作者观点:
创新研报|轮胎行业深度-中国轮胎加速出海-性价比开启“全球替代”
Tom Lin
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本报告分析了中国轮胎行业的发展趋势和投资机会,强调了轮胎需求的偏刚性以及海外需求的高增是行业高景气的核心因素。报告建议投资关注行业龙头和高成长企业,包括赛轮轮胎、玲珑轮胎、森麒麟、贵州轮胎、三角轮胎和通用股份等。
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