证券代码：000589 证券简称：贵州轮胎 公告编号：2026-005 贵州轮胎股份有限公司 关于控股股东股权结构变动暨公司 间接控股股东和实际控制人已发生变化的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 具体内容详见公司 2025 年 12 月 17 日披露于巨潮资讯网的《关于控股股东股 权结构拟发生变动暨公司间接控股股东和实际控制人可能发生变化暨披露权益变 动报告书的提示性公告》《详式权益变动报告书》和《简式权益变动报告书》。 贵州轮胎股份有限公司（以下简称"公司"）于 2026 年 2 月 24 日收到控股股 东贵阳市工业投资有限公司（持有本公司 340,696,340 股股份，占本公司现有总 股本的 21.92%，以下简称"贵阳工投"）发来的告知函，贵阳工投股东贵阳产业 发展控股集团有限公司、贵阳市外贸发展集团有限公司和贵阳市矿产能源投资集 团有限公司（持有贵阳工投的股权比例分别为 79%、13%和 8%）合计将其持有的贵 阳工投 82.6529%的股权转让至贵州省产业发展有限公司的事项已于 2026 年 2 月 14 日完成工商变更登记。贵 ...

贵州轮胎公告称，2026年2月24日收到控股股东贵阳工投告知函，2026年2月14日完成工商变更登记。贵 阳产业发展控股集团等三方将持有的贵阳工投82.6529%股权，以100亿元转让给贵州省产业发展有限公 司。公司控股股东仍为贵阳工投，间接控股股东由贵阳产业发展控股集团变更为贵州省产业发展有限公 司，实际控制人由贵阳市国资委变更为贵州省国资委。 ...

Core Insights - Guizhou Tyre has launched a new range of passenger car tires under its Advance brand, marking a significant step in the passenger tire sector, particularly for both electric and traditional fuel vehicles [1][3] Group 1: Strategic Direction - The automotive industry's core competitive logic is shifting towards electrification, intelligence, and sustainability, leading to higher demands for tire safety, energy efficiency, comfort, and overall performance [3] - Guizhou Tyre aims to respond to industry changes by enhancing its product structure and deepening green manufacturing practices [3] Group 2: Product Offerings - The new product matrix includes specialized tires for electric vehicles, sedans, SUVs, and multi-purpose vehicles, addressing diverse usage scenarios such as urban commuting, highway travel, outdoor off-roading, and extreme weather conditions [5] - The electric vehicle series focuses on optimizing for high torque, heavy weight, range sensitivity, and tire noise issues, while the UHP and HP series emphasize handling performance and driving stability [5] Group 3: Technological Innovation - The passenger tires have achieved multiple technological breakthroughs in structural design, material application, comfort, and safety, building on the safety and durability traits of commercial vehicle tires [7] - Some products incorporate safety tire assembly technologies to meet high-end user demands for driving safety and stability in complex conditions [8] Group 4: Market and Channel Strategy - Guizhou Tyre is implementing a dual-track model of F2b (factory direct to stores) and F2B (factory linked with distributors) to enhance market penetration [10] - The company provides comprehensive support for partners through unified pricing, branding, service standards, and a digital marketing system [10] Group 5: Global Expansion - The investment in the Vietnam factory amounts to $615 million, with plans for an annual production of 6 million high-performance semi-steel radial tires by July 2025 [12] - Guizhou Tyre has established a marketing network covering over 140 countries, enhancing its product system and accelerating its passenger car market layout [12][13]

Core Insights - The Chinese rubber tire industry is projected to experience modest growth in production, with a year-on-year increase of 0.3% in December 2025 and a cumulative growth of 0.9% for the entire year [1]. Industry Overview - The total production of rubber tire outer tires in China reached 10,656 million units in December 2025 [1]. - The cumulative production for the year 2025 was 120,736.6 million units [1]. Market Research - The report titled "2026-2032 China Rubber Tire Industry Market Supply and Demand Situation and Development Prospects" was published by Zhiyan Consulting, a leading industry consulting firm in China [1][2]. - Zhiyan Consulting has been dedicated to industry research for over a decade, providing comprehensive industry solutions and insights for investment decisions [2].

