European Tyre Association (Tyres Europe) released sales data for member replacement tyres in the second quarter of 2026 and the first half of the year, as well as tyre import data for January to May. Association Secretary General Adam McCarthy stated: "Replacement tyre demand in Europe strengthened in the second quarter of 2026, especially for truck and passenger car tyres."

Overall Recovery of the EU Market

Passenger car tyre salesincreased by 3% compared to the second quarter of 2025, with cumulative sales in the first half of the year growing by 2%.

Among them,all-season tyres led the market again, with quarterly sales increasing by 15%, and 9% growth in the first half; summer tyre sales dropped by 2%, continuously losing market share to all-season tyres; winter tyre quarterly sales decreased slightly by 1%, and cumulative sales in the first half were still 5% lower than the same period last year.

Mileage driven decreased this quarter, reflecting a significant rise in average fuel prices and weakened consumer confidence due to the ongoing conflict in the Middle East. After a sharp decline in import volume in the first quarter, imports rebounded this quarter.

Truck and passenger car tyre sales grew by 13% in the second quarter, with cumulative growth of 7% in the first half. Despite geopolitical issues and high fuel and energy costs, freight activities and business confidence remained resilient. Truck tyre imports rose significantly in both the first and second quarters.

Agricultural tyre sales declined again, with a quarterly drop of 7%. However, this decline slowed significantly compared to the first quarter.Motorcycle and scooter tyre sales increased by 1% in the quarter, with cumulative growth of 4% in the first half.

China's Share of EU PCLT Imports Dropped Significantly

On July 7, 2026, the European Commission concluded its anti-dumping investigation into imports of Chinese PCLT tyres (passenger car and light truck tyres), determining that Chinese tyres entered the EU at dump prices and caused material injury to the EU tyre industry.

The European Commission imposed final duties of 4.3% to 45.3% on the products concerned, effective July 8, 2026, for a period of five years, with no retroactive effect.

Due to concerns about tariff retroactivity, importers hoarded inventory during the first three quarters of 2025 (when China accounted for 70% of EU imports).As inventory was drawn down, Chinese tyre imports in the first quarter of 2026 fell by 57%, with share dropping to 42%.Import volumes remained flat in April-May, with a cumulative share of 51% for January to May.

Import volumes from other sources increased by approximately 40% in both quarters, but failed to fully offset the decline from China. From January to May 2026, the EU 27 countries + UK region'sPCLT tyre import volume fell 6% year-on-year. Among them:

Chinese imports dropped by 24%, with share falling to 58% (72% in the same period of 2025), returning roughly to 2019 levels.

ASEAN suppliers filled the gap: share increased from 7.4% to almost 19.9%.Thailand led the growth, with imports rising from 2 million units to nearly 6 million, and Vietnam imports growing more than doubling to over 3 million units.

Cambodia increased from a near-zero base in 2025 to 2.3 million units, becoming a significant supply source; Indonesian import volumes also grew.Many tyres from ASEAN sources are produced in factories held by Chinese enterprises. The combined share of South Korea and Japan remained stable at 14.6%.

The UK was not bound by this tariff regime, and its share of tyres imported from China remained unchanged (approximately 75% in 2026), which boosted the overall share for the "EU 27 countries + UK" region.

TBR Tyre Imports, ASEAN Leads

In TBR (truck and bus) tyre imports,South Korea, Japan, and China lost out to Thailand and Vietnam.

In the first five months of 2026, TBR tyre imports from non-European markets into the EU 27 countries and UKincreased by nearly 27%, with growth rates similar in the first quarter and April-May.

Thailand and Vietnam currently account for nearly 61% of total imports, higher than the combined 57% in the same period last year, and far above the less than 30% in 2019. Within five months,imports from Thailand grew by 33%, and imports from Vietnam grew by 38%.

AlthoughChinese import volume increased by 9%, its share dropped from 19% in 2025 and 2019 to 16%, weakening its position.

Imports from India tripled,becoming the fourth-largest source, with a share of 6%. This overtook Egypt and South Korea – both of which saw a decline in import volume and a significant shrinkage in market share.

The concentration of European truck and passenger car tyre trade supplyis increasingly shifting towards the ASEAN region, a trend that is quite evident. Since 2019, this shift has largely come at the expense of more traditional tyre sources such as South Korea and Japan.

Overall, the latest data paints an industry picture being reshaped by trade policy: moderate recovery on the demand side, while the supply side experiences a drastic structural reshuffle – China's PCLT tyre market share in Europe dropped sharply from 72% to 58%, and ASEAN suppliers achieved a share leap that would have taken a decade in just three years.

Behind this reshuffle lies the "indirect rescue strategy" completed by Chinese tyre enterprises through overseas capacity layout. This is both a test of the globalization capability of the Chinese tyre industry and a report card on supply chain resilience.