研报掘金丨长城证券：维持赛轮轮胎“买入”评级，看好公司全球化布局与产能建设

格隆汇2025-07-02

长城证券研报指出，以量补价，赛轮轮胎2024年全年业绩稳中有进。1Q25公司轮胎销量提升，天然橡胶价格上升推动成本同比上升。公司推动全球化布局，多个在建项目逐步投产。2025年公司将持续扩大全球化产能建设，在建项目包括墨西哥年产600万条半钢子午线轮胎项目、印尼年产360 万条子午线轮胎与3.7 万吨非公路轮胎项目、柬埔寨年产1200万条半钢子午线轮胎项目等，其中多个项目预计于2025 年完工。...

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