半钢子午线轮胎
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欧洲玲珑获福特Q1认证,玲珑轮胎在全球高端配套市场中持续进阶
Qi Lu Wan Bao· 2026-01-09 14:07
此次授旗,意味着欧洲玲珑在产品质量、生产管理与服务水平上均已达到福特全球最高标准,正式成为其在欧洲市场的核心配套伙伴。这也是继2021年泰 国玲珑获得福特Q1认证后,玲珑全球配套体系的又一重要突破,印证了其在"7+5"战略全球布局下的卓越质量管控实力。 日前,玲珑国际(欧洲)有限公司(简称"欧洲玲珑")迎来重要时刻——福特汽车Q1授旗仪式在此顺利举行。福特汽车代表、欧洲玲珑总经理杨科峰等双方代 表共同出席仪式,此举标志着玲珑在全球高端配套市场中又迈出坚实一步。 福特Q1认证是其供应商体系的"黄金标准",以严苛著称,涵盖质量体系、持续绩效、现场改善等五大维度,是进入福特全球供应链的关键资质。 福特汽车代表表示,欧洲玲珑的加入,显著增强了福特供应链的竞争力。随着欧洲玲珑工厂产能持续爬坡,未来双方有望在新能源汽车轮胎等前沿领域拓 展合作,共同书写中企与国际车企协同发展的新篇章。 (通讯员王妍) 作为中国在欧洲的首个轮胎生产基地,欧洲玲珑自2024年投产以来,以自动化、数字化生产体系打造行业标杆,已成功通过日产、大众、奥迪等主流车企 的工厂审核。目前,该工厂拥有员工2300余名,其中塞尔维亚本地员工占比超70%,并通 ...
轮胎框架深度-替代加速拐点-高端配套突破-26戴维斯双击之年
2026-01-08 16:02
轮胎框架深度:替代加速拐点、高端配套突破,26 戴维斯 双击之年 20260108 摘要 自主品牌轮胎海外市场份额提升空间巨大,当前份额远低于国内,主要 通过替代三四线外资品牌实现增长,预计 2026 年高端配套市场份额将 显著突破。 自主头部轮胎企业正加速全球化布局,通过在东南亚以外地区散点式布 局产能,有效规避贸易风险,提高业绩确定性,并有望在 2026 年迎来 产能密集释放期。 欧美贸易政策变化及通胀背景下,中国自主轮胎企业凭借性价比优势, 有望加速替代外资品牌,并受益于全球车企降本压力带来的配套机会。 高端车型配套是自主轮胎企业提升品牌力的关键,中策橡胶、赛轮股份 等已进入 30 万以上车型配套领域,预计到 2027 年,国内半钢配套市 场占有率将突破 60%。 中国自主头部轮胎企业盈利能力强劲,净利润率普遍达到 10%左右, ROE 超过 20%,非公路轮胎产品毛利率高达 40%-50%,具备显著的 投资价值。 Q&A 2026 年汽车轮胎行业的整体发展趋势和市场预期如何? 2026 年被视为汽车轮胎行业的业绩和估值双击之年。我们从 2025 年 5 月就 开始提示板块性的业绩拐点机会,认为板块的预 ...
贵州轮胎投资3亿美元在摩洛哥建厂
Shang Wu Bu Wang Zhan· 2026-01-08 03:26
此次投资表明摩洛哥如今正吸引越来越多的汽车重型部件龙头企业入驻,有助于推动摩汽车产业链向高 附加值环节延伸,优化摩工业结构,提升产业链本地化水平。 摩洛哥Hespress网站1月6日报道,贵州轮胎(000589)正式宣布将投资3亿美元在摩洛哥丹吉尔科技城 建设一座年产600万条半钢子午线轮胎的工厂。 ...
