2025年全国两会期间，民营经济成为核心议题之一。政府工作报告中强调，加大对科技创新、绿色发 展、提振消费以及民营、小微企业等的支持。 作为扎根青岛的金融主力军，邮储银行青岛分行始终秉持"服务实体、惠企利民"的初心，以精准的金融 支持、创新的服务模式，为本土民营企业注入发展动能。 赛轮集团是青岛民营企业的一张"金名片"。从一家本土轮胎制造企业成长为全球轮胎行业领军者，赛轮 的发展历程离不开邮储银行青岛分行的相伴。无论是多元化的融资支持还是跨境金融服务创新，邮储银 行积极为企业破解资金难题、拓展国际市场注入强劲动能，成为金融服务实体经济、助力智造升级的生 动实践。 金融"活水"灌溉，从"青岛制造"到"世界智造" 作为青岛民营企业的标杆，赛轮集团成立20余年来，以技术创新驱动发展，成长为全球轮胎行业的技术 引领者。 赛轮集团自主研发的"液体黄金轮胎"，打破国际技术垄断，被誉为"世界橡胶轮胎工业第四个里程碑式 创新"，打破了行业"魔鬼三角"难题，其滚动阻力较传统轮胎降低30%，使用寿命延长20%，助力全球绿 色出行。 赛轮集团负责人解释道，轮胎有三个性能，它是互相排斥的，省油、耐磨、抓地力就是抗湿滑，这三个 它不可 ...

Group 1 - The global tire market is experiencing a recovery, with demand for original equipment tires expected to return to pre-pandemic levels, reaching 90 million units this year [3] - China's rubber industry achieved record exports last year, with 18 companies establishing factories overseas in countries like Thailand and Vietnam, accelerating the industry's internationalization [2] - The EU's "Zero Deforestation Regulation" has provided a favorable buffer period for Chinese tire companies, allowing them to adapt to new compliance requirements [5] Group 2 - The demand for replacement tires is projected to grow, with global sales expected to approach 1.6 billion units by 2026 for passenger vehicles and 180 million units for commercial vehicles [3] - The automotive market is expected to drive tire sales, with commercial vehicle sales in China projected to exceed 3.5 million units this year and approach 4 million units by 2026 [3] - The EU automotive production is expected to decline by 5% in 2024, significantly lagging behind growth rates in ASEAN and East Asia, which are projected to exceed 10% [4] Group 3 - The EU's "Zero Deforestation Regulation" requires importers to prove that rubber materials do not contribute to deforestation, necessitating upgrades to supply chain traceability systems [5] - The Connecticut Tire Management Law in the U.S. mandates tire manufacturers and importers to take responsibility for the recycling and disposal of used tires, which may lead to increased compliance costs for Chinese tire companies [6][7] - The implementation of the U.S. tire management law will require companies to enhance supply chain transparency and establish comprehensive ESG management systems [7]

针对媒体就美国关税政策是否会对公司产生影响的问题，玲珑轮胎、贵州轮胎近日在互动平台作出回 应。赛轮轮胎股东更是直接以巨额资金增持，表达对企业发展的信心。 文章来源：中国橡胶杂志，不代表本平台观点，仅供参考。感恩原创作者，版权归原作者所有，如若侵 权，烦请平台留言删除。 玲珑轮胎表示，公司目前在泰国和塞尔维亚有两个生产基地，会通过灵活调整订单流向、持续优化成本 和产品结构、加速国际化布局和创新驱动等措施，持续提升公司竞争力，以减轻相关负面影响。 ▲请打开图片，长 其次，考虑到美国市场的战略重要性及其对全球供应链布局的影响，公司正密切关注相关政策动态，并 结合自身发展战略，综合考量海外第三工厂的选址。一旦有明确的投资决策，将按照相关法律法规的要 求及时履行信息披露义务。 4月9日，赛轮轮胎发布公告，公司实际控制人袁仲雪的一致行动人瑞元鼎实投资有限公司，计划自4月8 日起6个月内，通过集中竞价交易方式增持公司股份。此次增持资金总额不低于5亿元且不超过10亿元。 在本次拟增持股份的资金安排上，瑞元鼎实采取了以自有资金与增持专项贷款等自筹资金相结合的方 式。4月8日，瑞元鼎实收到工商银行出具的《贷款承诺函》，承诺贷款金 ...

