New industry not to be missed

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Prepare "tire" upper position

Domestic tires behind the globalization of China's new energy vehicles


Like China's new energy vehicles, China's domestic tires will dominate the global market in the future.


In the past few days, Linglong Tire, the leading domestic tire company, has released its semi-annual performance announcement. Excluding the impact of non-recurring gains and losses, its profit has increased by more than 48 times year-on-year.


There is actually no technical threshold for the tire track. The fight is the brand and price. This is the biggest advantage of Chinese companies. Competitors such as Michelin and Bridgestone have been gradually caught up by China.


In the past 20 years, the market share of global leaders such as Michelin, Bridgestone, and Goodyear has dropped from 54.9% to 37.8%, and the market share of the brand echelon represented by Chinese tire companies has increased from 5.4% to 18.4%.


Especially the three years of the epidemic. Due to the increase in transportation costs in various aspects, many overseas leaders have experienced substantial losses, while domestic tire companies have taken advantage of cost advantages to seize the market against the trend.


Therefore, we have seen that in the past three years, Linglong Tire's profits have declined a lot. However, since the beginning of this year, due to the overall decline in raw material and transportation costs and the recovery of demand, Linglong Tire has started the money printing machine mode.


The growth history of Linglong Tire is also amazing. It was established in 1975, and it used to be a tractor tire repair factory in a county in Shandong Province. Later, after restructuring, it began to enter the car tire track. Accidentally, it became the first domestic tire brand.


Then Linglong went public in 2016, and in 2021 its share price and market value reached a peak of 80 billion. Now it is also the largest supplier of BYD, a new energy vehicle company. Models such as Song, Qin, and Yuan all use tires.


Not only domestic new energy, but now Linglong has also entered ten models of Volkswagen in Germany. In addition, I started to contact companies such as Tesla, Xiaopeng, and Ideal.


I think that next, as the influence of China's new energy vehicles further expands globally, auto supply chains such as domestic tires will also benefit greatly.


Judging from the stock price, Linglong Tire has been cut in half from its peak.


then what do you think

The domestic tire industry that is attacking the world

Can it be favored by the capital market in the future?

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