Wind power forging to ride the wind and waves

2022-04-13

Forging is the use of forging machinery, the metal billet pressure to shape, so as to obtain a certain performance, shape and size of the forgings. The mechanical properties of forgings are generally better than those of castings of the same material. Forgings are mainly used for important parts with high load and complex working conditions in all kinds of machinery. Forgings are therefore widely used in wind power, construction machinery, mining machinery, nuclear power, aerospace, shipbuilding, electric power, petrochemical and many other industries.
According to the size and shape of the forgings, the structure of the tools used and the forging equipment, forging is mainly divided into free forging, die forging and ring forging. Among them, ring rolling is the manufacturing technology of bearing ring, gear ring, flange ring and other seamless ring parts by rotating plastic deformation.
Ring rolling technology is very important for the development of wind power. The main forgings that need to be applied in wind power units include wind power gearbox forgings, wind power bearing forgings and wind power tower flange forgings. With the development of ring rolling technology, ring rolling has developed from simple geometric precision control to coordinated control of geometric precision and structure performance, realizing ring shape control manufacturing, which is the main development trend of high-end ring product manufacturing technology.
China is the world's main forgings producer and consumer, forgings output has been the world's first for many years. However, compared with the modern forging history of Europe and America, China's forgings industry started late, and high-end products are still dependent on imports.
For example, wind power bearings are considered to be one of the two most difficult wind power segmentation areas, forgings is the basis of wind power bearings. Xinqianglian has become a representative of local enterprises replacing Domestic products. One of the main reasons is that it holds Shengjiu Forgings, which fully ensures the integrity of raw material supply and industrial chain. The latter is also invested by Shenzhen Venture Capital Manufacturing Transformation and Upgrading New Materials Fund, currently holding 45.8%.
The high-end road of large-scale fan drive
According to the public account of Wind Power Toutiao, on October 19, 2021, Haifang won the bidding of the wind turbine (including tower) of Cangnan no.1 Offshore wind power Project of China Resources Power With the price of 4061 yuan /kW, which was more than 40% lower than the price of the same period last year. Then in November, China Haifeng became the first candidate to win the bid for THE Xiangshan Tuzi offshore wind turbine project of CGN with the price of 3,830 yuan /kW.
The continuous decline in the bidding price of wind power has improved the cost performance of wind power. This is also the main reason why the wind power sector became popular in A-shares last year, and the upsizing of wind turbines is the main contributor to the decline in the bidding price of wind power. The upsizing of the fan makes the efficiency improvement brought by the capacity increase much higher than the cost increase, and the bidding price will naturally decline.
Zheshang Securities selects Goldwind Technology, Mingyang Intelligent, Yunda Shares, electric wind power in 2020, 2021H1 installed capacity and 2021H1 installed orders, as well as the proportion of large-scale wind power units in the weighted calculation. It is expected that the weighted average installed power of units will reach 3.3MW in 2021, and even 5.8MW during the 14th Five-Year Plan period.

However, with the upsizing of fans, the increase of various parts and components, among which the blade length has exceeded 100 meters, and the diameter requirements of tower cylinders and flanges are also larger than before. Wind power flange leader Henggrun shares in the feasibility analysis report of private increase fund-raising said that wind power bearings, wind power gearbox and other components are the core transmission components of wind power units, but also the focus and difficulty of domestication of high-power fans. This also put forward higher requirements for basic forgings.