调研速递|海安橡胶接待易方达基金等3家机构 俄罗斯市场订单超5.7亿 产能本地化战略深化
Xin Lang Zheng Quan·2026-01-20 14:23

Group 1 - The core viewpoint of the article highlights Haian Rubber's strong market position in Russia, with a solid order reserve and ongoing customer expansion [2] - The company has signed long-term sales contracts for all-steel giant tires amounting to approximately 337 million yuan, covering 17 newly developed customers, and is in discussions for additional projects with an estimated total order value of about 239 million yuan [2] - The total order amount from these contracts exceeds 576 million yuan, indicating a robust order reserve in the Russian market [2] Group 2 - Haian Rubber is accelerating its global expansion, successfully developing over 30 overseas customers in more than 15 countries, including Australia, Indonesia, and Chile, with potential for increased procurement after product trials [3] - The company is also exploring new customer development in countries like Peru, the Democratic Republic of the Congo, and Kazakhstan since 2025 [3] - Participation in domestic and international mining projects from companies like Zijin Mining and Jiangxi Copper Group is expected to benefit from demand growth due to downstream expansion and mergers [3] Group 3 - The company is implementing a localization strategy by investing in a factory for all-steel giant tires in Russia, aiming to enhance market share and supply chain resilience [4] - This strategy marks a shift from "product export" to "localization of production," allowing for quicker response times and deeper customer relationships [4] Group 4 - Haian Rubber utilizes cross-border trade in RMB for settlements in the Russian market, ensuring stable and smooth transaction paths without relying on the SWIFT system [5] - The company's operational management in mining tire business is unique in the industry, with initial low gross margins expected to improve as familiarity with operational environments increases [5] - This business model complements direct sales, creating a distinctive competitive advantage for the company [5]