The demand for solid tires has exploded driven by new energy logistics vehicles, and the industry is accelerating its transformation towards "functionalization + greenization"

Since 2025, with the penetration rate of new energy logistics vehicles exceeding 40% and the annual growth rate of the intelligent warehousing robot market reaching 60%, the solid tires industry is undergoing structural transformation. Compared with traditional industrial scenarios, these new application scenarios have put forward higher requirements for the wear resistance, puncture resistance and low rolling resistance of tires. This has also forced related enterprises to accelerate technological iteration and capacity adjustment. The industry competition pattern is shifting from "scale competition" to "value competition".

The latest data shows that in the first quarter of 2025, the domestic solid tire market sales volume increased by 18% year-on-year, among which the demand in the warehousing and logistics sector rose by 35%. This is mainly due to the continuous expansion of intelligent warehouses in domestic logistics enterprises, the demand for solid tires from automated forklifts and AGV robots, which has driven the proportion of high-end solid tire products to increase from 22% in 2022 to 38%.

The demand changes in the field of new energy logistics vehicles are even more significant. Due to the 30% to 50% increase in battery weight, the "high energy consumption" problem of traditional solid tires has become increasingly prominent: Test results from a certain new energy vehicle manufacturer show that the range of logistics vehicles equipped with ordinary solid tires is 15% shorter than that of vehicles using vacuum tires. In response to this, some enterprises have specifically developed "lightweight solid tires", achieving a 12% reduction in weight and an 8% decrease in rolling resistance through a honeycomb-shaped tire design. At present, such products have been matched with leading logistics enterprises such as SF Express and J&T Express, and the order volume has increased by more than 50% year-on-year.