Recently, Xinhua Finance engaged in an in-depth dialogue with Linglong Tire President Zhou Lingkun, focusing on the current turning points of transformation in China's tire industry, opportunities in new energy and intelligence, and Linglong Tire's integrated growth strategy of "Brand Upward, Product Upward, Channel Upward". As a leading enterprise in China's tire industry, Linglong Tire's strategic thinking and practical path provide important reference value for high-quality development across the entire industry.

Reporter: Currently, China's tire industry is welcoming new development opportunities. In what aspects are these opportunities manifested? For leading enterprises like Linglong Tire, what do these opportunities signify?

Zhou Lingkun: Currently, China's tire industry stands at an unprecedented historical turning point, formed by the superposition of three waves. First is the phenomenon of "stay in or out of the game" brought about by profound adjustments in the global trade and economic pattern. Second is "overtaking on a bend" brought by the increased penetration of new energy vehicles. In July 2026, China's retail penetration rate of new energy passenger cars broke through 60%. New energy vehicles have proposed new requirements for tire rolling resistance, noise reduction, and load-bearing, shifting from wear resistance and fuel efficiency to noise reduction, intelligence, and safety. Third is the brand dimension elevation brought by the shift from low-price competition to technology leadership. The global market share of the tire industry is shifting towards Chinese tire enterprises, but truly moving from "cost-performance" to "brand power" requires the support of hard capabilities.

The current industry reshuffling provides a key window for leading enterprises to improve quality and advance. Based on development trends, Linglong has already taken action in every dimension, which has also become the core confidence for the enterprise to navigate the cycle.

Regarding going global, Linglong is one of the earliest Chinese tire enterprises to go abroad, possessing flexible response capabilities of "local production, local delivery". The Thailand factory went into production in 2014 with an annual capacity exceeding 17.2 million tires; the Serbia factory is the first production base of Chinese tire enterprises in Europe, having passed audits from global OEMs such as Volkswagen, Audi, and BMW. Sales in 2025 increased by 159.74% year-on-year, and the production and sales ratio has continued to improve in the first half of this year.

In terms of new energy tracks, Linglong is not a follower but a leader. Linglong is one of the earliest enterprises to provide dedicated tire matching for new energy models, conducting exclusive R&D from formula to structure to noise reduction design. Currently, Linglong is at the forefront of the new energy vehicle matching field. According to Frost & Sullivan certification, since 2020, Linglong has been the leading new energy vehicle OE tire manufacturer in the global market for five consecutive years, matching new energy car companies covering FAW Hongqi, BYD, Geely, Chery, SAIC-GM, Dongfeng Nissan, GAC Honda, Seres, Leapmotor, and other brands.

Regarding brand, Linglong has entered the matching system of over 70 global car brands, covering German, American, Japanese, Korean, and domestic mainstream car companies. Eight of the top ten global car companies are Linglong's partners. In 2026, Linglong Tire's brand value reached 121.236 billion yuan, ranking 106th among China's 500 Most Valuable Brands, maintaining steady growth above 5 billion yuan for consecutive years.

Reporter: In April this year, Linglong Tire proposed achieving integrated growth relying on "Brand Upward, Product Upward, Channel Upward" "Three Upward". May I ask how this will help the enterprise cope with challenges and seize opportunities?

Zhou Lingkun: The "Brand Upward, Product Upward, Channel Upward" strategy is Linglong's systematic approach to responding to changes in the market environment and breaking through high-end market access bottlenecks. The three dimensions are not advanced in isolation but form an integrated growth loop; the brand opens up market space for products, products provide strong support for channels, and channels accumulate user word-of-mouth for the brand.

Brand Upward, the core is moving from "Chinese Mainstream" to "Global Mainstream". First, it is reflected in the "gold content" of the matching system, from early Hongqi, Geely, BYD, to breaking through joint venture barriers such as Audi, BMW, Volkswagen, achieving a transition from quantitative accumulation to qualitative leap in matching, with Linglong's global cumulative matching tires exceeding 300 million. At the same time, Linglong partnered with top sports IPs such as Real Madrid and Chelsea to build a brand communication bridge facing global consumers, significantly improving international market recognition and influence.

Product Upward, the core is moving from "Chasing" to "Catching Up". The newly released Linglong Master Gen 2 this April achieved stable performance across the entire lifecycle from new tire to wear limit for the first time. Behind this is the "Three Generations Simultaneous" R&D system supported by high R&D investment, meaning one generation on sale benchmarks the market, one generation reserved is 1-2 levels higher than competitors, and one generation under R&D is 3-4 levels higher.

