"Carbon neutrality" changes the pattern of the tire industry. The proportion of "carbon reduction" tires will increase

For Nansen Kirin, in 2021, the company's product design implements the concept of "low carbon and zero carbon", and the design process is "low carbon and zero carbon" environmental protection simulation. Through "digital tire development" technology and active noise reduction pattern technology, accelerate the development of green products. The research and development expenditure of Linglong and Cylun is also very high in recent years, and there has been a lot of accumulation in green products, accounting for the market opportunities, and the market share will be rapidly increased in the future.

According to public data, the number of tire enterprises monitored by China's statistical departments has dropped from more than 500 in the past to about 230 at present; The number of auto tire factories certified by CCC safety products has been reduced from more than 300 to 225.

According to the statistics of the China Tire and Rubber Industry Association, in 2020, the tire production of its 42 member units will account for about 77% of China's tire production. Among them, the top ten tire production, accounting for about 53% of the country; The profits of the top ten companies accounted for about 97.29% of the 42 companies.

CAI Na believes that with the concept of green development gradually gaining popularity, the tire industry has become a consensus in the direction of carbon neutrality. The quantitative production of carbon neutral tires requires enterprises to have strong R & D and large-scale production capacity, therefore, the first batch of carbon neutral tire market in the future is also dominated by leading enterprises in the industry. Under the background of "dual carbon", the market share of the leading enterprises in China's tire industry will accelerate in the next few years.