投资投产开工忙 上市公司开足马力抢开局
Shang Hai Zheng Quan Bao· 2026-01-06 17:53
Core Viewpoint - The beginning of 2026 marks a significant year for economic development in China, with A-share listed companies actively engaging in various projects, signaling confidence and vitality for high-quality growth throughout the year [2]. Group 1: Investment and Project Announcements - Companies such as Qiaoyin Co. have won contracts for urban sanitation projects worth approximately 1.225 billion yuan, while Xusheng Group received a notification for a 7.8 billion yuan project from a North American electric vehicle manufacturer [2]. - Fulin Precision's subsidiary plans to invest 8.7 billion yuan in a project to produce 500,000 tons of high-end lithium iron phosphate for energy storage [2][4]. - Guizhou Tire announced plans to invest 299 million USD in a tire manufacturing project in Morocco, expected to generate annual sales of 183 million USD and profits of approximately 40.87 million USD [3]. - New materials and energy sectors are seeing significant investments, with companies like Dongfang Zircon and Fulin Precision expanding their production capabilities in battery-grade materials [4]. Group 2: Order Wins and Market Expansion - A-share companies are securing large orders across various sectors, including infrastructure and new energy, reflecting the vitality of these industries [5]. - Jingong Steel Construction won a bid for a project in Hangzhou worth 824 million yuan, marking a strategic shift towards total contracting [6]. - Xusheng Group, a core supplier for Tesla, received a long-term contract worth approximately 7.8 billion yuan for supplying components, indicating strong recognition of its capabilities [6]. Group 3: Production and Operational Updates - Companies are entering a phase of production and operational ramp-up, with several projects moving into the production stage [8]. - Zhongmin Resources announced the completion of a project to upgrade its lithium salt production line, increasing its annual capacity to 71,000 tons [8]. - Precision Technology successfully launched its first carbon fiber production line, marking a significant step in domestic production capabilities [8].
贵州轮胎股份有限公司 第九届董事会第六次会议决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-06 08:01
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000589 证券简称:贵州轮胎 公告编号:2026-001 贵州轮胎股份有限公司 贵州轮胎股份有限公司(以下简称"公司")关于召开第九届董事会第六次会议的通知于2025年12月30日 以专人送达、电子邮件等方式向各位董事发出,会议于2026年1月5日在公司办公楼三楼会议室以现场和 通讯相结合的方式召开。会议应出席的董事9人,实际出席的董事9人(其中董事刘献栋先生和独立董事 于健南先生以通讯方式参会及表决),董事会秘书和其他高级管理人员列席会议,符合《公司法》及有 关法规和《公司章程》的规定。 会议由董事长黄舸舸先生主持,与会董事对会议议案进行了充分审议,形成如下决议: 一、以9票同意、0票反对、0票弃权审议通过了《关于对外投资设立境外(摩洛哥)全资二级子公司的 议案》。 本议案经公司董事会战略与ESG委员会前置审议通过。具体内容详见公司披露于《证券时报》《中国证 券报》《上海证券报》和巨潮资讯网的《关于对外投资设立境外(摩洛哥)全资二级子公司的公告》。 二、以9票同意、0票反对、0票弃权审议通过了《关于在摩洛哥投资建设年产600万条半钢子午线轮胎智 ...