Channel Upward, the core is upgrading from "Sales Terminal" to "Service Position". Linglong has nearly 30,000 cooperating stores nationwide, achieving "wide coverage" in prefecture-level cities. In the future, it will achieve "same-day delivery" through service standardization, marketing linkage, and a four-level distribution system (central warehouse, branch warehouse, long-tail warehouse, front warehouse), and promote TCO (Total Cost of Ownership) full lifecycle services.

Reporter: The "Three Upward" strategy cannot do without the continuous empowerment of technology and talent. How will Linglong amplify its own industry comparative advantages through R&D investment?

Zhou Lingkun: The core foundation of "Three Upward" is technology and R&D. Facing intensifying global competition and the iterative demands of car companies for high-end and new energy, Linglong will continue to increase R&D investment, building a systematic technology gap in dimensions such as R&D system, testing capabilities, new material reserves, digital tools, etc., to form an unreplicable comparative advantage.

First, look at how much was invested. Continuous R&D investment during industry cycle valleys requires determination, and even more certainty about the future. In 2025, Linglong's R&D investment was 978 million yuan, a year-on-year increase of 6.26%. From 2022 to 2025, cumulative R&D expenditure exceeded 3.461 billion yuan, with the enterprise R&D investment ratio maintained at the high industry level of about 4% for four consecutive years. Since 2026, the company has newly obtained 144 patent authorizations, a year-on-year increase of 87.01%, and the acceleration of innovation output is forming.

Second, look at where it is invested. Linglong mainly focuses on three areas: 1. High-end matching technology. Linglong continues to increase R&D investment in dedicated tires for new energy vehicles, noise reduction tires, and high-wear-resistance original matching products. In the first half of this year, multiple key projects of international car companies achieved mass production. In new OEM projects from 2025 to 2026, the proportion of the company's high-end products maintained a high level of about 70%. 2. New material R&D. In 2026, tire products with 85% sustainable materials have been developed, among which bio-based renewable materials account for over 60% and recycled materials account for about 25%, with key performance indicators reaching the EU Tire Label Grade A standard. 3. Digital intelligence R&D capability. Mainly based on AI tire models to shorten R&D cycles and improve R&D accuracy and efficiency; through built-in sensors and AI analysis, achieving optimization, monitoring, and tracking of the entire process from manufacturing to use.

Third, look at how it is guaranteed. At the platform level, Linglong has built a "Three Countries Eight Locations" global R&D system covering China, Germany, and the USA; possessing a world-class tire test track. At the talent level, Linglong realizes two-way empowerment of talent value and industrial upgrade through innovation in training models and deepening industry-university-research collaboration.

Reporter: In the next three to five years, what are the specific development goals of Linglong Tire in terms of globalization, product high-endization, and brand value enhancement? What are the key handles?

Zhou Lingkun: In the future global tire industry, the voice and brand influence of Chinese tire enterprises will be greater; this is an irreversible trend. Quality enterprises and innovative technologies can still navigate cycles. Based on this, Linglong has set a clear goal: Strive to break through 160 million tires in production and sales by 2030, achieve sales revenue exceeding 80 billion yuan, enter the top five in production capacity scale worldwide, and build a technology-oriented tire manufacturing enterprise with world-class technology levels, world-class management levels, and world-class brand influence.

To this end, Linglong will focus on the following aspects. 1. Complete the globalization layout and continuously increase overseas capacity. Currently, Linglong has built five major bases domestically: Zhaoyuan, Dezhou, Liuzhou, Jingmen, Jilin; overseas it possesses two major pivots: Thailand and Serbia. In the next three to five years, overseas capacity expansion and market expansion will be the focus of phased development. "Wherever the OEM goes, Linglong's factory is built there", following whole vehicles to go overseas and synchronized localization, building a new development pattern with domestic large circulation as the main body and mutual promotion of domestic and international dual circulations.

2. Consolidate the first position in new energy matching and expand smart tires. Linglong will continue to consolidate its leading position in new energy matching, deepen strategic cooperation with mainstream domestic and foreign car companies, and prospectively layout emerging tracks such as smart tires. At the same time, continue to cultivate deeply in basic R&D on materials, formulas, structures, etc., continuously creating value for users with high-performance products of "Safety, Comfort, Green".

