Recently, a photo of the spare tire at the rear of a Taiwan Army "light tactical wheeled vehicle" sparked heated discussion online. The photo shows the spare tire clearly printed with the word "SAILUN", which is a product of Sailun, a Chinese tire manufacturer headquartered in Qingdao, Shandong. According to Taiwan media reports, the Taiwan "Army Command" subsequently confirmed that these tires are indeed a mainland enterprise brand, purchased in 2020, and added that the actual delivery origin was Thailand and Vietnam, meeting acceptance standards. This unexpected "product promotion" incident not only debunked the so-called "non-red supply chain" advocated by the DPP authorities, but also unexpectedly served as a full-domain global live advertisement for Sailun Tires, sparking heated discussion among netizens on the island: "It indicates that tires made in mainland China have superior quality."

In fact, Sailun Tires' standout strength was no accident, but a microcosm of the strong rise of China's tire industry. Founded in 2002, Sailun has now developed into a tire manufacturing leader integrating new materials, new processes, and intelligent production. In terms of R&D, Sailun owns the globally unique "Liquid Gold" tire technology, not only breaking the "devil's triangle" law where tire wear resistance, anti-slip performance, and low rolling resistance cannot be balanced simultaneously, but also performing excellently in reducing energy consumption. Meanwhile, Sailun built the world's first rubber industrial internet platform "Xianglian Cloud", and independently developed the world's largest 63-inch giant engineering radial tire, highlighting its core strength in the tire intelligent manufacturing field.

In terms of global layout, Sailun has taken a route of "R&D + Distributed Tire Manufacturing". Currently, Sailun has intelligent manufacturing bases in Qingdao, Dongying, Shenyang, etc., domestically, and has invested tens of billions in advance in Vietnam, Cambodia, Indonesia, Mexico, Egypt, and other places. This global capacity layout not only effectively avoided international trade barriers, but also ensured the stability of the supply chain. This is also the underlying logic behind why the Taiwan Army's purchased Sailun tires were produced in Southeast Asia.

Market and brand recognition is the best footnote to Sailun's technical strength. In 2026, Sailun held the 10th position in global tire brand value again with a brand value of 1.239 billion US dollars, becoming the only Chinese brand in the top ten of the list, ranking first in China's tire brand value for four consecutive years. Over eight years, brand value grew 2.7 times, with growth rate leading the global top tire enterprises.

Sailun's rise relies on China's powerful tire industry full-chain cluster ecosystem. At the raw material end, China possesses the world's largest natural rubber distribution center, significantly compressing enterprise logistics costs; at the equipment end, domestic rubber intelligent equipment leading companies' internal mixing, shaping, vulcanization equipment global market share exceeds 40%, firmly grasping the autonomy of tire manufacturing equipment; at the research and development end, relying on top industry think tanks and national-level technology enterprise incubators, it has gathered 60% of tire manufacturing experts in the industry and a R&D team of over 4,000 people, providing a core engine for China's tire intelligent transformation.

The blunder incident of the Taiwan Army vehicle equipping Sailun tires, seemingly a piece of behind-the-scenes trivia, actually reflects China's tire manufacturing global competitiveness. The more exclusion, the wider the recognition. Chinese tire enterprises represented by Sailun are accelerating to the center of the world stage with solid technology, forward-looking global layout, and full industry chain advantages.

Baru-baru ini, sebuah foto ban cadangan di bahagian belakang sebuah "kenderaan taktikal beroda ringan" Tentera Taiwan menimbulkan perdebatan hangat di internet. Foto menunjukkan ban cadangan tersebut jelas cetakan perkataan "SAILUN", ia merupakan produk syarikat pembuatan tayar China Sailun beribu pejabat di Qingdao, Shandong. Menurut laporan media Taiwan, "Markas Tentera Darat" Taiwan kemudian mengesahkan bahawa kumpulan tayar tersebut memang jenama syarikat China, dibekalkan pada tahun 2020, dan menambah bahawa lokasi penghantaran sebenar adalah Thailand dan Vietnam, mematuhi standard penerimaan. Peristiwa "mengurus jualan" tidak sengaja ini, tidak sahaja membongkar dakwaan "rantaian bekalan bukan merah" yang disokong oleh kerajaan Parti Pro-Kemerdekaan Taiwan, malah secara tidak sengaja melakukan iklan langsung untuk tayar Sailun di seluruh dunia global, memunculkan perdebatan hangat di kalangan netizen pulau tersebut: "Menunjukkan kualiti tayar buatan China unggul".

