顺应产业变革明确乘用车战略方向 发布会上，贵州轮胎党委副书记、副董事长、总经理王鹍表示，当前汽车产业核心竞争逻辑正加速向电 动化、智能化、绿色化方向转变，乘用车市场对轮胎在安全性、节能性、舒适性及综合性能等方面提出 了更高要求。贵州轮胎将持续以市场需求为导向，依托"灯塔工厂"智能制造优势和"酷诺智行"核心技术 体系，加大研发投入，推动产品向高端化、智能化、绿色化升级。 他表示，此次乘用车轮胎新品的集中发布，是企业积极应对行业变革、深化绿色制造实践、完善产品结 构的重要举措。 2月8日，中国轮胎行业首家全球"灯塔工厂"企业——贵州轮胎股份有限公司在越南胡志明市举行旗舰品 牌 Advance前进乘用车轮胎产品发布会，正式发布覆盖新能源汽车与传统燃油车全场景应用的多系列乘 用车轮胎新品，标志着企业在乘用车轮胎领域迈出关键一步。 本次发布会以"灯塔引领·向新前进"为主题，吸引了来自行业机构、经销合作伙伴及媒体代表等百余人 参会，集中展示了贵州轮胎依托全球"灯塔工厂"智能制造能力和自主技术体系，在乘用车轮胎领域取得 的最新技术成果与产品布局。 部分产品还融合安全轮胎总成相关技术，进一步满足高端用户对行车安全和复杂工况稳 ...

Core Insights - The Chinese rubber tire industry is projected to experience modest growth in production, with a year-on-year increase of 0.3% in December 2025 and a cumulative growth of 0.9% for the entire year [1]. Industry Overview - The total production of rubber tire outer tires in China reached 10,656 million units in December 2025 [1]. - The cumulative production for the year 2025 was 120,736.6 million units [1]. Market Research - The report titled "2026-2032 China Rubber Tire Industry Market Supply and Demand Situation and Development Prospects" was published by Zhiyan Consulting, a leading industry consulting firm in China [1][2]. - Zhiyan Consulting has been dedicated to industry research for over a decade, providing comprehensive industry solutions and insights for investment decisions [2].

格隆汇2月2日丨贵州轮胎(000589.SZ)公布，2026年1月30日，公司收到云岩区房屋征收服务中心支付的 部分二期房屋征收补偿款，金额为200万元。截至本公告日，公司累计收到二期房屋征收补偿款400万 元，约占二期房屋征收应收补偿款的0.34%。 因本次房屋征收补偿款来源于土地一级开发实施单位贵阳市城市建设投资集团有限公司，贵阳城投的拨 付资金来源于土地竞得单位，受土地招拍挂进度(截至目前相关土地尚未招拍挂)及土地竞得单位实际付 款进度的影响，公司收款进度存在不确定性，因此本次征收补偿相关的经济利益流入具有不确定性，基 于谨慎性原则，该笔交易目前尚不能确认。 ...

格隆汇2月2日丨贵州轮胎(000589.SZ)公布，2026年1月30日，公司收到云岩区房屋征收服务中心支付的 部分二期房屋征收补偿款，金额为200万元。截至本公告日，公司累计收到二期房屋征收补偿款400万 元，约占二期房屋征收应收补偿款的0.34%。 因本次房屋征收补偿款来源于土地一级开发实施单位贵阳市城市建设投资集团有限公司，贵阳城投的拨 付资金来源于土地竞得单位，受土地招拍挂进度(截至目前相关土地尚未招拍挂)及土地竞得单位实际付 款进度的影响，公司收款进度存在不确定性，因此本次征收补偿相关的经济利益流入具有不确定性，基 于谨慎性原则，该笔交易目前尚不能确认。 ...

证券代码：000589 证券简称：贵州轮胎 公告编号：2026-004 贵州轮胎股份有限公司 关于收到部分二期房屋征收补偿款的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本次房屋征收的基本情况 贵州轮胎股份有限公司（以下简称"公司"）于 2019 年 9 月 10 日在《证券 时报》《中国证券报》《上海证券报》及巨潮资讯网上发布公告，根据《云岩区人 民政府关于轮胎厂（厂区）地块土地一级开发项目规划红线范围内国有土地上房 屋征收的决定》，因实施云储-2019N-02 号地块土地一级开发项目，需对建设规 划用地范围内房屋进行征收，涉及公司云岩区百花大道 41 号、金关路除 2016 年 3 月因实施 1#路建设已征收部分外的全部生产用房及子公司贵州大力士轮胎有 限责任公司（以下简称"大力士公司"）的全部生产用房。具体详见 2019 年 9 月 10 日披露的《关于签订<房屋征收货币补偿协议>的公告》。 2019 年 10 月 14 日，本公司及大力士公司与云岩区国有土地上房屋征收管 理局（现已更名为"云岩区房屋征收服务中心"）签订了《贵州轮胎股份有限 ...