1月6日晚间重要公告一览
Xi Niu Cai Jing· 2026-01-06 02:49
Group 1 - Lichong Group expects a net profit of 830 million to 870 million yuan for 2025, representing a year-on-year growth of 17.38% to 23.04% [1] - Shandong Zhanggu anticipates a net profit of 72 million to 80 million yuan for 2025, with a year-on-year increase of 0.65% to 11.83% [2] - Yinglian Co. forecasts a net profit of 32 million to 42 million yuan for 2025, marking a turnaround from a loss of 39.67 million yuan in the previous year [3] Group 2 - Hangya Technology announces plans for shareholders to reduce their holdings by up to 2.76% of the company's shares [4] - Guizhou Tire plans to invest in a project in Morocco to produce 6 million semi-steel radial tires annually, with a total investment of 299 million USD [5] - Laisentongling's shareholder plans to reduce their stake by no more than 1% [6] Group 3 - ST Yifei's shareholder intends to reduce their holdings by up to 1.53% [7] - Hengyi Petrochemical has fully launched the second phase of its Brunei refining project, aiming for a production capacity of 12 million tons per year [8] - Zai Sheng Technology's controlling shareholder has terminated an agreement to transfer part of the company's shares [9] Group 4 - Sry New Materials proposes a cash dividend of 0.4 yuan per 10 shares for the first three quarters of 2025 [10] - Quanyin High-Tech announces that the offer period for China Seed Group's acquisition has expired, leading to a temporary suspension of its stock [11] - Zhonggang Luonai's shareholder plans to reduce their stake by up to 1% [12] Group 5 - Nanmo Bio expects to receive a government subsidy of 5.8 million yuan for its subsidiary [13] - Beite Technology has received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [14] - Qianyuan Pharmaceutical's subsidiary has obtained drug registration certificates for a new medication [15] Group 6 - Boto Integrated plans to reduce its holdings by no more than 1% [16] - Wanze Co. intends to reduce its stake by up to 1.66% [17] - Tianci Materials will halt production for maintenance on its lithium hexafluorophosphate production line starting March 1, 2026 [18] Group 7 - Haopeng Technology plans to raise up to 800 million yuan through a private placement [20] - Yisheng Co. reports a 43.32% year-on-year increase in sales revenue for its white feather broiler chicks in December 2025 [21] - Jinyu Medical proposes a cash dividend of 8.8 yuan per 10 shares for the first three quarters of 2025 [22] Group 8 - Caesar Travel's subsidiary has won a management service project for the Qingdao International Cruise Port [23] - Kelun Pharmaceutical plans to repurchase shares worth 50 million to 100 million yuan [24] - Jiangling Motors reports a 10.56% year-on-year increase in cumulative sales for 2025 [25] Group 9 - Yilian Technology plans to issue convertible bonds to raise up to 1.2 billion yuan [26] - Shaanxi Guotou A intends to participate in a capital increase for Chang'an Bank, with an amount not exceeding 800 million yuan [27] - Oupokang Vision has obtained a production license for eye drops [28] Group 10 - Shanghai Electric plans to provide management services for overseas assets of China Electric International [30] - Yingfang Micro is planning a major asset restructuring, leading to a temporary suspension of its stock [31] - Victory Energy's stock will resume trading after completing a verification process [32] Group 11 - China Merchants Industry has signed a shipbuilding agreement with Dalian Shipbuilding [33] - Kunyu Group has appointed a new chairman following a board meeting [34] - Microchip Bio's clinical trial application for a new diabetes treatment has been accepted [35] Group 12 - Hanshuo Technology has signed a sales intention agreement for smart shopping carts with Woolworths in Australia [36] - Zhongmin Energy's three photovoltaic power station projects have been included in the Fujian