Sebenarnya, kemampuan menonjol tayar Sailun bukan kebetulan, tetapi merupakan cerminan kebangkitan kuat industri tayar China. Sailun yang ditubuhkan pada tahun 2002, kini telah berkembang menjadi pemimpin pembuatan tayar yang menggabungkan bahan baru, teknologi baharu dan pengeluaran pintar. Dari segi penyelidikan dan pembangunan teknologi, Sailun mempunyai teknologi tayar "Emas Cecair" yang unik di seluruh dunia, tidak sahaja memecahkan undang-undang "Segitiga Iblis" di mana ketahanan haus tayar, ketahanan licin dan rintangan tayar rendah tidak dapat dipertimbangkan pada masa yang sama, malah menonjol dalam mengurangkan penggunaan tenaga. Pada masa yang sama, Sailun telah mencipta platform internet industri getah pertama di seluruh dunia "Cloud Xianglian", dan secara bebas membiak tayar kerja radial terbesar di dunia berukuran 63 inci, menunjukkan kekuatan terukinya dalam bidang pembuatan tayar pintar.

Dari segi susun atur globalisasi, Sailun telah keluar melalui laluan "Penyelidikan & Pembangunan + Pembuatan Tayar Berdistribusi". Pada masa ini, Sailun mempunyai tapak pembuatan pintar seperti Qingdao, Dongying, Shenyang di dalam negara, dan telah melabur ratusan bilion sebelum ini menempatkan di Vietnam, Kemboja, Indonesia, Mexico, Mesir dan sebagainya. Susun atur keupayaan pengeluaran globalisasi ini, tidak sahaja berjaya mengelakkan halangan perdagangan antarabangsa, malah memastikan kestabilan rantaian bekalan, ini juga merupakan logik di belakang tayar Sailun yang dibeli oleh Tentera Taiwan yang terhasil dari Asia Tenggara.

Pengiktirafan pasaran dan jenama adalah nota terbaik untuk kekuatan teknologi Sailun. Pada tahun 2026, Sailun dengan nilai jenama 12.39 bilion dolar Amerika Syarikat sekali lagi kekal di tempat ke-10 nilai jenama tayar di seluruh dunia, menjadi satu-satunya jenama China dalam sepuluh teratas senarai, menyambung tempat pertama nilai jenama tayar China selama 4 tahun berturut-turut. Dalam 8 tahun, nilai jenama meningkat 2.7 kali, kadar pertumbuhan memimpin syarikat tayar terkemuka di seluruh dunia.

Kebangkitan Sailun bergantung pada ekosistem kluster rantaian lengkap industri tayar China yang kuat. Di hulu bahan mentah, China mempunyai pusat pengedaran getah asli terbesar di seluruh dunia, mengurangkan kos logistik perusahaan dengan ketara; di hulu peralatan, perusahaan pemimpin peralatan pintar getah tempatan seperti pencampuran, pembentukan, dan peralatan vulkanisasi mempunyai kadar pasaran global melebihi 40%, mengawal dengan kuat hak autonomi peralatan pembuatan tayar; di hulu penyelidikan saintifik, dengan memanfaatkan pemikiran terkemuka industri dan inkubator teknologi perusahaan peringkat negara, mengumpulkan 60% pakar pembuatan tayar dalam industri dan pasukan penyelidikan melebihi 4000 orang, menyediakan enjin teras untuk transformasi pintar tayar China.

Peristiwa "gagal" pemasangan tayar Sailun pada kenderaan tentera Taiwan, kelihatan sebagai satu sisi kecil, sebenarnya mencerminkan daya saing global pembuatan tayar China. Semakin ditolak, semakin menonjol, perusahaan tayar China yang diwakili oleh Sailun, sedang mempercepat ke tengah pentas dunia dengan teknologi yang kukuh, susun atur global yang berwawasan dan kelebihan rantaian industri lengkap.

