韩泰大型轮胎增益
2025年11月7日，韩泰轮胎公布了其2025年第三季度的运营业绩，表现超出预期。轮胎部门实现了创纪录的收入和利润，展现了其在全球高端轮胎市场的强大竞争力。
数据显示，第三季度销售额达到2707亿韩元（约合132.3亿元人民币），营业利润达到5192亿韩元（约合254.4亿元人民币）。尽管面临全球原材料价格波动和供应链重组等行业挑战，该公司盈利能力仍稳步提升，其核心财务指标在全球十大轮胎企业中表现尤为突出。
这一成就背后，是韩泰轮胎精准把握汽车行业高端化与电动化趋势的战略成功，长期聚焦于大尺寸轮胎和新能源汽车专用轮胎两大核心赛道，形成了规模效应与技术溢价并重的增长模式。
Behind this achievement lies Hankook Tire's strategic success in accurately grasping the trends of premiumization and electrification in the automotive industry, and its long-term focus on the two core tracks of large-size tires and new energy vehicle-specific tires, forming a growth model that combines economies of scale with technological premium.
韩泰轮胎长期以来推行的大尺寸轮胎销售策略本季度取得了关键性突破，其18英寸及以上轮胎的全球销售份额提升至47.4%，较上半年47.2%的份额稳步增长，持续引领着行业向大尺寸轮胎发展的趋势。
值得注意的是，作为韩泰轮胎的战略重地，中国市场大尺寸轮胎的销售占比达到了64.9%，接近市场的三分之二，充分展现了其对中国消费者需求的深刻洞察。
随着汽车产业向高端化升级，大尺寸轮毂已成为豪华轿车及中高端SUV的标准配置。新能源汽车的普及进一步推动了这一趋势——电池组带来的额外重量对轮胎的承载力和稳定性提出更高要求，而大尺寸轮胎凭借更大的接地面积和更强的结构刚性，正成为主流选择。
韩泰轮胎在大尺寸轮胎市场的深耕，不仅提升了品牌溢价能力，更借助J.D. Power研究中79%的原配轮胎更换忠诚度，形成了“高端原配-替换市场”的良性循环，为业绩增长提供了持续动力。
在专为新能源汽车设计的轮胎领域，韩泰轮胎的销售份额在第三季度提升至27%，这标志着其“双轮驱动”战略的深入实施。支撑这一成绩的核心在于韩泰iON系列轮胎的技术突破。自2022年推出以来，该系列成功攻克了轮胎行业中“滚动阻力、耐磨性与抓地力”这一“不可能三角”的难题。
针对新能源汽车续航焦虑、高扭矩输出及车身较重等特点，iON系列采用富含硅元素的配方与均匀硫化技术以降低滚动阻力，通过电动车专属轮廓设计提升10%的弯道刚性，并借助优化的横向沟槽设计获得欧盟标签A级湿抓地力认证，同时保证了低噪音与舒适的驾乘体验。
Hankook's deep cultivation in the large-size tire market has not only enhanced its brand premium but also, leveraging the 79% original equipment tire replacement loyalty found in J.D. Power research, has created a positive cycle of "premium original equipment - replacement market," providing continuous momentum for performance growth.
In the field of tires specifically designed for new energy vehicles, Hankook's sales share increased to 27% in the third quarter, marking the deep implementation of its "dual-wheel drive" strategy. The core support for this achievement is the technological breakthrough of Hankook's iON series tires. Since its launch in 2022, this series has successfully overcome the tire industry's "impossible triangle" challenge of "rolling resistance, wear resistance, and grip."
Addressing the characteristics of new energy vehicles—range anxiety, high torque output, and heavier vehicles—the iON series uses a silica-rich compound and uniform vulcanization technology to reduce rolling resistance, improves cornering rigidity by 10% through EV profile technology, and achieves EU Label A-level certification for wet grip through optimized lateral groove design, while also ensuring a low-noise and comfortable experience.
其中，iON evo型号凭借“三重A欧盟标签”在行业内实现了罕见的“帽子戏法”，赢得了《Auto Bild》和《WhatTyre》等权威杂志的测试冠军，并荣获iF设计奖，成为市场标杆产品。在合作支持方面，韩泰持续扩大与领先汽车制造商的伙伴关系，进一步巩固了其技术领先地位。
目前，其新能源汽车供应网络已覆盖保时捷、宝马、比亚迪、小米、智己及零跑等国内外知名品牌，并成为无人驾驶出租车公司“萝卜快跑”L4级自动驾驶车辆的供应商，服务于武汉、深圳等城市的商业化运营。
2025年新增的小米YU7车型合作预计将供应超过40万辆
Currently, its new energy vehicle (NEV) supply network covers renowned domestic and international brands such as Porsche, BMW, BYD, Xiaomi, Zhiji, and Leapmotor. It has also become the supplier for the L4 autonomous vehicles of the driverless taxi company "Luobo Express," which are used in commercial operations in cities like Wuhan and Shenzhen.
The newly added Xiaomi YU7 model partnership in 2025 is expected to supply over 400,000 轮胎每年，合作规模超过5亿元人民币。与此同时，与Lucid（美国）和起亚（韩国）等品牌的合作，进一步拓宽了其在全球新能源汽车供应链的布局。
此外，韩泰还收购了汽车热管理系统供应商翰昂系统，构建了“轮胎+热管理”的多元化生态体系，旨在为新能源汽车提供更为全面的解决方案。
Furthermore, Hankook has acquired Hanon Systems, an automotive thermal management system supplier, building a diversified ecosystem of "tires + thermal management" to provide more comprehensive solutions for NEVs.
