赛轮轮胎：5国8地建厂，真正的护城河为什么不是低成本？｜EP25

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2026年6月至7月，美国继续保留针对中国乘用车和轻卡轮胎的双反措施，欧盟对中国乘用车和轻型商用车轮胎落地4.3%至45.3%的最终反倾销税。轮胎因此成为观察贸易壁垒怎样重写制造业利润分配的典型行业。2025年，赛轮轮胎销售约8113万条轮胎，实现收入367.9亿元、归母净利润35.2亿元。节目从2012年的越南工厂讲到2026年的埃及项目，拆解多产地网络怎样创造价值、什么时候会退化成成本，以及为什么产地解决交付、技术解决产品、品牌才解决定价。信息截止：2026-08-20。本节目不构成投资建议。

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赛轮轮胎：5国8地建厂，真正的护城河为什么不是低成本？｜EP25

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