证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-055 赛轮集团股份有限公司 关于投资建设"埃及年产 360 万条子午线 轮胎项目"暨对相关子公司增资的公告 本公司及董事会全体成员保证公告内容不存在虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 投资项目名称：埃及年产 360 万条子午线轮胎项目 投资金额：29,148 万美元，其中：建设投资 25,523 万美元、流动资金 3,523 万美元、建设期利息 102 万美元。 增资标的名称及金额：公司拟对赛轮香港、赛轮香港拟对赛轮新加坡分 别增资不超过17,500万美元，赛轮新加坡对赛轮欧洲增资不超过17,325万美元。 特别风险提示： 1、未来国内外市场、融资环境与政策、国际政治环境及经济形势存在发生 变化的可能，项目的投资计划可能根据未来实际情况调整，存在不能达到原计划 及预测目标的风险。 2、本投资项目经公司董事会审议通过后,尚需获得国家相关主管部门（发改、 商务、外管等）的审批或备案，项目规模和建设进度存在一定不确定性。 一、对外投资概述 1、对外投资基本情况 埃及地处亚非欧 ...

赛轮集团股份有限公司 埃及年产360万条子午线轮胎项目 可行性研究报告 目录 | 1. 总论 | | --- | | 1.1 概述 | | 1.1.1 项目名称、法人单位名称、项目性质 . | | 1. 1. 2 编制依据和原则 . | | 项目提出背景、投资的必要性和经济意义 . 1.1.3 | | 1.1.4 项目风险评估 | | 1. 1. 5 具体规划方案内容 . | | 1.1.6 研究范围 . | | 1.2 研究结论 . | | 1.2.1 综合评价 . | | 1. 2. 3 主要技术经济指标 . | | 2 市场预测 | | 2.1 国际市场预测 | | 2.1.1 世界汽车生产情况 | | 2.1.2 世界轮胎工业的发展趋势 | | 3 生产工艺及生产过程运输 | | 3.1 产品方案与生产规模. | | 3.1.1 产品方案及生产规模的确定 | | 3.1.2 产品质量指标 . | | 3.2 原材料路线及需用量 | | 3.2.1 原材料路线 | I | 3.3 工艺技术方案的选择 | | --- | | 3.3.1 国内、外工艺技术概况 . | | 3.3.2 工艺技术方案选择 . ...

证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-054 赛轮集团股份有限公司 第六届董事会第二十七次会议决议公告 对相关 子公司进 行增资， 具体增资 路径为：公 司对全资 子公司 SAILUN INTERNATIONAL HOLDING (HONGKONG) CO.,LIMITED.（以下简称"赛轮香港"） 增资不超过 17,500 万美元；赛轮香港对其全资子公司赛轮新加坡增资不超过 17,500 万美元；赛轮新加坡对其全资子公司赛轮欧洲增资不超过 17,325 万美元。 表决结果：同意 7 票，反对 0 票，弃权 0 票，表决通过。 赛轮集团股份有限公司（以下简称"公司"）于 2025 年 8 月 14 日下午在公 司会议室以现场加通讯方式紧急召开第六届董事会第二十七次会议。为进一步扩 大公司生产规模、增强应对国际贸易壁垒能力并完善国际化布局，公司拟投资建 设"埃及年产 360 万条子午线轮胎"项目。为尽快推进相关工作，公司紧急召开 第六届董事会第二十七次会议审议该项目。本次会议的会议通知于 2025 年 8 月 14 日以电话、电子邮件等方式送达全体董事。会议应到董事 7 人，实到董 ...

赛轮轮胎(601058.SH)公告称，公司计划在埃及投资建设"年产360万条子午线轮胎项目"，项目投资总额2.91亿美元。为满足投资项目的建设资金需 求，公司拟对相关子公司进行增资，具体增资路径为：公司对全资子公司赛轮香港增资不超过1.75亿美元；赛轮香港对其全资子公司赛轮新加坡 增资不超过1.75亿美元；赛轮新加坡对其全资子公司赛轮欧洲增资不超过1.73亿美元。该项目预计实现年平均营业收入1.9亿美元，实现年平均净 利润3477万美元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

格隆汇8月14日丨赛轮轮胎(601058.SH)公布，埃及地处亚非欧三大洲交汇处，濒临苏伊士运河，连接欧 洲、非洲及中东市场，产品可以辐射周边国家和地区。同时，埃及作为非洲第三大汽车市场，轮胎市场 需求旺盛。为满足当地市场需求及公司全球化战略布局的需要，赛轮集团股份有限公司（以下简称"公 司"）拟在埃及投资建设"年产360万条子午线轮胎项目"。项目投资总额29,148万美元，其中：建设投资 25,523万美元、流动资金3,523万美元、建设期利息102万美元。 该项目拟由公司全资子公司 SAILUN TYRE EUROPE B.V（以下简称"赛轮欧洲"）与 SAILUN INTERNATIONAL HOLDING (SINGAPORE)PTE.LTD.（以下简称"赛轮新加坡"）在埃及设立的子公司 具体实施。 为满足该投资项目的建设资金需求，公司拟对相关子公司进行增资，具体增资路径为：公司对全资子公 司 SAILUN INTERNATIONAL HOLDING (HONGKONG)CO.,LIMITED.（以下简称"赛轮香港"）增资不 超过17,500万美元；赛轮香港对其全资子公司赛轮新加坡增资不超过17,50 ...

