玲瓏輪胎(601966.SH):產品提價已經落地
格隆匯5月22日丨玲瓏輪胎(601966.SH)在投資者互動平台表示,1、公司近期發佈了升價通知,自2024年4月1日起,國內零售市場 TBR、PCR 所有品牌所有產品價格上調2%—3%,產品提價已經落地。2、今年以來,公司繼續通過三個結構調整與各大車企順利開展配套合作,尤其與奧迪、寶馬、 Stellantis、紅旗、五菱、比亞迪、吉利等主機廠密切合作,在中國、德系、歐系、美系、日系等全球重點車系的配套上都有新的突破,因雙方簽署保密協議,具體車型暫時不便透露。3、公司 23 年歐洲配套量佔海外總體配套量不到 20%,未來隨着塞爾維亞基地新產能放量疊加公司配套中高端化的持續推進,今年歐洲配套量仍將持續提升。4、近期原材料及海運較24年一季度均有所上升。5、公司半鋼胎仍保持滿產滿銷,全鋼胎景氣度一般。6、目前,我們與京東養車的合作處於初期階段,各類貨品正在逐步上架。隨着後續渠道合作宣傳和營銷活動的開展,銷量將逐步提升。我們將與京東養車緊密合作,共同開拓市場、提升品牌影響力。
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