公司回答表示：尊敬的投资者，您好！影响二级市场股价波动的因素较多，包括宏观经济环境、政策、 行业趋势、市场情绪、资金流动性以及企业经营战略和所处发展阶段等。股市有风险，请广大投资者理 性决策，审慎投资。感谢关注！ 来源：金融界 金融界8月18日消息，有投资者在互动平台向玲珑轮胎提问：请问玲珑轮胎：玲珑轮胎一直强调二级市 场等外界因素，请问玲珑轮胎你们强调的这些因素难道就不影响赛轮、中策吗？ ...

来源：金融界 金融界8月18日消息，有投资者在互动平台向玲珑轮胎提问：你好，想问一下公司，别人建厂多少二年 三年就投产，比如塞轮埃及投资10亿美元计划 而你们建厂投资都是5年7年的，差距在那里？ 公司回答表示：尊敬的投资者，您好！企业海外建厂的投资规模和建设时间，会受不同地域或国家的政 策、法律、文化、政府审批流程和效率、基础设施条件、劳动力成本和人员素质，以及生产基地的产能 设计规模、建设标准和建设周期内的外部环境变化等多种因素影响而有所差异。感谢关注！ ...

Investment Rating - The report maintains a "Recommended" rating for the basic chemical industry [1] Core Insights - The report highlights the price increases of lithium carbonate and photoinitiators, suggesting a potential recovery in the chemical industry driven by anti-involution trends [1] - The basic chemical sector has shown strong relative performance, with a 39.4% increase over the past 12 months compared to the 25.7% increase in the CSI 300 index [3] Summary by Sections Recent Trends - The report notes a decline in the Guohai Chemical Prosperity Index to 92.75 as of August 14, 2025, down 0.11 from August 7, 2025 [4] Investment Recommendations - Key opportunities identified include: 1. Low-cost expansion in companies such as Wanhua Chemical, Satellite Chemical, and others [5] 2. Improvement in industry prosperity for chromium salts, phosphate rock, and various chemical sectors [6] 3. Focus on new materials with high growth potential and low domestic substitution rates [7] 4. High dividend opportunities in state-owned enterprises like China Petroleum and Sinopec [8] Price Analysis of Key Products - Industrial-grade lithium carbonate price increased by 9.93% to 83,000 CNY/ton [10] - Photoinitiator (TPO) price rose by 5.56% to 95 CNY/kg [10] - Polyester filament price increased by 2.16% to 7,100 CNY/ton [10] Company Performance Tracking - Notable companies such as Zhenhua Co. reported a 10.17% increase in revenue for the first half of 2025 [13] - Wanhua Chemical's pure MDI price was reported at 17,900 CNY/ton, with a slight increase [11] Market Observations - The report indicates a potential inventory replenishment cycle in the chemical sector due to anticipated fiscal policy support in China and the US [29]

隆众资讯轮胎行业分析师朱志炜在接受《证券日报》记者采访时表示，原材料价格的连续上涨，导致轮 胎企业生产成本快速提升，部分经济型产品已经处于盈亏平衡线下方，在此背景下，轮胎企业纷纷下发 涨价函。 9月份以来，多家轮胎企发布涨价函，截至9月18日，已有玲珑轮胎、三角轮胎、浦林成山、正丰轮胎、 华盛橡胶等30余家轮胎企业宣布在9月份或10月初涨价，不同企业、不同产品的涨价幅度不等，普遍集 中在1%至6%之间。 多位轮胎行业人士认为："近期化工品价格普涨，部分与轮胎相关的原材料价格涨幅明显，对轮胎企业 盈利构成压力，因此轮胎企业通过发布涨价函欲向下游传导成本压力。" 部分原材料价格涨超五成 今年上半年，轮胎行业供需两旺，轮胎企业净利润保持了高速增长。东方财富Choice数据显示，9家A 股轮胎企业中，玲珑轮胎、三角轮胎等6家企业净利润同比增幅超过100%，其他3家轮胎企业净利润也 实现了同比增长。 上半年，轮胎企业业绩增长的原因除了轮胎行业回暖之外，也得益于原材料成本下降。 然而下半年以来，化工品行业开始了一轮自上而下的涨价，很多化工品都被波及，轮胎行业也受到较大 影响。 "下半年以来，轮胎原材料价格总体呈逐步上涨态 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Viewpoints - The chemical industry is expected to benefit from supply-side reforms and a reduction in low-price competition, leading to improved performance for leading companies [7][31] - The report highlights four major investment opportunities: low-cost expansion, improving industry conditions, new materials, and high dividend yields [8][9][31] Summary by Sections Core Target Tracking - The report tracks key companies in the chemical sector, emphasizing their performance and market conditions [32] Market Observation - The report notes that the chemical industry is entering a replenishment cycle due to fiscal policy support in China and the US, alongside a reduction in European production capacity [31] Data Tracking - The report provides various price trends for key chemical products, including MDI, lithium carbonate, and others, indicating market dynamics and supply-demand conditions [10][11][12][14][19] Weekly Focus on Individual Stocks - The report identifies specific stocks to watch, including companies like Wanhua Chemical, Hengli Petrochemical, and others, with a focus on their growth potential and market positioning [32] Investment Recommendations - The report suggests a focus on companies with strong fundamentals and growth potential, particularly in sectors like polyurethane, low-carbon olefins, and phosphate chemicals [7][8][9][31]

