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2em;">中國輪胎企業(yè)出海領(lǐng)軍者賽輪輪胎全球化布局又落下重要一子，繼開(kāi)創(chuàng )海外建廠(chǎng)先河之后，又將目光投向了北美市場(chǎng)。12月15日晚間，賽輪輪胎發(fā)布公告稱(chēng)，公司全資子公司SAILUN INTERNATIONAL HOLDING (SINGAPORE)PTE.LTD.（以下簡(jiǎn)稱(chēng)“賽輪新加坡”）與墨西哥當地企業(yè)TD INTERNATIONAL HOLDING, S.A.P.I.DE C.V.（以下簡(jiǎn)稱(chēng)“墨西哥TD”）簽署了《合資企業(yè)協(xié)議》。雙方擬成立合資公司，投資2.4億美元（約合人民幣17.08億元）建設年產(chǎn)600萬(wàn)條半鋼子午線(xiàn)輪胎項目。</span></p><p style="text-align: left; white-space: normal; text-indent: 2em;">根據公告，擬成立合資公司注冊資本1.2億美元，其中賽輪新加坡、墨西哥TD持股比例分別為51%和49%。雙方將根據持股比例承購合資公司產(chǎn)品產(chǎn)能。墨西哥TD將為合資公司的行政管理、處理和維護外部關(guān)系提供支持，項目建設期為12個(gè)月。</p><p style="text-align: left; white-space: normal; text-indent: 2em;">業(yè)內人士認為，賽輪輪胎選擇與墨西哥當地企業(yè)合資建廠(chǎng)，能夠<span id="0rl2kkmfk" class="mgc">最</span>大程度降低投資成本，有利于產(chǎn)能消化、規避貿易風(fēng)險；本土企業(yè)深度參與有利于項目順利推進(jìn)和日后的產(chǎn)能釋放。此外，墨西哥位于全球更具影響力的北美市場(chǎng)，與美國相鄰，“落子”北美或成為公司全球化戰略中具有深遠意義的一步。</p><p style="text-align: left; white-space: normal; text-indent: 2em;"><strong>經(jīng)濟效益可觀(guān) 合作方本土優(yōu)勢明顯</strong></p><p style="text-align: left; white-space: normal; text-indent: 2em;">本次賽輪輪胎墨西哥項目定位于北美等市場(chǎng)，預計將有較高的經(jīng)濟回報。公告顯示，本項目達產(chǎn)后，正常運營(yíng)年可實(shí)現營(yíng)業(yè)收入2.19億美元（約合人民幣15.61億元），凈利潤4059萬(wàn)美元（約合人民幣2.89億元）。根據財務(wù)分析評價(jià)結果，項目稅后投資回收期為6.33年，項目?jì)衾麧櫬蕿?8.50%。</p><p style="text-align: left; white-space: normal; text-indent: 2em;">海外投資中，當地合作伙伴至關(guān)重要。根據公告，合資雙方將<span id="0rl2kkmfk" class="mgc">最</span>大限度使合資公司獲得當地優(yōu)惠和支持政策，其中墨西哥TD將在多方面為項目提供有力支持。墨西哥TD的子公司TIRE DIRECT,S.A. DE C.V.是墨西哥<span id="0rl2kkmfk" class="mgc">最</span>大的輪胎經(jīng)銷(xiāo)商，具有完善的銷(xiāo)售網(wǎng)絡(luò )及豐富的本土化運營(yíng)經(jīng)驗，同時(shí)該子公司也是公司合作多年的經(jīng)銷(xiāo)商，具備良好的業(yè)務(wù)合作關(guān)系。墨西哥TD承諾將為合資公司的行政管理、處理和維護外部關(guān)系提供支持。</p><p style="text-align: left; white-space: normal; text-indent: 2em;">賽輪輪胎表示，該項目的建設一方面有利于公司向北美地區客戶(hù)提供更快捷、更優(yōu)質(zhì)的市場(chǎng)服務(wù)，提升對原北美客戶(hù)的銷(xiāo)售業(yè)務(wù)和開(kāi)發(fā)潛在客戶(hù)；另一方面，將進(jìn)一步增強公司應對國際貿易壁壘的能力，對提升企業(yè)競爭力和市場(chǎng)占有率具有重要意義。</p><p style="text-align: left; white-space: normal; text-indent: 2em;">值得注意的是，除了半鋼胎產(chǎn)能，擬建合資公司未來(lái)還考慮建設年產(chǎn)165萬(wàn)條全鋼子午線(xiàn)輪胎項目，有望助力公司在北美配套市場(chǎng)的開(kāi)拓。</p><p style="text-align: left; white-space: normal; text-indent: 2em;"><strong>墨西哥或成海外投資“新大陸”</strong></p><p style="text-align: left; white-space: normal; text-indent: 2em;">全球布局已成為國際一流輪胎企業(yè)的必由之路，“走出去”也成為國內頭部胎企發(fā)展趨勢，如賽輪輪胎已在柬埔寨和越南兩地建設了工廠(chǎng)。但當前全球貿易壁壘有增多跡象，從輪胎產(chǎn)業(yè)全球發(fā)展格局上看，墨西哥或將成為東南亞之后輪胎企業(yè)投資布局的“新大陸”。