Tire companies gradually resume work Rubber prices or shock are running strongly

During the Spring Festival, most domestic tire companies arrange regular shutdown and holiday, and the shutdown time is mostly concentrated in the twenty-third day of the lunar month (January 17) to the twenty-third of the lunar month (January 17), and the number of holiday days ranges from
7-18 days.
Affected by this, the weekly operating rate of semi-steel tire sample enterprises before the holiday (as of January 23) dropped to 24.
48%, and the weekly operating rate of all steel tire sample enterprises dropped to 30.
05%.

After the holiday, the resumption of work of tire companies was postponed
.
The Department of Human Resources and Social Security of Shandong Province issued a document requiring all kinds of enterprises in the province to resume work no earlier than February 9 (the 15th day of the first month) before the 24th, according to the requirements of the document, the start of tire enterprises in the province will be delayed by 7-10 days
than originally planned.
It is estimated that the operating rate of semi-steel tire sample enterprises after the holiday (as of January 30) was 10.
18%, down 14.
30% from before the holiday, and the overall operating rate in January was 40.
43%, down 24.
41%
from the previous month.
The operating rate of the all-steel tire sample enterprises was 12.
06%, down 17.
99% from before the holiday, and the overall operating rate in January was 46.
21%, down 22.
37%
from the previous month.

Before the holiday, tire companies actively reserved inventory, and the overall inventory of manufacturers was high, mostly maintained at about 1.
5 months of turnover days
.
Shandong Weifang area was affected by the pre-holiday production restrictions, and the inventory reserve was slightly lower than the same period of previous years, but the overall impact was not large
.
In terms of agents, first-level agents and some second-generation agents are subject to task pressure, and the inventory reserve is large, basically in 1.
5-2 months, and some merchants are about
2.
5 months.
Other dealers and stores mostly adopt the on-demand and on-demand strategy before the holiday, and the inventory is relatively flexible, and most of them are at a low level
.

During the seventh to fifteenth of the first month of previous years, major tire manufacturers held dealer meetings, and this year many manufacturers chose to postpone, the specific time is to be determined, and the tire channel distribution time node will be postponed
.
Traffic control information was released in many regions, and auto parts cities and tire repair shops were also announced to postpone their opening, and the start of the entire logistics and transportation this year is expected to be postponed
.
In terms of exports, it is reported that some exporters will resume work next Monday (February 3), and whether they can deliver goods normally needs to pay attention to transportation issues
.
It is reported that at 0:00 on January 30, Dongying Expressway temporarily closed 7 expressway toll booths; From 0:00 on January 31, Qingdao will temporarily close the entrances and exits of 17 expressway toll stations in its jurisdiction, and the above traffic control will have a direct impact
on the circulation of the tire market.