Core Insights - Linglong Tire's Sport Master e has been nominated for the "2025 Environmental Tire Award" by the UK independent evaluation platform WhatTyre, marking the first time a Chinese tire has reached the final stage of this prestigious award [1][4] - The nomination highlights the recognition of Chinese tire technology in the global green tire sector, showcasing significant advancements in performance and ESG (Environmental, Social, and Governance) metrics [4] Company Overview - Linglong Tire's Sport Master e is specifically designed for electric vehicles, featuring superior performance that addresses key pain points for EVs, including ultra-low rolling resistance, high mileage, and low noise [3] - The product has received the highest AAA rating from the EU tire label certification, demonstrating its technical capabilities [3] Industry Context - WhatTyre.com, established in 2019, is a leading tire comparison platform in the UK, known for its objective and neutral stance, with a monthly visitor count of 280,000 and an annual growth rate of approximately 30% [3] - The platform's annual awards are recognized for their rigorous evaluation criteria, focusing on performance evidence, sustainability metrics, market coverage, and innovation weight [3] Manufacturing Excellence - Linglong's production facilities in Europe integrate advanced technologies such as artificial intelligence, industrial robotics, and big data to create a green, smart, and efficient manufacturing system [3] - The European factory has achieved RSCI (Responsible Supply Chain Initiative) certification, which is crucial for entering the core supply chains of mainstream manufacturers in Europe [3]

Group 1 - Anhui Linglong New Materials Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on new materials technology promotion and research [1][2] - The company is wholly owned by Linglong Tire Co., Ltd. (601966), indicating a strategic move into the new materials sector by the parent company [1][2] - The legal representative of the new company is Wei Sheng, and it is located in Hefei High-tech Industrial Development Zone, Anhui Province [2] Group 2 - The business scope includes general projects such as new materials technology promotion services, technology development, and import-export of goods and technology [2] - The company is registered as a limited liability company and is currently in operation with a business term extending until July 31, 2025 [2]

Core Viewpoint - The announcement details the partial release of share pledges by the controlling shareholder, Linglong Group, which holds a significant portion of Linglong Tire's shares, indicating a potential shift in financial strategy and liquidity management [2][3]. Group 1: Shareholding and Pledge Details - Linglong Group holds 590,739,414 shares of Linglong Tire, representing 40.36% of the total share capital. The recent release involves 32,610,000 shares, leaving 124,100,000 shares pledged, which accounts for 21.01% of Linglong Group's total holdings and 8.48% of the company's total share capital [2]. - Together with its concerted actions, Linglong Group and its affiliates own 793,265,214 shares, making up 54.20% of the total share capital. After the release of the pledge, the total pledged shares amount to 124,100,000, which is 15.64% of their total holdings and 8.48% of the company's total share capital [2]. Group 2: Pledge Release Situation - The company received notification from Linglong Group regarding the release of part of the shares previously pledged to Zhongyuan Trust Co., Ltd. The decision on whether to re-pledge these shares will depend on Linglong Group's future funding needs, with the company committing to timely disclosures based on subsequent developments [3].

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。 重要内容提示： 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590,739,414 股，占公司总股本的 40.36%。本次解质股份 32,610,000 股，玲珑集 团剩余被质押股份 124,100,000 股，占其所持股份总数的 21.01%， 占公司总股本的 8.48%。 玲珑集团及其一致行动人，合计持有公司股份 793,265,214 股， 占公司总股本的 54.20%，本次股份解除质押后，累计被质押股份 124,100,000 股，占其所持股份总数的 15.64%，占公司总股本的 8.48%。 证券代码：601966 证券简称：玲珑轮胎 公告编号：2025-054 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 本次解除质押股份后，玲珑集团将根据其资金需求再决定是否用 于后期质押，公司将根据后续进展情况及时进行信息披露。 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 ...

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Linglong Tire, indicating a decline in net profit despite revenue growth [1] - As of July 29, 2025, Linglong Tire's stock closed at 15.5 yuan, down 0.7%, with a trading volume of 233,700 hands and a transaction amount of 361 million yuan [1] - The company's latest quarterly report shows total revenue of 5.697 billion yuan, a year-on-year increase of 12.92%, while net profit attributable to shareholders decreased by 22.78% to 341 million yuan [1] Group 2 - Linglong Tire has made investments in 21 companies and participated in 426 bidding projects, showcasing its active engagement in the market [2] - The company holds 239 trademark registrations and 1,795 patents, indicating a strong focus on intellectual property [2] - Linglong Tire has 39 administrative licenses, reflecting its compliance and operational capabilities [2]