为满足该投资项目的建设资金需求，公司拟对相关子公司进行增资，具体增资路径为：公司对全资子公 司 SAILUN INTERNATIONAL HOLDING (HONGKONG)CO.,LIMITED.（以下简称"赛轮香港"）增资不 超过17,500万美元；赛轮香港对其全资子公司赛轮新加坡增资不超过17,500万美元；赛轮新加坡对其全 资子公司赛轮欧洲增资不超过17,325万美元。 格隆汇8月14日丨赛轮轮胎(601058.SH)公布，埃及地处亚非欧三大洲交汇处，濒临苏伊士运河，连接欧 洲、非洲及中东市场，产品可以辐射周边国家和地区。同时，埃及作为非洲第三大汽车市场，轮胎市场 需求旺盛。为满足当地市场需求及公司全球化战略布局的需要，赛轮集团股份有限公司（以下简称"公 司"）拟在埃及投资建设"年产360万条子午线轮胎项目"。项目投资总额29,148万美元，其中：建设投资 25,523万美元、流动资金3,523万美元、建设期利息102万美元。 该项目拟由公司全资子公司 SAILUN TYRE EUROPE B.V（以下简称"赛轮欧洲"）与 SAILUN INTERNATIONAL HOLDING (SINGAPORE ...

人民财讯8月14日电，赛轮轮胎（601058）8月14日晚间公告，公司拟在埃及投资建设"年产360万条子午 线轮胎项目"。投资总额2.91亿美元，该项目拟由公司全资子公司赛轮欧洲与赛轮新加坡在埃及设立的 子公司具体实施。 ...

赛轮轮胎公告，公司计划在埃及投资建设"年产360万条子午线轮胎项目"，投资总额2.91亿美元，其中 建设投资2.55亿美元、流动资金3523万美元、建设期利息102万美元。项目将由公司全资子公司SAILUN TYRE EUROPE B.V.与SAILUN INTERNATIONAL HOLDING (SINGAPORE) PTE. LTD.在埃及设立的子 公司具体实施。项目预计实现年平均营业收入1.9亿美元，年平均净利润3477万美元。 ...