推进头部车企合作，彰显公司优质品牌力。2 月27 日备受业界关注的小米SU7 Ultra 正式上市，由小米 汽车与赛轮合作开发的PT01 赛道高性能轮胎同期上线小米有品商城，成为中国轮胎品牌在赛道高性能 轮胎领域的重要突破。同时，近期赛轮集团与丰田（中国）签订战略合作协议，赛轮成为TOYOTA GAZOO Racing China GR86 Cup 2025 赛季唯一指定轮胎供应商，也将是丰田GR 全球系列赛中首次出现 中国轮胎品牌的身影。与头部车企的合作有利于提升公司产品品牌力，进一步推动中国高性能车市场的 技术进步和产业升级。 市场反映最悲观预期，关税或存缓和可能。4 月3 日，美国宣布对全球主要贸易伙伴加征对等关税，其 中，公司主要海外工厂所在的越南、柬埔寨和印尼分别被加征46%、49%、32%的对等关税，市场对此 按照最悲观预期给予反应。而随着232 条款中关于汽车零部件的范围扩大，海关编码涵盖了4011.10.10 （半钢子午线轮胎）、4011.20.10（全钢子午线轮胎），以及4012/4013 下属部分轮胎子条目，由于对等 关税和232 关税存在排斥关系，因此轮胎适用于25%的232 关税条款。 ...

Group 1 - The core viewpoint of the articles highlights Pirelli's significant achievements in the Chinese automotive industry over the past 20 years, emphasizing its commitment to local production and market service [1] - Pirelli has established three factories in China, employing over 5,000 people, and has set up its Asia-Pacific headquarters in Shanghai to manage regional operations [1] - The company has developed a robust partner network and a mature distribution system with over 3,000 retail outlets across the country, which is seen as a core competitive advantage [1] Group 2 - Pirelli has become a key player in the Chinese new energy vehicle tire market by leveraging its technological strength and strategic planning, offering customized tires for electric vehicles [2] - The company collaborates with local automotive manufacturers such as Xiaomi, BYD, and NIO, providing them with tailored tire products [2] - Pirelli is engaged in academic and research partnerships with institutions like Beijing University of Chemical Technology to explore sustainable high-performance tire materials [2]

Core Viewpoint - The control of Tongyong Co., Ltd. is likely to shift from Guangzhou state-owned assets to Jiangsu state-owned assets through a share transfer agreement with Suhao Holdings [3][4]. Group 1: Share Transfer Details - Hongdou Group plans to transfer 389 million shares of Tongyong, representing 24.50% of the total share capital, to Suhao Holdings at a price of 5.44 yuan per share, totaling 2.118 billion yuan [3][4]. - After the transfer, Hongdou Group's shareholding will decrease from 657 million shares (41.35%) to 268 million shares (16.85%), while Suhao Holdings will hold 389 million shares (24.50%) [4]. - The change in control will result in Jiangsu Provincial State-owned Assets Supervision and Administration Commission becoming the actual controller of Tongyong [3][4]. Group 2: Background and Implications - Suhao Holdings is a large state-owned enterprise in Jiangsu, primarily engaged in financial and industrial investments, with a significant focus on international trade [7]. - The transaction is viewed as a new model for mixed-ownership reform in listed companies, potentially enhancing Tongyong's market competitiveness and driving higher quality development in China's tire industry [6][7]. - The collaboration between state-owned and private enterprises is expected to release new energy for mixed-ownership reform, aiding Tongyong's growth [6][8]. Group 3: Company Performance and Future Outlook - Tongyong has been accelerating its internationalization and modernization efforts, with production bases in Thailand and Cambodia, and is projected to achieve a net profit of 400 million to 500 million yuan in 2024, representing a year-on-year increase of 85.19% to 131.48% [9]. - The company has experienced strong growth in production and sales, with record daily production rates at its overseas bases and a robust domestic market performance [9]. - Continued investment in technology innovation, brand marketing, and cost reduction is expected to enhance Tongyong's overall efficiency and market position [9].

Core Viewpoint - The control of Tongyong Co., Ltd. (通用股份) is likely to shift from Hongdou Group to Jiangsu State-owned Assets, marking a significant change in ownership and potential for mixed-ownership reform in the company [2][6][8]. Group 1: Share Transfer Details - Hongdou Group plans to transfer 389 million shares of Tongyong, representing 24.50% of the total share capital, to Suhao Holdings at a price of 5.44 yuan per share, totaling 2.118 billion yuan [2][5]. - After the transfer, Hongdou Group's shareholding will decrease from 657 million shares (41.35%) to 268 million shares (16.85%), while Suhao Holdings will hold 389 million shares (24.50%) [5][6]. - The transfer does not constitute a related party transaction and does not trigger a mandatory tender offer [6]. Group 2: Background and Implications - Suhao Holdings is a large state-owned enterprise in Jiangsu, primarily engaged in financial and industrial investments, and has a significant role in the province's economic landscape [8]. - The transaction is viewed as a new model for mixed-ownership reform, potentially enhancing Tongyong's market competitiveness and contributing to the high-quality development of China's tire industry [8][9]. - The partnership between state-owned and private enterprises is expected to release new energy for mixed-ownership reform, aiding Tongyong's growth and international expansion [9]. Group 3: Company Performance and Future Outlook - Tongyong has been actively pursuing internationalization and modernization, with production bases in Thailand and Cambodia, and is projected to achieve a net profit of 400 million to 500 million yuan in 2024, representing an increase of 85.19% to 131.48% year-on-year [11]. - The company has experienced strong growth in production and sales, with record output levels from its overseas facilities and a robust domestic market response [11]. - Continued investment in technology, brand marketing, and cost reduction is expected to enhance Tongyong's overall efficiency and market position [11].

