1. The bright spot of the tire industry is frequent in the great changes

In 2021, China's tire industry faces difficulties and challenges. The domestic and international environment is extremely severe, the global economic downturn, the continuous impact of the epidemic, the impact of excess capacity in the superimposed industry, soaring raw material prices, fierce competition in conventional tires, constant trade friction and rising labor costs, the industry and enterprises to meet the difficulties, timely adjust the strategy, to green, high-end, refined, intelligent and brand and other high-quality direction.

First, the economic operation has maintained growth, and the tire production, sales revenue and exports of enterprises included in the statistics have maintained good growth; Second, the pace of structural adjustment to low-end excess capacity accelerated, local departments "real", tire province Shandong launched a new round of "four reduction four increase" three-year action plan (2021-2023); Third, a number of tire enterprises were included in the commendation list of the Ministry of Industry and Information Technology, Double Star, Sailun, Linglong, Kone, Haida won the title of the third batch of green design demonstration enterprises of the Ministry of Industry and Information Technology, Kumho (Tianjin), Sailun (Shenyang), Fujian Jiatong, Chongqing Hantai won the title of green factory of the Ministry of Industry and Information Technology; Fourth, the mainstream media vigorously promote national brand tires, "People's Daily Overseas Edition" praised the progress of Zhongce Rubber national brand tire industry, to provide high-quality products and quality services for global users, CCTV "National brand · Dazzling" topic, Linglong tire list.

2. A large number of rubber tire technical talents

On November 18, Professor Zhang Liqun, chairman of the Presidium of the China Rubber Industry Association and vice president of Beijing University of Chemical Technology, was elected as an academician of the Department of Chemical, Metallurgical and Materials Engineering of the Chinese Academy of Engineering, and was the first expert in the rubber industry to win this honor, the new future of technological innovation and development of the industry.

Mr. Meng Jiao, a leader in the field of rubber tire materials, devoted 56 years of research results to the completion of the book "Granular filler reinforcement of rubber - Theory and practice". His chemical rubber refining method of high-performance rubber new materials has made breakthrough progress in China, and has made important theoretical and practical contributions to the development of green tires. And won the TUV Rheinland "Energy Saving Pioneer" award.

Leading enterprises represented by Zhongce, Sailun, Linglong, Triangle, Double Money, Double Star, Wanli, Guilun, Pulin Chengshan, Gitong, etc., attach great importance to basic research and development and talent training, and inject new momentum into the high-quality sustainable development of the industry through in-depth cooperation with domestic and foreign universities and other research institutions.

3. Chinese and foreign leading enterprises focus on new retail layout terminals

Zhongce Rubber "car space" and "Zhiwheel" continue to work hard to create a new benchmark for innovative services; Linglong Tire promotes the "ten thousand stores and hundred merchants" plan to expand retail service channels; Pulin Chengshan "Zhianda" project adopts intelligent tire leasing to realize a new model of tire cycle management; Cylun Group "Oak Chain Cloud" continues to empower vertical industry enterprises, closer to end customers; Michelin launches a new member club "Inspiration +" to provide consumers with one-stop full-cycle service experience; The "Lingnan V Valley Flagship Store" of Wanli Tire and Power mutual integration and cooperation accelerates the pace of transformation and upgrading of new retail; Double Star Tire realizes a new model from selling products to selling services through tire networking and smart tires; Senkirin developed from "power station store" to "Kirin Cloud store", and digitally upgraded the traditional tire sales system.

Tire e-commerce pioneer Tuhu car and tire manufacturers such as Shuangjiang Hui, Dunlop, and Ma Brand have adopted various models such as "user direct manufacturing" to promote market consumption in traditional and new energy fields to continue to hit new highs.

4. Explosive growth of new energy vehicles EV tire new stack

In 2021, there will be about 8 million new energy vehicles in China, and the penetration rate of new vehicles will reach 12.7%. Domestic and foreign tire enterprises are actively planning to launch new products with characteristics to help the development of the new energy automobile industry.

Passenger tires: Double money tires launched RT609, RT616 series of products, won the tour bus and bus drivers praise; The tire has developed a new generation of green products with low rolling resistance, low noise and retrofit. Triangle Tire launched TVC-A11, TRS02, TR685 and other products.

5. Overseas projects have been further promoted

Domestic tire companies' overseas projects are deeply promoting the active layout of the globalization strategy. China Strategy Thailand Phase III plant semi-steel radial tire successfully rolled off the production line; Cylun Vietnam plant continued to expand production, Cambodia semi-steel radial tire project smoothly put into operation; General Motors will expand its Thai factory and build a radial tire project in Cambodia. Guizhou Tire Vietnam Smart Factory project smoothly put into operation; Longma Tire Pakistan joint venture factory products off the production line; Double Star Kumho Vietnam plant to build all-steel expanded semi-steel capacity; Huayi Thailand factory full production and sales hit a new high; Jinyu Tire Vietnam factory through the whole line; Mori Kirin Thailand plant to build full steel expansion of semi-steel capacity, and to build a project in Spain.