Province development list [37] - Penghui Energy plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [38] Group 13 - Victory Energy reports that the acquirer has deposited a guarantee for the acquisition [39] - Fangsheng Pharmaceutical proposes a special dividend of 0.15 yuan per share for 2025 [40] - Nanning Department Store has received approximately 14.28 million yuan in government subsidies since January 2025 [41] Group 14 - Jushen Co. has signed a bauxite transfer agreement with a company in Guinea [42] - ST Huluwawa has received a drug registration certificate for a new inhalation solution [43] - Zhongzhi Co. will become the controlling shareholder following a share transfer agreement [44] Group 15 - Chuangli Group has signed a strategic cooperation framework agreement with Chuanjiu Construction [45]
今日晚间重要公告抢先看——富临精工投建年产50万吨磷酸铁锂项目,飞沃科技完成新杉宇航60%股权收购
Jin Rong Jie· 2026-01-05 13:52
Group 1 - Fulin Precision's subsidiary plans to invest 6 billion yuan to build a high-end lithium iron phosphate project with an annual production capacity of 500,000 tons [11] - Feiwo Technology has completed the acquisition of 60% of Xinsai Aerospace, focusing on metal 3D printing services for commercial aerospace [2] - Zhongcai Technology expects a net profit increase of 73.79% to 118.64% in 2025 [30] Group 2 - Hengrui Medicine has received approval for clinical trials of HRS9531 injection in combination with HRS-5817 injection for treating obesity [2] - Deyun Co. announced that its actual controller has been arrested for illegal public deposit collection, but the company's operations remain normal [3] - Hengshi Technology's control is set to change as it enters a strategic cooperation agreement with New Base Information Technology Group [4] Group 3 - Zhejiang Mining plans to acquire 100% of Alaigyr Company, which holds core assets in lead-silver mines [5][6] - Guizhou Tire intends to invest in a project in Morocco to produce 6 million semi-steel radial tires annually, with a total investment of 299 million USD [7] - Dongfang Zircon plans to invest in a project to produce 10,000 tons of high-purity composite zircon oxide for new energy batteries [8] Group 4 - Xingsheng Group has received a project designation notice from a North American electric vehicle manufacturer, with a total sales amount of approximately 7.8 billion yuan [18] - Jin Di Co. plans to acquire a 3.36% stake in Baoshilai New Materials Technology for 21.6 million yuan [10] - Huayi Technology has signed a strategic cooperation agreement with Fujian Fuyou University to enhance research and development in alloy materials [6] Group 5 - Juxing Technology expects a net profit increase of 5% to 20% in 2025 [23] - Huayou Cobalt anticipates a net profit increase of 40.8% to 55.24% in 2025 [24] - Chifeng Gold expects a net profit increase of approximately 70% to 81% in 2025 [25]
贵州轮胎(000589.SZ)拟在摩洛哥投建年产600万条半钢子午线轮胎智能制造项目
智通财经网· 2026-01-05 13:04
智通财经APP讯,贵州轮胎(000589.SZ)公告,公司拟在摩洛哥投资建设"年产600万条半钢子午线轮胎智 能制造项目",并计划由拟设立的前进轮胎(摩洛哥)有限责任公司(暂定名)具体负责该项目的实施。该项 目拟选址于摩洛哥丹吉尔科技城,总投资2.99亿美元。项目目前处于筹备阶段,工程建设期预计为2 年。 ...
贵州轮胎拟在摩洛哥投建年产600万条半钢子午线轮胎智能制造项目
Zhi Tong Cai Jing· 2026-01-05 13:03
贵州轮胎(000589)(000589.SZ)公告,公司拟在摩洛哥投资建设"年产600万条半钢子午线轮胎智能制 造项目",并计划由拟设立的前进轮胎(摩洛哥)有限责任公司(暂定名)具体负责该项目的实施。该项目拟 选址于摩洛哥丹吉尔科技城,总投资2.99亿美元。项目目前处于筹备阶段,工程建设期预计为2年。 ...
1月5日晚间公告 | 富临精工拟87亿投建磷酸铁锂等项目;旭升集团获得北美新能源汽车厂商78亿元定点项目
Xuan Gu Bao· 2026-01-05 11:58
一、停牌、复牌 二、定增 1、威高血净:拟发行股份购买威高普瑞100%股权,交易价格为85.11亿元。 2、豪鹏科技:拟向特定对象发行股票募集资金不超过8亿元,用于储能电池建设项目和钢壳叠片锂电池 建设项目。 三、股权转让、增持 1、腾亚精工:控股股东拟以14.47元/股协议转让5.7%股份。 2、金房能源:杨建勋及其一致行动人拟协议转让共10.46%股份。 3、恒逸石化:控股股东及其一致行动人增持计划的增持价格区间由不超过10元/股调整为不超过15元/ 股。 1、荃银高科:中国种子集团要约收购期限届满,股票停牌。 5、亿帆医药:子公司亿帆制药与尚德药缘签订《独家协议》。 6、景津装备:拟投资约5.81亿元建设过滤成套装备产业化三期项目。 7、恒瑞医药:HRS9531注射液在成人肥胖或超重患者中开展与HRS-5817注射液联合治疗的临床试验获 批。 8、苏试试验:拟与杭州云栖小镇管理委员会签署相关项目合作协议,计划总投资不少于3亿元。 9、贵州轮胎:拟在摩洛哥投资2.99亿美元建设半钢子午线轮胎智能制造项目。 四、日常经营、对外投资 1、富临精工:子公司拟合计87亿元投建年产50万吨高端储能用磷酸铁锂等项目。 ...