Core Viewpoint - The development of green tires is rapidly increasing in China, driven by policies, market demand, and technological advancements, with sales expected to exceed 160 million units by 2025, marking a significant shift towards sustainability in the tire industry [1][12]. Group 1: Overview of the Green Tire Industry - Green tires are defined as products that meet environmental protection requirements throughout their lifecycle, causing minimal harm to the ecosystem and human health while consuming fewer resources [2]. - The national standard GB/T 40718-2021 outlines specific criteria for passenger and commercial vehicle tires, focusing on resource, energy, environmental, and quality attributes [2]. Group 2: Significance of Green Tire Development - Green tires help reduce automotive emissions, with a potential decrease in rolling resistance by 22%-35%, leading to a 3%-8% reduction in fuel consumption and CO emissions [5]. - The production of waste tires is a growing concern, with approximately 37 million waste tires generated in 2024, highlighting the need for sustainable solutions to mitigate environmental pollution [7]. - Green tires reduce dependency on natural rubber and petroleum-based materials, enhancing supply chain resilience through the use of alternative materials [8]. Group 3: Current Market Status of Green Tires - The demand for green tires in China has surged, with sales surpassing 100 million units in 2023 and projected to reach 138 million in 2024 and 160 million in 2025 [12]. - The penetration rate of green tires has increased significantly, reaching 23% of total sales in 2024, an 8 percentage point increase from 2020 [14]. - By the end of 2025, there will be 18 certified green tire products in China, involving major companies such as Sumitomo Rubber, Zhongce Rubber, and Qingdao Doublestar [16]. Group 4: Future Trends in the Green Tire Industry - The integration of AI and machine learning is transforming tire design and production, enabling more efficient material selection and performance testing [17]. - The green transformation at manufacturing facilities is becoming a critical area for industry reform, focusing on energy efficiency and reduced emissions [18]. - Stricter performance and environmental standards for green tires are anticipated, pushing companies to enhance product quality and innovation [19]. - The rise of electric vehicles is driving demand for specialized green tires designed for their unique performance requirements, with significant R&D investments expected in this area [20].

（编辑 任世碧） 证券日报网讯 1月23日，贵州轮胎在互动平台回答投资者提问时表示，公司越南三期年产600万条半钢 子午线轮胎项目，产品主要面向海外市场，目前正在加快项目进度，为一季度实现销售做工作准备。 ...

Group 1 - The core point of the article is that Guizhou Tire reported its shareholder count as of January 9, 2026, which stands at 55,576 households [2]

Core Viewpoint - Guizhou Tyre (000589) has announced a $300 million investment to build a factory in Tangier Tech City, Morocco, with an annual production capacity of 6 million semi-steel radial tires [1] Group 1: Company Investment - The investment of $300 million by Guizhou Tyre signifies a strategic move to expand its manufacturing capabilities in Morocco [1] - The new factory will produce 6 million semi-steel radial tires annually, enhancing the company's production capacity [1] Group 2: Industry Implications - This investment indicates that Morocco is increasingly attracting leading companies in the automotive heavy components sector [1] - The establishment of the factory is expected to help extend the automotive industry chain in Morocco towards higher value-added segments [1] - The move will optimize Morocco's industrial structure and improve the localization level of the industry chain [1]

Core Viewpoint - Guizhou Tyre Co., Ltd. has approved the establishment of a wholly-owned subsidiary in Morocco and the investment in an intelligent manufacturing project for semi-steel radial tires, aiming to enhance its global presence and production capabilities [2][4][15]. Group 1: Meeting and Resolutions - The board meeting was held on January 5, 2026, with all 9 directors present, and resolutions were passed unanimously [1][2]. - The board approved the establishment of a wholly-owned subsidiary in Morocco with an investment of $9 million [15][16]. - The board also approved the investment in a project to build an intelligent manufacturing facility with an annual production capacity of 6 million semi-steel radial tires [2][4]. Group 2: Project Details - The project is located in the Tangier Technopolis in Morocco, with a total investment of approximately $29.87 million, including construction costs and working capital [7][10]. - The project is expected to generate an average annual sales revenue of $18.25 million and an average annual profit of $4.09 million, with a total investment return rate of 13.37% [9][10]. - The project is currently in the preparation stage, with an estimated construction period of 2 years [9]. Group 3: Strategic Importance - The investment aligns with the company's strategy of internationalization, intelligence, greening, and high-end development, aimed at optimizing production capacity and expanding overseas markets [4][10][15]. - The project is expected to enhance the company's competitiveness and support its long-term development strategy [10][18].