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轮胎行业也在上演BBA式撤退?新能源汽车内战卷出国货"黑马"
Qi Lu Wan Bao· 2025-06-09 07:29
齐鲁晚报·齐鲁壹点记者 蔡宇丹 国产新能源汽车掀起一浪接一浪的"内卷式"竞争之时,从电商销售数据传来一个值得关注的信号,展现了国内轮胎市场竞争格局最新动向。 京东618前一周,玲珑轮胎全系产品成交金额同比增长830%。618京东开门红当天,其品牌成交金额同比增幅达近30倍。 一个50年的老品牌为什么能成为黑马?618大促数据将国产轮胎自主品牌快速崛起的势头清晰放大给市场。国际大牌轮胎的先发优势下,国产品 牌轮胎正在为进入全球第一阵营发起一场前哨战。 6月7日,在玲珑轮胎招远总部举行的"新国货溯源-走进玲珑轮胎工厂"活动上,玲珑轮胎相关负责人表示,目前,玲珑轮胎正进入全球配套销售的 关键期,玲珑轮胎正加大科技研发投入,抓住中国新能源汽车产业崛起的窗口期,向全球轮胎品牌第一阵营挺进。 轮胎作为汽车产业链重要一环,配套数据直接反映了行业竞争格局。玲珑轮胎提供的数据显示,2024年,玲珑轮胎一共配套销售2950万条,其中 配套新能源车销售917万条,配套中国新能源车销售的轮胎数量占比17.8%。 玲珑轮胎2021年开始布局新能源专用轮胎,截至目前已为一汽红旗、比亚迪、吉利、奇瑞、上汽通用、东风日产、广汽本田、通用五菱 ...
通用股份拟21亿易主寻发展机遇 海外新工厂一年达产助净利增70%
Chang Jiang Shang Bao· 2025-06-08 23:10
与广州国资的易主交易终止后,通用股份(601500)(601500.SH)转投江苏国资怀抱。 今年初,通用股份曾公告,公司拟易主给广东国资下属企业广州工业投资控股集团有限公司(下称"广州 工控")。 公告中的受让方为广州工控,成立于1978年5年26日,注册资本约为62.68亿元。 三个月后,易主计划生变,通用股份称,终止此前的易主计划,改而易主给江苏省苏豪控股集团有限公 司(以下简称"苏豪控股"),交易对价约21亿元。 苏豪控股是一家千亿级国企,旗下各级企业达370余家,与全球160多个国家和地区建立了广泛的经贸关 系。 放弃广州国资转投江苏国资怀抱,可能与通用股份的经营业绩相关。2024年,通用股份实现的归属于母 公司股东的净利润(简称"归母净利润")3.74亿元,创了历史新高,同比增长逾70%。 业绩亮丽的背后,通用股份柬埔寨工厂一期项目仅用一年时间就实现了全面达产。 通用股份表示,海外轮胎市场需求向上,公司加速全球营销网络布局,优化产能结构等,使得公司盈利 能力明显提升。 二度谋划易主仍是国资 通用股份两次谋划易主,目前正在推进。 今年1月22日晚间,通用股份发布公告,收到控股股东红豆集团的通知,获悉 ...
山东制造与东盟资源禀赋、市场潜力深度融合
Da Zhong Ri Bao· 2025-06-08 01:22
山东制造与东盟资源禀赋、市场潜力深度融合 鲁企扎根东南亚,探索共赢新范式 在马来西亚霹雳州,山东鹤洋木业有限公司(以下简称"鹤洋木业")的产业园区内,满载着环保刨花板 的集装箱卡车即将发往越南、中东的家居卖场; 在泰国罗勇府的泰国玲珑轮胎有限公司(以下简称"泰国玲珑")生产基地,智能化生产线正昼夜运转, 年产能超过1720万条; 中国制造何以走俏海外?答案就在于"本地需求+中国方案"。以冰箱为例,印尼家庭成员多、爱吃冰, 海尔智家推出的冰箱搭载大冷冻室,能实现速冷速冻,方便用户快速取冰,同时还有多种制冰模式,满 足消费者的不同需求。 在马来西亚,海尔智家在当地的团队正紧锣密鼓地筹备着今年下半年的新品发布会,10款中高端新品将 亮相; …… 从木业、轮胎到家电,从传统的"两头在外"加工贸易到代工出口,再到品牌深耕,山东外贸企业在东南 亚的布局悄然升级——迈向技术、标准乃至产业生态的多元共建。 本地需求+中国方案 作为中国轮胎行业的龙头企业之一,玲珑集团有限公司在招远、荆门等地打造了多个智能工厂,泰国玲 珑是其设立的第一个海外生产基地。 为何选在泰国?轮胎制造最重要的原材料是橡胶,而泰国作为全球最大的橡胶种植地, ...
