--- title: "A surge in prices! Zhongce Rubber, Sailun Group, SENTURY... collectively rising" type: "News" locale: "en" url: "https://longbridge.com/en/news/282019667.md" description: "Today in the A-share market, the tire sector performed strongly, with leading stocks in the industry collectively rising, and SENTURY increasing by 4.13%. The decline in raw material costs and the plummet in international oil prices have created profit space for tire companies, boosting market sentiment. At the same time, the drop in shipping costs has also eased the cost pressure on export companies. Overall, the strong performance of the tire sector is a result of changes in the macro environment and a recovery in the fundamentals of the companies" datetime: "2026-04-08T10:00:39.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282019667.md) - [en](https://longbridge.com/en/news/282019667.md) - [zh-HK](https://longbridge.com/zh-HK/news/282019667.md) --- # A surge in prices! Zhongce Rubber, Sailun Group, SENTURY... collectively rising Today in the A-share market, the tire sector performed remarkably, showcasing a strong trend of "all lines in the red." By the close, leading stocks in the industry collectively surged, and market sentiment was high. Among them, SENTURY led the sector with an increase of 4.13%; Zhongce Rubber followed closely with a rise of 3.36%, and Sailun Group increased by 3.28%. Meanwhile, companies such as Linglong Tire, General Motors, Qingdao Double Star, Triangle Tire, and Guizhou Tire also saw gains, keeping the sector's heat high. This wave of collective excitement is not coincidental but rather a result of the resonance between a sudden change in the macro environment and a recovery in corporate fundamentals. **Cost Side "Unbinding": Plummeting Oil Prices Open Up Profit Space** The core logic supporting the strong performance of the tire sector stems primarily from significant benefits on the raw material cost side. On the news front, on April 8th, Beijing time, the U.S. and Iran reached a temporary ceasefire agreement lasting two weeks, marking a significant turning point in the Middle East geopolitical situation. As a result, international crude oil futures experienced a sharp decline, with WTI crude oil futures dropping nearly 20%, both falling below the $100 per barrel mark. The A-share oil and gas sector opened significantly lower, with major stocks like China National Offshore Oil Corporation and China Petroleum seeing substantial declines. However, the "darkest hour" of the crude oil market has become the "highlight moment" for the downstream chemical industry. Shandong Qisheng Futures analysis pointed out that the current crude oil market is showing a dual bearish logic of "cooling conflict expectations and a recovery expectation for Strait shipping traffic," with geopolitical risk premiums rapidly correcting. For tire manufacturing companies, the downward pressure on oil prices directly weakens the price support for key raw materials such as synthetic rubber and carbon black. Coupled with the previous high fluctuations and subsequent corrections in natural rubber prices, the decline in raw material prices starkly contrasts with the rigidity of tire end sales prices, opening up the market's imagination for the recovery of tire companies' gross margins. This "cost down, price stable" scissors effect will directly boost companies' future profit expectations, becoming a direct driving force for capital to rush in. **Logistics Side "Unblocking": Falling Shipping Costs Assist Export Recovery** For Chinese tire companies that heavily rely on exports, another benefit comes from the unblocking of logistics. As geopolitical risks cool down, the supply-demand relationship in the global shipping market is being reshaped, and the previously high shipping costs have shown a significant decline. This change greatly alleviates the cost pressure on export-oriented tire companies, not only reducing the logistics costs of products going overseas but also helping to restore overseas customers' willingness to place orders, ensuring steady growth in export orders SENTURY, Sailun Group, and other companies with a high proportion of overseas business have thus become the focus of capital pursuit. **Strategic "Reshaping": Global Layout Realizes Valuation Dividend** In addition to short-term benefits from costs and logistics, the "global layout" strategy that Chinese tire companies have insisted on in recent years is entering a performance realization period. From Southeast Asia to Europe, from Serbia to Mexico, leading Chinese tire companies are building a supply chain network that can effectively avoid trade barriers and radiate to global markets. This "Going Abroad 2.0" model allows Chinese companies to respond more flexibly to international trade frictions and capture more market share in the global market. The capital market is gradually realizing that Chinese tire companies are no longer limited to cyclical manufacturing and processing but are transforming into multinational enterprises with global competitiveness. Overall, the widespread rise in the tire sector today is a positive signal that the industry's "darkest hour" has passed and a turning point has been established. Driven by the release of raw material cost dividends, improved export environment, and the realization of corporate globalization dividends, the Chinese tire industry is ushering in a new round of prosperity cycle ### Related Stocks - [002984.CN](https://longbridge.com/en/quote/002984.CN.md) - [601058.CN](https://longbridge.com/en/quote/601058.CN.md) - [601118.CN](https://longbridge.com/en/quote/601118.CN.md) - [603049.CN](https://longbridge.com/en/quote/603049.CN.md) ## Related News & Research - [China’s Sailun to Invest USD11.4 Billion to Further Expand Tire Output Capacity in Egypt](https://longbridge.com/en/news/290186701.md) - [00:02 ETGiti Tire launches GitiSynergy H3 on BMW iX1 and iX2 OE nominations](https://longbridge.com/en/news/290381934.md) - [Tianjin Port Development unit Tianjin Port Co signs share-issuance deal to buy Tianjin Port Group terminal assets at RMB 4.36/share](https://longbridge.com/en/news/290427431.md) - [Heidelberg Druckmaschinen to buy manroland sheetfed service and spare parts business](https://longbridge.com/en/news/290649428.md) - [00:08 ETScheepvaart zet stap richting koolstofmineralisatie aan boord nu IMO voorstellen van Shanghai Qiyao Technology Group Co., Ltd. steunt](https://longbridge.com/en/news/290773022.md)