Group 1 - The core investment plan involves constructing a large all-steel engineering tire factory in the Omsk region of Russia, with a total investment of up to 539.90 billion rubles (approximately 4.32 billion RMB) and a production capacity of 10,500 tires per year [1][2] - The funding sources for the project include 400 billion rubles in bank loans and 139.90 billion rubles from shareholder contributions, with a construction timeline set from 2026 to 2028 [2][9] - The investment is strategically aligned with the strong domestic demand for mining-related products in Russia, particularly due to the limitations on imports caused by Western sanctions, which creates a timely opportunity for local production [6][9] Group 2 - Russia possesses approximately 37% of the world's mineral resources, ranking among the top three globally for iron ore, coal, and aluminum reserves, which supports a sustained market demand for all-steel tires [5] - The factory's products can benefit from tariff preferences under the Eurasian Economic Union, allowing for exports to neighboring countries like Belarus and Kazakhstan, thus expanding into the Central Asian market [8] - The local availability of raw materials such as synthetic rubber and carbon black, along with lower energy costs, is advantageous for controlling production costs, while government initiatives for re-industrialization may provide additional policy benefits [9] Group 3 - Potential challenges include difficulties in acquiring key equipment and technology due to Western sanctions, as well as concerns regarding the stability of the Russian policy environment and foreign exchange controls [10] - There are supply chain vulnerabilities in high-end materials and specialty additives, which may be affected by sanctions, and operational costs could rise due to infrastructure issues in remote areas [10][12] - The company will face competition from local tire manufacturers and must navigate bureaucratic processes, labor regulations, and increasingly stringent environmental requirements, which could increase compliance and hidden costs [12]

Group 1 - The core viewpoint of the news is that Hai'an Group's stock performance and financial metrics indicate a slight decline in revenue and profit, while the company is actively engaging in financing activities [1][2]. Group 2 - On December 26, Hai'an Group's stock price decreased by 0.02%, with a trading volume of 131 million yuan. The financing buy-in amount for the day was 26.35 million yuan, while the net financing buy-in was 10.94 million yuan, leading to a total financing and margin balance of 161 million yuan [1]. - As of December 26, the financing balance of Hai'an Group accounted for 7.60% of its market capitalization, indicating a significant level of leverage in its capital structure [1]. - The company is primarily engaged in the research, production, and sales of giant all-steel engineering radial tires, with 69.51% of its revenue coming from this segment, while mining tire operation management contributes 25.77% [1]. Group 3 - As of November 25, the number of shareholders in Hai'an Group increased to 66,000, reflecting a significant rise of 244,185.19%. The average number of circulating shares per shareholder remained unchanged at 536 shares [2]. - For the period from January to September 2025, Hai'an Group reported a revenue of 1.619 billion yuan, representing a year-on-year decrease of 4.77%, and a net profit attributable to shareholders of 462 million yuan, down 7.04% compared to the previous year [2]. - Since its A-share listing, Hai'an Group has distributed a total of 372 million yuan in dividends [2].

来源：红星资本局 来源：红星资本局 ...

长江商报记者注意到，2022年—2025年上半年，海安集团境外销售金额占主营业务收入比例分别为 65.19%、76.16%、74.23%以及67.18%，其中来自俄罗斯的境外收入占主营业务收入的比例分别为 34.38%、49.58%、44.16%以及39.82%。 值得关注的是，12月26日，海安集团还宣布"换帅"。创始人朱晖不再兼任总经理，其子朱振鹏接班，而 2021年4月，朱振鹏所任职位多与海安集团海外事务有关，其先后在海安集团加拿大、俄罗斯、智利等 分公司任职。 加码俄罗斯市场 长江商报消息 ●长江商报记者 汪静 2025年的"尾巴"上，海安集团（001233.SZ）大动作不少。 12月26日晚间，海安集团发布公告，公司及其全资子公司海安俄罗斯有限公司、旗舰股份公司及先锋股 份公司等四方主体签署了《投资意向协议》，计划对先锋股份公司增资，并以其为主体在俄罗斯建设巨 型全钢工程机械子午线轮胎工厂。该工厂预计总投资规模不超过43.19亿元人民币，设计年产能为10500 条。 海安集团表示，公司积极落实战略布局，通过在俄罗斯建设全钢巨胎工厂，不仅能巩固和扩大在俄罗斯 的市场份额，还能利用俄罗斯推动"再工业化" ...

