公司代码：601163 公司简称：三角轮胎 三角轮胎股份有限公司 三角轮胎股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人丁木、主管会计工作负责人钟丹芳及会计机构负责人（会计主管人员）赵利波 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告涉及的对未来发展战略、业务发展、经营计划、财务状况等前瞻性陈述，是基于当前能够 掌握的信息与数据对未来所做出的估计或预测，不构成公司对投资者的实质承诺，投资者及相关 人士均应当对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异，敬请投资者 注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法 ...

三角轮胎股份有限公司 为深入贯彻党的二十大和中央金融工作会议精神，落实国务院 《关于进一步提高上市公司质量的意见》的要求，推动公司高质量发 展和投资价值提升，保护投资者尤其是中小投资者的合法权益，三角 轮胎股份有限公司（以下简称"三角轮胎"或"公司" ）于 2025 年 4 月 26 日发布了《2025 年度"提质增效重回报"行动方案》（以下简 称"行动方案" ）。公司根据行动方案积极开展和落实相关工作，2025 年上半年行动方案的进展和成效情况如下： 一、"提升经营质量"情况 同时根据市场需求，强化精益管理，科学合理优化生产资源，提升生 产效率。上半年生产各类轮胎 1,214.61 万条，同比增长 0.95%，产 能利用率 90.36%；实现营业收入 47.78 亿元，同比减少 4.50%，归属 于上市公司股东的净利润 3.96 亿元，同比减少 35.31%。其中，主营 业务收入 47.62 亿元，占营业收入的 99.67%。 受国内替换市场需求不足、国际市场突发事件增多及市场竞争加 剧等因素影响，上半年公司整体销量同比下降 9.06%。面对愈加激烈 的市场竞争环境，公司发挥品牌优势，持续加深与配套客户的合 ...

Core Viewpoint - General Shares (通用股份) has completed the transfer of 24.50% of its shares to Suhao Holdings, making Suhao the controlling shareholder and the Jiangsu Provincial State-owned Assets Supervision and Administration Commission the actual controller of the company, which is expected to enhance its international strategy and transformation efforts [1][3][4]. Group 1: Share Transfer Details - On June 17, 2025, General Shares announced that the transfer of 389,425,230 shares (24.50%) from its controlling shareholder, Hongdou Group, to Suhao Holdings has been completed [1][3]. - The share transfer was approved by the Jiangsu Provincial State-owned Assets Supervision and Administration Commission on April 24, 2025, and the shares are classified as unrestricted circulating shares [3]. - The transfer price was set at 5.44 yuan per share, totaling 2.118 billion yuan [4]. Group 2: Company Background and Products - General Shares primarily produces all-steel radial tires, semi-steel radial tires, engineering tires, and bias tires, and was listed on the Shanghai Stock Exchange on September 19, 2016 [3]. - The company has modern tire production bases in China, Thailand, and Cambodia, and owns several well-known brands including "Qianlima," "Chitu Ma," "TBBTIRES," "GOODTRIP," and "Heima" [3]. Group 3: Financial Performance Outlook - The latest performance forecast indicates that General Shares expects to achieve a net profit attributable to shareholders of 400 million to 500 million yuan for the fiscal year 2024, representing a year-on-year increase of 85.19% to 131.48% [5].

Core Viewpoint - The company, Jiangsu General Technology Co., Ltd., reported a negative retained earnings of approximately 520.63 million yuan as of the end of 2024, leading to no profit distribution for the year due to regulatory compliance [1] Group 1: Company Overview - Jiangsu General Technology Co., Ltd. is primarily engaged in the research, production, and sales of tire products, with modern production bases in China, Thailand, and Cambodia [12] - The company focuses on high-performance, cost-effective tire products and has developed green tires for the new energy vehicle sector [12][17] Group 2: Industry Situation - The global economic downturn and geopolitical conflicts have created a complex external environment for the tire industry, with challenges such as rising raw material prices and intense market competition [2] - In 2024, China's rubber tire production reached 1.187 billion units, a year-on-year increase of 9.2%, with significant growth in passenger and light truck tires [3] - The commercial vehicle market in China showed weakness, with a decline in production and sales of steel tires, leading to a 5% decrease in sales revenue for the steel tire market [3] Group 3: Raw Material Market - The prices of tire raw materials, including natural rubber and synthetic rubber, have shown significant volatility, with natural rubber prices reaching a seven-year high at the beginning of the year [4] - The increase in raw material costs has pressured the profit margins of tire manufacturers, with industry profits dropping below 20% in the latter part of the year [4] Group 4: Logistics and Transportation - In the first half of 2024, geopolitical tensions led to increased shipping costs, with the Shanghai export container freight index rising by 95.84% compared to the beginning of the year [5] - Shipping costs began to decline in the second half of the year as market conditions improved [5] Group 5: Automotive Market - The automotive market in China showed signs of stabilization and structural optimization, with total vehicle production and sales reaching 31.28 million and 31.44 million units, respectively, in 2024 [6] - New energy vehicles (NEVs) continued to grow rapidly, with production and sales increasing by 34.4% and 35.5%, respectively, making up 40.9% of total new vehicle sales [6][7] Group 6: Industry Policies - The new "2024 Industrial Structure Adjustment Guidance Catalog" encourages the development of high-performance tires and the recycling of waste tires, while restricting certain rubber and tire production [9] - The new national standard for tire and carbon black energy consumption limits was released, aiming to promote green and high-quality development in the tire industry [10] Group 7: Company Financial Performance - As of December 31, 2024, the company reported total assets of 15.379 billion yuan, a 36.31% increase year-on-year, and a net profit of 374 million yuan, reflecting a 72.81% increase from the previous year [18]