The existing news has made domestic tire companies mixed. Worryingly, due to the impact of anti-dumping investigations in the United States and Brazil, the export market of tires in the second half of the year may encounter resistance, and domestic sales pressure will increase. The good news is that demand recovery in the second quarter and tire market sales are booming. determine. According to interviews with securities Times reporters in the industry, the tire market demand recovered in March this year. The sales in April and May were very good and slightly worse in June. Generally, it can be determined that the performance of listed tire companies in the first half of the year can achieve year-on-year growth, especially The company is dominated by the domestic market. Cing Dingkun, an analyst at CIC Securities, said that in June, some companies will carry out some promotional activities and competition will intensify, so prices may decline slightly, affecting the gross margin in June. Fengshen shares secretarial secretary Han Faqiang was honest in the interview. The company's sales in the first half of the year were indeed better, mainly due to the maintenance market growth and the export market rebounded. He disclosed that the maintenance market of Fengshen shares increased by more than 130% year-on-year in the first half of the year, and the export market stopped falling and rebounded, returning to the 80% level of the same period of last year. However, the matching market has not yet improved, but on the contrary, there have been many declines. He said that there is no specific data for the matching market, but the decline rate is indeed larger. Although there has been growth, the sales structure of products has determined that the growth rate is not the same. Due to the financial crisis and anti-dumping investigations in the United States and Brazil, industry insiders believe that the relatively high growth of tires listed companies in the first half of the performance growth is relatively low, the domestic listed companies will have relatively good performance, Among these listed companies, the highest export ratio is S-Guitton, followed by Aeolus shares, followed by Qingdao Double Stars and Ngai Tire A. It is understood that Fengshen shares this year is planning to adjust the product sales structure, making the export, matching and maintenance market each accounted for 30%, while the tires A main domestic market, is the domestic maintenance market share of the company. Mou Dingkun believes that to analyze the profitability of these listed companies, one must look at sales, and the other depends on the gross margin of products. He revealed that from the survey data, the sales situation is indeed more optimistic, after each month of March sales data is beyond the company's expectations, and because of the low cost of rubber at the beginning of the year, product gross margins are also maintained at a high level, the more inventory The longer the high company maintains a low-cost market, the higher the product's gross margin will be. Among several companies, Mou Dingkun believes that the growth of Yuxi Tire's performance in the first half of the year is relatively easy to determine because the company's export ratio is small and the domestic market is stable. In addition, the company stocks more rubber in low-priced locations, and the relatively high gross profit will last longer. In fact, the data in the first quarter showed that the gross profit rate of all listed products of tire companies showed a significant increase from the previous month. Fengshen shares secretarial secretary Han Faqiang also stated that the gross profit margin in the first quarter should be able to continue in the second quarter and even maintain the relative level in the third quarter. He revealed that the company's current use of raw materials is relatively low, about 15,000 yuan per ton, and there are many inventories.