</p><p style="text-align: left; white-space: normal; text-indent: 2em;">從市場(chǎng)前景角度，墨西哥位于北美，比鄰廣闊的美國市場(chǎng)，有利于自主品牌發(fā)揮性?xún)r(jià)比優(yōu)勢。據國際汽車(chē)工程師協(xié)會(huì )(OICA)數據，2021年全球汽車(chē)產(chǎn)量約為8015萬(wàn)輛，預計2023年全球汽車(chē)產(chǎn)量將增至9276萬(wàn)輛，同比增長(cháng)7.4%。其中，美國產(chǎn)量占比為11.4%，全球排名第二。美國市場(chǎng)商用車(chē)產(chǎn)量?jì)?yōu)勢更加明顯，預計2023年全球商用車(chē)產(chǎn)量將增至2674萬(wàn)輛，美國商用車(chē)產(chǎn)量占比<span id="0rl2kkmfk" class="mgc">最</span>高，達32.9%。</p><p style="text-align: left; white-space: normal; text-indent: 2em;">賽輪輪胎表示，隨著(zhù)當前國際輪胎貿易的復雜多變性與國內外競爭日趨加劇，對于乘用車(chē)輪胎產(chǎn)品，北美和歐洲等市場(chǎng)有較大的需求潛力，本次選擇在墨西哥建設工廠(chǎng)，可快速形成產(chǎn)能，運輸成本低，提高企業(yè)經(jīng)營(yíng)效益。</p><p style="text-align: left; white-space: normal; text-indent: 2em;">除了靠近優(yōu)勢市場(chǎng)，墨西哥本身極具區位優(yōu)勢和自然資源、勞動(dòng)力、政策等優(yōu)勢。墨西哥擁有豐富的石油、天然氣、煤等能源資源，多種礦產(chǎn)品儲量和產(chǎn)量居世界前列。作為拉美第二人口大國，墨西哥人口充足且人口結構年輕化，為充足、低成本的勞動(dòng)力提供了保障。此外，墨西哥迅速增長(cháng)的市場(chǎng)潛力、優(yōu)惠的貿易地位，已使其成為全球投資重點(diǎn)關(guān)注的地區。據了解，墨西哥是世界上簽訂自由貿易協(xié)定<span id="0rl2kkmfk" class="mgc">最</span>多的國家之一，已與50多個(gè)國家和地區簽署了14項自由貿易協(xié)定（FTA），與33個(gè)國家和地區簽署了32項相互促進(jìn)和保護投資協(xié)定，以及9項經(jīng)濟互補自貿協(xié)定。</p><p style="text-align: left; white-space: normal; text-indent: 2em;">賽輪輪胎分析認為，墨西哥項目將充分發(fā)揮公司及墨西哥TD的銷(xiāo)售網(wǎng)絡(luò )渠道，可根據不同國家、地區的市場(chǎng)需求、關(guān)稅政策等，與公司現有工廠(chǎng)協(xié)調產(chǎn)品生產(chǎn)計劃，較好地適應市場(chǎng)的變化和需求，在市場(chǎng)上不斷提升競爭能力，市場(chǎng)前景較好。</p><p style="text-align: left; white-space: normal; text-indent: 2em;">作為胎企出海建廠(chǎng)的先行者，賽輪輪胎近年全球化戰略步履不停，同時(shí)充分享受到較早出海帶來(lái)的紅利，越南、柬埔寨項目有力支撐了公司業(yè)績(jì)增長(cháng)。2023年上半年，公司子公司賽輪越南實(shí)現營(yíng)收和凈利潤分別為31.27億元和5.72億元；子公司賽輪柬埔寨實(shí)現營(yíng)收和凈利潤分別為8.3億元和1.36億元，分別較上年同期增長(cháng)226.76%和1346.89%，體現了公司優(yōu)異的海外項目生產(chǎn)管理經(jīng)驗。</p><p><br/></p> </div> </div> <div id="0rl2kkmfk" class="model-tags"> <a class="tag" onclick="javascript:void(0)" title="?賽輪輪胎">?賽輪輪胎</a> </div> <div id="0rl2kkmfk" class="model-share"> <dl class="model-share-inner"> <dt>分享到</dt> <dd> <a href="javascript:void(0)" title="分享到微信" class="item item-wx"><i class="icon-share icon-share-wx"></i></a> <a href="javascript:void(0)" title="分享到微博" class="item item-wx"><i class="icon-share icon-share-wb"></i></a> </dd> </dl> <div id="0rl2kkmfk" class="bdsharebuttonbox bdshare-button-style0-32" data-bd-bind="1539157354118"> <a href="#" class="bds_more" data-cmd="more"></a> <a href="#" class="bds_weixin" data-cmd="weixin" title="分享到微信" style="background-position: 0 -1612px"></a> <a 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