3. Deepen digital intelligence transformation, letting AI extend from office to more areas such as customer operation, data intelligence, etc., using the power of digitalization to equip globalization operations with "AI New Tires"; upgrade ESG from "Compliance Requirements" to "Core Competitiveness", continuously cultivate the international top-tier car company matching system, and promote brand value to continuously leap across the globe.

Industry Comment

Currently, China's tire industry is at a triple historical turning point of global trade and economic pattern reconstruction, new energy vehicle deep penetration, and industry competition shifting to technology brand dimension elevation. The rhythm of industry differentiation and reshuffling continues to accelerate. The era of extensive growth has come to an end, and the era that truly tests corporate strategic determination, systematic capabilities, and long-term layout has arrived.

Linglong Tire proposed the "Brand Upward, Product Upward, Channel Upward" integrated growth strategy, which is precisely a systematic response to this industry proposition. The three formed a positive circular loop of "Brand expands space, Product builds support, Channel gathers word-of-mouth", clearly showing the advancement logic of China's top tire enterprises from "Scale Expansion" to "Value Growth", from "Made in China" to "Intelligent Made in China", from "Chinese Mainstream" to "Global Mainstream".

From an industry perspective, Linglong Tire anchored the medium-to-long term development goals and implementation paths for 2030, not only building a core moat for itself to navigate cycles, but also providing a practical sample for China's tire industry as a whole to climb to the high end of the global value chain.

Baru-baru ini, Xinhua Financial mengadakan perbualan mendalam mengenai titik perubahan semasa industri tayar China, peluang pembangunan tenaga baharu dan kecerdasan, serta strategi pertumbuhan bersepadu Tayar Linglong "Jenama Naik, Produk Naik, Saluran Naik", bersama Presiden Tayar Linglong Zhou Linkun. Sebagai syarikat teratas dalam industri tayar China, pemikiran strategi dan laluan praktikal Tayar Linglong mempunyai nilai rujuk penting untuk pembangunan berkualiti tinggi seluruh industri.

Wartawan: Industri tayar China kini menyambut peluang pembangunan baharu, peluang-peluang ini terletak di aspek mana? Bagi syarikat teratas seperti Tayar Linglong, apa makna peluang-peluang ini?

Zhou Linkun: Industri tayar China kini sedang berdiri pada titik sejarah yang belum pernah berlaku, titik ini terbentuk daripada gabungan tiga ombak. Pertama, fenomena 'Jika tidak meluas ke luar negara, maka akan tersingkir' yang membawa akibat daripada penyesuaian mendalam corak perdagangan antarabangsa global. Kedua, 'Memintas dalam Laluan Berbeza' yang dibawa oleh peningkatan kadar penetrasi kenderaan tenaga baharu. Pada Julai 2026, kadar penetrasi jualan runcit kenderaan penumpang tenaga baharu China telah mengatasi 60%. Kenderaan tenaga baharu telah menaruh tuntutan baharu terhadap rintangan gelincir, sunyi, dan beban tayar, beralih daripada tahan haus dan jimat minyak kepada sunyi, cerdas, dan selamat. Ketiga, kenaikan peringkat jenama yang dibawa daripada persaingan harga rendah kepada kepimpinan teknologi. Bahagian pasaran tayar global sedang beralih ke syarikat tayar China, tetapi untuk benar-benar bergerak dari 'keutamaan harga' ke 'kuasa jenama', memerlukan sokongan kekuatan sebenar.

Penyusunan semula industri pada masa ini telah menyediakan tetingkap penting bagi syarikat teratas untuk meningkatkan kualiti dan peringkat. Berdiri pada trend pembangunan, Linglong telah bertindak dalam setiap dimensi, ini juga menjadi asas utama perusahaan melintasi kitaran.

Dari segi ke luar negara, Linglong merupakan salah satu daripada syarikat tayar China yang paling awal melangkah keluar, mempunyai keupayaan menangani yang fleksibel 'pengeluaran setempat, penyampaian setempat'. Pabrik Thailand dilancarkan pada 2014, kapasiti tahunan melebihi 17.20 juta batang; Pabrik Serbia merupakan tapak pengeluaran pertama syarikat tayar China di Eropah, telah melalui temu duga pengilang kenderaan terkemuka global seperti Volkswagen, Audi, BMW, jualan 2025 meningkat 159.74% secara tahun ke tahun, kadar produksi dan penjualan pada separuh tahun pertama tahun ini terus membaik.

