前现金分红方案。 根据《上市公司监管指引第 3 号一上市公司现金分红》及赛轮集团股份有限 公司（以下简称"公司"）《股东回报规划（2022 年-2024 年）》《2024 年度 "提质增效重回报"行动方案》等内容，公司制定了 2024 年年度利润分配方案， 并 ...

赛轮轮胎（601058）公告，2025年第一季度营收为84.11亿元，同比增长15.29%；净利润为10.39亿元， 同比增长0.47%。 ...

Group 1 - The core viewpoint is that Chinese tire companies are accelerating their overseas factory layout, expanding from Southeast Asia to diversified markets such as Europe, North America, and Africa, transitioning from scale expansion to value creation [1][2] - The average import price of semi-steel tires in the U.S. for 2024 is projected to be $62 per tire, with those from Thailand, Cambodia, and Vietnam averaging $40 per tire. The average import price for all-steel tires is $117 per tire, with those from Cambodia and Vietnam averaging around $80-85 per tire [2][3] - The imposition of a 25% tariff may further widen the price gap between Chinese tires and those from North America and Japan, thereby solidifying cost advantages for Chinese manufacturers [2][3] Group 2 - The new 25% tariff on passenger car and light truck tires under Section 232 may not significantly reduce the cost advantage of tires imported from low-cost regions compared to high-cost regions [2][3] - Historical data indicates that tariffs have not effectively increased domestic tire production in the U.S. due to high labor costs, significant investment requirements, and long construction periods [4] - The high-end market for tires presents a significant opportunity for Chinese manufacturers, allowing them to escape low-end competition and enhance profitability in markets outside the U.S. [5] Group 3 - Recommended stocks include Sailun Tire (601058.SH), Senking (002984.SZ), Linglong Tire (601966.SH), General Shares (601500.SH), Triangle Tire (601163.SH), Guizhou Tire (000589.SZ), and Wind God Shares (600469.SH) [6]

Investment Rating - The report maintains a "Buy" rating for specific companies in the chemical industry, particularly in the compound fertilizer and pesticide sectors, while recommending "Hold" for others [17]. Core Insights - The chemical industry is experiencing an optimization in supply and demand dynamics, leading to a recovery in the compound fertilizer, metal chromium, and niche pesticide markets. The report highlights investment opportunities in undervalued high-growth companies [3][4]. - The report emphasizes the positive performance of listed companies in Q1 2025, particularly in the compound fertilizer sector, and suggests focusing on companies like Xin Yang Feng, Stanley, and Yun Tu Holdings for investment opportunities [3][4]. - The report notes that metal chromium prices have surged to 75,000 CNY/ton, a week-on-week increase of 7,500 CNY/ton, driven by rising demand from the stainless steel sector and new military spending in Europe [3][4]. - The agricultural chemical market is entering its traditional peak season, with stable trading volumes for seasonal crop pesticides. Specific products like Acetochlor and Avermectin are seeing price increases, with recommendations for companies like Xian Da and Li Min [3][4]. Summary by Sections Industry Dynamics - Current macroeconomic conditions in the chemical sector indicate a stabilization in oil prices due to geopolitical factors and OPEC+ production increases, while coal prices are expected to decline in the medium term [4][6]. - The chemical industry PPI data shows a gradual recovery from negative values, with March 2025 PPI at -2.8% year-on-year, indicating a potential bottoming out of the cycle [6][8]. Fertilizer and Pesticide Sector - The report highlights that the domestic urea price is currently at 1,800 CNY/ton, with a slight week-on-week decline of 0.6%. The compound fertilizer sector is experiencing a decrease in operating rates, leading to increased inventory levels [10]. - The pesticide market is witnessing a seasonal peak, with stable trading volumes and price adjustments in various pesticide products, including a price increase for Pyrazole [10][19]. Chemical Products Pricing and Inventory Changes - The report provides detailed pricing data for various chemical products, indicating fluctuations in prices for PTA, MEG, and PVC, with specific attention to the impact of raw material costs and market demand [10][11][12]. - The report notes that the market for fluorinated chemicals is facing supply constraints due to mining restrictions, while the demand remains weak, leading to price adjustments [12][19]. Company Recommendations - The report recommends several companies for investment based on their growth potential and market positioning, including Yangnong Chemical, Runfeng Co., and Yun Tianhua in the fertilizer and pesticide sectors [17][18]. - Companies in the tire and fluorochemical sectors are also highlighted for their potential benefits from recovering domestic demand and cost reductions [3][17].