12月26日，海安集团召开第二届董事会第十八次会议，审议通过了《关于变更公司总经理的议案》。 公告显示，公司董事长朱晖自本次董事会审议通过之日起不再兼任总经理职务。截至公告披露日，朱晖直接及间接合计持有海安集团35.87%的股份，他 将继续担任董事长及董事会战略委员会主任委员。 新任总经理朱振鹏的简历显示其家族传承背景和扎实的基层历练经历。 朱振鹏出生于1992年11月，本科学历。2013年，年仅21岁的朱振鹏便进入福建省海安橡胶有限公司担任董事长助理、副总经理、董事。2024年从公司领取 薪酬358.92万元。 在深交所主板上市仅一个月后，来自福建莆田的巨型全钢工程机械子午线轮胎企业海安集团（SZ001233，股价59.89元，市值111.38亿元）便有了"大动 作"。 12月26日，海安集团公告称，基于公司发展需要，同时为更好地履行董事长职责，朱晖不再兼任总经理职务。而接棒者正是其子——年仅33岁的"90后"朱 振鹏。 伴随着人事调整，海安集团同时抛出了一份重磅投资计划，公司拟联合相关方在俄罗斯建设一座巨型全钢工程机械子午线轮胎（以下简称全钢巨胎）工 厂，预计总投资规模不超过539.90亿卢布，折合人民币 ...

每经记者｜赵李南 每经编辑｜何小桃 魏官红 在深交所主板上市仅一个月后，来自福建莆田的巨型全钢工程机械子午线轮胎企业海安集团（SZ001233，股价59.89元，市值111.38亿元）便有了"大动 作"。 伴随着人事调整，海安集团同时抛出了一份重磅投资计划，公司拟联合相关方在俄罗斯建设一座巨型全钢工程机械子午线轮胎（以下简称全钢巨胎）工 厂，预计总投资规模不超过539.90亿卢布，折合人民币约43.19亿元。 90后"二代"担任总经理 12月26日，海安集团召开第二届董事会第十八次会议，审议通过了《关于变更公司总经理的议案》。 公告显示，公司董事长朱晖自本次董事会审议通过之日起不再兼任总经理职务。截至公告披露日，朱晖直接及间接合计持有海安集团35.87%的股份，他 将继续担任董事长及董事会战略委员会主任委员。 新任总经理朱振鹏的简历显示其家族传承背景和扎实的基层历练经历。 朱振鹏出生于1992年11月，本科学历。2013年，年仅21岁的朱振鹏便进入福建省海安橡胶有限公司担任董事长助理、副总经理、董事。2024年从公司领取 薪酬358.92万元。 视频截图 12月26日，海安集团公告称，基于公司发展需要，同时为 ...

证券日报网讯 12月26日，海安集团发布公告称，公司将于2026年1月13日召开2026年第一次临时股东 会，审议《关于对外投资暨在境外设立合资工厂的议案》。 （文章来源：证券日报） ...

证券代码：001233 证券简称：海安集团 公告编号：2025-021 海安橡胶集团股份公司 关于对外投资暨在境外设立合资工厂的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、对外投资概述 为落实海安橡胶集团股份公司（以下简称"公司"或"海安集团"）战略发 展规划，布局海外产能，进一步开拓全球市场，海安集团及其全资子公司海安俄 罗斯有限公司（以下简称"俄罗斯海安"）、旗舰股份公司及先锋股份公司（或 称"目标公司"）等四方主体于 2025 年 12 月 26 日签署了一份《投资意向协议》， 海安集团与旗舰股份公司拟对先锋股份公司增资，并以先锋股份公司为主体在俄 罗斯建设巨型全钢工程机械子午线轮胎（以下简称"全钢巨胎"）工厂，该全钢 巨胎工厂预计总投资规模不超过 539.90 亿卢布（折合约 43.19 亿元人民币）。 2025 年 12 月 26 日，公司第二届董事会第十八次会议以 9 票同意、0 票反对、 0 票弃权审议通过了《关于对外投资暨在境外设立合资工厂的议案》。根据《深 圳证券交易所股票上市规则》等法律法规、规范性文件及《公司章程》等相关规 ...

每经AI快讯，12月26日，海安集团（001233）(001233.SZ)公告称，公司及其全资子公司海安俄罗斯有 限公司、旗舰股份公司及先锋股份公司等四方主体签署了《投资意向协议》，计划对先锋股份公司增 资，并以其为主体在俄罗斯建设巨型全钢工程机械子午线轮胎工厂，预计总投资规模不超过43.19亿元 人民币。 ...

Core Viewpoint - Hai'an Group is expanding its overseas production capacity and global market presence by signing an investment intention agreement to build a large-scale all-steel engineering machinery radial tire factory in Russia, with a total investment of approximately 43.19 million RMB [1]. Group 1 - Hai'an Group and its wholly-owned subsidiary, Hai'an Russia Co., Ltd., along with Flagship Co. and Pioneer Co., signed an investment intention agreement on December 26, 2026 [1]. - The investment will be directed towards increasing capital in Pioneer Co., which will serve as the main entity for the construction of the all-steel giant tire factory in Russia [1]. - The total investment scale for the all-steel giant tire factory is expected to be no more than 539.90 billion rubles, equivalent to about 43.19 million RMB [1].