风电装备制造

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威力传动李想:跳起来摘得风电装备制造“王冠上的宝石”
Shang Hai Zheng Quan Bao· 2025-09-25 18:16
作为深耕风电齿轮箱领域的制造企业,威力传动偏航减速器、变桨减速器在国内市场占有率多年领先。 2020年,威力传动自主研发的首台套10兆瓦海上风电机组配套减速器,攻克了多个关键核心部件研制瓶 颈,为我国自主研发并投入运行的单机容量最大的海上风电机组提供技术与产品支持,填补了国内大功 率海上风电减速器的空白,也为大国重器贴上了"宁夏制造"的标签。 "公司主营业务是风电减速器、增速器的研发、生产和销售,自主研制的多种型号产品,能够适应不同 风力资源和环境条件。"李想说,减速器与增速器的生产研发具有协同性,这些产品共同构成了威力传 动在风电精密传动领域的完整解决方案。 李想告诉记者,风电装备制造领域门槛高,研发新产品流程复杂,开发新客户耗时长,前些年的行业内 卷,对企业创新攻关能力的要求持续提高。在这种环境下,威力传动连续多年加大在风电减速器结构设 计、传动效率、工艺精度、疲劳寿命等方面的研发投入,并在上海建设"飞地"研发中心,公司研发部门 每年开发100多种新产品。 "公司在深交所上市以来,研发投入快速增长,最近三个会计年度累计研发投入总额超过1.2亿元。"李 想说,目前公司拥有有效专利204项,其中发明专利31项 ...
威力传动(300904) - 2025年9月18日投资者关系活动记录表
2025-09-18 09:12
Group 1: Company Overview - Wei Li Transmission was established in 2003 in Yinchuan, with over 1,000 employees and specializes in R&D, production, and sales of wind power gearboxes [1] - The company has become a key supplier for major domestic wind power enterprises and has entered the qualified supplier lists of international companies like Siemens-Gamesa and Adani [1] Group 2: Core Competitiveness - The company's gearboxes feature advantages such as smooth engagement, low noise, good sealing performance, high efficiency, lightweight, and low cost, attributed to advanced technology and processes [2] - The use of high-quality alloy steel and advanced heat treatment processes enhances the durability and fatigue life of the gears [2] Group 3: Smart Factory Development - As of August 2025, the total investment in the wind power gearbox smart factory reached CNY 1.231 billion, with construction progressing smoothly [2] - The factory is in a critical phase of construction, with core production equipment mostly delivered, and efforts are underway to ensure operational readiness [2] Group 4: Production Capacity and Profitability - The factory's production capacity will gradually ramp up, with a focus on improving operational proficiency and optimizing production line efficiency [2] - The expected gross margin post-production is anticipated to increase significantly due to enhanced product value and economies of scale [3] Group 5: Market Outlook - The global wind power installed capacity is projected to grow, with an expected addition of 981 GW from 2025 to 2030, driving demand for wind power gearboxes [3] - In China, the newly installed wind power capacity reached 51.39 GW in the first half of 2025, a year-on-year increase of 98.88% [3] - The Chinese market for main gearboxes in wind power is estimated to grow from USD 3.136 billion in 2023 to USD 4.263 billion by 2030 [3]