年内最大规模IPO!中策橡胶成功登陆A股,负债攀升,上半年净利润或减少二成
Hua Xia Shi Bao· 2025-06-06 06:32
Core Viewpoint - Zhongce Rubber Group Co., Ltd. (中策橡胶) officially listed on the A-share market on June 5, 2023, marking the largest IPO in the A-share market this year with a fundraising amount of 4.066 billion yuan [1][4] Group 1: Company Overview - Zhongce Rubber is a leading tire manufacturer in China, primarily engaged in the research, production, and sales of various tire products, including all-steel tires and semi-steel tires [3][7] - The company ranks first in the "2024 Annual China Tire Enterprise Ranking" published by the China Rubber Industry Association, with a projected sales volume of 216 million tires in 2024 [3] Group 2: Financial Performance - For the years 2022 to 2024, Zhongce Rubber's revenue is projected to grow from 31.889 billion yuan to 39.255 billion yuan, while net profit is expected to increase from 1.225 billion yuan to 3.787 billion yuan [7] - The company anticipates a revenue growth of 8.00% to 15.56% for the first half of 2025, but expects a decline in net profit attributable to shareholders by 13.38% to 2.479 billion yuan due to rising raw material prices and external factors affecting overseas sales [1][10] Group 3: IPO Details - The IPO price was set at 46.5 yuan per share, with a price-to-earnings ratio of 12.24. The stock opened at 57 yuan, reflecting a 22.58% increase on the first day of trading [3][5] - The IPO attracted significant interest, with online investors subscribing to 60.7264 million shares, resulting in a subscription amount of 2.824 billion yuan [4] Group 4: Investment and Growth Strategy - The raised funds will be allocated to various projects, including enhancing production capacity for all-steel radial tires and upgrading manufacturing facilities [4] - Zhongce Rubber is focusing on digital and green transformation, with significant investments in research and development, amounting to 1.256 billion yuan in 2022, and projected increases in subsequent years [6] Group 5: Challenges and Risks - The company faces challenges from fluctuating raw material prices, which can impact production costs and profit margins. A 1% increase in raw material prices could lead to a decrease in gross margin by approximately 0.36 percentage points [7] - Zhongce Rubber's total liabilities have shown an upward trend, with a debt-to-asset ratio of 68.58% in 2022, indicating potential financial pressure [8]
从“国产轮胎TOP1”中策橡胶上市看杭州制造业发展
Hang Zhou Ri Bao· 2025-06-06 02:19
企业成长的背后,是杭州深厚的产业底蕴与战略支持。这座城市为企业提供了产业链配套、技术人 才等先天优势,而在中策橡胶关键转型期,杭州国资的战略入股、产业政策的精准扶持,更为其突破发 展瓶颈注入强劲动力。未来,企业依托现有的品牌、技术、市场、人才等方面的优势,通过增加投资、 技术创新和资源整合,还会进一步扩大其在国内市场和国际市场的份额。 向"新"要发展 新质生产力激活发展动能 6月5日上午,杭企中策橡胶集团股份有限公司(下称"中策橡胶")在上海证券交易所上市。本次上 市,中策橡胶的发行价为46.50元/股,发行数量为8744.8560万股,预计募资总额约40.66亿元。该股开 盘报57.00元,截至收盘报49.68元,总市值434.44亿元。 这是今年截至目前,A股市场最大规模的IPO项目。这场资本盛宴不仅是企业发展的重要里程碑, 也证明了传统制造业在创新驱动下的无限潜力,展现了杭州这座城市在产业转型中的战略定力与创新智 慧。 67年风雨历程 企业与城市共成长 中策橡胶的发展史,就是一部杭州工业的奋斗史。中策橡胶是国内最早从事轮胎制造的企业之一, 其前身为1958年创建的杭州海潮橡胶厂,经过67年的发展,企业已 ...
