全球轮胎进出口回顾

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core Viewpoints of the Report - Since 2015, due to the US's continuous "anti - dumping and counter - subsidy" policies on Chinese tire enterprises, the direct export proportion of Chinese tires to the US has decreased from a maximum of 22.61% to a minimum of 2.5% and remains below 5%. Some Chinese tires flow to the US market through Mexico's re - export trade. The US tire market demand has not shrunk, and the US has also developed new tire import markets, mainly Thailand, Vietnam, and Indonesia [2][64]. - The tire demand in overseas European and American countries is growing steadily, but the raw material demand has been decreasing in recent years. From a production perspective, the tire demand for natural rubber mainly focuses on China and Southeast Asian countries [3][65]. - China is still the main tire importer for European countries. European tires also come from Vietnam, Thailand, Indonesia, etc. due to cost advantages. China is also the main source of Russia's tire imports, with the proportion of tire imports from China in the past three years ranging from 75% - 80% [3][65]. - Changes in Chinese tire exports can mainly reflect the tire demand changes in Europe, while changes in US tire demand can be mainly observed through the tire exports of Thailand and Vietnam and the re - export volume of Chinese tires through Mexico [3][65]. Group 3: Summary According to the Directory 1. Preface - Since 2007, China's tire export volume has shown a continuous expansion trend. In 2010 and 2021, it benefited from global monetary expansion, and in 2021, it was also affected by the slowdown of overseas tire production, resulting in a large number of orders being transferred to China. In 2023 and 2024, China's tire exports continued to recover, mainly driven by the replenishment demand of overseas European and American countries. In 2024, the cumulative year - on - year growth rate of China's tire exports was 10%, and in 2025, it was 3.07%, indicating that the tire demand still showed certain resilience after the concentrated replenishment demand in overseas markets ended in 2025 [9]. - Since 2015, Chinese tire enterprises have been affected by the "anti - dumping and counter - subsidy" policies of the US. The trade barriers have changed the global tire trade flow, and China's direct tire exports to the US have decreased, while exports to the Middle East and other countries have increased [10]. 2. China's Tire Export Review - China's tire exports are widely distributed among more than 100 countries and 7 major regions. Europe and the Middle East have become the main export destinations in recent years, while the proportion of exports to the US has decreased significantly. From 2015 to 2024, despite the "anti - dumping and counter - subsidy" policies of European and American countries, China's tire exports still achieved an average growth rate of 4% [13][14]. - In terms of regions, China's tire exports are mainly concentrated in Europe, South America, North America, Africa, the Middle East, Southeast Asia, and Northeast Asia. Affected by the "anti - dumping and counter - subsidy" policies of the US and the EU, the regions with relatively stable growth in China's tire exports in recent years are mainly the Middle East, Africa, and South America [18]. - Exports to Europe: After 2020, the average annual export volume to Europe increased to over 1 million pieces. The increase from 2023 - 2024 was mainly due to the replenishment demand of European countries. In 2025, the export demand was advanced due to the EU's "anti - dumping" policy, and then declined rapidly after reaching the peak in July. In 2026, the export volume to Europe may decline due to the decrease in replenishment demand and the implementation of the EU's anti - dumping policy [24]. - Exports to North and South America: Exports to North America have remained stable because although exports to the US have decreased, exports to Mexico have increased. Exports to South America have shown an upward trend, with Brazil, Chile, Uruguay, and Colombia being the main new export partners [31]. - Exports to the Middle East and Africa: Exports to Africa have been increasing, which is related to the infrastructure recovery in Africa. Exports to the Middle East increased year - on - year but declined rapidly after reaching the peak in March 2025, mainly affected by Egypt's increase in anti - dumping duties on Chinese truck and bus tires and the increase in shipping costs due to the Israel - Palestine conflict [34]. - Exports to Northeast Asia and Southeast Asia: Exports to Northeast Asia have shown an upward trend, mainly to Japan and Australia. Exports to Southeast Asia are mainly for re - export purposes [36]. 3. Overseas Tire Import and Export Review - Global tire import and export demand is mainly concentrated in China, the US, Europe, Russia, India, Japan, and South Korea. Europe and the US are net tire importers, while China, India, Southeast Asia, and South Korea are major tire exporters [40]. - US: In 2024, the US tire imports increased by 7.28% year - on - year, and as of October 2025, the cumulative annual growth rate reached 5.4%. The proportion of tire imports from China has decreased, while Thailand, Vietnam, and Mexico have become major import sources. Chinese tires flow to the US through Mexico's re - export trade, and Thailand and Vietnam have cost advantages [51]. - EU: In 2024, the EU's tire imports increased by 8.35% year - on - year, and as of October 2025, the cumulative annual growth rate reached 13.6%. The UK's tire imports increased by 5.5% in 2024 but decreased by 3.5% as of October 2025. European tires mainly come from China, followed by Turkey, South Korea, Thailand, and Vietnam [54]. - Thailand: In 2024, Thailand's tire exports increased by 7% year - on - year, and as of October 2025, the cumulative annual growth rate reached 4.96%. Thai tires are mainly exported to the US and neighboring Asian countries [57]. - Vietnam: In 2024, Vietnam's tire exports increased by 14% year - on - year, and as of October 2025, the cumulative annual growth rate reached 20.88%. Vietnamese tires are mainly exported to the US, Germany, and the Netherlands [58]. - Indonesia: In 2024, Indonesia's tire exports decreased by 9% year - on - year, and as of October 2025, the cumulative annual decrease was 7.79%. Indonesian tires are mainly exported to the US and neighboring countries [61]. 4. Conclusion - Global tire exporters are mainly concentrated in China, Thailand, Vietnam, Indonesia, and India. The EU also has a large tire export volume, mainly for internal trade among EU countries. Global tire imports are mainly concentrated in the EU, the US, Japan, and Russia, and Japan has similar import and export volumes [64]. - The situation of China's tire exports to the US and the role of Mexico in re - export trade, as well as the development of new import markets in the US, are the same as described in the core viewpoints [64]. - The tire demand and raw material demand situation in overseas European and American countries, and the focus on natural rubber tire demand in China and Southeast Asian countries are the same as described in the core viewpoints [65]. - China's position in European and Russian tire imports and the relationship between Chinese tire exports and overseas tire demand changes are the same as described in the core viewpoints [65].