On the one hand, there are high punitive tariffs, and on the other, the prices of raw materials are rising sharply. Since 2010, Chinese tire companies that have not yet emerged from the shadow of the United States tire protection plan have now faced the pressure of exporting raw material rubber and face intractable export costs. This has been aggravated, and customs data show that tire companies are Exports are still negative growth.
On April 13, 2010, a person in charge of a tire export company in South China said in an interview with reporters that orders from European and Latin American markets are picking up, and US orders have also increased. However, it is difficult to talk about the price. In order to bear the high punitive tariffs, and not willing to accept the increase in raw material prices due to the increase in prices, coupled with the pressure of RMB appreciation, the company had to give up some orders, in addition to the first quarter of 2010 exports to the United States fell 10 Outside of %, other markets have resumed positive growth. In addition, due to the obstruction of the export of the United States, companies have consciously increased the development of emerging markets such as Africa and Latin America.
Guangzhou Customs statistics show that in the first quarter of 2010, Guangdong exported 10.14 million new inflatable rubber tires (hereinafter referred to as “tiresâ€), an increase of 17.3% year-on-year; worth US$120 million, an increase of 36.7%. Among them, affected by the United States tire special security case, Guangdong exported 2.916 million tires to the United States, a year-on-year decrease of 14.1%; exports to the EU 1.812 million, an increase of 5.5%; exports to Hong Kong 1.046 million, an increase of 49.2%. The above three combined accounted for 57.6% of total tire exports from Guangdong during the same period. During the same period, exports to emerging markets showed a good momentum of growth, with 1.825 million and 841,000 exports to Africa and Latin America, respectively, an increase of 19% and 1.8 times, respectively.
In the first quarter of 2010, Guangdong exported 4.597 million new tires for bicycles, an increase of 30.6% year-on-year, accounting for 45.3% of total tire exports from Guangdong during the same period. However, the exports of the second largest export category in the same period in 2009 – the new construction of herringbone rubber tires with a size of no more than 61 centimeters in the same period, plummeted. In the first quarter of 2010, only 2839 exports were exported, a sharp drop of 99.8% year-on-year, mainly due to the The shrinking US market exports caused.
Since September 26, 2009, the United States has imposed a three-year punitive tariff on US-origin cars and light truck tires (35%, 30%, and 25% for 3 years). The impact of the tire special protection case has been Obviously, 2010 will be the most affected year in China's tire industry. According to the prediction of China Rubber Industry Association, the impact of tire protection on tire exports in 2009 is 10 million, and in 2010 it will be 30 million. .
Many tire companies have reported that their exports to the United States in 2010 are still not optimistic. Ni Guoliang, director of the office of Hangzhou Zhongce Tire Co., Ltd., said in an interview with this reporter that the current situation of exports to the United States has improved from the sharp decline in the September of the same month in September 2009. However, the volume of exports to the United States has only recovered to the same period in the same period in 2009. to make.
"Before 2010, orders from European and other markets were still good. As the impact of the special safeguard case on the US market is still not ideal, we have introduced a number of countermeasures to continuously develop new products, with half of the punitive obligations of our distributors. Tariffs gradually brought back some merchants in the United States.†Ni Guoliang said, “At present, due to rising raw material prices, we are gradually raising the prices of some products. We have already raised prices once in February and are ready to raise them again in April.â€
It is understood that natural rubber is the main raw material for tire manufacturing, and China's natural rubber supply is short of, and about 70% depends on imports. At the beginning of 2009, the price of natural rubber was only around 10,000 yuan/ton, and gradually climbed to around 15,000 yuan/ton. Since November 2009, the gains have suddenly accelerated. On March 23, 2010, Malaysia's 20# composite standard The price of plastic was 24,800 yuan/ton, which was a year-on-year increase of more than 100%. The main origin of natural rubber in Yunnan Province, due to the recent drought, the region's natural rubber production cut more than half, prices soared, just two weeks, Yunnan natural rubber prices rose from 23,000 yuan per ton to 25,000 yuan.
The current rising prices of natural rubber and other raw materials have brought huge cost pressures to tire companies. Although many companies have raised tire prices, they have not been able to keep up with the rising prices of natural rubber and other raw materials.
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