朝阳轮胎“蹦”上主板
Mei Ri Shang Bao· 2025-06-05 22:18
Group 1 - Zhongce Rubber Group Co., Ltd. officially listed on the Shanghai Stock Exchange on June 5, 2023, with a market value approaching 50 billion yuan, marking the largest IPO in the A-share market this year [2] - The company issued 87.44 million new shares at a price of 46.5 yuan per share, raising approximately 4.06 billion yuan in net funds, which will primarily be used for high-performance tire production projects [2] - Zhongce Rubber has a history dating back to 1958, evolving from producing rubber shoes to becoming a major player in the tire industry, with brands like Chaoyang and others under its umbrella [3] Group 2 - The company sells 200 million tires annually and ranks among the top 10 global tire manufacturers, providing tire products to major automotive manufacturers such as FAW Jiefang, BAIC Foton, and BYD [4] - Zhongce Rubber has established six R&D centers and 12 manufacturing bases globally, with an annual R&D investment exceeding 1.3 billion yuan, and has created an industrial internet platform to enhance production efficiency [4] - The successful listing of Zhongce Rubber reflects the growth of enterprises in Hangzhou, with local initiatives aimed at promoting quality company listings and facilitating a positive cycle between enterprises, capital, and industry [4]
市场回暖?IPO终止数量骤降逾六成,年内首发融资总额超330亿元
Hua Xia Shi Bao· 2025-06-05 12:00
Core Viewpoint - The A-share IPO market is undergoing a significant transformation, with a notable decrease in the number of IPO terminations and an increase in the total financing amount, reflecting a shift from "quantity expansion" to "quality priority" in capital markets [2][4][5]. Group 1: IPO Termination Trends - As of June 4, 2025, 64 IPOs have been terminated this year, a decline of over 60% compared to 186 in the same period of 2024, with 58 of these being voluntary withdrawals [4][5]. - Monthly termination data shows a downward trend from January to May 2025, with 27, 14, 10, 5, and 8 terminations respectively [4]. - The reduction in IPO terminations is attributed to structural optimization in the market and regulatory policies, leading to an overall improvement in the quality of remaining IPO candidates [4][5]. Group 2: IPO Financing Growth - In 2025, 45 IPO companies have raised a total of 33.209 billion yuan, marking a year-on-year increase of 15.38% and 20.80% [6]. - The financing amounts from various stock exchanges include 13.555 billion yuan from the Shanghai Main Board, 3.12 billion yuan from the Shenzhen Main Board, 3.681 billion yuan from the Sci-Tech Innovation Board, 11.065 billion yuan from the Growth Enterprise Market, and 1.788 billion yuan from the Beijing Stock Exchange, with respective changes of 28.95%, 6.9%, -55.84%, 26.87%, and -10.87% [6]. - Eight companies raised over 1 billion yuan in their IPOs, with Zhongce Rubber leading at 4.066 billion yuan [6]. Group 3: Regulatory Environment - The new "National Nine Articles" has significantly raised the review standards, leading many companies with inadequate conditions to withdraw their applications voluntarily [5][8]. - The regulatory body has intensified accountability for companies attempting to bypass standards, as seen in recent disciplinary actions against companies like Zhongding Hengsheng and Fanyuan Technology for various compliance issues [9]. - Companies are advised to establish a comprehensive compliance system to adapt to the increasingly stringent IPO regulations and market conditions [9].