Dari segi laluan tenaga baharu, Linglong bukan pengejar, tetapi pemimpin. Linglong merupakan syarikat yang paling awal di antara kumpulan pertama menyediakan tayar khusus untuk model kenderaan tenaga baharu, melakukan penyelidikan khas dari formula hingga struktur hingga reka bentuk sunyi, pada masa ini Linglong telah mendahului industri dalam bidang pelengkap kenderaan tenaga baharu. Berdasarkan pensijilan Frost & Sullivan, sejak 2020, Linglong telah menjadi pengilang tayar OE kenderaan tenaga baharu terkemuka pasaran global selama lima tahun berturut-turut, syarikat kenderaan tenaga baharu yang dipasangkan merangkumi jenama FAW Hongqi, BYD, Geely, Chery, SAIC-GM, Dongfeng Nissan, GAC Honda, Seres, Leapmotor, dan lain-lain.

Dari segi jenama, Linglong telah memasuki sistem pelengkap lebih 70 jenama kereta global, merangkumi Jerman, Amerika, Jepun, Korea, dan syarikat kereta utama dalam negeri, 8 daripada 10 syarikat kereta teratas di dunia adalah rakan kongsi Linglong. Pada 2026, nilai jenama Tayar Linglong mencapai 121.236 bilion Yuan, menempati tempat ke-106 dalam 500 Jenama Berharga Terbesar China, mengekalkan pertumbuhan kukuh lebih 5 bilion Yuan selama bertahun-turut.

Wartawan: April tahun ini, Tayar Linglong telah提出 bergantung kepada "Jenama Naik, Produk Naik, Saluran Naik" untuk merealisasikan pertumbuhan bersepadu, bagaimana ini akan membantu perusahaan menghadapi cabaran, menguasai peluang?

Zhou Linkun: Strategi "Jenama Naik, Produk Naik, Saluran Naik" merupakan pendekatan sistemik bagi Linglong menangani perubahan persekitaran pasaran, mem突破 halangan kemasukan pasaran mewah. Tiga dimensi ini bukan dirombak secara berasingan, tetapi membentuk kitaran pertumbuhan bersepadu, Jenama membuka ruang pasaran untuk produk, Produk memberikan sokongan kuat untuk saluran, Saluran mengumpul reputasi pengguna untuk jenama.

Jenama Naik, intinya adalah daripada 'Unggulan China' ke 'Unggulan Global'. Pertama sekali tercermin daripada 'kandungan emas' sistem pelengkap, dari awal Hongqi, Geely, BYD, sehingga menguasai halangan rakan kongsi seperti Audi, BMW, Volkswagen, mencapai lompatan kualiti dari akumulasi kuantiti dalam pelengkap, jumlah pelengkap global Linglong melebihi 300 juta batang. Pada masa yang sama, Linglong bekerjasama dengan IP sukan top seperti Real Madrid, Chelsea, membina jambatan komunikasi jenama yang menghadap pengguna global, meningkatkan secara besar-besaran kesedaran dan pengaruh pasaran antarabangsa.

Produk Naik, intinya adalah daripada 'mengejar' ke 'menyamakan'. Pada April tahun ini, Master Baharu Kedua Linglong yang baru dilancarkan, pertama kali mencapai prestasi stabil sepanjang kitaran kehidupan dari tayar baharu sehingga had haus. Di sebalik ini terdapat sistem penyelidikan R&D 'tiga generasi bersama' yang disokong oleh pelaburan penyelidikan tinggi, iaitu jualan generasi menepati pasaran, persediaan generasi satu atau dua tahap lebih tinggi daripada pesaing, penyelidikan generasi tiga atau empat tahap lebih tinggi.

Saluran Naik, intinya adalah daripada 'terminal jualan' dirombak menjadi 'tapak perkhidmatan'. Linglong mempunyai hampir 30,000 kedai kerjasama di seluruh negara, mencapai 'pencapaian luas' di bandar-bandar peringkat daerah, pada masa hadapan akan mencapai 'penghantaran hari yang sama' melalui piawai perkhidmatan, pemasaran terkoordinasi dan sistem penghantaran empat peringkat (gudang utama, gudang cabang, gudang ekor panjang, gudang praposisi), dan memajukan perkhidmatan TCO kitaran kehidupan penuh.

