轮胎行业：2024年高景气收官，节后开工恢复性提升－月报-东海证券

High Barrier Packaging Plastics Market Research Report Information By Type (Polyethylene (PE), Polypropylene (PP), Polyethylene Terephthalate (PET), Ethylene Vinyl Alcohol (EVOH), Others), By Product Type (Bags and pouches, Contain

美国市场:汽车零部件及轮胎店销售额依然处于历史同期较高水平， 汽柴油消费量、汽车销量相对稳定，总体来看轮胎下游需求比较稳

Thin film coating plays a significant role in applications such as optoelectronics, semiconductor, display manufacturing, and the medical field owing to its superior scratch and wears resistance properties.

Rubber gloves, also known as latex gloves, are protective hand coverings made from natural rubber latex or synthetic materials such as nitrile, neoprene, vinyl, butyl etc. They are commonly used in various industries and sectors, including medial, food handling, cleaning, laboratory work, and manufacturing, to protect against contamination, chemicals, pathogens, and other hazards. The healthcare industry is the largest consumer of rubber gloves, accounting for a significant portion of the global market. The recent COVID-19 pandemic has further fueled demand for rubber gloves due to heightened awareness of infection control and hygiene practices. Technological advancements in glove manufacturing processes, including automation, quality control, and product innovation, have led to improvements in glove quality, performance, and cost-effectiveness, driving market growth. The expansion of end-use industries such as healthcare, pharmaceuticals, food, and chemicals, has created new opportunities for rubber glove manufacturers to cater to growing demand.

10月轮胎上游原材料价格:2024年10月丁二烯均价12631.25元/吨，环比减少3.70%，同比上涨46.70%;天然橡胶均价 2055.26美元/吨，环比上涨5.31%，同比上涨35.90%;丁苯橡胶均价16523.91元/吨，环比上涨3.49%，同比上涨 30.63%;炭黑均价7908.06元/吨，环比减少3.99%，同比减少20.66%;锦纶帘子布均价21750元/吨，环比减少0.85%， 同比减少1.79%。

Rubber gloves are indispensable tools in a wide array of industries, providing essential hand protection, hygiene, and safety for workers, healthcare professionals, and consumers alike. From healthcare settings to food processing facilities, laboratories, manufacturing plants, and household chores, rubber gloves serve as a barrier against harmful substances, pathogens, and contaminants, ensuring the wellbeing of individuals and the integrity of products and processes.

7月轮胎上游原材料价格: 2024年7月丁二烯均价12998.91元/吨，环比下降0.38%，同比上涨97.31%;天然橡胶均价1695.00美元/吨，环比下降4.11%， 同比上涨26.61%; 丁苯橡胶均价15269.57元/吨，环比上涨0.33%，同比上涨

轮胎行业具备市场规模大、技术壁垒高、品牌属性强的特点，2023 年全球规模超万亿元，硫化技术及产品配方构成进入壁垒，消费品属性带来品牌溢价。中国轮胎企业在人工成本端、智能制造端优势显著，短期凭借人口红利已实现规模快速扩张、中期正凭借智能制造优势加速全球化进程，长期有望凭借技术实力获得品牌溢价，兑现成长属性、剑指全球消费巨头。本篇为《轮胎行业系列深度报告之制造篇》，中国轮胎企业凭借自动化实力、加速全球化拓展。

6月轮胎上游原材料价格：2024年6月丁二烯均价13048.75元/吨，环比上涨14.89%，同比上涨118.83%；天然橡胶均价 1767.63美元/吨，环比上涨3.93%，同比上涨29.54%；丁苯橡胶均价15220元/吨，环比上涨12.90%，同比上涨36.73%；炭黑均价7796.67元/吨，环比下降12.89%，同比下降2.83%；锦纶帘子布均价22500元/吨，环比持平，同比上涨5.57%。