Core Viewpoint - Guizhou Tyre (000589.SZ) has received partial compensation for the second phase of housing expropriation, amounting to 2 million yuan, with total compensation received so far being 4 million yuan, which is approximately 0.34% of the total expected compensation [1] Group 1 - The company received 2 million yuan from the Yunyan District Housing Expropriation Service Center on January 30, 2026 [1] - The total compensation received to date for the second phase of housing expropriation is 4 million yuan [1] - The compensation amount represents about 0.34% of the total expected compensation for the second phase [1] Group 2 - The compensation funds are sourced from the Guiyang Urban Construction Investment Group, which is linked to the land development unit [1] - The payment progress is influenced by the land auction process, which has not yet commenced [1] - Due to uncertainties in the collection progress and the actual payment from the land-acquired units, the economic benefits from this expropriation compensation cannot be confirmed at this time [1]

Core Viewpoint - Guizhou Tyre (000589.SZ) has received partial compensation for the second phase of housing expropriation, amounting to 2 million yuan, with total compensation received so far being 4 million yuan, which is approximately 0.34% of the total expected compensation [1] Group 1 - The compensation payment is sourced from the Guiyang Urban Construction Investment Group, which is funded by the land acquisition unit [1] - The payment progress is affected by the land auction process, which has not yet commenced, leading to uncertainty in the timing of future payments [1] - Due to the principle of prudence, the economic benefits from this expropriation compensation cannot be recognized at this time [1]

证券代码：000589 证券简称：贵州轮胎 公告编号：2026-004 贵州轮胎股份有限公司 关于收到部分二期房屋征收补偿款的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本次房屋征收的基本情况 贵州轮胎股份有限公司（以下简称"公司"）于 2019 年 9 月 10 日在《证券 时报》《中国证券报》《上海证券报》及巨潮资讯网上发布公告，根据《云岩区人 民政府关于轮胎厂（厂区）地块土地一级开发项目规划红线范围内国有土地上房 屋征收的决定》，因实施云储-2019N-02 号地块土地一级开发项目，需对建设规 划用地范围内房屋进行征收，涉及公司云岩区百花大道 41 号、金关路除 2016 年 3 月因实施 1#路建设已征收部分外的全部生产用房及子公司贵州大力士轮胎有 限责任公司（以下简称"大力士公司"）的全部生产用房。具体详见 2019 年 9 月 10 日披露的《关于签订<房屋征收货币补偿协议>的公告》。 2019 年 10 月 14 日，本公司及大力士公司与云岩区国有土地上房屋征收管 理局（现已更名为"云岩区房屋征收服务中心"）签订了《贵州轮胎股份有限 ...

Core Viewpoint - The development of green tires is rapidly increasing in China, driven by policies, market demand, and technological advancements, with sales expected to exceed 160 million units by 2025, marking a significant shift towards sustainability in the tire industry [1][12]. Group 1: Overview of the Green Tire Industry - Green tires are defined as products that meet environmental protection requirements throughout their lifecycle, causing minimal harm to the ecosystem and human health while consuming fewer resources [2]. - The national standard GB/T 40718-2021 outlines specific criteria for passenger and commercial vehicle tires, focusing on resource, energy, environmental, and quality attributes [2]. Group 2: Significance of Green Tire Development - Green tires help reduce automotive emissions, with a potential decrease in rolling resistance by 22%-35%, leading to a 3%-8% reduction in fuel consumption and CO emissions [5]. - The production of waste tires is a growing concern, with approximately 37 million waste tires generated in 2024, highlighting the need for sustainable solutions to mitigate environmental pollution [7]. - Green tires reduce dependency on natural rubber and petroleum-based materials, enhancing supply chain resilience through the use of alternative materials [8]. Group 3: Current Market Status of Green Tires - The demand for green tires in China has surged, with sales surpassing 100 million units in 2023 and projected to reach 138 million in 2024 and 160 million in 2025 [12]. - The penetration rate of green tires has increased significantly, reaching 23% of total sales in 2024, an 8 percentage point increase from 2020 [14]. - By the end of 2025, there will be 18 certified green tire products in China, involving major companies such as Sumitomo Rubber, Zhongce Rubber, and Qingdao Doublestar [16]. Group 4: Future Trends in the Green Tire Industry - The integration of AI and machine learning is transforming tire design and production, enabling more efficient material selection and performance testing [17]. - The green transformation at manufacturing facilities is becoming a critical area for industry reform, focusing on energy efficiency and reduced emissions [18]. - Stricter performance and environmental standards for green tires are anticipated, pushing companies to enhance product quality and innovation [19]. - The rise of electric vehicles is driving demand for specialized green tires designed for their unique performance requirements, with significant R&D investments expected in this area [20].

Core Viewpoint - Guizhou Tyre is accelerating the progress of its Vietnam Phase III project, which aims to produce 6 million semi-steel radial tires annually, primarily targeting overseas markets [1] Group 1 - The Vietnam Phase III project is expected to enhance the company's production capacity significantly [1] - The company is preparing for sales in the first quarter as part of its project advancement efforts [1]

Group 1 - The core point of the article is that Guizhou Tire reported its shareholder count as of January 9, 2026, which stands at 55,576 households [2]