赛轮轮胎(601058)盈利同环比持续增长，新建产能放量可期

东海证券07-11

投资要点业绩略超预期，行业景气度持续向好。公司预计2024年H1实现归母净利润21.2-21.8亿元同比增加102.68%-108.41%；实现扣非归母净利润20.30-20.90亿元，同比增加79.01%-84.30%；Q2单季度实现归母净利润10.9-11.5亿元，同比增加57.74%-66.43%，环比增加5%-11%。据隆众石化统计，国内2024年Q2全钢胎产量3766万条，环比增长...

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