轮胎业破局“三重门” ——2025中国轮胎投资研讨会聚焦行业转型升级

Core Viewpoint - The Chinese tire industry is at a critical juncture, facing both challenges and opportunities, particularly in the context of carbon neutrality, new energy, and smart manufacturing [2][3]. Industry Challenges - The tire industry is experiencing rapid growth but is hindered by low product prices and technology levels, with over 50% of companies reporting declining net profits despite revenue growth [3][4]. - The industry is facing three main challenges: the need for improved tire performance due to innovations in electric vehicle chassis, the pressure to adopt environmentally friendly materials and practices, and the disconnect between raw material research and end-user demand [4][5]. - The global market is imposing stricter green barriers, particularly from the EU, which is reshaping the competitive landscape for Chinese tire manufacturers [5][6]. Low-Carbon Development - The tire industry is under pressure to explore green and low-carbon development paths, especially as the carbon footprint management of vehicles becomes a priority [6][7]. - The Chinese government has shifted its focus from energy consumption control to carbon emission control, with a target to reduce carbon emissions by nearly 5% annually during the 14th Five-Year Plan [7][8]. Opportunities Amidst Challenges - The transition to low-carbon practices presents opportunities for the tire industry to innovate and improve efficiency, particularly in recycling and material usage [8][9]. - The industry is encouraged to adopt a three-step approach: eliminating outdated production capacity, implementing advanced energy-saving technologies, and developing disruptive innovative processes [9]. - The integration of new energy vehicles into the tire sector is seen as a key strategy for overcoming current challenges and achieving value transformation [9].