Report Investment Rating - Not provided in the content Core Viewpoints - In July 2025, the price of natural rubber rebounded, and the shipping index declined. The production of semi-steel tires remained stable, and the operation rate of all-steel tires increased. The import demand from Europe and the United States was advanced due to tariffs and anti-dumping measures. Long-term globalization and proximity to major consumer markets in Europe and the United States are effective ways for tire companies to avoid trade barriers. Chinese leading tire companies are expected to compete in international markets with cost control and brand influence [58]. Summary by Section Cost End - In July 2025, the average price of butadiene was 9,116.30 yuan/ton, a month-on-month decrease of 1.14% and a year-on-year decrease of 29.87%. The average price of natural rubber was 1,770.65 US dollars/ton, a month-on-month increase of 3.96% and a year-on-year increase of 4.46%. The average price of styrene-butadiene rubber was 11,964.13 yuan/ton, a month-on-month increase of 0.77% and a year-on-year decrease of 21.65%. The average price of carbon black was 6,267.74 yuan/ton, a month-on-month decrease of 2.30% and a year-on-year decrease of 20.25%. The average price of nylon cord fabric was 17,971.40 yuan/ton, a month-on-month decrease of 2.33% and a year-on-year decrease of 19.31% [4][5]. - In June 2025, the natural rubber production of ANRPC member countries was 883,700 tons, a month-on-month increase of 5.37% and a year-on-year decrease of 5.94%. China's natural rubber production was 103,200 tons, a month-on-month increase of 7.05% and a year-on-year decrease of 2.37%. China's natural rubber consumption was 619,500 tons, a month-on-month increase of 0.45% and a year-on-year increase of 3.80%. China's import volume of natural rubber was 436,300 tons, a month-on-month decrease of 1.24% and a year-on-year increase of 29.43% [15]. - In July 2025, the average value of the Baltic Freight Index (FBX) was 2,531.25 points, a month-on-month decrease of 25.46% and a year-on-year decrease of 50.19%. The CCFI (East Coast of the United States route) index was 1,247.30, a year-on-year decrease of 30.43% and a month-on-month decrease of 7.31%. The CCFI (West Coast of the United States route) index was 983.60, a year-on-year decrease of 40.68% and a month-on-month decrease of 14.44% [19]. Production End - In June 2025, China's output of rubber tire casings was 102.749 million pieces, a year-on-year increase of 10.01%. In the first half of 2025, the cumulative output of rubber tire casings in China was 590.694 million pieces, a year-on-year increase of 12.21%. In July 2025, the output of all-steel tires was 12.75 million pieces, a month-on-month increase of 1.03% and a year-on-year increase of 7.78%. The output of semi-steel tires was 56.97 million pieces, a month-on-month increase of 3.15% and a year-on-year increase of 0.04% [24]. - In July 2025, the average monthly operation rate of Chinese semi-steel tires was 73.80%, a month-on-month decrease of 3.25 percentage points and a year-on-year decrease of 5.41 percentage points. The average monthly operation rate of all-steel tires was 64.61%, a month-on-month increase of 0.65 percentage points and a year-on-year increase of 7.58 percentage points [30]. Demand End - From January to June 2025, China's cumulative export of new pneumatic rubber tires was 349 million pieces, a cumulative year-on-year increase of 5.40%. In June 2025, China exported 29.3664 million passenger car tires and 10.8498 million truck and bus tires. In the first half of 2025, China's cumulative export volume of truck and bus tires was 2.3347 million tons, a cumulative year-on-year increase of 5.34%, which supported the production and sales of tire companies [34]. - In the original equipment market as of the end of June, the demand for semi-steel tires was generally stable, with a sharp decline in Europe and the United States, while the Chinese market remained positive due to automobile subsidy policies. In the all-steel tire market, the North American market continued to deteriorate, and the European market confirmed growth in the second quarter. In the replacement market, affected by tariff expectations, sales and imports in Europe and the United States increased, and overall demand rose. The Chinese market remained stable [38]. - In June 2025, China's gasoline consumption was 11.7357 million tons, a year-on-year decrease of 8.08%. Diesel consumption was 16.0427 million tons, a year-on-year increase of 1.92%. In June 2025, China's heavy truck market sold about 97,900 vehicles, a month-on-month increase of 10.25% and a year-on-year increase of 37.14% [41]. - In July 2025, China's logistics industry prosperity index was 50.5%, a month-on-month decrease of 0.3 percentage points. The road freight rate index was 105 points, a month-on-month decrease of 0.06% and a year-on-year increase of 1.89%. The road transport market is expected to maintain a stable operation in the second half of the year, with the freight rate index possibly experiencing a slight oscillatory correction [46]. - According to EIA statistics, in July 2025, the average daily consumption of motor vehicle refined oil in the United States was 8,941.75 thousand barrels, a month-on-month decrease of 2.80% and a year-on-year decrease of 3.04%. The average daily consumption of diesel was 3,509.75 thousand barrels, a month-on-month decrease of 6.15% and a year-on-year decrease of 4.09% [47]. - In June 2025, the number of registered passenger cars in Europe was 1.2437 million, a month-on-month increase of 11.72% and a year-on-year decrease of 5.13%. In the first half of 2025, the cumulative number was 6.8155 million, a year-on-year decrease of 0.92%. In the second quarter of 2025, the sales volume of the European replacement tire market decreased by 3.5% year-on-year to 57.044 million pieces. Among them, the sales volume of passenger car tires decreased by 4% year-on-year to 51.609 million pieces, and the shipment volume of truck and bus tires decreased by 5% year-on-year to 2.452 million pieces [55]. Industry News - Michelin's operating profit in the first half of the year decreased by 18%. General Shares' net profit attributable to the parent company in the first half of the year decreased significantly. In July, China's automobile production and sales increased significantly year-on-year. From January to June 2025, the import volume of rubber tires in the United States increased by 6.8% year-on-year. Sailun Tire acquired 100% of the equity of Bridgestone Shenyang Factory. Zhongce Rubber changed the use of some raised funds [56][57]. Monthly Summary and Outlook - In July 2025, the price of natural rubber increased, and there is an expectation of further increase. The shipping cost decreased month-on-month and may continue to fall after the impact of tariffs and geopolitics cools down. The production of semi-steel tires remained stable, with some inventory pressure, while all-steel tires had a good inventory situation. Domestically, logistics demand was stable, and automobile production and sales decreased month-on-month, expected to remain stable overall. Overseas, the replacement market in Europe and the United States was better than the original equipment market, but export demand may be under pressure due to international trade frictions [59].

从指数持仓来看，上证可选消费行业指数十大权重分别为：赛力斯（9.15%）、海尔智家（8.32%）、 福耀玻璃（7.79%）、上汽集团（7.24%）、中国中免（5.57%）、拓普集团（3.62%）、四川长虹 （3.23%）、石头科技（3.23%）、九号公司（3.08%）、赛轮轮胎（3.03%）。 从上证可选消费行业指数持仓的市场板块来看，上海证券交易所占比100.00%。 金融界8月14日消息，上证指数高开低走，上证可选消费行业指数 (上证可选，000035)下跌1.12%，报 2788.43点，成交额269.69亿元。 数据统计显示，上证可选消费行业指数近一个月上涨3.98%，近三个月上涨1.99%，年至今下跌1.28%。 据了解，上证行业指数系列将沪市的全部样本按照行业分类标准划分为能源、原材料、工业等一级行 业，并选择各个行业对应的上市公司证券编制相应的行业指数，以反映上证行业指数在二级市场的整体 表现。该指数以2003年12月31日为基日，以1000.0点为基点。 从上证可选消费行业指数持仓样本的行业来看，可选消费占比100.00%。 ...