2 thoughts on “What is the prospect of the domestic tire industry?”
Loren
Major listed companies in the tire industry: Tan Tire (601058), Triangle Tire (601163), Sen Kirin (002984), Linglong Tire (601966), Jiatong Tire (600182), Huayi Group (600623), Qingdao Shuangxing (000599) , GM (601500), Guizhou Tire (000589), Fengshen (600469), etc. The core data of this article: The production and sales of leading enterprises in China's tire industry, comparison of performance levels in China's tire industry Linglong Tire VS China Tire: Tire business layout process At present, leading companies in China's tire industry are Linglong Tire (601966), Run Tire (601058). R n Tire business layout and operation status: Linglong tires are slightly better than -The main production plant or project number of tires: Linglong tire factory project more In 2021, Linglong tires were slightly better than the racing tires, reaching 16; the wheel tires were 13, an increase of 1 major production plant area from the previous year. -The design capacity of the main factory area or project of the tire: larger design capacity of the exquisite tire From the perspective of the design capacity of the main factory area or project of the tire, from 2020-2021, the exquisite tires require the factory or project of the project or the project. The design capacity is greater than the racing tire. In 2021, the design capacity of Linglong tires was 118.65 million/year, and the design capacity of the wheel tires was 84.6 million/year. Linglong tires were about 29%higher, and the gap was about 5 percentage points from last year. -The capacity utilization rate of the main factory area or project of the tires: The utilization rate of Linglong tire capacity is higher It from the perspective of the design capacity of the main factory area or project of the tire, in 2020, the production capacity of Linglong tires and projects It is almost the same as that of the racing tires, but the utilization rate of the production capacity of the wheel tires in 2021 and the use rate of the exquisite tire production capacity rose slightly, and the gap between the two companies widen. In 2021, the capacity utilization rate of Linglong tires was 86%, the wheel tires were 71%, and the exquisite tires were about 15%higher. -——The production capacity of tire plant or project: 2021 Linglong tires have higher production capacity in construction capacity From the perspective of the construction capacity of the main plant or project of the tire, from 2020-2021, the exquisite tires are under construction under construction. The production capacity is 27.6 million/year; the production capacity of the wheel tires in 2020 is 28.9 million per year, and the 2021 is 26.55 million/year, which is lower than the exquisite tires. -tire production and sales and production and sales rate: The production and sales rate of the wheel tires, higher production and sales rate From the perspective of the production and sales of major tires or projects, from 2020-2021, the exquisite tires need to plant factory or project The production and sales volume is higher than the racing tire. In 2021, the output of Linglong tires was 70.269 million, a year -on -year increase of 6.51%; sales were 64.7071 million, a year -on -year increase of 2.18%. In 2021, the output of wheel tires was 45.397 million, an increase of 6.56%year -on -year; sales were 43.6197 million, an increase of 4.98%year -on -year. . From the perspective of tire production and sales, the production and sales rate of tire tires from 2020-2021 are higher than the exquisite tires. In 2021, the production and sales rate of racing tires was 96.08%, while the production and sales rate of Linglong tires was 92.09%, which was larger than the previous year. -Tire price level: The average single tire price of the wheel tires is higher than the exquisite tires From the point of view of the tire price, the average single tire price of the racing tires was higher than the exquisite tires from 2020-2021. In 2021, the average price of racing tires was 393.51 yuan/piece, an increase of 17.38%year -on -year; the average price of Linglong tires was 282.44 yuan/piece, a year -on -year decrease of 1.16%. Tire business performance comparison: Linglong tire revenue is leading, but China's tire profitability is improved From the perspective of the operating situation of the tire business, from 2019-2021, the revenue of the tire business of Linglong tires is leading the ahead Run tires. In 2021, Linglong tire tire business achieved revenue of 18.276 billion yuan, and the revenue of the tire business of the racing tires was 17.165 billion yuan. In from the gross profit margin of the tire business, from 2019 to 2021, the gross profit margin of the tires of the wheel tires is higher than the exquisite tires, and the gap is stable at about 2%. The gross profit margin of the round tire in 2021 was 19.13%, and the gross profit margin of Linglong tires was 16.91%. Judging from the trend of gross profit margin, the gross profit margin of the tire business of the two companies has generally declined. Pounding point of view: Linglong tires are the "king of tires" in China In the tire industry, the number of major tire production plants or projects in the company determines the capacity of the tire, and the design capacity and production capacity of tires Production and sales can reflect the company's business overview. Based on the results of the previous analysis, the forward -looking believes that due to the advantage of the actual production capacity, production and sales, and tire operating income of Tire, Linglong tires are currently the "leader" of tire companies in my country. It data refer to the "Analysis Report on the Planning and Investment Strategic Planning of China's Tire Industry Market Demand Forecast and Investment Strategic Planning of China's Tire Industry" above data.
