赛轮轮胎（601058）公告，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为7.9亿股，占 公司总股本的24.03%。累计质押2.75亿股，占其控制公司股份总数的34.84%，占公司总股本的8.37%。 2025年4月16日，瑞元鼎实持有的部分公司股份完成质押手续，煜明投资持有的部分公司股份完成解除 质押手续。其中，袁仲雪质押5560万股，占其控制股份比例7.04%，占公司总股本比例1.69%。 ...

Investment Rating - The report maintains a positive investment rating for the automotive and automotive parts industry, focusing on domestic autonomous industry chains and key companies such as BYD, Geely, and Xpeng [5]. Core Insights - The report highlights the impact of recent U.S. tariffs on the automotive sector, noting that the tariffs have a limited effect on automotive parts, particularly for companies with overseas operations [2][3]. - It emphasizes the importance of monitoring tariff developments and suggests a focus on domestic autonomous vehicle manufacturers that are less affected by U.S. tariffs [3][24]. - The report recommends a selection of companies in the automotive sector, particularly those involved in smart and electric vehicles, as well as automotive parts suppliers [3][4]. Summary by Sections Weekly Data - In the first week of April 2025, passenger car sales reached 337,000 units, a year-on-year increase of 25.6% but a month-on-month decrease of 30.2%. New energy vehicle sales were 168,000 units, up 37.8% year-on-year but down 30.4% month-on-month, with a penetration rate of 50.0% [1][3]. Market Performance - The automotive sector underperformed the market, with the A-share automotive sector declining by 5.26% from April 7 to April 11, ranking 24th among sub-industries [1][3]. Key Recommendations - The report suggests focusing on a core portfolio that includes companies like BYD, Geely, Xpeng, Xiaomi, Berteli, Top Group, and others [1][3]. - It also highlights the potential of companies involved in the new energy vehicle supply chain and those focusing on smart driving technologies [3][4]. Tariff Impact - The U.S. tariffs, particularly the reciprocal tariffs, are expected to have a significant impact on exports and the economy, with a potential drag on GDP growth [10][19]. - The report notes that the automotive parts sector is less affected by the tariffs, especially for companies with production facilities in Mexico and Southeast Asia [2][24]. Company Focus - The report identifies key companies in the automotive parts sector that are well-positioned to benefit from the current market dynamics, including those involved in smart and electric vehicle technologies [3][4][25].

推进头部车企合作，彰显公司优质品牌力。2 月27 日备受业界关注的小米SU7 Ultra 正式上市，由小米 汽车与赛轮合作开发的PT01 赛道高性能轮胎同期上线小米有品商城，成为中国轮胎品牌在赛道高性能 轮胎领域的重要突破。同时，近期赛轮集团与丰田（中国）签订战略合作协议，赛轮成为TOYOTA GAZOO Racing China GR86 Cup 2025 赛季唯一指定轮胎供应商，也将是丰田GR 全球系列赛中首次出现 中国轮胎品牌的身影。与头部车企的合作有利于提升公司产品品牌力，进一步推动中国高性能车市场的 技术进步和产业升级。 市场反映最悲观预期，关税或存缓和可能。4 月3 日，美国宣布对全球主要贸易伙伴加征对等关税，其 中，公司主要海外工厂所在的越南、柬埔寨和印尼分别被加征46%、49%、32%的对等关税，市场对此 按照最悲观预期给予反应。而随着232 条款中关于汽车零部件的范围扩大，海关编码涵盖了4011.10.10 （半钢子午线轮胎）、4011.20.10（全钢子午线轮胎），以及4012/4013 下属部分轮胎子条目，由于对等 关税和232 关税存在排斥关系，因此轮胎适用于25%的232 关税条款。 ...

赛轮轮胎（601058）4月10日在互动平台表示，公司坚持全球化战略，目前已在青岛、潍坊、东营、沈 阳及越南、柬埔寨建有轮胎生产基地，并正在建设墨西哥、印尼等生产基地。目前关税政策仍存在一定 的不确定性，公司将持续密切关注国际政治与贸易格局变化，与客户保持积极沟通，以尽量减少因关税 问题给公司带来的负面影响。 ...

