证券日报网讯12月9日，玲珑轮胎（601966）在互动平台回答投资者提问时表示，与泰国玲珑相比，目 前塞尔维亚玲珑全钢单胎售价较高。主要因公司欧洲基地和东南亚基地面向的主要销售区域不同，市场 需求情况、消费偏好、竞争格局的不同使得产品销售结构、规格型号、销售策略等方面存在一定差异。 ...

证券日报网讯12月9日，玲珑轮胎（601966）在互动平台回答投资者提问时表示，公司现阶段正在对标 优秀同行，全力提升研发、制造、营销、采购、服务等生产经营各环节的效率和效益，以促进盈利能力 的不断增强，同时通过全球产地和业务的均衡布局提升市场竞争力和抵御风险能力，并结合公司治理、 信息披露、投资者关系管理、ESG体系建设，持续稳定的分红等多重举措不断完善市值管理工作，努力 用长期持续的良好业绩回馈广大投资者。 ...

证券日报网讯12月8日，玲珑轮胎（601966）在互动平台回答投资者提问时表示，香港市场作为国际资 本的重要平台，在品牌国际化、资本多元化、投资人结构多元化等方面具备天然优势。港股市场发行有 利于吸引更多境外价值投资者，优化股权结构，有效提升品牌的国际声誉和市场影响力，助力公司更好 开拓全球市场，在复杂的国际贸易环境和激烈的市场竞争中实现长期可持续发展。公司相信未来通过稳 健的基本面和持续的业绩释放，公司在港股市场同样能够获得价值认可。 ...

证券日报网讯 12月8日，玲珑轮胎在互动平台回答投资者提问时表示，塞尔维亚玲珑今年受到欧美关税 壁垒、原材料成本和汇率波动以及产能尚未规模化释放等影响，前三季度暂未盈利，随着后续产能的持 续释放和产销规模的不断提升，将争取尽快实现盈利。公司现阶段正在对标优秀同行，全力提升研发、 制造、营销、采购、服务等生产经营各环节的效率和效益，以促进盈利能力的不断增强，同时通过全球 产地和业务的均衡布局提升市场竞争力和抵御风险能力，并结合公司治理、信息披露、投资者关系管 理、ESG体系建设，持续稳定的分红等多重举措不断完善市值管理工作，努力用长期持续的良好业绩回 馈广大投资者。 （文章来源：证券日报） ...

Core Viewpoint - The company is focusing on international capital expansion and overseas production capacity in response to the trend of de-globalization, aiming for long-term development and enhanced global market presence [2] Group 1: International Strategy - The issuance in the Hong Kong stock market is expected to attract more overseas value investors, optimize the equity structure, and enhance the company's international brand reputation and market influence [2] - Establishing a factory in Brazil will facilitate localization and convenience in the automotive consumer market of South America and African tariff alliance countries, thereby increasing customer loyalty and enhancing market competitiveness [2] Group 2: Risk Management and Operational Efficiency - The company will strengthen risk assessment and management during the execution of its global strategy, utilizing financial tools to optimize financing and debt structure while controlling capital expenditure [2] - Continuous improvement in research and development, marketing systems, procurement, production processes, and digital transformation will enhance equipment and management efficiency, effectively increasing existing capacity utilization [2] Group 3: Product and Market Development - The company aims to adjust product and market structures to increase the proportion of mid-to-high-end products and overseas business, which will drive overall profitability improvement [2] - The goal is to deliver sustained good performance to reward investors in the long term [2]

Investment Rating - The report maintains a "Recommended" investment rating for the basic chemical industry [2] Core Views - The basic chemical industry is expected to see a layout period at the end of the year, with a high overall weighted operating rate and low price differentials indicating potential for a reversal [14] - The tire industry has shown signs of recovery, with leading companies expected to return to high growth by 2026 due to easing tariffs and recovering raw material costs [15] - The introduction of the "Stabilizing Growth Work Plan for the Petrochemical and Chemical Industry (2025-2026)" is anticipated to accelerate industry transformation and upgrading [16] Summary by Sections Industry Basic Data - The industry comprises 494 listed companies with a total market value of 54,965.58 billion and a circulating market value of 48,900.97 billion [2] Price and Performance - The report indicates a 2.0% absolute performance increase over one month, 28.6% over six months, and 25.6% over twelve months [3] - Key price increases this week include Henry natural gas (+18.5%), ethane (+10.4%), and octanol (+7.8%) [13] Sector Tracking - The tire sector is highlighted for its recovery, with nine out of eleven listed companies reporting profit growth in Q3 [15] - The agricultural chemical sector is noted for recent price increases in small pesticide varieties and the essential nature of fertilizers [7] - The phosphorous chemical sector is under observation for changes in industry dynamics due to favorable policies [7] Investment Strategies - Suggested investment routes include early-stage recovery stocks, scarce resource leaders, high-growth potential companies, and sectors with favorable supply-demand structures [14] - The report emphasizes the importance of focusing on the fluorine, silicon, and phosphorus sectors for their valuation elasticity and potential for new cycle star products [17][18] Policy and Regulatory Developments - The Ministry of Industry and Information Technology has initiated discussions on PTA industry development to prevent excessive competition and promote stable operations [16] - The report notes that the petrochemical sector is expected to undergo significant changes due to new policies aimed at optimizing supply and enhancing technological innovation [19]