Data show that driven by the strong growth of the automotive industry, my country's tire industry continued to maintain a good and rapid growth in 2011. In 2011, my country's tire output increased by 8.5%year -on -year to 832.1 billion. The annual output of synthetic rubber increased by 13%to 3.49 million tons, and the output increased by 9.6%to 320,000 tons in December.
If according to the statistics of the Tire Branch of the China Rubber Industry Association to 45 major tire companies across the country, the sales revenue of 45 tire companies in 2011 reached 207.9 billion yuan, an increase of 19.3%year -on -year. Among them, the sales revenue of the meridian tire was 175.5 billion yuan, and the lunch rate was 84.4%. With the rapid development of my country's automobile industry, my country's automobile ownership has exceeded 100 million, becoming the world's largest automotive production and consumer market, which will inject strong development driving for my country's tire industry. Peoming in the Tire Industry Research Team of the Institute of Information Industry believes that the victory of my country's tire companies has laid a good external environment for China's tire trade. One of China's largest tire export markets will have to open trade from China's tires. The gate, this has won market opportunities for Chinese tire companies.
In 2013 my country's tire production enterprises will usher in a brilliant year, the market concentration of the tire industry will be further increased, and my country's tire manufacturer's share in the world market will rise to 15%. The improvement of the industry upstream and downstream industries will support the profitability of the tire industry, and the industry's profitability is expected to improve. looking at it, thank you ·
Major listed companies in the tire industry: Tan Tire (601058), Triangle Tire (601163), Sen Kirin (002984), Linglong Tire (601966), Jiatong Tire (600182), Huayi Group (600623), Qingdao Shuangxing (000599) , GM (601500), Guizhou Tire (000589), Fengshen (600469), etc.
The core data of this article: The production and sales of leading enterprises in China's tire industry, comparison of performance levels in China's tire industry
Linglong Tire VS China Tire: Tire business layout process
At present, leading companies in China's tire industry are Linglong Tire (601966), Run Tire (601058). R n Tire business layout and operation status: Linglong tires are slightly better than
-The main production plant or project number of tires: Linglong tire factory project more
In 2021, Linglong tires were slightly better than the racing tires, reaching 16; the wheel tires were 13, an increase of 1 major production plant area from the previous year.
-The design capacity of the main factory area or project of the tire: larger design capacity of the exquisite tire
From the perspective of the design capacity of the main factory area or project of the tire, from 2020-2021, the exquisite tires require the factory or project of the project or the project. The design capacity is greater than the racing tire. In 2021, the design capacity of Linglong tires was 118.65 million/year, and the design capacity of the wheel tires was 84.6 million/year. Linglong tires were about 29%higher, and the gap was about 5 percentage points from last year.
-The capacity utilization rate of the main factory area or project of the tires: The utilization rate of Linglong tire capacity is higher
It from the perspective of the design capacity of the main factory area or project of the tire, in 2020, the production capacity of Linglong tires and projects It is almost the same as that of the racing tires, but the utilization rate of the production capacity of the wheel tires in 2021 and the use rate of the exquisite tire production capacity rose slightly, and the gap between the two companies widen. In 2021, the capacity utilization rate of Linglong tires was 86%, the wheel tires were 71%, and the exquisite tires were about 15%higher.
-——The production capacity of tire plant or project: 2021 Linglong tires have higher production capacity in construction capacity
From the perspective of the construction capacity of the main plant or project of the tire, from 2020-2021, the exquisite tires are under construction under construction. The production capacity is 27.6 million/year; the production capacity of the wheel tires in 2020 is 28.9 million per year, and the 2021 is 26.55 million/year, which is lower than the exquisite tires.
