证券日报网讯玲珑轮胎（601966）11月13日在互动平台回答投资者提问时表示，公司正在通过生产流程 优化、设备效率提升、精益生产管理、智能制造与数字化转型、研发创新与营销体系建设等多重手段推 动产能利用率的不断提升。 ...

Core Viewpoint - Linglong Tire (601966) is establishing a significant presence in Europe with its Serbian facility, which is the first production base for Chinese tires in the region, aiming to leverage local manufacturing and service advantages amid increasing EU tariffs on Chinese products [1] Group 1 - The Serbian Linglong facility is primarily focused on supplying the European market [1] - The construction and ramp-up of production capacity at the Serbian base are progressing as planned, with full production expected in the first half of next year [1] - The company aims to achieve profitability quickly as production capacity continues to be released and sales scale increases [1]

Core Viewpoint - The chemical sector is experiencing a significant rally, with major stocks and ETFs showing substantial gains, driven by a surge in lithium hexafluorophosphate prices and a mismatch between supply and demand [1][3]. Group 1: Market Performance - New Zhuo Bang stock increased by over 17%, while Enjie and Tianci Materials reached their daily limit, and Multi Fluor rose by over 9% [1]. - Chemical ETFs, including Chemical ETF, Chemical Leader ETF, and Chemical 50 ETF, have all risen by over 3.5%, with year-to-date gains of 38% [1][2]. - The estimated scale of Chemical ETF is 2.922 billion, with a year-to-date increase of 38.88% [2]. Group 2: Price Dynamics - The price of lithium hexafluorophosphate has surged, with some market quotes reaching 150,000 yuan per ton, doubling from mid-October [2][3]. - Manufacturers are reluctant to sell, with some halting external quotes and requiring cash payments or prepayments from smaller clients [3]. Group 3: Industry Outlook - The core reason for the price surge is a supply-demand mismatch, with explosive growth in downstream demand and a contraction in supply due to the exit of many small enterprises [3]. - Chemical ETFs focus on key sectors within the chemical industry, including chemical raw materials (28.7%), chemical products (25.1%), and agricultural chemical products (23.4%) [3]. - Analysts suggest that core chemical assets are likely to see profit and valuation recovery, as prices are at a low point and leading companies have strong safety margins [4]. Group 4: Future Trends - The chemical industry is expected to experience a bottoming out of most sub-sectors, with potential upward trends in certain areas due to reduced capacity growth and government policies [4]. - There is a growing emphasis on new materials and domestic production in response to international trade tensions and foreign monopolies in high-end materials [4]. - The industry is anticipated to transition from a cash-consuming model to one that generates significant cash flow, enhancing potential dividend yields [5].

Core Viewpoint - The industrial sector's commitment to developing a "dual carbon roadmap" represents both a serious commitment to ecological sustainability and a transformative value revolution in efficiency [1][3]. Group 1: Green Transformation Practices - Chinese industrial enterprises are increasingly formulating carbon neutrality roadmaps, with Shandong Linglong Tire Co., Ltd. committing to peak carbon emissions by 2030 and achieve carbon neutrality by 2050 [3][4]. - The green transformation in the industrial sector is viewed as a comprehensive system engineering process that spans the entire product lifecycle and involves collaboration across the supply chain [3][4]. Group 2: Renewable Energy and Carbon Intensity - China has established the world's largest and fastest-growing renewable energy system, significantly reducing carbon intensity and increasing the share of non-fossil energy consumption [3][4]. - Key indicators such as total installed capacity for wind and solar power and forest carbon stock have already met the targets set for 2030 ahead of schedule [3]. Group 3: Innovations in Materials and Manufacturing - The tire industry has seen the emergence of products with 79% sustainable materials, with goals to increase this to 85% by 2028 and achieve 100% sustainable material use by 2040 [4]. - Intelligent manufacturing is crucial for low-carbon production, with the industry adopting new technologies to significantly reduce energy consumption and enhance efficiency through automation and digitalization [4]. Group 4: Contribution to Global Sustainability - The transformation practices of Chinese industrial enterprises demonstrate that green low-carbon development can be harmonized with efficiency enhancement and value creation [4]. - Continuous innovation across the entire industry chain and deepening collaboration between upstream and downstream partners will enable Chinese industry to contribute more to global sustainable development [4].