Recently, SAILUN Group announced that it plans to invest $1.141 billion (approximately 7.8 billion RMB) to build the "Egypt Tire Capacity Upgrade Project". This is the third time SAILUN has made a heavy bet on Egypt, pushing its overseas capacity layout to a new height, and further releasing a deep signal that Chinese tire companies are restructuring the global supply chain to cope with international trade barriers.

Heavy Boost in Three Phases, Egypt Base Capacity Surges

The announcement shows that the new project plans to produce 27 million semi-steel radial tires, 1.65 million full-steel radial tires, and 20,000 tons of off-road tires annually. The project will be implemented in the Teda Industrial Park, Suez Canal Economic Zone, in two parts: the 9 million semi-steel tire part that has already been advanced will be built by the original Egyptian subsidiary Shams El Sherouk; the remaining 18 million semi-steel tires, 1.65 million full-steel tires, and 20,000 tons of off-road tires will be undertaken by the newly established wholly-owned subsidiary Senro Tyre.

Reviewing SAILUN's layout in Egypt, it can be described as playing every move carefully. In August 2025, SAILUN initially invested $291 million to start building a factory in Egypt; in April 2026, it invested an additional $285 million for expansion; plus this heavy investment of $1.141 billion, the total investment of SAILUN in Egypt has exceeded 10 billion RMB.

Once all three phases of the project are completed, the SAILUN Egypt base will have a huge capacity to produce 36 million semi-steel tires, 3.3 million full-steel tires, and 20,000 tons of off-road tires annually, with semi-steel tire capacity achieving a multi-fold leap.

Avoiding Trade Risks, Restructuring Supply Chain Delivery

In the past few years, the tire industry has repeatedly verified a pain point: for capacity with high export dependence, the biggest risk is not that the production line is not large enough, but that the country of origin and delivery path are "choked" by trade barriers. Frequent anti-dumping/anti-subsidy investigations by Europe and the United States, and stricter rules of origin, make the single structure of "Made in China, Shipped Globally" increasingly fragile.

SAILUN has repeatedly increased its investment in Egypt, with the core logic being to shift capacity targeting Europe and the Middle East from "long-distance export" to "near-shore manufacturing". Egypt is located at the transportation hub of three continents: Africa, Asia, and Europe, possessing the unique logistics advantages of the Suez Canal. At the same time, Egypt has abundant trade agreement resources. Through the "Euro-Mediterranean Partnership Agreement", it can enter Europe with low tariffs. As a member of the Arab Free Trade Area and the African Continental Free Trade Area, it is an excellent springboard for radiating to the Middle East and Africa.

Setting up a factory here, SAILUN is able to exchange a shorter chain for higher certainty, not only optimizing the raw material procurement and finished product export links, but also effectively avoiding existing and potential international trade barriers.

Capacity Matrix Takes Shape, Moving from Capacity Expansion to Supply Chain Restructuring

In SAILUN's view, capacity expansion is just the surface; the core is to promote the supply chain transformation from a "low-cost export structure" to a "multi-center delivery structure". With the advancement of the Egypt project, SAILUN has built six major globalized production bases covering China, Vietnam, Cambodia, Mexico, Indonesia, and Egypt.

This "multi-center delivery structure" zones global capacity precisely according to tariff zones and consumer markets: the Asia base secures Asia and Americas channels, Mexico focuses on North America, and Egypt radiates to Europe, the Middle East, and Africa. Even if a certain region suddenly encounters tariff barriers or shipping fluctuations, SAILUN can also take orders and deliver through other bases. This flexibility itself is a powerful profit protection mechanism.

Industry analysts believe that if the Egypt project runs smoothly, what SAILUN gets will not only be the capacity of a few production lines, but a globalized base that cannot be "one-size-fits-all" cut by tariffs. This is not only a re-allocation mechanism for orders, but also a deep practice of Chinese tire enterprises going global transitioning from "cost-driven" to "supply chain resilience-driven", arguably the investment with the deepest impact on the long-term competitive landscape in recent years.

On June 1, Sailun Tire (601058) released the implementation announcement for the 2025 annual equity distribution, stating that the company will distribute a cash dividend of 0.18 yuan per share to all shareholders (tax included), totaling nearly 592 million yuan in cash dividends. The record date for equity is June 4, and the cash dividend distribution date is June 5.