Core Insights - Linglong Tire celebrates its 50th anniversary, marking its evolution from a local factory to a global enterprise with a sales network covering 173 countries [2][30] - The company emphasizes the importance of partnerships and collaboration in its growth journey, highlighting the trust built with various stakeholders [4][19] - Future goals include transitioning from a "large enterprise" to a "great enterprise" by focusing on user-centric values and fostering a collaborative global industrial ecosystem [6][30] Company Development - The chairman, Wang Feng, reflects on the company's strategic transformations over the past 50 years, adapting to market trends and expanding its international presence [2][30] - Linglong Tire has established itself as a national brand, contributing to the advancement of the Chinese tire industry from a follower to a leader [10][12] Partnerships and Collaborations - The company acknowledges the support from various partners, including academicians, financial institutions, and global suppliers, which has been crucial for its development [4][19] - Recent strategic collaborations with top universities and research institutions focus on new materials, green energy applications, and digital technology innovations [29][30] Innovation and Sustainability - Linglong Tire is committed to sustainable development, showcasing innovations such as tires made from 79% sustainable materials and self-healing technology [18][30] - The company aims to respond to the urgent call for sustainability through its green initiatives and product offerings [16][18] Future Vision - The company envisions a more open, collaborative, and innovative global industrial ecosystem, aiming to create sustainable value growth for all partners [6][30] - Linglong Tire is poised to embark on a new journey towards its centenary, with a focus on quality, social responsibility, and industry leadership [30][32]

证券日报网讯 12月5日，玲珑轮胎在互动平台回答投资者提问时表示，公司定期业绩变动幅度如达到公 告要求，将严格按照监管相关规定履行信息披露义务。 （文章来源：证券日报） ...

Group 1 - The controlling shareholder, Linglong Group, holds 596,644,122 shares of the company, accounting for 40.77% of the total share capital [1] - A total of 7,500,000 shares have been released from pledge, leaving 137,900,000 shares pledged, which represents 23.11% of Linglong Group's total holdings and 9.42% of the company's total share capital [1] - Linglong Group and its concerted parties collectively hold 799,169,922 shares, representing 54.61% of the total share capital, with 137,900,000 shares still pledged, accounting for 17.26% of their total holdings and 9.42% of the company's total share capital [1] Group 2 - The company has received notification from Linglong Group regarding the release of part of its pledged shares originally pledged to Yunnan International Trust Co., Ltd. [2] - Linglong Group will decide on future pledges based on its funding needs, and the company will disclose information in a timely manner based on subsequent developments [2] Group 3 - As of the announcement date, the cumulative pledged shares of the shareholders and their concerted parties are detailed in the announcement [3]

重要内容提示： 证券代码：601966 证券简称：玲珑轮胎 公告编号：2025-080 山东玲珑轮胎股份有限公司 关于控股股东部分股份解质押的公告 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个别及连带责任。 山东玲珑轮胎股份有限公司(以下简称"公司")控股股东玲 珑集团有限公司（以下简称"玲珑集团"）持有公司股份596,644,122 股，占公司总股本的 40.77%。本次解质股份 7,500,000 股，玲珑集 团剩余被质押股份 137,900,000 股，占其所持股份总数的 23.11%， 占公司总股本的 9.42%。 1 2 二、股东及一致行动人质押股份情况 截至公告披露日，上述股东及其一致行动人累计质押股份情况如 下： | 占其所持股份比例 | 1.26% | | --- | --- | | 占公司总股本比例 | 0.51% | | 解除质押时间 | 2025 年 12 月 2 日 | | 持股数量 | 596,644,122 股 | | 持股比例 | 40.77% | | 剩余被质押股份数量 | 137,900,000 股 ...