According to the Huatai Securities Research Report, on December 18, the European Commission decided not to implement the preliminary anti-dumping ruling on China's semi-steel tires, but the final ruling is expected to be implemented in July 2026 as planned. Previously, the EU has initiated anti-seizure procedures on related products, and tariffs can be retroactively imposed on them. Affected by this, the number of tires exported by China to the EU has dropped sharply recently. Huatai Securities believes that the risk of EU retroactive taxation still exists. EU customers are still willing to seek stable and safe high-quality production capacity overseas. Leading companies with sufficient overseas production capacity will also continue to accept EU orders and achieve global expansion.

According to the Huatai Securities Research Report, on December 18, the European Commission decided not to implement the preliminary anti-dumping ruling on China's semi-steel tires, but the final ruling is expected to be implemented in July 2026 as planned. Previously, the EU has initiated anti-seizure procedures on related products, and tariffs can be retroactively imposed on them. Affected by this, the number of tires exported by China to the EU has dropped sharply recently. Huatai Securities believes that the risk of EU retroactive taxation still exists. EU customers are still willing to seek stable and safe high-quality production capacity overseas. Leading companies with sufficient overseas production capacity will also continue to accept EU orders and achieve global expansion.