Core Viewpoint - The article highlights the increasing support from commercial banks for stock repurchase and increase loans to listed companies, which is expected to stabilize and promote the development of the capital market [1][11][12]. Group 1: Bank Support for Stock Repurchase and Increase Loans - As of April 9, over 400 A-share listed companies have received bank loan limits exceeding 871 billion yuan for stock repurchase and increase, indicating strong bank support [1][13]. - In March, 47 A-share listed companies applied for bank repurchase and increase loans totaling 113.9 billion yuan, a significant month-on-month increase of approximately 45% [2]. - By April 9, 12 A-share listed companies had received over 46 billion yuan in bank-supported repurchase and increase loans [2]. Group 2: Specific Bank Initiatives - Agricultural Bank has provided stock repurchase and increase loans to 53 listed companies across various sectors, with a total signed loan amount exceeding 150 billion yuan [3]. - China Citic Bank's Dalian branch successfully executed a stock increase loan of 45 million yuan for a private enterprise, marking a significant step in the Northeast region [4]. - Postal Savings Bank has actively engaged with companies to tailor financing solutions for stock repurchase and increase needs [3]. Group 3: Government and Regulatory Support - Various local state-owned assets departments and financial regulatory bodies have held meetings to discuss stock repurchase and increase efforts, emphasizing the importance of maintaining market stability [6][8]. - In Shandong province, 42 companies have announced stock repurchase and increase loan approvals, totaling 64 billion yuan [7]. Group 4: Future Outlook - The article suggests that the scale of repurchase and increase loans will continue to grow, with more companies expected to participate, thereby enhancing market confidence and attracting long-term investors [11][13].

金融界4月9日消息，上证指数低开高走，沪深300汽车与零部件指数 (300汽车，L11506)报9285.43点。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当沪深300指数调整样本时，沪深300行业指数样本 随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对沪深300行业指数 样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的 处理，参照计算与维护细则处理。 数据统计显示，沪深300汽车与零部件指数近一个月下跌10.23%，近三个月上涨0.40%，年至今下跌 5.11%。 从沪深300汽车与零部件指数持仓的市场板块来看，上海证券交易所占比51.54%、深圳证券交易所占比 48.46%。 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72.16%、汽车内饰与外饰占比16.55%、 轮胎占比4.01%、汽车系统部件占比3.93%、汽车电子占比3.35 ...

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： 公司实际控制人袁仲雪先生之一致行动人瑞元鼎实拟自2025年4月8日起6 个月内，通过上海证券交易所以集中竞价交易方式增持公司股份，本次增持资金 总额不低于人民币5亿元（含），不超过人民币10亿元（含）。 瑞元鼎实取得了工商银行出具的《贷款承诺函》，工商银行承诺对瑞元鼎 实增持公司股份提供人民币9亿元的贷款。 本次增持不设价格区间，将根据公司股票价格的二级市场波动情况，择机 实施增持计划。 证券代码： 601058 证券简称：赛轮轮胎 公告编号：临 2025-023 赛轮集团股份有限公司 关于实际控制人之一致行动人 增持公司股份计划的进展公告 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。 | 1 | 袁仲雪 | 224,690,895 | 6.83% | | --- | --- | --- | --- | | 2 | 瑞元鼎实（一致行动人） | 480,786,762 | 14.62% | | 3 | 青岛煜明投资中心（有限合伙）（一致行动人） | 77,418,000 | 2.35% | ...

