Rebirth 99 to become a car giant.

Chapter 616 The pain of wind power bearings, huge profits refresh cognition

When Nanshan Semiconductor was preparing to flex its muscles in the mobile phone chip industry, time had officially entered the second half of 2010.

The past six months have been very worthy of book-marking for China's automobile industry.

Since China became the world's largest car market last year, China's car sales have been the global champion every month.

Now basically no one will worry about when China will lose this honor.

Therefore, on July 7st, various car brands actively announced their sales data for the first half of the year, which can be described as red hot.

Thanks to the rapid development of the automobile industry, Nanshan Group's business is naturally very good.

However, Cao Yang did not let the victory go to his head.

The more this happened, the more he wanted to hear about the shortcomings of each business unit.

Therefore, at the first ministerial meeting in July this year, he asked everyone to report not on their achievements, but on their shortcomings.

Not to mention, under this request, a lot of problems were discovered.

"Mr. Cao, we have sorted out the market share of the domestic bearing industry. In the first half of this year, our share in the non-automotive field dropped by as much as five points."

Since she wanted to hear bad news, Zeng Tingting naturally wouldn't hide it.

He also knew that Cao Yang was no longer interested in all kinds of good news.

Bearings were considered the core product of Nanshan Group when it was founded, so Zeng Tingting has always paid close attention to them.

"Why did it drop?"

"Which manufacturer took the lost share?"

Cao Yang was stunned for a moment.

He did not expect that Nanshan Group would stumble in the field of bearings.

It stands to reason that after so many years of development, Nanshan Bearing's share in the automotive and machine tool equipment fields is constantly increasing, and it is the largest bearing manufacturer in China.

The relevant technical strength is comparable to that of SKF, Schaeffler, Seiko, NTT, Minebea, Fujikoshi, JTEKT, and Timken, the eight largest bearing manufacturers in the world.

Especially in the automotive industry before, Nanshan Bearing made SKF, NTT and other companies miserable.

In the high-speed rail industry, Schaeffler was also defeated.

Unexpectedly, under such circumstances, the share of bearings in the non-automotive field could actually drop by 5%.

Although 5% may not seem very impressive, it is actually a very exaggerated decrease in share.

This shows that there must be some special story happening in the middle.

"The main reason is that the wind power industry has risen rapidly in the past six months, and many wind power projects have been launched in various places."

"We have never been involved in the wind power bearing business before, so this order cannot be compared with other manufacturers."

"According to our investigation, the bearings used in wind power equipment are mainly monopolized by ThyssenKrupp's Rothedel, SKF and Timken."

"Especially ThyssenKrupp's Rothedel, although it is not among the eight largest bearing manufacturers in the world, it is very strong in large bearings."

"In the field of wind power equipment, they have the largest market share in the industry, and their share is almost ten points higher than the second-placed SKF."

When Zeng Tingting said this, Cao Yang immediately asked: "In other words, our share has declined because of the rise of wind power equipment."

“And then this part of the market was taken away by ThyssenKrupp and SKF?”

Cao Yang didn't expect that it would end like this.

Wind power is developing very fast and will develop even faster in the next ten years.

This is also an area that Cao Yang values ​​​​more, so some time ago, Nanshan Carbon Fiber set up a factory to produce wind turbine blades.

Relying on the wind power blade business, Nanshan Carbon Fiber's influence in this industry has been completely consolidated.

Unexpectedly, I paid attention to the wind turbine blades in the wind power equipment, but I did not notice that the wind turbine bearings were so special.

"Yes, wind power bearings are currently produced by ThyssenKrupp and other foreign manufacturers, and even the entire wind power equipment is mainly foreign-funded. Domestic manufacturers such as Modu Electric, Envision Energy and other wind power equipment markets The share is also far lower than that of Vestas, American General Motors and Siemens."

Since Zeng Tingting wanted to report to Cao Yang, she naturally also conducted a series of investigations.

She could easily answer all Cao Yang's questions.

But the more she answered, the more questions Cao Yang had.

"What's the origin of this Vestas?"

"Why haven't I heard of it?"

"Why do you think it's more powerful than General Motors and Siemens?"

Although Cao Yang has better vision than many people, his knowledge is certainly not omnipotent.

There are still many areas that I have never touched in this life.

For example, he is relatively unfamiliar with the situation of wind power equipment.

"Vestas is a Danish wind power equipment manufacturer. In the field of wind power, they are the number one company in the world."

"Even the second-ranked American General Motors and the third-ranked Siemens cannot compare with them."

"And last year, Vestas established a localized factory in the north and quickly won many orders for wind power projects in the grasslands."