-tire production and sales and production and sales rate: The production and sales rate of the wheel tires, higher production and sales rate
From the perspective of the production and sales of major tires or projects, from 2020-2021, the exquisite tires need to plant factory or project The production and sales volume is higher than the racing tire. In 2021, the output of Linglong tires was 70.269 million, a year -on -year increase of 6.51%; sales were 64.7071 million, a year -on -year increase of 2.18%. In 2021, the output of wheel tires was 45.397 million, an increase of 6.56%year -on -year; sales were 43.6197 million, an increase of 4.98%year -on -year.
. From the perspective of tire production and sales, the production and sales rate of tire tires from 2020-2021 are higher than the exquisite tires. In 2021, the production and sales rate of racing tires was 96.08%, while the production and sales rate of Linglong tires was 92.09%, which was larger than the previous year.
-Tire price level: The average single tire price of the wheel tires is higher than the exquisite tires
From the point of view of the tire price, the average single tire price of the racing tires was higher than the exquisite tires from 2020-2021. In 2021, the average price of racing tires was 393.51 yuan/piece, an increase of 17.38%year -on -year; the average price of Linglong tires was 282.44 yuan/piece, a year -on -year decrease of 1.16%.
Tire business performance comparison: Linglong tire revenue is leading, but China's tire profitability is improved
From the perspective of the operating situation of the tire business, from 2019-2021, the revenue of the tire business of Linglong tires is leading the ahead Run tires. In 2021, Linglong tire tire business achieved revenue of 18.276 billion yuan, and the revenue of the tire business of the racing tires was 17.165 billion yuan.
In from the gross profit margin of the tire business, from 2019 to 2021, the gross profit margin of the tires of the wheel tires is higher than the exquisite tires, and the gap is stable at about 2%. The gross profit margin of the round tire in 2021 was 19.13%, and the gross profit margin of Linglong tires was 16.91%. Judging from the trend of gross profit margin, the gross profit margin of the tire business of the two companies has generally declined.
Pounding point of view: Linglong tires are the "king of tires" in China
In the tire industry, the number of major tire production plants or projects in the company determines the capacity of the tire, and the design capacity and production capacity of tires Production and sales can reflect the company's business overview. Based on the results of the previous analysis, the forward -looking believes that due to the advantage of the actual production capacity, production and sales, and tire operating income of Tire, Linglong tires are currently the "leader" of tire companies in my country.
It data refer to the "Analysis Report on the Planning and Investment Strategic Planning of China's Tire Industry Market Demand Forecast and Investment Strategic Planning of China's Tire Industry" above data.
Data show that driven by the strong growth of the automotive industry, my country's tire industry continued to maintain a good and rapid growth in 2011. In 2011, my country's tire output increased by 8.5%year -on -year to 832.1 billion. The annual output of synthetic rubber increased by 13%to 3.49 million tons, and the output increased by 9.6%to 320,000 tons in December.
If according to the statistics of the Tire Branch of the China Rubber Industry Association to 45 major tire companies across the country, the sales revenue of 45 tire companies in 2011 reached 207.9 billion yuan, an increase of 19.3%year -on -year. Among them, the sales revenue of the meridian tire was 175.5 billion yuan, and the lunch rate was 84.4%.
With the rapid development of my country's automobile industry, my country's automobile ownership has exceeded 100 million, becoming the world's largest automotive production and consumer market, which will inject strong development driving for my country's tire industry.
Peoming in the Tire Industry Research Team of the Institute of Information Industry believes that the victory of my country's tire companies has laid a good external environment for China's tire trade. One of China's largest tire export markets will have to open trade from China's tires. The gate, this has won market opportunities for Chinese tire companies.
In 2013 my country's tire production enterprises will usher in a brilliant year, the market concentration of the tire industry will be further increased, and my country's tire manufacturer's share in the world market will rise to 15%. The improvement of the industry upstream and downstream industries will support the profitability of the tire industry, and the industry's profitability is expected to improve.
looking at it, thank you ·