EPISODE · Aug 22, 2026 · 9 MIN
赛轮、中策、森麒麟:一条轮胎的利润,藏在产品、产地还是渠道?|EP31
from 投研随身听 · host 慢研播客
赛轮、中策和森麒麟都属于中国轮胎制造体系,却形成了三套不同的经营系统:赛轮用多国产地网络调度订单,中策用全品类与渠道汇总需求、把工厂和资产转得更快,森麒麟把高性能产品与有利原产地组合起来、提高单条轮胎利润。这期不做三家公司摘要,也不回答谁最好;我们用产品、产地、渠道和资本四个变量,解释同样卖轮胎,三家公司为什么赚的不是同一种钱。信息截止:2026-08-22。本节目不构成投资建议。
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赛轮、中策、森麒麟:一条轮胎的利润,藏在产品、产地还是渠道?|EP31
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