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近行业内人士都能感觉到轮胎行业发生了些变化,变化来自于上游原材料的影响,也来自于下游市场的压力,终究应了“没有一成不变的行情,也没有无理由的变化”这样的发展规律。那么近期大家都在关心啥、又想问啥呢?

问题1 轮胎价格方面有哪些变化,还会继续涨吗?

短期内轮胎价格方面还存涨势,但是涨势会集中在部分轮胎上,这部分轮胎主要是指三包轮胎。从近期价格走向了解来看,目前价格走势已经出现分歧,三包轮胎涨势犹存,而不三包轮胎涨势逐渐减弱。具体表现来看,在本月月中时间,以杭州中策为标杆的三包轮胎厂家掀起新的上涨高潮,涨价幅度仍在3%以上,而不三包轮胎近期却在政策方面表现出了迟疑,华盛、永盛相继取消本月月初新的涨价政策,另外昊华等厂家亦是取消原月中计划上涨政策。 厂家这种政策的取消势必带来同质不三包轮胎厂家再度上涨的决心,近期不三包轮胎厂家政策陷入瓶颈期。而同时从三包轮胎厂家方面了解,三包轮胎的涨势或将延续至次月初。

问题2 轮胎价格为什么发生这样差异化的走势呢?

三包轮胎与不三包轮胎政策调整一直处于两条平行线上,各自为力,各行其是。从政策调整统计来看,三包轮胎上涨时间相对较晚,政策 早上涨时间是在11月份,较不三包轮胎上涨时间晚两个月以上。从累计幅度调整来看,三包轮胎上涨幅度较小,多数三包轮胎上涨幅度在20%以内,较不三包轮胎累积上涨幅度30%以上相差较多。而从成本影响来看,双反受原材料影响均较大,虽然三包轮胎有原料长约来缓冲上涨连带时间,但是成本差距相差无几。从此方面来看,三包轮胎仍有上涨支撑。另外,轮胎主要原材料天然橡胶、合成橡胶价格方面虽有大的下调,但是除此之外的其它主要原材料价格却稳中有升,成本和利润需要下轮胎价格仍有上调可能。但是毕竟已连续近月的低位行情已形成新的走势拖累,轮胎价格上涨已逐渐趋于尾声,连续上调可能性将减弱,即便是三包轮胎厂家调整也多是给予前期利润补齐的 后挣扎,涨价 多持续至四月初。

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The policy adjustment of "Three Guarantees" and "no three guarantees" has always been on two parallel lines, each doing its own thing. From the statistics of policy adjustment, the rise time of Sanbao tire is relatively late. The rise time of the policy in the morning is in November, more than two months later than that of Sanbao tire. From the perspective of cumulative range adjustment, the increase range of Sanbao tires is small. Most Sanbao tires increase within 20%, which is much different from the cumulative increase range of more than 30% of non Sanbao tires. From the perspective of cost impact, both tires are greatly affected by raw materials. Although the three packs of tires have raw materials for about a long time to cushion the rise, the cost gap is almost the same. From this point of view, three packs of tires still have rising support. In addition, although the prices of natural rubber and synthetic rubber, the main raw materials of tires, have been greatly reduced, the prices of other main raw materials have increased steadily, and the tire prices may still be increased under the needs of costs and profits. However, after all, the low market for nearly months has formed a new trend drag, the rise of tire prices has gradually come to an end, and the possibility of continuous increase will be weakened. Even the adjustment of Sanbao tire manufacturers is mostly a struggle to make up for the early profits, and the price rise mostly lasts until early April.cheap fast IG likes,how to host someone on IG

问题3 轮胎市场方面现在表现有什么变化,比如库存和实际消化情况呢?

目前轮胎市场整体库存仍高于常态水平,其中二级及以下库存水平偏高,储库至五月初的仍相对普遍,因此近期补库情绪仍不高。虽然一级商家库存水平略低,二月份开订货会的商家库存下滑明显,在三月份表现出集中订货需求,然而近期价格推涨有所疲软,补货多为月内需求量而已,暂无过多补充行为。同时从市场了解,终端消化开始逐步增加,但较去年同期仍有差距。然而行情走高支撑较预期时间更早一步发生转化,终端守库如金的想法发生改变,不再盲目增值压货,以尽多抓住客户需求为动力,尽快转库存为资金为方向行动起来。

At present, the overall inventory of the tire market is still higher than the normal level, of which the inventory level of level II and below is high, and the inventory from the warehouse to the beginning of May is still relatively common. Therefore, the mood of replenishing the warehouse in the near future is still not high. Although the inventory level of first-class merchants is slightly low, the inventory of merchants holding the ordering meeting in February decreased significantly, showing a centralized ordering demand in March. However, the recent price push up has been weak, and the replenishment is mostly the demand within the month, and there is no excessive replenishment behavior for the time being. At the same time, according to the market, the terminal digestion began to increase gradually, but there is still a gap compared with the same period last year. However, the higher market support has been transformed one step earlier than expected, and the idea of terminal warehouse keeping such as gold has changed. It will no longer blindly increase the value and press the goods, and act in the direction of seizing customer demand as much as possible and turning inventory into capital as soon as possible.cheap fast IG likes,how to host someone on IG


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