轮胎行业也在上演BBA式撤退？新能源汽车内战卷出国货"黑马"

Core Viewpoint - The rise of domestic tire brands, particularly Linglong Tire, is highlighted as they gain significant market share and recognition in the competitive landscape of the tire industry, especially in the context of the booming domestic electric vehicle market [2][9]. Group 1: Sales Performance - Linglong Tire's total sales revenue during the JD 618 shopping festival saw an impressive year-on-year increase of 830%, with a nearly 30-fold increase on the opening day of the event [2]. - The sales of Linglong Tire's high-end series "Linglong Master" launched in May 2024 experienced a year-on-year growth exceeding 280% due to government subsidies [10]. Group 2: Market Position and Strategy - Linglong Tire aims to enter the global top tier of tire brands by increasing its investment in technology and research, capitalizing on the growth of the domestic electric vehicle industry [2][3]. - The company has established a global supply capability, providing tires for various domestic electric vehicle manufacturers, thus becoming the leading brand in the domestic electric vehicle tire market [3][6]. Group 3: Technological Advancements - Linglong Tire has invested in advanced technologies, including RFID chips for tire tracking and innovative materials that enhance performance and safety, particularly for electric vehicles [4][5]. - The company has developed a tire using 79% sustainable materials and self-repair technology, showcasing its commitment to environmental sustainability [6]. Group 4: Testing and Recognition - Linglong Tire's products have gained recognition in global tire testing, achieving "recommended" ratings from prestigious organizations such as ADAC and TCS, marking a significant milestone in its brand strength [7]. - The establishment of a comprehensive tire testing facility has positioned Linglong Tire as a key player in the industry, allowing for extensive research and development [6]. Group 5: E-commerce and Consumer Engagement - The partnership with JD.com has expanded Linglong Tire's product offerings and sales channels, with the number of products available increasing from 120 to 300 within a year [8]. - Government subsidy initiatives have further boosted the sales of domestic tire brands, with a reported 200% year-on-year increase in sales for participating brands [10].