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Sailun Group Co., Ltd.
601058 · XSHG · Auto Parts · China
Sailun Group Co., Ltd. is a prominent manufacturer of tires, catering to a diverse array of vehicles globally. The company's primary function is the production and distribution of tires that serve passenger cars, commercial trucks, buses, and specialty vehicles. Emphasizing technological innovation, Sailun Group is dedicated to enhancing tire performance and safety through extensive research and development, which influences automotive safety standards worldwide. Sailun Group holds a significant presence in the automotive industry, impacting sectors ranging from consumer automobiles to commercial transportation networks. Headquartered in China, the company has expanded its reach across international markets, cementing its role as a crucial player in the tire manufacturing segment. By leveraging advanced technology and a commitment to sustainability, Sailun Group continues to contribute significantly to the automotive supply chain, supporting both consumer and industrial mobility needs.
Industry
Auto Parts
Consumer Cyclical sector · China
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Supply Chain
EV Battery Supply Chain
The EV battery supply chain is shaped by three structural constraints that interact to determine who can participate and at what scale: a single battery cell requires lithium, cobalt, nickel, manganese, and graphite — each sourced through its own constrained supply chain — meaning disruption to any one mineral cascades through cell production; gigafactory-scale manufacturing demands $2-5 billion in capital and two to three years to reach production quality, concentrating cell production among a small number of firms; and no single battery chemistry optimizes for energy density, safety, cost, and longevity simultaneously, forcing the system into parallel technology paths that fragment scale advantages.
Automotive Supply Chain
The automotive supply chain is shaped by three root constraints: just-in-time assembly dependency where parts must arrive in exact sequence to moving production lines, platform integration complexity where a single vehicle contains 20,000-30,000 parts sourced from hundreds of suppliers, and tooling commitment where retooling a production line requires years and billions of dollars in irreversible capital.
Natural Rubber Supply Chain
The natural rubber supply chain moves latex, sheet rubber, and technical rubber from tropical plantations to global manufacturers, shaped by three root constraints: rubber trees take seven years to mature and produce latex only through daily manual tapping that cannot be mechanized, production is concentrated in Southeast Asia because the trees require specific tropical conditions, and synthetic rubber cannot fully replace natural rubber in high-stress applications because the molecular structure of natural latex has properties that synthesis cannot replicate.