Wartawan: Strategi "Tiga Ke Atas" tidak dapat dipisahkan dari pemacu berterusan teknologi dan bakat, bagaimana Linglong akan membesarkan kelebihan perbandingan industrinya sendiri melalui pelaburan penyelidikan?

Zhou Linkun: Tunjang teras "Tiga Ke Atas" adalah penyelidikan teknologi. Hadapan persaingan global yang semakin sengit dan keperluan iterasi pengilangan kenderaan yang berarah kelas atas dan tenaga baharu, Linglong akan terus meningkatkan pelaburan penyelidikan, dalam dimensi seperti sistem penyelidikan, keupayaan ujian, rizab bahan baru, alat digital, membina jurang generasi teknologi yang sistematik, membentuk kelebihan perbandingan yang sukar ditiru.

Pertama lihat berapa banyak dilaburkan. Melabur penyelidikan dalam lembah kitaran industri memerlukan ketenangan, lebih penting lagi kepercayaan pada masa depan. Pada 2025, pelaburan penyelidikan Linglong sebanyak 978 juta Yuan, meningkat 6.26% secara tahun ke tahun. Dari 2022 hingga 2025, perbelanjaan R&D terkumpul melebihi 3.461 bilion Yuan, nisbah pelaburan R&D terhadap pendapatan dikekalkan pada paras tinggi industri kira-kira 4% selama empat tahun berturut-turut. Sejak 2026, perusahaan baru memperoleh 144 paten yang di授权, meningkat 87.01% secara tahun ke tahun, pecutan keluaran inovasi sedang terbentuk.

Kedua lihat dilaburkan di mana. Linglong tertumpu terutamanya kepada tiga bidang: Pertama, teknologi pelengkap kelas atas. Linglong terus meningkatkan pelaburan penyelidikan untuk tayar khas kenderaan tenaga baharu, tayar sunyi, produk asal tahan haus tinggi, pada separuh tahun pertama tahun ini, beberapa projek penting syarikat kereta antarabangsa mencapai pengeluaran besar, pada projek baharu yang ditetapkan oleh pengilang utama dari 2025 hingga 2026, nisbah produk kelas atas syarikat dikekalkan pada paras tinggi kira-kira 70%. Kedua, penyelidikan bahan baru. Pada 2026 telah menghasilkan produk tayar bahan lestari 85%, di mana nisbah bahan boleh diperbaharui berasaskan biologi melebihi 60%, nisbah bahan kitar semula kira-kira 25%, indikator prestasi utama mencapai piawaian label tayar Uni Eropah A. Ketiga, keupayaan penyelidikan digital dan pintar. Terutamanya berdasarkan model tayar AI memendekkan kitaran R&D, meningkatkan ketepatan dan kecekapan penyelidikan; melalui sensor terbina dan analisis AI, mencapai pembaikan, pemantauan dan penjejakan keseluruhan proses dari pembuatan hingga penggunaan.

Ketiga lihat bagaimana mempastikan. Dari segi platform, Linglong telah membina sistem R&D global "Tiga Negara, lapan Lokasi" yang merangkumi China, Jerman, Amerika Syarikat; mempunyai padang ujian tayar bertaraf dunia. Dari segi bakat, Linglong mencapai pemacu dua hala nilai bakat dan pemodenan industri melalui memperbaharui model latihan, memperdalam kerjasama antara industri, penyelidikan dan pendidikan.

Wartawan: Dalam tiga hingga lima tahun akan datang, apakah sasaran pembangunan khusus Tayar Linglong dalam hal penerokaan global, kelas atas produk, peningkatan nilai jenama, dan apa pegangan utamanya?

Zhou Linkun: Dalam industri tayar global masa depan, suara dan pengaruh jenama syarikat tayar China akan lebih besar, ini adalah trend yang tidak boleh diputar balik, syarikat yang berkualiti dan teknologi inovasi masih dapat melintasi kitaran. Berlandaskan ini, Linglong telah menetapkan sasaran yang jelas: berusaha mencapai keluaran dan penjualan melebihi 160 juta batang pada 2030, merealisasikan pendapatan jualan melebihi 80 bilion Yuan, skala keupayaan pengeluaran masuk 5 teratas dunia, membina syarikat pembuatan tayar jenis teknologi yang mempunyai tahap teknologi bertaraf dunia, tahap pengurusan bertaraf dunia, pengaruh jenama bertaraf dunia.