Behind this generous dividend distribution lies the strong financial confidence of this private tire giant, which rose to the first tier globally within just over 20 years of establishment. Facing the sharp increase in costs brought by the escalation of global trade barriers since 2025, Sailun still delivered a response with great resilience.

Revenue Hits Record High, Profitability Quality Continues to Improve

In 2025, Sailun Tire's annual revenue reached 36.792 billion yuan, a year-on-year increase of 15.69%, setting a new historical record. Although operating costs for tire products increased by 21.02% year-on-year, the company stabilized the gross profit margin at a relatively high level of 24.63% thanks to product structure and pricing advantages.

Net profit attributable to the parent company and net profit after deducting non-recurring gains and losses for the year reached 3.522 billion yuan and 3.458 billion yuan respectively, with both profitability indicators reaching their second-historical levels. More noteworthy is that the company's net operating cash flow reached 4.179 billion yuan, a year-on-year surge of 82.58%, indicating substantive improvement in profitability quality.

Liquid Gold Breakthrough, ESG Rating Jumps to AA Level

The support for resilient performance stems from hardcore technical barriers. The 'Liquid Gold' technology (Ecopoint3) developed by Sailun after a decade of in-depth research adopts a world-first chemical rubber vulcanization method, successfully breaking through the 'Devil's Triangle' problem in the tire industry where rolling resistance, wet traction, and wear resistance could not be improved simultaneously. It not only achieves a balance of energy saving, safety, and wear resistance, but also achieves green low-carbon across the entire lifecycle from raw materials to production and usage.

This persistence in green sustainability has also won Sailun recognition from international capital markets. Recently, the international authoritative index institution MSCI upgraded Sailun's ESG rating from A to AA, solidifying its top position in China's tire industry and placing it among the global forefront. This marks that Sailun's sustainable development strength in global operations, R&D innovation, and supply chain management has received high international recognition.

Capacity Expansion Both Domestic and Overseas, Brand Value Rising Yearly

Going against the current, stagnation means retreat. While consolidating the technological moat, Sailun has pressed the accelerator on global capacity expansion. Since establishing China's first overseas tire production base in Vietnam in 2012, Sailun has continued to increase investment since 2026: in April, it announced an investment of about 1.95 billion yuan to build an expansion project for a 7.05 million radial tire annual production capacity in Egypt; meanwhile, the Indonesia factory also received a capital increase of about 336 million yuan to expand PCR and TBR capacity.

The resonance between capacity and performance boosted the rapid rise in brand value. In the 2025 'China 500 Most Valuable Brands', Sailun ranked 105th with a brand value of 112.896 billion yuan, an increase of 12.3 billion yuan compared to last year; in Brand Finance's Top 25 Global Tire Brand Values, Sailun ranked in the top ten for the first time, continuing to be the most valuable tire brand in China.

From a new enterprise on the Shandong Peninsula to a global giant competing with century-old foreign strong enterprises, Sailun, driven by technology and capacity on two wheels, is accelerating towards a new height in the global tire industry.

Recently, Sailun Group has welcomed major progress on both lines of "technology upgrade" and "capacity expansion". On May 21, the technical transformation project of the high-performance tire laboratory of Sailun R&D Technology Center was approved by the Qingdao Municipal Bureau of Ecology and Environment; earlier in April, its project with a total investment of 2.34 billion yuan, "12.6 million sets of high-performance radial tire production per year project", also successfully obtained the environmental impact assessment approval. From meticulous R&D to bold capacity expansion, Sailun is accelerating the leap towards "Global Smart Manufacturing".

Technical transformation empowers, forging R&D "precision". The technical transformation project approved in May, with a total investment of 47 million yuan, will purchase 31 sets of high-end equipment including high-speed uniformity testers, two-station rolling resistance testers, etc. After the project is completed, the annual test sample volume will remain unchanged at 1000, but the detection accuracy and information level will be significantly improved, providing solid data support for high-performance tire R&D.

