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中国半钢替换市场内外资占比：内资升至69%，六年提升8个百分点

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所属报告：

中策橡胶-603049-A股公司研究报告：国内第一的轮胎企业海外布局持续推进-260715（38页）.pdf

打包全文图表

2019年至2026年，中国半钢胎替换市场内外资占比格局持续向国产倾斜。图片数据显示，内资品牌占比从2019年的61%升至2026年的69%，累计提升8个百分点；外资品牌占比从39%降至31%。国产轮胎凭借性价比优势及逐步积累的品牌优势，在替换市场的份额持续扩张。数据来源：格物致胜，申万宏源研究

中国半钢替换市场内外资品牌占比（2019—2026E）
年份	内资品牌占比	外资品牌占比
2019年	61%	39%
2020年	61%	39%
2021年	63%	37%
2022年	66%	34%
2023年	66%	34%
2024年	67%	33%
2025E	68%	32%
2026E	69%	31%

数据来源：格物致胜，申万宏源研究

从2019—2026年中国半钢替换市场内外资占比的变化来看，可以提炼出三个关键判断：
内资占比从61%升至69%，六年提升8个百分点。图片数据显示，内资品牌在替换市场中的占比从2019年的61%稳步提升至2026年的69%，年均提升约1.1个百分点。国产胎在替换市场的主导地位持续强化，2022年突破66%后进入高位平台期，2026年有望达到69%。
替换市场内外资格局与配套市场形成鲜明对比。图片数据显示，2026年替换市场内资占比预测69%，外资31%，而配套市场内资占比仅49.3%，外资50.7%。替换市场国产品牌已占据近七成份额，而配套市场仍为内外资均势格局。消费者在替换轮胎时对国产品牌的偏好显著强于整车厂配套选择。
2022—2023年内资占比跃升最显著，从63%升至66%。图片数据显示，2021年内资占比63%，2022—2023年连续两年维持在66%，较2021年提升3个百分点，为统计周期内增幅最大的阶段。2024—2026年增速趋缓，进入稳步提升阶段。国产胎在替换市场的份额提升已从“加速期”转入“稳步渗透期”。