Domestic market: double squeeze of supply increase and weak demand; international market: interweaving of loose supply and geopolitical risks

At a time when smart connected cars are becoming more and more popular, the mandatory installation of tire pressure monitoring systems (TPMS) is like a "safety key", opening up a new dimension of driver's cognition of tire safety.

In the huge market of the global tire industry with an annual output value of over 200 billion US dollars, the choice of brand strategy often becomes the key to determine the rise and fall of a company.

Tariff policy upgrade - from "reciprocal pressure" to "all-out confrontation" In April 2025, the US tariff policy on China not only upgraded again, but also set a precedent for how future tariffs will affect rubber products

On April 15, 2025, Jinyu Tire held the "Annual Production of 10 Million High-Performance Semi-Steel Radial Tire Project Full Line Connection Ceremony" in Xining Province, Vietnam.

On April 14, local time, the state leader arrived in Hanoi by special plane and began a state visit to Vietnam. Local media reports show that two Hongqi N701 sedans in the special car convoy of the state leader attracted attention.

Late at night on April 11, 2025, U.S. time, the U.S. Customs and Border Protection issued a notice on its official website: electronic products such as smartphones, computers, and chips exported to the United States after April 5 will be exempted from "reciprocal tariffs"

Chinese tire companies are not the only ones who are worried about tariffs. Recently, Michelin announced that its first-quarter performance in 2025 will be lower than expected under "high and unstable tariffs".

Under Trump's series of tariff operations, the tire production capacity in the United States has gradually changed.

On April 14, 2025, the domestic and international rubber markets showed a complex and multifaceted market situation, covering the combined impact of futures price fluctuations

Different car series will choose tires of different widths because of their different pursuit of performance.

When buying tires, ordinary car owners rarely care about the densely packed logos on the tires. These logos represent the various parameters of the tire, just like when we buy household appliances

All-season tires, winter tires, and snow tires can be seen as the track that tire companies must enter. Whether the performance of the developed products is really as strong as imagined, in addition to the data in the laboratory, we must also look at the real experience of use.

The decline was so large, but on April 10, 2025, rubber prices bottomed out and rebounded!

On April 10, 2025, just one day after the full reciprocal tariffs in the United States, US President Trump announced that the reciprocal tariffs would be delayed for 90 days.