"Our share of bearings in the domestic non-automotive field will decline this year, and it has something to do with Vestas."

"According to our investigation, Vestas purchases its wind turbine bearings from ThyssenKrupp and SKF."

Zeng Tingting explained this, and Cao Yang probably knew it well.

This wind turbine bearing looks very special.

"The wind power industry has developed rapidly in recent years, and the profits of wind power equipment should be high, otherwise manufacturers such as General Motors and Siemens would not look down on it."

"As a relatively important part of wind power, wind power bearings should not be cheap, right?"

If you don’t understand, just ask, there’s nothing to be ashamed of.

Zeng Tingting also knows Cao Yang's character relatively well.

"Wind power bearings generally refer to the main shaft bearings of wind power. It is the core component of the wind turbine. It is known as the 'heart' of the wind turbine and is the core connecting transmission component between the generator and the hub."

"This part has high technical barriers and a low localization rate. The domestic market has long been monopolized by SKF and other foreign-funded companies."

"Unlike ordinary bearings, the main shaft bearings of wind power plants are relatively large in size. The outer diameter can reach 3 meters or even more than 4 meters, and the weight can reach more than 10 tons."

"This kind of bearing has very high requirements for special steel, and has high requirements for the heat treatment technology and surface treatment technology of special steel."

"After all, wind power equipment is installed outdoors and needs to withstand the test of wind and rain."

"In recent years, bearing giants such as SKF and Schaeffler have set up production bases and technology centers in China, but their high-end bearing R&D and manufacturing centers still remain in their home countries, which shows their wariness and blockade against our country!"

"In wind power equipment, the value of blades and wind power bearings should account for more than half of the entire equipment."

"A single wind power bearing, depending on the power generation of the wind turbine, the size of the wind power bearing will also change significantly."

"For example, for a set of wind power equipment worth 800 million yuan, the cost of the bearings inside is about 150 million yuan."

“Basically it’s the most expensive single part.”

"If it is a very large wind turbine, a bearing can cost several million."

"Of course, if it is a small wind turbine, there are tens of thousands or hundreds of thousands of wind turbine bearings, but these are not mainstream."

"The bearings of mainstream wind turbines are basically priced at more than 100 million yuan."

What Zeng Tingting said refreshed Cao Yang's understanding.

In my previous life, I could see wind turbines in many places. I originally thought that they only had three blades that rotated in conjunction with the equipment, so they would not be very expensive.

I didn’t expect it to be cheap.

The most critical thing is that the wind turbine bearings are actually ignored.

It shouldn't be.

In the future, China's wind power installed capacity will increase explosively. The total value of bearings in this market may not be particularly exaggerated, but the profits are definitely very considerable.

Nanshan Group itself has special steel and bearing businesses, and it probably has a good idea of ​​the costs.

For example, for a wind power bearing priced at 150 million yuan, it is estimated that the production cost of the bearing manufacturer is less than 50 yuan. Even if the output is relatively large, it is possible to control it within 20 yuan.

If the price of special steel is further reduced, it is possible to reach 10 each.

What is that concept?

More than ten times the profit!

No wonder SKF's bearing manufacturers have been so severely suppressed by Nanshan Bearing in the automotive field, but they can still maintain their position as the world's top eight bearing manufacturers, and their lives in China are not too miserable.

There is a reason why these international giants can always give their employees high wages and benefits.

If there weren't so many people paying for their high-priced products, these high wages and benefits would not be sustainable.

"You arrange for people to contact various wind power manufacturers and recommend our wind power bearing solutions to them."

"Whether Thyssenkrupp or SKF, their bearings are all shipped from Europe. There is definitely no advantage in terms of delivery time or cost."

"Even European equipment giants like Vestas definitely hope that their equipment production costs can be reduced, so that they can have greater profit margins and greater room for price cuts to face domestic equipment manufacturers. competition."

"As for domestic wind power equipment manufacturers such as Modu Electric and Envision Energy, their enthusiasm for developing domestic wind power bearings is definitely higher."

"We will come up with a technical solution for wind power bearings as soon as possible and try to produce a batch to see if we can meet the technical requirements of those equipment manufacturers."

Now that he has realized the problem of wind power bearings, Cao Yang will definitely not let this market go.

And large bearings can actually be used not only on wind power bearings, but also on large power generation equipment.

In the future, Nanshan Bearing's business can also be expanded as a whole, including the large bearing business.

For some other manufacturers, it may be challenging to produce large bearings that meet technical requirements and have cost advantages, but for Caoyang and Nanshan Group, this is certainly not a big problem.

