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料天然橡胶、合成橡胶价格有所下降,预计公司原材料压力有望在第三季度有所缓解,助力公司盈利能力改善。  市场对公司未来业绩增长路径有着清晰的认识。信达证券指出,公司持续加深全球化产能布局是未来业绩增长的核心动力,全球化的产能布局有望助推公司在全球市场更快速更稳健的成长。从新产能布局层面,公司正加速推进埃及、沈阳新和平生产基地落地,进一步完善全球产能网络。截至2025半年报,公司共规划建设年生产3,1

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