Decisive moves to create a closed-loop industrial chain. The Dongjiakou radial tire project with annual capacity of 12.6 million sets approved in April, covering about 329 mu, will add more than 1000 sets of key equipment. This project is by no means isolated expansion; its factory area is simultaneously constructing the "500,000 tons of functional new material production per year project". The newly built tire project can directly consume self-produced rubber raw materials, achieving seamless connection upstream and downstream, greatly reducing external purchasing and logistics costs, forming a highly competitive closed-loop advantage. At the same time, the project's environmental protection investment reaches 12 million yuan, customizing refined governance systems for waste gas in different processes, sticking to the bottom line of green development.

The promotion of these two projects is a microcosm of Sailun's global strategy implementation. Currently, Sailun builds a resilient supply network through the dual-wheel drive of "Domestic High-End Manufacturing" and "Overseas Smart Factories": The first all-steel tire came off the line at the domestic Shenyang Xinheping Factory, entering the capacity ramp-up period; Overseas projects in Egypt and Indonesia are progressing on schedule, the Mexico factory has already mass-supplied North America, effectively avoiding trade barriers.

Behind capacity expansion is strong demand support. Currently, Sailun's capacity utilization rate is at a historical high, with sufficient orders. In the matching market, "Liquid Gold" tires successfully matched BYD Sealion 06EV 2026 model and exclusively supplied Geely Boyue REV; Off-road tires have joined the supply chains of international mining giants such as Vale and BHP. Relying on the integrated advantages of the industrial chain, Sailun is constantly consolidating its leading position, steadily moving towards the vision of "Making a Good Tire".

Recently, Changan Automobile's strategic model for the Southeast Asian market, Changan Qiyuan NEVO Q05, was officially launched in Thailand. As an important supporting partner, Sailun Group provided original equipment tire solutions for this model. This pairing is not only a combination of two high-quality products but also marks that Chinese vehicle and core parts enterprises are moving from "going it alone" to "building an ecosystem together", with both parties jointly building an overseas "ecosystem" and taking a solid step in promoting the global layout of China's automobile industry chain.

Cross-border Collaborative Supply, Building Overseas Industrial Ecosystem

Changan Qiyuan NEVO Q05 is produced by Changan Thailand Base, and is a key move in Changan's new energy vehicle global layout. Since its debut at the Bangkok International Motor Show, it has attracted much attention with its efficient hybrid system and intelligent configurations.

What is worth noting is that this pairing achieved true "overseas collaboration". Relying on its Vietnam production base, Sailun formed regional linkage with Changan Thailand Base, efficiently responding to localization production needs. This cross-border collaborative supply model of "Vietnam Tires + Thailand Cars" effectively improved the resilience and response speed of the supply chain, becoming a vivid practice of China's automobile industry chain co-building an ecosystem and collaborating overseas.

Custom-Tailored Performance Benchmark, Unafraid of Southeast Asia's Harsh Road Conditions

As a key carrier of vehicle performance, tires directly affect energy consumption and driving experience. In response to the severe challenges of high temperature, heavy rainfall, and complex road conditions in Southeast Asia, Sailun has custom-designed high-performance tires with the specification 225/60R17 for NEVO Q05.

This tire achieves a precise balance between rolling resistance, noise performance, and traction stability. The low rolling resistance feature helps the hybrid system further save energy and reduce consumption, while excellent grip and noise performance ensure safety and comfort during rainy season driving, enabling the vehicle to achieve a better solution in energy saving performance and driving quality.

Full Chain Deep Binding, Consolidating New Energy Support Map

From the Bangkok Motor Show debut to the official launch in Thailand, Sailun and Changan Automobile completed a key leap from product development to market landing, connecting the full chain of technology R&D, supporting production, and overseas implementation.

In fact, this is not the first time the two parties have joined hands. For a long time, Sailun and Changan Automobile have maintained a deep, stable, and comprehensive strategic cooperation, successfully providing supporting services for multiple main new energy vehicle models such as Changan Lumin, Deep Blue L06, NEVO Q05, etc. This deep binding between vehicle enterprises and core supply chain partners is continuously improving the terminal competitiveness and market response efficiency of products, becoming an important support for China's automobile industry chain to capture markets in the global market.

This partnership to land in Thailand with Changan Qiyuan is another important achievement of Sailun's global layout and new energy supporting business. In the future, Sailun will continue to deepen the R&D of new energy tire technology, with hardcore product strength and global service capabilities, helping Chinese intelligent manufacturing continue to shine on the world stage.