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民生证券给予赛轮轮胎推荐评级,系列点评六:业绩符合预期全球化+液体黄金共振
Mei Ri Jing Ji Xin Wen· 2025-08-19 08:24
Group 1 - The core viewpoint of the report is a recommendation rating for Sailun Tire (601058.SH) at a latest price of 13.24 yuan, based on several positive factors [2] - The company's performance meets expectations, with temporary profit impacts due to U.S. tariffs [2] - Global expansion is progressing steadily, with a focus on non-highway markets [2] - The superior performance of "liquid gold" products is enhancing the company's brand strength [2] Group 2 - The report highlights potential risks including fluctuations in raw material prices, lower-than-expected global tire demand, exchange rate volatility, delays in new capacity implementation, increased international trade friction, and shipping cost fluctuations [2]
民生证券给予赛轮轮胎推荐评级:海外产能再下一城全球化+液体黄金共振
Mei Ri Jing Ji Xin Wen· 2025-08-16 08:26
Group 1 - The core viewpoint of the report is the recommendation rating for Sailun Tire (601058.SH) based on several positive factors [2] - The expansion of production capacity in Egypt is highlighted as a significant development for the company [2] - The company is making steady progress in globalization and is focusing on non-highway markets [2] - The performance of "liquid gold" products is noted to enhance the company's brand strength [2]