6. The "double carbon" goal requires the industry to speed up green development

The proposal of the "double carbon" goal is a reshuffle of the industry, in the context of strict carbon emission standards, will accelerate the elimination of backward tire production capacity, constantly optimize the technical level of the industry, promote energy conservation and technological progress, and promote the development of green economy.

7. There will be major restructuring, mergers and reorganizations of domestic and foreign-funded enterprises

Cylun Group Co., Ltd. invested heavily to undertake Anchi tire bankruptcy reorganization related assets, technical transformation and implementation of high-performance radial tire project; C&t Zhongda Group Co., Ltd. invested to acquire and reorganize Shengtai Group; Goodyear acquired Cooper Tire through global integration, and the Qingdao and Kunshan plants in China were transferred to Goodyear Tire Management (Shanghai) Co., LTD. Bridgestone, in order to realize its globalization strategy and diversify its tire manufacturing footprint, closes its Huizhou plant in China and integrates its truck and bus radial tire production capacity into its Shenyang plant.

In addition, Michelin, Continental Group and other industry giants due to the need for strategic adjustment also carried out related mergers and acquisitions, such as Michelin's acquisition of AirCaptif Innovation company, the implementation of "multi-foot development"; Youkhouma will pay more attention to the field of commercial tires.

8. Raw materials and sea freight and other rising enterprises actively respond

Since 2021, rubber prices have been in an upward trend, and the prices of raw materials such as carbon black, auxiliaries, and steel cord have continued to reach new highs. At the same time, affected by the lack of car core, a number of car companies announced production cuts, and automobile production capacity was significantly reduced, resulting in weak demand in the tire market, fierce competition, and an increase in inventory. Under the factors of insufficient operating rate of tire enterprises, rising production costs, and upside down of tire prices and raw material prices, enterprises have suffered great impact. In the face of difficulties, tire companies actively respond, on the one hand, the product price adopts the measure of rising ship, adjust the price to transform the inventory pressure into competitiveness; On the other hand, actively adjust the structure of tire products, use valuable raw materials to produce high-quality, marketable and efficient tires, promote the acceleration of transformation and upgrading, and develop in the green direction of high quality and low energy consumption.

The soaring shipping prices in the second and third quarters of 2021 have led to the obstruction of China's tire exports, which has a certain impact on the efficiency and cost of logistics transportation. Especially since April, the blockage of the Suez Canal has led to the extension of the shipping schedule and the failure of containers to return to the port on time, and the situation of "one box is difficult to obtain" has once appeared.

To this end, enterprises actively explore multiple channels to help tire exports. On October 15, the "Qilu" China-Europe train carrying goods such as Shandong Tires was sent out; On December 8, the "Jiangsu" loaded with double money tires was sent to Laos; On December 9, the "Qilu" set out for Laos again with tires. Compared with traditional shipping methods, the opening of the train has saved nearly half of the transportation time for enterprises and stabilized the overseas supply chain.

9. The export trend is good to achieve double increase in the original market before high and then low

According to data released by the General Administration of Customs, from January to November this year, China's auto tire exports reached 5.54 million tons, with exports of 12.82 billion US dollars, an increase of 13.9% and 22.4% respectively. Among them, the cumulative export volume of passenger car tires was 2.1 million tons, and the export value was 5.55 billion US dollars, an increase of 17.7% and 24.8% respectively. The cumulative export volume of commercial vehicle tires was 3.441 million tons, and the export volume was 7.27 billion US dollars, an increase of 11.7% and 20.5% respectively. With the fall in sea freight prices and the recovery of foreign markets, tire exports in November both achieved volume and price growth year-on-year, which played an important supporting role in overall sales.

In addition, the domestic tire market performance before high and low. In the second half of the year, due to the repeated global epidemic, the tension of car chips, coupled with the power rationing policy implemented in some provinces, the car production has had a certain impact, thus affecting the sales of supporting tires, supporting passenger tires from the first half of the year increased by 11.25 million, to the second half of the year increased by only 6 million. By the end of November 2021, due to the formal implementation of the "National Six" emission standards, the cold real estate industry and other factors, resulting in a significant decline in the production and sales of commercial vehicles year-on-year, and the corresponding commercial tire supporting volume decreased by 3.6 million compared with the same period last year.

10. The association builds a platform for big people to gather for common development

On June 17, CSA Tire Branch held the "2021 CSA Tire Branch Member Conference and Industry high-quality Development Forum" in Guilin, Guangxi, focusing on how to achieve green, sustainable and high-quality development. About 200 representatives of tire enterprise bosses and leaders and experts from upstream and downstream enterprises attended the meeting. Xu Wenying, president of the Chinese Rubber Association, made an important speech on how to develop the tire industry with high quality, Shen Jinrong, chairman of the Tire branch, made a report of "Achievements Challenge opportunities", Michelin, Guilin Institute, Eastman, Sailun Group and Shanghai Intelligent Manufacturing function platform, etc., made wonderful speeches and shared results.