EU Anti-Dumping Policy Takes Effect, Tire Leaders' Overseas Dividends Accelerate

Market Data

Data shows that in the first half of 2026, global tire demand increased slightly by 0.2%, with all-steel tire original equipment growing 6.6% as the brightest spot. China's truck and bus tire exports grew 4%, but exports to Europe fell 12%. The EU anti-dumping and anti-subsidy policies have been formally implemented, and US tire import volumes also declined year-over-year, significantly reshaping the trade structure.

Cost Pressure and Industry Profitability

Recent institutional research reports indicate that on the cost side, rising oil prices have pushed up rubber prices, impacting industry profitability. However, leading companies such as Sailun, Linglong, and Senqilin demonstrated outstanding resilience through their multiple overseas bases and rapid capacity ramp-up. Overseas factories not only effectively circumvent tariffs but also absorb transferred orders. New bases in Egypt, Morocco, and Serbia are enhancing earnings certainty.

Q3 Outlook

Research reports note that the replacement market enters peak season in Q3, with price increase notices being gradually implemented. Combined with the clarification of anti-subsidy rates, EU orders are consolidating toward industry leaders, highlighting the scarcity value of overseas capacity. In the long term, the second wave of internationalization by Chinese tire companies continues to deepen, with market share improvement logic strengthening steadily.

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