赛轮集团股份有限公司 关于收到实际控制人之一致行动人 证券代码： 601058 证券简称：赛轮轮胎 公告编号：临 2025-022 2025 年 4 月 8 日，赛轮集团股份有限公司（以下简称"公司"）收到实际 控制人袁仲雪先生之一致行动人瑞元鼎实投资有限公司（以下简称"瑞元鼎实"） 《关于计划增持公司股份的函》，现将有关情况公告如下： 基于对公司未来发展前景的信心及中长期投资价值的认可，并切实维护广大投 资者利益，促进公司持续、稳定、健康发展，瑞元鼎实计划通过上海证券交易所 以集中竞价交易的方式增持公司股份，增持期间为自本公告披露之日起 6 个月内， 增持金额（包括自有资金或自筹资金等）不低于人民币 5 亿元且不超过人民币 10 亿元。 瑞元鼎实的具体增持计划请以公司披露的后续公告为准。 特此公告。 赛轮集团股份有限公司董事会 2025 年 4 月 8 日 增持公司股份计划的提示性公告 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。 ...

Investment Rating - The report maintains a "Buy" rating for several companies including China Petroleum & Chemical Corporation, China National Offshore Oil Corporation, and others [9]. Core Viewpoints - The report highlights significant price increases in sulfur and urea, suggesting continued attention on the crude oil, titanium dioxide, and tire sectors [1][6]. - The impact of U.S. tariff policies has led to a rapid decline in crude oil prices, with WTI and Brent crude prices dropping by 10.63% and 10.93% respectively [6][22]. - The chemical sector is experiencing mixed performance, with some sub-sectors like tires and upstream mining showing strong results, while others are under pressure due to capacity expansions and weak demand [7][21]. Summary by Sections Chemical Industry Investment Suggestions - The report discusses the influence of U.S. tariffs on crude oil prices and recommends focusing on undervalued, high-dividend companies like Sinopec and CNOOC [6][22]. - It notes that the chemical product prices are rebounding as downstream demand improves, with significant increases in sulfur (9.17%) and urea (7.53%) [19][21]. - The report emphasizes the importance of identifying leading companies in sub-sectors that are likely to see valuation recovery, such as Wanhua Chemical and Longbai Group [8][21]. Price Movements - The report details the price movements of various chemical products, highlighting both increases and decreases in prices across different categories [19][21]. - It notes that while some products like sulfur and urea have seen price increases, others like methyl isocyanate and domestic naphtha have experienced declines [5][19]. Key Companies and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating expected EPS growth and PE ratios for 2023 to 2025, with a consistent "Buy" rating across the board [9]. - Companies highlighted include Senqcia, Sinopec, and Yanguang Chemical, all of which are expected to show positive earnings growth in the coming years [9].

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Bromine prices continue to rise, with a 15.12% increase this week, reaching 33,385 RMB/ton, following a 20.83% rise last week, and showing an 85.47% year-on-year increase [3][4] - The refrigerant sector remains strong, with R32 prices at 48,000 RMB/ton, up 5.49% from last week, driven by seasonal demand [4][5] - EVA prices have stabilized and slightly rebounded, with an average market price of 11,443 RMB/ton, reflecting a 5.47% increase since the beginning of the year [4][5] Summary by Sections 1. Sub-industry and Product Tracking - Bromine prices have shown a significant increase due to seasonal demand and supply constraints, with a current price of 33,385 RMB/ton [3][4] - Refrigerant prices are on the rise, with R32 at 48,000 RMB/ton and R125 at 45,000 RMB/ton, indicating strong market performance [4][9] - EVA prices have stabilized, with a slight rebound observed, maintaining a market average of 11,443 RMB/ton [4][42] 2. Key Industry Trends - The fluorochemical sector is experiencing a demand surge, particularly in refrigerants, with major price increases noted [5][11] - The low-altitude economy and robotics industry are expected to drive demand for new materials, such as carbon fiber and ultra-high molecular weight polyethylene [5][25] - The semiconductor materials market is growing, with China's market size increasing from 52.5 billion RMB to 95.1 billion RMB from 2017 to 2023, reflecting a CAGR of 10% [16][19] 3. Company Announcements and Industry News - Key companies in the bromine market include those involved in the production of flame retardants and pharmaceutical intermediates [3][4] - Companies like Juhua Co. and Sanmei Co. are recommended for investment due to their strong performance in the fluorochemical sector [5][11] - The report highlights the importance of domestic semiconductor material manufacturers as the industry moves towards greater localization [18][19]