此前，凭借技术积累、品牌溢价和配套市场优势，以米其林为代表的外资轮胎品牌在中国乘用车市场占 据着70%左右的市场份额。但近年来，凭借成本低和技术迭代快的优势，国产轮胎品牌不断崛起。 即使是作为全球销冠的米其林也受到了一定冲击。2024年米其林财报显示，其轮胎销量下降5.1%，这 主要是受全球各细分市场原配轮胎需求同步下滑、主流市场竞争加剧以及特种轮胎业务的短期不利因素 影响。 而反观国产轮胎企业，如通用股份（601500.SH）去年前三季度营收同比增长35.56%；赛轮轮胎 （601058.SH）去年前三季度营收同比增长24.28%。 外资品牌轮胎纷纷加码高端市场并在华扩张产能。 近日，米其林旗下高端产品线迎来产品更新，正式推出浩悦五代（Primacy 5）轮胎。这距离浩悦四代 的推出时间已经过去7年。 米其林方面表示，这款斥巨资和长时间打造的产品在安全、静音、耐用三大领域有重点突破。 在市场竞争激烈的背景下，以米其林为代表的外资轮胎品牌，在华布局高端轮胎市场的步伐加快。第一 财经记者获悉，随着新能源汽车渗透率突破50%大关，米其林已着手研发适配800伏高压平台的专用轮 胎，通过改进导电性能解决高压漏电隐患， ...

Group 1 - The company reported annual revenue of 10.974 billion RMB for the year ending December 31, 2024, representing a year-on-year increase of 10.3% [1] - Shareholder profit reached 1.312 billion RMB, an increase of 26.94% year-on-year, with basic earnings per share at 2.06 RMB [1] - The company plans to distribute a final dividend of 0.5 HKD per share [1] Group 2 - In 2024, the company sold 28 million tires, an increase of 11.7% year-on-year, with specific sales figures of 8 million for radial tires (down 1.7%), 19.5 million for semi-radial tires (up 18.6%), and 500,000 for bias tires (up 3.7%) [1] - The company generated approximately 2.326 billion RMB from domestic distributors and 7.537 billion RMB from international distributors, accounting for about 21.2% and 68.7% of tire revenue, respectively [1] - Direct sales to automobile manufacturers amounted to approximately 1.108 billion RMB, representing 10.1% of total tire revenue [1] Group 3 - The company systematically expanded its international marketing channels in 2024, adding 7 sovereign markets and developing 66 new customers [2] - Sales volume for international marketing business reached 19.931 million tires, a year-on-year increase of 14.8%, with revenue of 7.537 billion RMB, up 19.1% year-on-year [2] - The company conducted in-depth market research in 18 key countries to optimize product mix and sales policies, addressing regional market pain points and driving a 22% year-on-year increase in sales volume for existing customers [2]

以下文章来源于车与轮店主联盟 ，作者Sky 车与轮店主联盟 . 《车与轮》有车与轮新媒体矩阵和《轮胎经销商》杂志，汇聚轮胎行业50万人。主导《奚仲奖评选》、《中国轮胎测试排行榜》、《车与轮选胎指南》、 《中国轮胎10大人物评选》。《年度颁奖盛典—奚仲奖》被誉为中国轮胎行业奥斯卡。 作 者 | Sky 来源 | 车与轮店主联盟 导语：这种"既要国产化红利，又要洋品牌光环"的做派，到底是谁在拖中国工业的后腿？ 近日，理想汽车产品线总裁汤靖表示："短期内不会将国产轮胎作为标配。"这一言论，无疑是对国产轮胎行业的一种"轻视"，也让我们不禁要问： 国产轮胎，真的就那么不堪吗？ 其实，国产轮胎早已不是吴下阿蒙，从超跑到国民车，从技术专利到全球销量，中国轮胎企业用实力打脸偏见。 今天，我们有必要为国产轮胎正名，也请部分国内企业收起傲慢与偏见，睁开眼看看这个早已换了剧本的行业！ 原配市场逆袭：国产轮胎 早已打入"国际大厂核心圈" 赛轮液体黄金轮胎与小米汽车联合研发，用新材料技术重新定义新能源车配套标准； 森麒麟为百万级超跑昊铂SSR定制轮胎，让国产轮胎首次站上性能鄙视链顶端。 玲珑轮胎成功为宝马2系和奥迪A3提供轮胎配套服务 ...