> 数据图表如何了解②头部胎企订单：头部输美订单同比分化，森麒麟&玲珑稳健上涨(月度)2026-9-2②头部胎企订单：头部输美订单同比分化，森麒麟&玲珑稳健上涨(月度)参考头部自主输美订单数(非金额值/Q1+4为淡季)：头部胎企凭借性价比优势在美市场持续抢占份额，输美订单持续攀升。n （1）赛轮：26/08月度同比-14%(26年欧洲反倾销落地订单溢出存结构性调整)；26Q2同比-14.5%；23/24/25年同比+29/+43/+17%；n （2）森麒麟：26/08月度同比+21%；26Q2同比+24.2%；23/24/25年同比+48/-5/+4%；n （3）玲珑：26/08月度同比+6%；26Q2同比+4.4%；23/24/25年同比+5/+55/+34% 。图表：赛轮输美订单数（票）图表：森麒麟输美订单数（票）图表：玲珑输美订单数（票）订单数yoy订单数yoy订单数yoy350030002500200015001000500040220260220280220201220221220220320240320260320280320201320221320220420240420260420280420201420221420220520240520260520280520201520221520220620240620260620280620221.510.50-0.5140012001000800600400200021.510.50-0.5202202402202602202802202012202212202203202403202603202803202013202213202204202404202604202804202014202214202205202405202605202805202015202215202206202406202606202806202订单数yoy环比订单数yoy环比100008000600040002000022Q222Q322Q423Q123Q223Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2120%100%80%60%40%20%0%-20%-40%3500300025002000150010005000120%100%80%60%40%20%0%-20%-40%1Q222Q223Q224Q221Q322Q323Q324Q321Q422Q423Q424Q421Q522Q523Q524Q521Q622Q629008007006005004003002001000250020001500100050001.210.80.60.40.20-0.2-0.4-0.6202202402202602202802202012202212202203202403202603202803202013202213202204202404202604202804202014202214202205202405202605202805202015202215202206202406202606202806202订单数yoy环比100%80%60%40%20%0%-20%-40%1Q222Q223Q224Q221Q322Q323Q324Q321Q422Q423Q424Q421Q522Q523Q524Q521Q622Q62资料来源：Importinfo，中泰证券研究所 备注：上述数值为输美订单数、非金额值，且不包含欧洲和其他海外订单（截至202608，每月1号更新）13中泰证券综合其他