北京市中伦（青岛）律师事务所 关于山东玲珑轮胎股份有限公司 2025 年第三次临时股东会的 法律意见书 二〇二五年十一月 北京市中伦（青岛）律师事务所 关于山东玲珑轮胎股份有限公司 2025 年第三次临时股东会的 法律意见书 致：山东玲珑轮胎股份有限公司 北京市中伦（青岛）律师事务所（以下简称"本所"）接受山东玲珑轮胎股 份有限公司（以下简称"公司"）的委托，根据本法律意见书出具日前已经发生 或存在的事实和《中华人民共和国公司法》《中华人民共和国证券法》《上市公司 股东会规则》《律师事务所从事证券法律业务管理办法》《律师事务所证券法律业 务执业规则（试行）》等中华人民共和国（以下简称中国，为本法律意见书之目 的，不包括香港特别行政区、澳门特别行政区和台湾省）现行有效的法律、法规 和规范性文件以及《山东玲珑轮胎股份有限公司章程》（以下简称"《公司章程》"） 等有关规定，指派律师出席公司于 2025 年 11 月 12 日在山东省招远市金龙路 777 号山东玲珑轮胎股份有限公司会议室召开的 2025 年第三次临时股东会（以下简 称"本次股东会"），并就本次股东会的相关事项出具本法律意见书。 为出具本法律意见书，本 ...

证券代码：601966 证券简称：玲珑轮胎 公告编号：2025-077 山东玲珑轮胎股份有限公司 2025年第三次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东会召开的时间：2025 年 11 月 12 日 (二)股东会召开的地点：山东省招远市金龙路 777 号，公司会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 776 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 812,183,584 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 55.4958 | | 份总数的比例（%） | | 2、 议案名称：关于与控股股东签订关联框架协议的议案 审议结果：通过 (四)表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况等。 本次股东会由公司董事会召集，董事长王锋先生主持会议。本次股东会采取 现 ...

证券日报网讯 11月11日晚间，玲珑轮胎发布公告称，公司及全资子公司不存在逾期担保的情况。 （文章来源：证券日报） ...

证券代码：601966 证券简称：玲珑轮胎 公告编号：2025-076 山东玲珑轮胎股份有限公司 关于为子公司提供担保的进展公告 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。 | | 被担保人名称 | Linglong | | International Europe | | | --- | --- | --- | --- | --- | --- | | | | d.o.o. | Zrenjanin | | | | | 本次担保金额 | 5,398,662.00 | 欧元 | | | | 担保对象 | 实际为其提供的担保余额 | 3,897.35 | 万欧元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | □是 | 否 | | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 | 132.7 亿元（为年度担保预计时，公司对子 | ...

Core Viewpoint - The company is actively engaging with Tesla but has not yet established a partnership. It has long-term collaborations with BMW and Volkswagen, and is providing services to domestic new energy vehicle manufacturers. The Serbian factory's capacity is progressing as planned, with expectations to reach full production in the first half of next year [1]. Group 1: Partnerships and Collaborations - The company is currently in active discussions with Tesla but has not yet secured a partnership [1] - Long-term collaborations have been established with BMW and Volkswagen, although specific new model details cannot be disclosed due to confidentiality agreements [1] - The company is providing support services for domestic brands such as Seres, Leap Motor, and Yiqi Tech, with multiple models expected to enter mass production in 2026 [1] Group 2: Production Capacity and Utilization - The Serbian factory's capacity construction is progressing according to plan, with semi-steel and full-steel production capacities currently at 70% and 50% of the planned capacity, respectively [1] - The company anticipates that the semi-steel production line will reach 12 million units and the full-steel line will reach 2.4 million units, with full production expected in the first half of next year [1]

Group 1 - The core viewpoint of the article is that Linglong Tire (601966.SH) is currently in the planning and design phase for its project in Brazil, as well as handling various approval procedures [1]