第8000台国产风机主轴承下线 风电核心大部件国产替代再上新台阶

Core Viewpoint - Envision Energy and Luoyang Bearing Group have successfully produced the 8000th domestically developed wind turbine main bearing, marking a significant achievement in China's wind turbine bearing industry and contributing to the global low-carbon energy transition [1] Group 1: Development and Achievements - The domestic wind turbine main bearing development took nearly 7 years, transitioning from reliance on imports to global exports, enhancing China's manufacturing capabilities [1] - The collaboration between Envision and Luoyang has led to the successful opening of the "black box" of wind turbine main bearings, addressing technical challenges in materials, manufacturing processes, and testing [2][3] - Since the first domestically developed main bearing was launched in 2019, the localization rate of wind turbine main bearings in the industry has increased from 10% to approximately 60%, with Envision's wind turbines achieving an 80% localization rate [4] Group 2: Technical Innovations and Reliability - The partnership has focused on integrating detailed requirements from wind turbines into the bearing development process, resulting in improved performance and reliability [4] - Envision has applied friction power theory and accelerated fatigue testing to enhance the reliability of its self-developed main bearings, achieving a "zero failure" record over 7200 units in operation [3][4] - The main bearings have shown superior performance in key operational metrics compared to industry averages, contributing to extended service life [3] Group 3: Market Position and Future Outlook - In 2024, Chinese wind turbine manufacturers, including Envision, are expected to dominate global market share, with confirmed overseas orders reaching 13.5 GW, reflecting a year-on-year growth of over 50% [6] - The localization of key components like main bearings is crucial for ensuring supply chain security and supporting the energy transition, with expectations for significant capacity increases in the domestic market [6] - By 2030, Luoyang aims to achieve a revenue of 15 billion yuan, focusing on enhancing quality control and digitalization in production processes [6]