Affected by the promotion of the "double carbon" goal, China's wind power, photovoltaic and other new energy industries have accelerated their development, and some subdivided fields, such as wind power brake and other industries, have also ushered in unprecedented development opportunities.
There is such a listed company in Fengcheng, Jiangxi Province. Since its establishment for 30 years, it has been committed to the R & D, production and sales of industrial brakes. After the company entered the wind power subdivision track, the market share of China's wind power braking system has remained at more than 45% for many consecutive years, ranking first in the industry.
On February 26th, the reporter of Securities Daily went to Fengcheng, Jiangxi Province and interviewed Nie Jinghua, the chairman of Jiangxi Huawu Brake Co.Ltd(300095) board of directors. Talking about the biggest feeling of entrepreneurship for many years, he said, "if you want to do everything, you should do the best, and you should pursue the extreme, so that you can really do an enterprise well."
sneak silently
push port mechanism actuator localization
Compared with other industrial brakes, the wind power brake has poor working environment, complex working conditions, inconvenient maintenance and repair in high-altitude operation, and it is necessary to ensure the safe shutdown of wind turbine in any emergency, which requires the wind power brake to have excellent braking performance and high reliability.
"In the pursuit of product quality, we have rich experience and personal experience, which is to do a good job of products meticulously." Nie Jinghua told reporters that when he started his business in the early 1990s, he was 39 years old. Although he was poor at that time, he achieved his initial goal step by step with enthusiasm, momentum and tenacity, and he was not afraid of losing and starting from scratch.
\u3000\u3000 "At the beginning of the company, the brakes and brake pads of Chinese Hong Kong Machinery were all German products. Foreign products were so expensive that I wanted to do it myself. So I set up a brake and friction material research team to do the research and development of brakes and brake materials myself. But at the beginning, some technical indicators of brake pads did not meet the requirements of customers. When customers raised objections, we didn't say anything He said that he immediately recalled the problem products and continued to study and improve them. Finally, through the efforts of the team, he delivered qualified products and won the trust of customers. " Nie Jinghua said.
In this way, the Huawu team has been learning by doing and learning by constantly improving and improving the product quality. The company has finally promoted the localization of China's port machinery brakes and has always maintained the leading advantage in the industry. "The company has high cost performance brake products and master the core technology of friction materials, so this traditional business has maintained a stable growth momentum for many years."
The reporter noted that in terms of Hong Kong Machinery braking business, Jiangxi Huawu Brake Co.Ltd(300095) benefited from the digital and intelligent transformation and upgrading of Hong Kong Machinery in recent years, and the transition of products and services from single products to system integration. This business is expected to maintain a certain growth in the future.
wind power upstream brake
welcome good development opportunities
As an entrepreneur, Nie Jinghua has always maintained his fast, ruthless and accurate working habits and style. Shortly after the company went public in 2010, he chose to start again into the field of wind power.
In the face of this popular track, instead of blindly following the trend, he chose his familiar field - wind power brake. Now after years of development, Jiangxi Huawu Brake Co.Ltd(300095) has become the company with the largest market share in the subdivided field of China's wind power industry. The company's wind power brake products are widely used in the braking system of wind turbines, Customers basically cover the main wind power equipment manufacturers in China, including Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Guangdong Mingyang, Yuanjing new energy, Zhejiang Yunda, Sany Heavy energy, Crrc Corporation Limited(601766) , Dongfang Electric Corporation Limited(600875) , Guodian united power, etc.
"In the field of wind power brake, the company's wind power yaw brake maintains a leading position in the market all over the country. At the same time, it is also actively improving product quality and expanding the international market." Nie Jinghua, Jiangxi Huawu Brake Co.Ltd(300095) chairman, said that in the future, the wind power industry is expected to continue to maintain a high outlook, and the company's related businesses are expected to continue to benefit in depth.
According to statistics, in 2021, the national wind power showed a high-quality leap forward development trend. The installed capacity of wind power connected to the grid exceeded 300 million KW, the wind power generation exceeded 600 billion kwh, the new installed capacity of offshore wind power increased significantly, and the utilization rate of wind power increased. Looking forward to the future, carbon neutralization is conducive to the development of wind power industry, and offshore wind power has great development potential. Jiangxi Huawu Brake Co.Ltd(300095) through continuous technical transformation and product upgrading of wind power products, further enhance the market competitiveness of products. At present, Jiangxi Huawu Brake Co.Ltd(300095) has the batch supply capacity of high-power fan brakes, which can meet the requirements of onshore and offshore models.
The reporter noted that the overall installed price of wind power decreased in 2021, and the cost of wind turbine also decreased year by year. The data showed that the cost of onshore wind turbine in 2021 was 2500 yuan / kW, with an average annual decrease of about 100 yuan. In 2021, the cost of offshore wind turbine will be 7000 yuan / kW, with an average annual decrease of about 300 yuan. "With the reduction of the overall installed price of wind power in 2021, the price of the company's wind power products has also been adjusted with the industry trend. However, due to the small proportion of the braking system in the value of the whole wind power machine, the adjustment range is not large." Jiangxi Huawu Brake Co.Ltd(300095) company said.
The company also said that in the future, large MW wind turbines will be the development trend. The company has more technical advantages in large MW. With the increase of unit MW, the value of onshore wind turbine braking products will remain stable, and the value of single MW of offshore wind turbines will also increase with the increase of MW. At the same time, with the increase of megawatts of fans, the demand for brakes of a single fan will also increase. For example, 3MW fans need 6 ~ 7 brakes, while 5wm fans need 10 ~ 12 or more brakes; In addition, due to the long distance from the shore, high maintenance costs, complex operating conditions, higher performance requirements for moisture, moisture and oil leakage prevention of offshore fans, therefore, offshore fans have higher requirements for brake performance and reliability, so the value of a single unit will also be improved.
Dissatisfied with the existing achievements, Jiangxi Huawu Brake Co.Ltd(300095) under the leadership of Nie Jinghua, chairman of the board, has been quietly sneaking and constantly seeking breakthroughs. In the field of wind power, in 2021 Jiangxi Huawu Brake Co.Ltd(300095) has signed supply contracts for the next three years with Siemens COMESA, nordex and other overseas customers. At present, it is in close negotiation and cooperation with Ge to strive for a greater breakthrough in the overseas fan brake Market.
At the same time, the company actively responds to the development trend of large-scale wind turbines and develops corresponding brake products, which can meet the demand of 10MW or even more wind turbines. In the military industry sector, with the large-scale demand for military aircraft during the 14th Five Year Plan period and the finalized mass production of a certain type of aeroengine, Jiangxi Huawu Brake Co.Ltd(300095) military industry business is expected to achieve a new breakthrough.