Zeng Tingting naturally had no objections to this.

She also couldn't bear to see the people at Thyssenkrupp and SKF continuing to live a comfortable life in China relying on the wind power bearing business.

This is sorry for her efforts in the automotive bearing business.

As for Nanshan Group's move, everyone who is interested will naturally know about it.

"Xue, does Nanshan Group produce wind turbine bearings?"

Scott put down his cell phone and called Xue Wenqiang over.

Anderson, the general manager of Vestas' China region, had just called him and told him that Nanshan Group had visited Vestas and wanted to supply bearings to Vestas.

As the main source of profit for SKF in China, the wind power bearing business is a business that Scott will never allow to lose.

Otherwise, after losing a large number of orders in the automotive and machine tool fields, and then losing the wind turbine bearing business, Scott would really need to consider finding another job.

"No!"

"I have never heard that Nanshan Group produces wind turbine bearings."

<divclass="contentadv"> "Wheel hub bearings, gearbox bearings, engine bearings, machine tool bearings, and even high-speed rail bearings, these are the businesses that Nanshan Bearing is good at."

"But there are absolutely no wind turbine bearings in this."

“Even in China, most wind power equipment still needs to be imported.”

"Even domestic equipment manufacturers import their spindle bearings from us or ThyssenKrupp and Timken."

"The total market share of our three companies in wind power bearings exceeds 80%, which is basically something that other manufacturers cannot surpass."

Xue Wenqiang gained a rare confidence.

He has also become a lot greasier over the years.

Sometimes, in his view, life is a process of constantly accepting oneself as an ordinary person.

He once imagined that his performance would increase year by year, his position would be continuously promoted, and he would eventually become the president of SKF China.

Now he is willing to work as a sales manager.

Not to mention SKF sliding down to the position of president, he has no illusions about the position of sales director.

After my mentality improved, my life became more comfortable.

After all, having no desires means being strong!

Now Scott suddenly mentioned Nanshan Group's wind power bearings in front of him, and he immediately had an ominous premonition.

Is it possible that the life that I have been comfortable for several years is going to be troubled again?

If I had known that I would be like Xiao Qin, he would have switched jobs to Nanshan Group.

"I remember that you have a classmate in Nanshan Group. Is he also responsible for the bearing business?"

Scott has known Xue Wenqiang for almost ten years, and he knows a lot about Xue Wenqiang quite well.

Of course, Xue Wenqiang also knew very well that Scott had several girlfriends in China.

"Yes, but we haven't been in touch for a while."

Xue Wenqiang naturally knew what Scott was planning.

Many college classmates had relatively close ties when they first graduated.

Even two or three years after graduation, when they go to each other's cities, they still find each other to get together.

But slowly, as time goes by, everyone begins to have their own lives.

Especially after you start a family and start a career, you have less and less time for yourself.

Under this situation, even very close college classmates gradually become less connected.

It doesn't necessarily mean that everyone's feelings have faded, nor does it mean that one looks down on the other. It's just that they are used to not disturbing each other.

The situations of Xue Wenqiang and Xiao Qin are somewhat similar.

Their relationship in college was very good, and there were even scandals.

"Call her and ask her to see if you can get any useful information."

"Don't worry, you don't need to ask for any sensitive information. I just want to confirm whether Nanshan Group really produces wind power bearings and what its technical level is."

Scott had said it for this reason, so Xue Wenqiang naturally couldn't refuse.

Soon, he called Xiao Qin in front of Scott.

After some pleasantries, he pretended to be unintentional and asked: "I heard that you recently went on a business trip to the grassland. How was it? Did you go to the grassland for a walk?"

Vestas' factory in China is located in the grassland capital, and Xue Wenqiang is obviously following Xiao Qin's words.

As long as Xiao Qin's answer proves that she has indeed gone to the grassland recently, Xue Wenqiang can basically infer that Xiao Qin is now in charge of the wind power bearing business.

This means that Nanshan Group is really engaged in wind power bearings.

Otherwise there would be no need to go all the way to visit Vestas.

"You guys at SKF are very well informed!"

"Old Xue, you have been living a good life in the wind turbine bearing business these past few years, right?"

"Even though the growth in turnover is not ideal, the profit growth is very good, right?"

Xiao Qin Bingxue is smart and has been in the sales field for more than ten years. Naturally, she can understand many of Xue Wenqiang's meanings in just one sentence.

Everyone knows the basics, but they are not so easily fooled.

Hearing Xiao Qin say this, Xue Wenqiang was a little embarrassed.