Untuk itu, Linglong akan berusaha pada aspek berikut. Pertama, melengkapkan susun atur global, terus meningkatkan kapasiti luar negara. Pada masa ini Linglong telah membina 5 tapak utama di dalam negara: Zhaoyuan, Dezhou, Liuzhou, Jingmen, Jilin; luar negara mempunyai dua titik sokongan Thailand dan Serbia. Tiga hingga lima tahun pada masa hadapan, akan menjadikan pengembangan kapasiti luar negara dan pengembangan pasaran sebagai tumpuan pembangunan fasa, "di mana pengilang utama pergi, kilang Linglong akan dibina di situ", mengikuti keseluruhan kenderaan keluar negara, serentak pendudukan tempatan, membangun corak pembangunan baharu yang bersandarkan kitaran domestik utama, kitaran domestik dan antarabangsa saling mempromosikan.

Kedua, mengukuhkan kedudukan pertama pelengkap tenaga baharu, mengembangkan tayar pintar. Linglong akan terus mengukuhkan kedudukan dalam pelengkap tenaga baharu, memperdalam kerjasama strategik dengan syarikat kereta utama dalam dan luar negara, dan merancang di masa hadapan untuk laluan baharu seperti tayar pintar. Pada masa yang sama, dalam bahan, formula, struktur dan penyelidikan asas lain akan terus mengorek, secara berterusan memberikan nilai kepada pengguna dengan produk berprestasi tinggi "selamat, selesa, hijau".

Ketiga, memperdalam transformasi digital dan pintar, menjadikan AI dari pejabat berpanjangan ke operasi pelanggan, pintar data dan lebih banyak bidang lagi, menggunakan kekuatan digital, memasang "Tayar AI Baharu" untuk operasi global; menjadikan ESG daripada 'keperluan patuh' dirombak menjadi 'kekuatan kompetitif teras', terus mengorek sistem pelengkap syarikat kereta teratas antarabangsa, mendorong nilai jenama terus meningkat secara global.

Ulasan Industri

Industri tayar China pada masa ini sedang berada pada titik sejarah tiga kali rekonstruksi corak perdagangan global, penetrasi mendalam kenderaan tenaga baharu, persaingan industri ke kenaikan tahap teknologi jenama, perbezaan dan penyusunan semula industri terus mempercepatkan, era pertumbuhan kasar telah tamat, zaman yang benar-benar menguji keteguhan strategi perusahaan, keupayaan sistem dan布局 jangka panjang telah tiba.

Tayar Linglong提出 strategi "Jenama Naik, Produk Naik, Saluran Naik" pertumbuhan bersepadu, adalah tindak balas sistemik terhadap soalan industri ini. Ketiganya membentuk kitaran positif terutup "jenambah ruang, produk bina sokongan, saluran kumpul reputasi", dengan jelas menunjukkan logik peringkat seterusnya syarikat tayar utama China daripada 'pengembangan saiz' ke 'pertumbuhan nilai', daripada 'Pembuatan China' ke 'Kejuruteraan Cerdas China', daripada 'Unggulan China' ke 'Unggulan Global'.

Dari sudut industri melihat, Tayar Linglong menetapkan sasaran pembangunan jangka panjang dan laluan pelaksanaan ke 2030, bukan sahaja membina parit pertahanan teras untuk dirinya sendiri melintasi kitaran, tetapi juga memberikan contoh praktikal yang boleh dirujuk untuk keseluruhan industri tayar China untuk naik ke hujung atas rantaian nilai global.

Currently, the Chinese tire industry stands at a historical turning point: profound adjustments in the global economic and trade landscape, new energy vehicle penetration rates breaking 60%, and competition shifting from low prices to technology leadership. How can leading enterprises break the deadlock? Recently, Linglong Tire President Zhou Lingkun stated in an exclusive interview with Xinhua Finance that the industry reshuffle provides a key window for leading enterprises to improve quality and advance. Linglong will adopt a fusion growth strategy of "brand upward, product upward, channel upward" to build core confidence to traverse the cycle.

Convergence of Three Waves, Turning Point Creates Window for Advancement

Zhou Lingkun summarized the current industry changes as the "superposition of three waves": first is "if you don't go global, you lose out" brought by adjustments in the global economic and trade landscape; second is "overtaking by changing lanes" brought by the rise in new energy penetration; in July 2026, China's retail penetration rate of new energy passenger cars exceeded 60%, and tire demand is shifting from wear-resistant and fuel-saving to quiet, smart, and safe; third is the brand elevation from low-price competition to technology leadership.

