Core Viewpoint - The market for all-steel giant tires is characterized by high technical barriers and strong customer loyalty, leading to a clear differentiation in the competitive landscape [1] Group 1: Market Position - The international market for all-steel giant tires is primarily dominated by three major global brands, with the company closely following in terms of market share, brand, and technology [1] - The company possesses advantages in product cost-performance ratio and supporting services [1] Group 2: Domestic Market Development - The company has achieved mass production and application of the largest 63-inch products domestically [1] - Some domestic manufacturers have not yet achieved mass production of 57-inch or 63-inch products, and even if they do, their products require long-term practical testing under harsh conditions to accumulate reliable feedback and gain customer recognition [1] Group 3: Challenges for New Entrants - New entrants face significant technical challenges and their products struggle to gain long-term testing opportunities in large open-pit mines due to the high emphasis on safety and efficiency by mining customers [1]
海安集团：在全钢巨胎这一技术壁垒高、客户黏性强的细分领域，市场竞争格局呈现明显分化