But now that Xiao Qin knew what he was thinking, he simply admitted it.

"Hey, I can't help it, your Nanshan Group is too powerful."

"In terms of automotive bearings and machine tool bearings, we have been unable to survive in China."

"We just rely on the wind power bearing business to survive. Now you won't even come over and grab our business to survive, right?"

Xue Wenqiang said while watching Scott's reaction.

The other party has stayed in China for so many years, so naturally he can understand Mandarin.

He was also worried that Scott would be unhappy if he talked about SKF like that.

Fortunately, this time Scott was a rare open-minded person and had no intention of stopping Xue Wenqiang.

"Pull him down!"

"Is this called life extension?"

"Are you trying to steal money?"

"The wind power business has developed rapidly in the past few years, and the wind power bearing business has basically been taken away by you and ThyssenKrupp."

"I feel like your little life is very nourishing now."

Xiao Qin's words were really not a joke.

After the leader arranged for her to be responsible for the development of wind power business, she went to understand the situation carefully.

You won’t know this unless you investigate. Once you investigate, you will be shocked.

Emotional people can only make comfortable money with that kind of money.

For example, Nanshan Bearing supplies wheel hub bearings to various OEMs. The profit margin is only 10% to 20%, and rarely exceeds 20%.

But what about wind turbine bearings?

Without a profit margin of several hundred percent, I would be embarrassed to say that I sell wind turbine bearings.

"It's not as exaggerated as you said."

"We just earn some hard-earned money."

Xue Wenqiang said with a guilty conscience.

SKF's wind power bearings are imported from the headquarters.

The headquarters must have added a large amount of profit when selling it to the Huaxia branch, so he didn't understand the true cost.

But even so, the Huaxia Branch will double the price of the bearings imported from the headquarters and sell them to customers.

And this doubling also depends on the situation.

When you meet some big dogs and you are sure that you can control the other party, it is possible to quadruple your profits.

Of course, in this case, the public relations fees will definitely be relatively high.

Anyway, wind turbine bearings are often not produced entirely as standard parts.

Even if you compare it with SKF's quotations, you can't completely prove anything.

Therefore, the purchase of some wind power equipment is relatively bold.

The two people on the left and right knew each other's thoughts, and Xue Wenqiang would definitely not be able to find out any information.

But the phone call was not fruitless.

At least it can be confirmed that Nanshan Group is really going to develop wind power bearings.

SKF’s life will not be so easy in the future.

After hanging up the phone, Xue Wenqiang and Scott continued to discuss the next step.

Xiao Qin also decisively reported the situation to Zeng Tingting.

"Mr. Cao, SKF already knows the information about our visit to Vestas. I guess there should be some personnel at Vestas who have a close relationship with SKF and even have some interests."

"I feel that it will be more difficult to get orders from Vestas in the future."

"How about we simply change the direction and focus on China's local equipment manufacturers?"

"We can produce bearings and blades. By then, we will be able to produce the two core parts of wind power equipment."

"As long as we find a few Chinese equipment manufacturers to cooperate, we can quickly improve the technical level of domestic wind power equipment in the short term."

“When the time comes, domestic wind power projects will be taken over by these domestic equipment manufacturers.”

I have to say that Zeng Tingting is still very decisive.

Her thinking is also very clear.

If I can't get a customer, I will join forces with the customer's competitors to get orders from them.

As long as the competitors are strong enough, they can eventually take the largest order for wind turbine bearings.

Cao Yang naturally had no objection to this.

After all, it is his obsession to promote the localization of various equipment.

Nanshan Equipment does not need to produce wind power equipment, but he does not want China's wind power equipment to be imported from overseas.

This is equivalent to a disguised blood transfusion to competitors of Nanshan Equipment such as Siemens and General Motors.

"Since SKF and the others knew the news so quickly, there is no need for us to hide it."

"You can sort out our technical solutions for wind power bearings as soon as possible, select the parts that can be announced to the public, and publish them on the official WeChat account."

“At that time, we won’t have to visit customers all the time. Domestic wind power equipment manufacturers will also take the initiative to come to us.”

"As far as the wind power industry is concerned, various places are constantly supporting development, and the concentration of domestic wind power equipment manufacturers is not very high."

"We need to see which manufacturers are more sincere in cooperation and focus on cooperation with them."

Although competition is conducive to the development of the industry, disorderly competition is not in the interests of Nanshan Group.

Therefore, Cao Yang also wants to select two or three domestic wind power equipment manufacturers to focus on cooperation, so that these manufacturers can compete with international equipment giants such as Siemens and Vestas.