5 Dec 2025
Review of the key figures and data to emerge over the last seven days from leading players worldwide
SHARE PRICES
Selected tire manufacturers’ share-price trends
|
Company |
27-28 Nov |
4-5 Dec |
Change |
|
Bridgestone |
Yen7,287 |
Yen7,344 |
+0.8% |
|
Goodyear |
US$8.44 |
US$8.77 |
+3.9% |
|
Hankook |
KRW59,700 |
KRW62,200 |
+4.2% |
|
Michelin |
€28.19 |
€28.08 |
-0.4% |
|
Nokian Tyres |
€8.43 |
€8.60 |
+2.0% |
|
Pirelli |
€6.02 |
€6.10 |
+1.3% |
|
Sumitomo (SRI) |
Yen2,160 |
Yen2,263 |
+4.8% |
|
ZC Rubber |
CNY54.86 |
CNY56.47 |
+2.9% |
Selected rubber product manufacturers’ share-price trends
|
Company |
27-28 Nov |
4-5 Dec |
Change |
|
Avon Technologies |
£18.52 |
£18.16 |
-1.9% |
|
Cooper-Standard |
$30.92 |
$30.37 |
-1.8% |
|
Datwyler |
CHF156.00 |
CHF152.60 |
+0.4% |
|
Hexpol |
SEK86.16 |
SEK87.50 |
+1.6% |
|
Sanok Rubber |
PLN19.90 |
PLN20.00 |
+0.5% |
|
Semperit |
€13.00 |
€12.98 |
-0.2% |
|
Trelleborg |
SEK387.90 |
SEK401.60 |
+3.5% |
MATERIALS
Natural rubber
NR production demonstrated a “slower-than-anticipated” growth rate during the peak production month of October, reported the ANRPC: estimated to have reached 1.496m tonnes (t) during the month, up 2.65% year-on-year. Global consumption in October was estimated to have declined by 4.22% to 1.26mt, on impact of US tariffs and anti-dumping duties on China’s tire exports. For the full year, ANRPC expects 1.3% growth in production to 14.892m t and a 0.8% rise in demand to 15,565mt.
Natural rubber futures ended the final week of November mixed, said Japan Exchange Group (JPX). Prices were initially supported by heavy rainfall and flooding across several ASEAN-producing countries but held back by weakening demand and intensifying competition in China's vehicle market. But JPX also noted severe seasonal rainfall and flooding in Vietnam, southern Thailand, eastern Malaysia, and western Sumatra in Indonesia.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 21/11/25 |
Week to 2811/25 |
% Change |
|
Osaka |
RSS3 |
Jan‘26 |
333.3 (JPY) |
342.0 (JPY) |
+2.6% |
|
SHFE |
SCR/RSS |
Jan‘26 |
15,245 (CNY) |
15,395 (CNY) |
+1.0% |
|
INE |
TSR |
Jan‘26 |
12,375 (CNY) |
12,265 (CNY) |
-0.9% |
|
SICOM |
TSR20 |
Jan‘26 |
170.9 (US$c) |
172.7 (US$c) |
+1.1% |
|
SHFE |
BR |
Dec‘25 |
10,480 (CNY) |
10,415 (CNY) |
-0.6% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
Financial results reported over last two weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
International CSRC Corp. (incl carbon black) |
Q1-3/25 |
NT$12,024m (€329m) |
-10% |
n/s |
n/a |
|
Sanok Rubber |
Q3 |
PLN366m |
-2.4% |
PLN19.8m |
-6.2% |
|
Sanok Rubber |
Q1-3 |
PLN1,112m |
+0% |
PLN50.5m |
-11.6% |
|
NOK Corp. |
fH1/26 |
Yen359.3 bn |
-8.7% |
Yen15.7bn1 |
-17.7% |
|
Triangle Tire |
Q3/25 |
Yuan2.53bn (€307m) |
n/s |
n/s |
n/a |
|
Asahi Rubber |
fH1/26 |
Yen3.9bn (€22m) |
+5.2% |
Yen122m1 |
Vs loss of Yen48.9m |
|
Bekaert – Rubber reinforcement |
Q3/25 |
€393m |
-4.35 |
n/s |
n/s |
|
Yokohama Rubber (Group) |
Q1-3/25 |
Yen877.2bn |
+12% |
Yen100.7bn4 |
+20.8% |
|
Yokohama Rubber (Tires) |
Q1-3/25 |
Yen795.8bn |
+135% |
Yen93bn |
+18% |
|
Bridgestone |
Q1-3/25 |
Yen3.23trn |
~0% |
Yen368.4bn1 (adjusted) |
+4% |
|
Hankook Tire business |
Q3/25 |
KRW2.7trn |
+11.2% |
KRW519.2bn1 |
+10.4% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
4 Dec |
Eneos Corp. |
Add 10ktpa SSBR capacity |
Yokkaichi, Japan |
n/s |
By Dec 2027 |
|
4 Dec |
ContiTech |
CO2 exhaust gases from prod’n to make bio-based oils, materials |
Hamburg-Harburg, Germany site |
n/s |
Project with biotech startup Colipi |
|
3 Dec |
Kumho |
Build new tire plant |
Opole, Poland |
€502m |
To start up in Q3/28 |
|
2 Dec |
Shandong Daye Co. |
New tire bead wire plant |
Morocco |
€180m |
Investment implementation stage |
|
1 Dec |
Prometeon / CNRC |
Planned tire expansion |
Amreya, Egypt |
€345m |
|
|
1 Dec |
Yokohama Rubber Co. |
Opens new car tire plant |
Hangzhou, China |
€460m |
Official launch, phase I of 9m tires/yr unit |
|
27 Nov |
Tata Chemical |
Two new precipitated silica units in India |
Cuddalore, Tamil Nadu; Mithapur, Gujarat (+50ktpa) |
Cuddalore INR7.75bn (€75m) / Mithapur tba |
Both project to add 50ktpa capacity |
|
27 Nov |
Shenma |
Tire cord plant to start up Q3/27 |
Ningxia, China |
Yuan561m (€68m) |
35ktpa PA66 industrial yarn, 26ktpa dipped tire cord |
|
26 Non |
Pyrum Innovations |
Capital share issue |
Dillingen/Saar and Perl-Besch, Germany |
€21m |
Support expansion projects |
|
26 Nov |
Huangpu Tire |
Aircraft, speciality tire project |
Shaerqin, Inner Mongolia |
€150m |
30k aviation tires/yr, 80k speciality tires/yr |
|
21 Nov |
Pyrum Innovations |
Progressed 22ktpa ELT pyrolysis plant project |
Vresova, Czechia |
n/s |
Acquired 49% stake in JV with Suas Ecology valued at €8.6m |
|
19 Nov |
Trelleborg Marine and Infrastructure |
Marine and Infrastructure products prod’n |
Ho Chi Minh city, Vietnam |
n/s |
Officially opened 19 Nov |
|
18 Nov |
OCSiAl |
Graphene nanotube prod’n hub |
Differdange, Luxembourg |
$300m |
World’s largest GNT facility |
|
17 Nov |
HS Hyosung Advanced Materials |
Polyester tire cord production plant |
Nagpur, India |
$30m |
Planned project |
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