Based on trends, Linglong has made comprehensive layouts. Regarding going global, the Thailand factory has an annual production capacity exceeding 17.2 million units; the Serbia factory, as the first production base for Chinese tire enterprises in Europe, has passed the audit of Volkswagen, Audi, and BMW, with sales volume increasing by 159.74% year-on-year in 2025. On the new energy track, Linglong is a leader rather than a follower, having received Frost & Sullivan certification for five consecutive years since 2020 as a global leading new energy vehicle OE tire manufacturer, supplying mainstream brands such as FAW Hongqi, BYD, Seres, and Leapmotor. In terms of branding, Linglong has entered the supply system of more than 70 car brands globally, with eight of the top ten car companies worldwide as partners, and the brand value reached 121.236 billion yuan in 2026.

"Three Upward" Fusion Closed Loop, Systematically Breaking High-End Bottlenecks

"The three dimensions are not promoted in isolation but form a fusion growth closed loop." Zhou Lingkun explained: Brand Upward, the core is moving from "Chinese mainstream" to "Global mainstream", Linglong has overcome joint venture barriers such as Audi, BMW, and Volkswagen, with cumulative global supply exceeding 300 million units, and expanded international influence by partnering with top sports IPs such as Real Madrid and Chelsea; Product Upward, the core is moving from "catching up" to "keeping pace", the newly released Linglong Master II achieved stable performance throughout the full lifecycle for the first time, supported by the "three generations simultaneous" R&D system; Channel Upward, the core is upgrading from "sales terminals" to "service positions", nearly 30,000 partner stores nationwide will achieve "same-day delivery" relying on the four-level distribution system.

R&D Determination Builds Generational Gap, Aiming for World Top 5 by 2030

"The core foundation of the 'Three Upward' is technical R&D." Zhou Lingkun stated that Linglong's R&D investment in 2025 was 978 million yuan, with cumulative expenditures exceeding 3.461 billion yuan in the recent four years, maintaining an industry high of about 4% of revenue for four consecutive years. Since 2026, 144 new patent authorizations have been obtained, an increase of 87.01% year-on-year. R&D focuses on three major areas: high-end supply technology, new materials, and digital intelligence, among which 85% of sustainable material tires have reached the EU tire label Grade A standard.

Looking to the future, Zhou Lingkun gave clear goals: striving to break through 160 million units in production and sales by 2030, with sales revenue exceeding 80 billion yuan, and production capacity entering the world's top five. To this end, Linglong will adhere to the globalization layout of "where the OEM goes, the factory builds", consolidate the first position in new energy supply, and deepen digital intelligence transformation, installing "AI new tires" for global operations.

"High-quality enterprises and innovative technologies can still traverse the cycle." Zhou Lingkun stated that the improvement of Chinese tire brand influence is an irreversible trend, and Linglong will firmly promote the continuous rise of Chinese tire brand value globally.

Pada masa ini, industri tayar China sedang berada di titik peralihan sejarah: struktur ekonomi dan perdagangan global mengalami penyesuaian mendalam, kadar penetrasi kereta elektrik baharu melebihi 60%, persaingan beralih daripada harga rendah kepada kepimpinan teknologi. Bagaimana syarikat teratas mengatasi halangan? Baru-baru ini, Pengurus Agung Linglong Tayar Zhou Lingkun menyatakan dalam temuramah khas dengan Xinhua Kewangan bahawa penyusunan semula industri menyediakan tetingkap penting untuk peningkatan kualiti dan kemajuan syarikat teratas. Linglong akan menggunakan strategi pertumbuhan terpadu 'ke atas jenama, ke atas produk, ke atas saluran' untuk membina keyakinan teras yang mampu melalui kitaran.

Tiga Gelombang Bertindih, Titik Peralihan Melahirkan Tetingkap Kemajuan

Zhou Lingkun meringkaskan keadaan industri semasa dengan 'tiga gelombang bertindih': Pertama, penyesuaian struktur ekonomi dan perdagangan global membawa 'Tanpa Meluas, Tersingkir'; Kedua, peningkatan kadar penetrasi tenaga baharu membawa 'menukar lorong untuk melangkau', pada Julai 2026, kadar penetrasi jualan eceran kenderaan penumpang tenaga baharu China telah melebihi 60%, keperluan tayar sedang beralih daripada tahan haus jimat minyak kepada senyap, pintar, selamat; Ketiga, peningkatan dimensi jenama daripada persaingan harga rendah kepada kepimpinan teknologi.

