由于需求强劲和供应有限,天然橡胶价格猛涨33%Yoy;轮胎制造商面临赢利挑战。 Natural rubber prices surge 33% YoY due to strong demand and limited supply; tyre manufacturers face profitability challenges.

本财政年度头五个月,天然橡胶价格逐年上涨33%以上,平均达到每公斤238卢比。 Natural rubber prices have risen over 33% year-on-year in the first five months of the fiscal year, reaching an average of Rs 238 per kg. 这一激增是由于需求强劲和供应有限,预计2024年市场赤字将增加两倍。 This surge is due to strong demand and limited supply, with a projected tripling of the market deficit in 2024. 由于天然橡胶占轮胎重量的20-40%,轮胎制造商可能面临盈利方面的挑战。 Tyre manufacturers may face profitability challenges as natural rubber constitutes 20-40% of tyre weight. 当前的供应问题正在促使OEM考虑替代的外包和降低成本战略。 The ongoing supply issues are prompting OEMs to consider alternative sourcing and cost-reduction strategies.