Analysis Of Industry Trends

Trend Direction Core Viewpoint
Price Revaluation Supply elasticity significantly decreases, price sensitivity to weather and geopolitics increases, and remains at a high level in the long term
K-type Differentiation Headline enterprises extend towards high-end special adhesives, small and medium-sized manufacturers accelerate elimination
Supply Chain Synergy Deep binding of upstream and downstream, downstream extends to the upstream to secure raw materials, and upstream extends to downstream to develop customized materials
Demand Upgrading The demand for new energy vehicles increases for low rolling resistance, high wear resistance, high-temperature resistance, and high-performance tires, driving up the proportion of high-end natural rubber usage