Berdasarkan trend, Linglong telah membuat susun atur menyeluruh. Dari segi eksport, kilang Thailand berkapasiti tahunan melebihi 17.2 juta tayar; Kilang Serbia sebagai pangkalan pengeluaran pertama syarikat tayar China di Eropah telah lulus semakan Volkswagen, Audi, BMW, jualan tahun 2025 meningkat 159.74% secara tahunan. Di landasan tenaga baharu, Linglong adalah penunggang terdepan bukan penangkap, sejak 2020 telah menerima pengiktirafan Sullivan berturut-turut lima tahun sebagai pengilang tayar OE kereta elektrik terkemuka di dunia, perkakasan merangkumi jenama utama seperti FAW Hongqi, BYD, Seres, Leapmotor. Dari segi jenama, Linglong telah memasuki sistem perkakasan jenama kenderaan global lebih daripada 70, lapan daripada 10 syarikat kereta terbesar dunia adalah rakan kongsi mereka, nilai jenama tahun 2026 mencapai 121.236 bilion yuan.

'Tiga Ke Arah Atas' Gelung Pertumbuhan Terpadu, Penerobosan Sistematik Halangan Premium

"“Tiga dimensi tidak ditangani secara terpencil, tetapi membentuk gelung pertumbuhan terpadu.” Zhou Lingkun menerangkan: Jenama ke atas, teras adalah daripada 'Mainstream China' menuju 'Mainstream Global', Linglong menakuki halangan konsesi Audi, BMW, Volkswagen, perkakasan terkumpul global melebihi 300 juta tayar, dan berkerjasama dengan IP sukan kelas atas seperti Real Madrid, Chelsea untuk mengembangkan pengaruh antarabangsa; Produk ke atas, teras adalah daripada 'menangkap' ke 'setara', Master Kedua Linglong yang baru dikeluarkan untuk pertama kalinya mencapai kestabilan prestasi sepanjang hayat kitaran, di belakangnya disokong oleh sistem penyelidikan dan pembangunan 'tiga generasi serentak'; Saluran ke atas, teras adalah daripada 'terminal jualan' ditingkatkan ke 'tapak servis', hampir 30,000 kedai kerjasama di seluruh negara akan bergantung pada sistem penghantaran peringkat empat untuk mencapai 'ketibaan hari ini'.

Ketegasan Penyelidikan Membina Jurang, Bertujuan Lima Teratas Dunia 2030

"““Tiga Ke Arah Atas”adalah teknologi penyelidikan sebagai tapak teras。”Zhou Lingkun menyatakan, pada 2025 pelaburan penyelidikan Linglong 978 juta yuan, empat tahun terakhir pengeluaran terkumpul melebihi 3.461 bilion yuan, nisbah pendapatan mengekalkan kira-kira 4% kedudukan tinggi industri selama empat tahun berturut-turut. Sejak 2026, 144 lesen paten baru diperoleh, meningkat 87.01% secara tahunan. Penyelidikan fokus pada tiga bidang teknologi perkakasan tinggi, bahan baharu dan digitalisasi, di mana 85% tayar bahan lestari telah mencapai piawaian label A Uni Eropah.

Melihat ke hadapan, Zhou Lingkun memberikan matlamat yang jelas: berusaha mencapai pengeluaran dan jualan melebihi 160 juta tayar menjelang 2030, pendapatan jualan melebihi 80 bilion yuan, skala kapasiti memasuki lima teratas dunia. Bagi ini, Linglong akan memegang penempatan global 'di mana kilang kenderaan pergi, di situ kilang dibina', mengukuhkan kedudukan pertama perkakasan tenaga baharu, dan memperdalam transformasi digital-pintar, memasang 'tayar baru AI' untuk operasi global.

"“Perusahaan berkualiti, teknologi inovatif masih boleh melalui kitaran。”Zhou Lingkun menyatakan, peningkatan pengaruh jenama tayar China adalah trend tidak boleh disongsang, Linglong akan memajukan peningkatan nilai jenama tayar China secara global secara berterusan.