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中国轮胎,在柬埔寨找到新增长极
21世纪经济报道·2025-09-23 13:59

Core Viewpoint - Cambodia is transforming from a rubber-producing country with little connection to tire manufacturing into a significant player in the tire industry, driven by Chinese investments and favorable market conditions [1][4][5]. Group 1: Market Potential and Growth - The tire manufacturing sector in Cambodia is rapidly becoming a key driver of economic growth, with tire exports projected to reach $870 million in 2024, a 129% increase from $380 million in 2023 [4]. - The establishment of Chinese tire companies in Cambodia, such as Sailun and General Tire, is reshaping the local economy and creating new opportunities in the tire market [5][9]. Group 2: Strategic Advantages - Cambodia benefits from a "policy arbitrage window" and cost optimization, including favorable trade policies and lower raw material costs, making it an attractive location for tire manufacturing [4][8]. - The country has a significant natural rubber plantation area of 425,000 hectares, which provides a cost advantage for tire production [8]. Group 3: Infrastructure and Supply Chain Development - The Cambodian government is accelerating infrastructure development to support the growing tire industry, including logistics projects and energy investments [14][15]. - The local labor cost is low, with a minimum wage of $204 per month in 2024, enhancing the competitiveness of Chinese tire brands [8]. Group 4: Challenges and Future Outlook - Despite the rapid growth, Cambodia still faces challenges in local supply chain development and infrastructure bottlenecks, which need to be addressed for sustainable growth [15][16]. - The experience in Cambodia serves as a testing ground for Chinese tire companies as they expand their global footprint, with plans to invest in markets like the Middle East and Africa [16].