Group 1: Company Overview - Taika Ying is the first company in the tire segment of the mining and construction industry to be listed on the Beijing Stock Exchange, recognized as the "first tire stock of the Beijing Stock Exchange" [2] - The company specializes in engineering radial tires and all-steel truck tires, holding a leading position in the engineering radial tire sector, ranking 3rd among Chinese brands and 8th globally in 2023 [3] - Taika Ying has established partnerships with major global and domestic construction machinery manufacturers, including SANY Group, XCMG, Liebherr, and JCB, among others [3] Group 2: Financial Performance - In 2024, Chaoying Electronics reported a main business revenue of 3.945 billion yuan, ranking 41st among global PCB manufacturers with a market share of 0.75% [5] - The company ranks 23rd among comprehensive PCB companies in China, with a market share of 1.41% in mainland China [5] - Chaoying Electronics is recognized as one of the top ten automotive electronic PCB suppliers globally and among the top five in China [5] Group 3: Market Position and Risks - Taika Ying's market share in the domestic engineering radial tire supporting market ranks 3rd among all tire brands, with the highest market share in the domestic market for large-tonnage crane tires [3] - Chaoying Electronics has a stable collaboration with Tier 1 automotive suppliers and well-known electric vehicle manufacturers like Tesla [4] - Both companies face risks related to their operational models, with Taika Ying relying on an outsourcing production model and Chaoying Electronics being sensitive to macroeconomic fluctuations and downstream market demand [4][5]
北交所轮胎第一股、汽车电子PCB企业申购