Investment Rating - The report indicates a declining trend in public fund allocation to the chemical industry, with the allocation ratio dropping to 4.1% in Q1 2025, down 1.6 percentage points year-on-year and 0.7 percentage points quarter-on-quarter, reflecting a historical low level [1][11]. Core Insights - The focus of public funds has shifted, with a notable decrease in the concentration of holdings in leading companies within the chemical sector. The top ten heavyweights' market capitalization share fell from 46.2% in Q4 2024 to 41.9% in Q1 2025 [1]. - Attention has been primarily directed towards the civil explosives and fluorochemical sectors in Q1 2025, with significant increases in holdings for companies like Guangdong Hongda and Zhenhua Co., while reductions were seen in companies such as Wanhua Chemical and Xinzhou Bang [2][3]. - The report highlights a strong interest in sectors with price increase potential, such as fluorochemicals, chromium salts, and pesticides, alongside improving supply-demand dynamics in the civil explosives sector [3]. Summary by Sections Public Fund Allocation Trends - The allocation of public funds to the chemical industry has been on a downward trajectory since Q2 2022, with the market capitalization share decreasing to 4.1% in Q1 2025, marking a significant decline from previous years [11][12]. Individual Stock Movements - Key stocks that saw increased holdings include Guangdong Hongda, Zhenhua Co., and Saint Spring Group, while major reductions were noted for Wanhua Chemical and Xinzhou Bang [2][16]. - The top ten companies by market capitalization in the chemical sector accounted for 52.2% of total holdings, a decrease of 3.3 percentage points [11][15]. Sector Performance - The report identifies the top five sectors by fund holdings in Q1 2025 as other chemical products (13.36 billion), polyurethane (5.91 billion), tires (5.18 billion), fluorochemicals and refrigerants (4.96 billion), and other chemical raw materials (3.85 billion) [24]. Investment Recommendations - The report suggests focusing on sectors with price increase potential and strong domestic demand, particularly civil explosives, while also highlighting opportunities in new materials such as AI materials [4].

赛轮集团股份有限公司 关于提供担保的进展公告 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。 证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-025 重要内容提示： 本次被担保人名称：赛轮香港 本次担保金额及已实际为其提供担保的余额：公司本次为赛轮香港提供 1,750万美元连带责任担保。包含本次担保在内，公司已实际为赛轮香港提供 53.52亿元连带责任担保。 本次担保没有反担保 公司对外担保未发生逾期情形 特别风险提示：公司及控股子公司预计年度对外担保总额为272亿元，截 至本公告披露日实际发生担保额为202.88亿元，分别占公司最近一期经审计净资 产的183.13%、136.59%；公司对资产负债率超过70%的全资子公司实际发生担保 额为116.12亿元，占公司最近一期经审计净资产的78.18%。请广大投资者充分关 注担保风险。 一、担保情况概述 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 ...

2025年全国两会期间，民营经济成为核心议题之一。政府工作报告中强调，加大对科技创新、绿色发 展、提振消费以及民营、小微企业等的支持。 作为扎根青岛的金融主力军，邮储银行青岛分行始终秉持"服务实体、惠企利民"的初心，以精准的金融 支持、创新的服务模式，为本土民营企业注入发展动能。 赛轮集团是青岛民营企业的一张"金名片"。从一家本土轮胎制造企业成长为全球轮胎行业领军者，赛轮 的发展历程离不开邮储银行青岛分行的相伴。无论是多元化的融资支持还是跨境金融服务创新，邮储银 行积极为企业破解资金难题、拓展国际市场注入强劲动能，成为金融服务实体经济、助力智造升级的生 动实践。 金融"活水"灌溉，从"青岛制造"到"世界智造" 作为青岛民营企业的标杆，赛轮集团成立20余年来，以技术创新驱动发展，成长为全球轮胎行业的技术 引领者。 赛轮集团自主研发的"液体黄金轮胎"，打破国际技术垄断，被誉为"世界橡胶轮胎工业第四个里程碑式 创新"，打破了行业"魔鬼三角"难题，其滚动阻力较传统轮胎降低30%，使用寿命延长20%，助力全球绿 色出行。 赛轮集团负责人解释道，轮胎有三个性能，它是互相排斥的，省油、耐磨、抓地力就是抗湿滑，这三个 它不可 ...

金融界4月17日消息，A股三大指数收盘涨跌不一，沪深300汽车与零部件指数 (300汽车，L11506)报 9866.18点。 从指数持仓来看，沪深300汽车与零部件指数十大权重分别为：比亚迪（38.15%）、赛力斯 （13.29%）、福耀玻璃（10.52%）、上汽集团（8.72%）、长安汽车（7.41%）、赛轮轮胎（3.94%）、 拓普集团（3.78%）、长城汽车（3.48%）、德赛西威（3.3%）、华域汽车（3.15%）。 数据统计显示，沪深300汽车与零部件指数近一个月下跌6.82%，近三个月上涨5.13%，年至今上涨 0.82%。 据了解，为反映沪深300指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将沪深300 指数300只样本按行业分类标准分为11个一级行业、35个二级行业、90余个三级行业及200余个四级行 业。沪深300行业指数系列分别以进入各一级、二级、三级、四级行业的全部证券作为样本编制指数， 形成沪深300行业指数。该指数以2004年12月31日为基日，以1000.0点为基点。 从沪深300汽车与零部件指数持仓样本的行业来看，乘用车占比73.22%、汽车内饰与外饰占比15. ...

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-024 赛轮集团股份有限公司 关于股东股份质押及解除质押的公告 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。 二、本次股份解除质押的基本情况 | 股东名称 | 袁仲雪（含其一致行动人） | | | --- | --- | --- | | 本次解质股份（股） | | 54,000,000 | | 占其所控制股份比例 | | 6.83% | | 占公司总股本比例 | | 1.64% | | 解质时间 | 2025 年 4 | 月 16 日 | | 持股数量（股） | | 790,203,626 | | 持股比例 | | 24.03% | | 剩余被质押股份数量（股） | | 275,289,800 | | 剩余被质押股份数量占其所持股份比例 | | 34.84% | | 剩余被质押股份数量占公司总股本比例 | | 8.37% | 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 790,203,626 股，占公 ...