老字号展现新活力,中策橡胶成功上市再添增长新引擎
Sou Hu Cai Jing· 2025-06-05 10:36
作者丨高飞 1 历久弥新,老字号展现新活力 中策橡胶在轮胎行业中堪称中流砥柱,其发展脉络承载着深厚的历史积淀,公司的前身可追溯至 1958 年创立的杭州海潮橡胶厂。自诞生之初,中策橡胶便锚定目标,矢志不渝地为全球消费者打造高品质、 高性能且兼具环保节能特性的多元化轮胎产品。历经岁月淬炼,如今的中策橡胶已发展成为国内外市场 中销售规模名列前茅的轮胎制造巨头。 在中国橡胶工业协会发布的 "2024 年度中国轮胎企业排行榜" 中,中策橡胶位列榜首,彰显了其在国内 轮胎行业的龙头地位。同时,名列美国《轮胎商业》杂志《2024 全球年度轮胎报告》评选的全球轮胎 制造企业前十强,也是其国际竞争力的有力证明。 近年来,中策橡胶在发展道路上不断突破创新,凭借技术创新、结构优化、智能制造、品牌提升和国际 化发展等多维度战略,持续提升在全球行业的排名与知名度。公司品牌矩阵强大,"朝阳""好运""威 狮""全诺""雅度""金冠""WEST LAKE""GOODRIDE""CHAO YANG""TRAZANO" 等众多品牌,不仅在 国内市场家喻户晓,在国际舞台上也颇具知名度。其中,"朝阳" 商标更是凭借卓越品质,被国家工商 总局认定 ...
中策橡胶全新中高端品牌公牛轮胎上市,途虎养车独家首发
He Xun Wang· 2025-06-05 10:26
值得一提的是,途虎养车与朝阳轮胎自2019年就达成战略合作,双方围绕中国车主需求和不同路况特 点,共同推出多款轮胎产品,并在品牌共建、渠道共享、营销互动、技术培训等多方面展开深度合作, 持续优化出行体验。 耐用安全升级,公牛轮胎性能突破边界 中策橡胶产品涵盖乘用轿车、卡车、客车、工程车等多个领域,多年来凭借技术革新、智能制造与全球 化布局,在2024年跻身全球轮胎企业前十强,并连续多年稳居中国轮胎企业排行榜榜首。其研发的天玑 乘用车胎系统,整合了8大核心技术能力与12项关键技术,推动轮胎性能突破边界。公牛轮胎融合天玑 平台技术,实现了耐用等性能的全面提升。 具体来看,公牛轮胎GTRcomfort采用德国纳米材料及法国Rhodia高性能白炭黑高品质橡胶配方、多层 高强度科技型胎体构造,可以均匀分散行驶中的压力与摩擦力,大幅增强轮胎整体耐磨性。胎侧部分的 高强度双层帘布设计,可抵御路基、坑洼等意外撞击,结合中央肋条花纹与高排水导流沟槽,湿地制动 性能显著提升,为复杂路况下的行车安全提供安心保障。 6月5日,国内轮胎行业领军企业中策橡胶正式挂牌上市,发展迈入全新阶段。中策橡胶旗下拥有朝阳、 好运、威狮、全诺等知名品 ...
途虎养车与中策橡胶强强联合 朝阳轮胎兄弟品牌公牛轮胎上市
Chang Sha Wan Bao· 2025-06-05 09:40
值得一提的是,途虎养车与朝阳轮胎自2019年就达成战略合作,双方围绕中国车主需求和不同路况特 点,共同推出多款轮胎产品,并在品牌共建、渠道共享、营销互动、技术培训等多方面展开深度合作, 持续优化出行体验。 据了解,中策橡胶产品涵盖乘用轿车、卡车、客车、工程车等多个领域,在2024年跻身全球轮胎企业前 十强,并连续多年稳居中国轮胎企业排行榜榜首。其研发的天玑乘用车胎系统,整合了八大核心技术能 力和12项关键技术,推动轮胎性能突破边界。公牛轮胎融合天玑平台技术,实现了耐用等性能的全面提 升。 此次首发的公牛轮胎GTRcomfort采用德国纳米材料及法国Rhodia高性能白炭黑高品质橡胶配方、多层 高强度科技型胎体构造,可以均匀分散行驶中的压力与摩擦力,大幅增强轮胎整体耐磨性。胎侧部分的 高强度双层帘布设计,可抵御路基、坑洼等意外撞击,结合中央肋条花纹与高排水导流沟槽,湿地制动 性能显著提升,为复杂路况下的行车安全提供安心保障。同时,通过变节距花纹块分散噪音频率,配合 沟槽角度与形状优化大幅降低车内噪音,胎体减震结构则有效过滤路面颠簸。这一系列设计兼顾了家庭 用户对静谧性与平稳性的需求,让长途出行更加轻松惬意。 长 ...