Tire semi-annual report inventory: strong demand, outstanding performance, continue to expand overseas market.

① Among the 9 listed companies in the tire industry, 8 companies have achieved growth in net income in the first half of this year due to strong market demand; ② Top companies in the industry, such as Sailun Group, Linglong Tyre, and Jiangsu General Science Technology, will continue to expand overseas production capacity in 2024 to meet the high overseas demand.

cls.cnSep 1 12:21

One makes a profit and the other loses money. The two projects that Red Avenue New Materials invested in four years ago have now become completely different creatures. | Interpretation of financial reports

① Red Avenue New Materials Group released its semi-annual report, with net profit increasing by over 40% in the first half of the year; ② The photoresist business was the main driver of the company's growth in the first half of the year, while the PBAT business saw a devaluation of over 94 million yuan in the first half of the year, dragging down the company's performance; ③ Both the photoresist and PBAT projects were invested in four years ago, and now the PBAT project is completely different from the photoresist business.

cls.cnAug 21 20:30

Shandong Linglong Tyre: plans to invest 460 million yuan to increase production capacity in Serbia, and the semi-steel project capacity climbs quickly | Quick read announcement.

Shandong Linglong Tyre announced that the company plans to carry out overseas (Serbia) investment expansion projects with a total investment of 0.645 billion US dollars. In the first phase of the company's Serbia project, the production capacity of 2.4 million truck tires will be completed in 2024 and 12 million passenger and light truck tires will be completed in 2025.

cls.cnAug 8 19:43

Top holdings of 'professional buyers': Liu Xu, Zhou Haidong and others are favored by FOF, and Contemporary Amperex Technology is the top holding stock bought.

① At the end of Q2, the top three active equity fund managers with the most FOF allocations were Liu Xu, Zhou Haidong, and Wang Bin; ② Among the active equity funds, the largest fund with FOF heavy positions is Da Cheng's high-tech industry A managed by Liu Xu; ③ At the end of Q2, there were 156 FOFs that directly invested in stocks, accounting for 31.26% of all FOFs, an increase compared to 30.06% in 2024Q1.

cls.cnJul 25 13:52

Setting sail from Ho Chi Minh City: Sailun breaks waves in the era of Chinese tire enterprises' great navigation | World Time of Made in China

①Sailun is the first Chinese tire company to build overseas bases and has established factories in Mexico and Indonesia. ②Many domestic tire companies have since followed suit. Linglong Tyre, Guizhou Tyre, Jiangsu General Science Technology, and other Chinese tire companies have successively blossomed in Southeast Asia, such as Thailand, Vietnam, and Cambodia.

cls.cnJul 14 10:53

Sailun Group: Strong demand in both domestic and foreign markets has led to a doubling of sales performance in the first half of the year compared to the same period last year. | Quick announcement

① With strong demand in domestic and international markets, Sailun Group's sales volume increased significantly in the first half of this year, particularly for high-margin products. The company expects its performance to double year-on-year. ② Among the listed tire companies, Sailun Group was the first to expand globally and accelerate its globalization layout.

cls.cnJul 9 19:37