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2008-2009年中国及全球轮胎产业研究报告
字数:5.2万 页数:195 图表数:164
中文电子版:8500元 中文纸版:7500元 发布日期:2009-05
英文电子版:2000美元 英文纸版:1900美元
编号:ZYW002 附件:无 购买报告

　　2008年全球轮胎市场规模大约为1300亿美元。轮胎按应用可以简单地分为三大类，一类是乘用车及轻卡的非载重胎，另一类是载重车如卡车的载重胎，另外就是特定汽车、两轮、农机、飞机工程机械（OTR）所用的轮胎。三者所占的市场比例分别是59%，28%和13%。汽车轮胎又分新车（即Original Equipment，简称OE）和售后（Replacement，简称RT）市场。其中2008年乘用车及轻卡的OE市场大约占25%，RT市场占75%。载重胎的OE市场占21%，RT市场占79%。经济危机打击的主要是OE市场，而RT市场受冲击不大，因为RT市场的需求是刚性需求，轮胎过期必须更换。所以2008年的轮胎市场仍然微幅增长，而2009年得益于中国OE市场的大力拉动也将基本持平。

2008年全球前20大轮胎厂家排名
2009050501.gif
与美元汇率换算比例：欧元为1：1.47，日元为1：0.9259，
卢比为1:0.023，台币为1：0.03，人民币为1：0.143

　　石桥（普利司通）以微弱优势取得全球第一的位置，米其林暂居第二。固特异与第一名和第二名的差距开始扩大，因为其领先的北美市场缩减最大。固特异仍然受困于员工成本问题，运营利润为负，2006年固特异曾经因为工人罢工，运营利润为负，2008年金融危机下，工会同样不同意资方压低工资。固特异和通用的境地如出一辙。不过固特异仍然可以算是轮胎三巨头。

　　大陆也就是马牌，以高性能占领市场高端，是欧洲高级乘用车的首选，利润相对比较高。但是在中国市场表现相对较差。倍耐力是意大利企业，在南欧、北非、中东和拉美市场保持绝对第一的位置，市场表现稳健，运营利润比较高。

　　住友实际就是邓禄普，在日系高档车中占据霸主地位，在高档SUV领域同样如此，在RT市场也是以高价主打，市场表现稳健，运营利润稳定。韩泰是后起之秀，也是轮胎大厂中罕见的能保持高速增长的企业，在OE市场以高性价比表现优秀，大众对其青睐有加。

　　锦湖和韩泰类似，不过价格更低，在OE市场，尤其是中国市场，表现优秀，但损失部分利润，后劲不足。横滨则主打日本的RT市场，OE市场表现一般，OE市场主要合作伙伴本田业绩不佳拖累了横滨。固铂只做RT市场，市场渠道成本高昂，加之北美业务比例太高，业绩不佳。

　　正新主攻中国大陆市场，在两轮市场表现优秀，其和东洋合作，提升了自己的地位，在福特车系有所收获。Nokian是芬兰诺基亚集团一员，以雪胎驰名于世，利润最高。MRF和Apollo Tyres则是印度企业，MRF以低价打开市场，以出口为主，利润较低。Apollo Tyres则相反。

　　2008年中国共生产5.4614亿条轮胎，同比增加6.7%，是全球最大的轮胎产地。截至2009年2月，国家统计局公布的轮胎制造企业有577家，车辆飞机及工程机械轮胎制造企业有417家。与国际上轮胎行业高度集中的情况相比，中国轮胎企业集中度不高，竞争相对比较散乱。国际前三位轮胎企业的市场占有率超过50%，前十的市场占有率约为72.52%，而中国市场前十的市占率还不足40%。2008年，中国轮胎行业子午化率达到了75%，但是各个子行业差别非常大。轿车胎子午化率为99.9%，载重胎为75.8%，工程胎为16.5%，而农业用胎子午化率几乎为0。

　　中国轮胎厂家以商用车为核心业务，同时大量出口，出口比例差不多都在30%以上。中国轮胎产业基础实际相当不错，在载重胎方面具备不错的竞争力。

　　进入2009年，轿车市场恢复增长。但对国内轮胎业者来说，并没有正面帮助，因为轿车OE市场长期被外资品牌垄断，轿车子午胎不是国内企业的强项。表现相对较好的是佳通和正新，佳通就近供应奇瑞、江淮和东南汽车。正新则依靠和东洋合资，取得福特主打车型福克斯的OE市场。


The global tire market scale was about US $130 billion in 2008. According to the application, the tire can be divided into three categories: the non heavy-duty tires for passenger cars and light trucks, the heavy-duty tires for heavy vehicles and the tires for two-wheel vehicle, agricultural machinery, OTR and etc. The market share for the above mentioned three categories were 59%, 28% and 13% respectively in 2008. In addition, the tire market can be divided into OE (Original Equipment) market and RT (Replacement) market. In 2008, taking none heavy-duty tire market as a whole, 25% was shared by OE and 75% by RT, and taking the heavy-duty tire market as a whole, 21% was shared by OE and 79% by RT.

Global tire OE market was seriously impacted by the financial crisis, while tire RT market had a small impact benefited from its rigid demands. Therefore, the global tire market still achieved a slight growth in 2008, and the year of 2009 is expected to be equal driven by Chinese tire OE market.

Rank of Global Top 20 Tire Manufacturers, 2008 
 2009050502.gif
Source: ResearchInChina
(Exchange Rate: EUR 1:1.47, YEN 1:0.9259, RUP 1:0.023, TWD 1:0.03 and CNY 1:0.143)

With the slight leading advantage, Bridgestone ranked at the first, and Michelin tightly followed. Goodyear extended its gap to the previous two due to the shrink of its North America market. Continental remained its considerable performance in the European high-end passenger car market; however, a disappointment in Chinese market. Pirelli maintained its top position in the markets of South Europe, North Africa, Mid East and Latin America. Sumitomo Rubber also maintained its leading position in Japanese high-end market, especially the high-end SUVs; HANKOOK was one of the outstanding players who maintained continue rapid growth; it had a good performance in the OE market. Similar to HANKOOK, KUMHO also had a good performance in OE market, particular in China, but with lower price. Yokohama mainly targeted at Japanese RT market. COOPER also focused on the RT market, due to its high market channel cost and high business ratio in North America, its performance was not considerable. Cheng Shin targeted at Chinese market and had a good performance in the two-wheel vehicle market. AS one of members of Nokia Group, Nokian is well known for snow tires, and it enjoys the highest profit. MRF and Apollo Tires are both from India; MRF is mainly relying on export with low price strategy, while Apollo is just the opposite

As the world’s largest tire production base, China had produced 546.14 million tires in 2008, up 6.7% of last year. According to the National Bureau of Statistics, up to Feb, 2009, there are 577 tire manufacturers in china. Chinese tire industry is having a comparatively low concentration degree, and the competition is relatively in disorder. The market share of the top three tire manufacturers in the world was together over 50%, and the share for the top ten was together 72.52%, while the market share of top ten was together less than 40% in China. In 2008, the proportion of radial tire reached 75% in China, but different for various sectors: 99.9% for passenger car tires, 75.8% for heavy-duty tire, 16.5% for engineering tire and nearly 0 for agricultural tires.

Although Chinese car market started recovering in 2009, but still difficult for Chinese domestic tire manufacturers, considering the passenger car OE market was still monopolized by foreign brands and lack of the competiveness in the radial tire market. GITI and Cheng Shin had better performance. GITI locally supplying Chery, Jianghuai and Soueast; Based on the cooperation with Toyo, Cheng Shin had obtained the OE market of Ford Focus.

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