When Nanshan Semiconductor was ready to show its strength in the mobile phone chip industry, the time officially entered the second half of 2010.

The past six months have been a very worthwhile for China's automotive industry.

Since Huaxia became the world's largest car market last year, Huaxia has been the world's top car seller every month since.

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

Therefore, on July 1, various auto brands have actively announced their sales data for the first half of the year, which can be described as a hot red.

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

However, Cao Yang was not carried away by the victory.

The more this happens, the more he wants to hear about the shortcomings of each division.

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 requirement, a lot of problems have been found.

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

Since she wanted to hear bad news, Zeng Tingting naturally would not hide it.

He also knew the information of the various good news now, and Cao Yang was no longer interested.

Bearings are the core products of Nanshan Group at the beginning of its establishment, so Zeng Tingting has always been more concerned.

"Why is it going down?"

"Which manufacturer took the lost share?"

Cao Yang was stunned for a moment.

He didn't 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 field of automobiles and machine tools is increasing, and it is the largest bearing manufacturer in Huaxia.

The relevant technical strength is not far behind even for SKF, Schaeffler, Toei Seiko, NTN, Minebea, Fujikoshi, JTEKT, and Timken, which are among the world's top eight bearing manufacturers.

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

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

Unexpectedly, in this case, the share of bearings in the non-automotive field can actually drop by 5%.

Don't look at 5% doesn't seem to be very remarkable, but it's actually a very exaggerated share decline.

This shows that there must be something special going on in the middle.

"The main reason is the rapid rise of the wind power industry in the past six months, and a lot of wind power projects have been launched in various places."

"And we have never been involved in the wind power bearing business before, so there is no way to compare this part of the order with other manufacturers."

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

"In particular, ThyssenKrupp's Roth Erde, although it does not belong to the world's eight major bearing manufacturers, but in terms of large bearings, the strength is very strong."

"In the field of wind power equipment, they are the first in the industry, and their share is almost ten points higher than that of SKF, which ranks second."

As soon as 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 snatched up by thyssenkrupp and SKF?"

Cao Yang didn't expect it to be such an ending.

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

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

Relying on the wind turbine blade business, we will completely consolidate the influence of Nanshan Carbon Fiber in this industry.

I didn't expect to pay attention to the wind turbine blades in the wind power equipment, but I didn't notice that the wind power bearings were so special.

"Yes, wind power bearings are basically produced by foreign manufacturers such as ThyssenKrupp, and even the entire wind power equipment is dominated by foreign capital, and the market share of domestic manufacturers such as Modu Electric and Envision Energy is far less than that of Vestas, General Motors and Siemens."

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

All Cao Yang's questions, she can easily answer.

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

"What's this Vestas?"

"How I haven't heard of it."

"How can I listen to you, it seems to be more powerful than American General and Siemens?"

Although Cao Yang's vision is better than many people, his knowledge is definitely not omnipotent.

There are still quite a few fields that I have not been exposed to in my previous life.

For example, the situation of wind power equipment is relatively unfamiliar to him.

"Vestas is a wind power equipment manufacturer in Dan/Mai, and in the field of wind power, they are the world's number one existence."

"Even the second-place American General and the third-place Siemens are not comparable to them."

"And last year, Vestas set up a localized factory in the north and quickly won a lot of orders for wind power projects on the grassland."

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

"According to our investigation, Vestas' wind power bearings are all sourced from thyssenkrupp and SKF."

Zeng Tingting explained this, Cao Yang probably knew it.

This wind power bearing seems to be very special.

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

"As a more important part of wind power, the price of 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 personality well.

"Wind power bearing generally refers to the spindle bearing of wind power, which is the core component of the wind turbine, known as the 'heart' of the wind turbine, and is the core connection transmission part of the generator and the hub."

"The technical barriers of this part are high, the localization rate is low, and the domestic market has been monopolized by foreign-funded enterprises such as SKF for a long time."

"Different from general bearings, the size of the spindle bearing of wind power is relatively large, 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 high requirements for special steel, and has high requirements for heat treatment technology and surface treatment technology of special steel."

"After all, wind turbines are installed outdoors and need to withstand the test of wind and rain."

"Over the years, SKF, Schaeffler and other bearing giants have set up production bases and technical centers in China, but their high-end bearing R & D and manufacturing centers still remain in their own country, which shows the wariness and blockade of 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, according to the size of the wind turbine power generation, the size of the wind power bearing will also have a relatively large change."

"For example, a set of 8 million yuan wind power equipment, the cost of the bearings in it is about 1.5 million."

"It's basically the most expensive of the individual parts."

"If it is the kind of super-large wind turbine, the price of a bearing can go to several million."

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

"For mainstream wind turbines, the price of bearings is basically more than 1 million yuan."

Zeng Tingting said this, which can be regarded as refreshing Cao Yang's cognition.

In my previous life, wind turbines could be seen in many places, and I originally thought that it was just three blades rotating with the equipment, which should not be very expensive.

I didn't expect it to be cheap.

The most important thing is that the wind power bearing itself has been ignored.

It shouldn't be.

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

Nanshan Group has its own special steel and bearing business, and it is also roughly aware of the cost.

For example, the wind power bearing priced at 1.5 million yuan, it is estimated that the production cost of the bearing manufacturer is less than 500,000 yuan, and even if the output is relatively large, it is possible to control it within 200,000 yuan.

If you compress the price of special steel, it is possible to achieve 100,000 each.

What's that concept?

More than ten times the profit!

It is no wonder that SKF's bearing manufacturers have been suppressed by Nanshan Bearing so badly in the automotive field, and they can always maintain their status 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 have been able to give their employees high wages and benefits.

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

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

"Whether it is thyssenkrupp or SKF, their bearings are all shipped from Europe, and there is definitely no advantage in terms of delivery time or cost."

"Even European equipment giants such as Vestas must hope that their equipment production costs can be reduced, so that they will have greater profit margins and greater room for price reduction to face the competition of domestic equipment manufacturers."

"As for the domestic wind power equipment manufacturers such as Modu Electric and Envision Energy, their enthusiasm for the development of domestic wind power bearings must be 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 go of this market.

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

In the future, the business of Nanshan bearing can also be expanded as a whole to engage in the business of large bearings.

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

Zeng Tingting naturally has no opinion on this.

She also can't get used to the people of ThyssenKrupp and SKF, relying on the wind power bearing business in China and continuing to live a comfortable life.

I'm sorry for her efforts in the automotive bearing business.

And Nanshan Group's move, people who are interested naturally know it.

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

Scott put down his phone and called Xue Wenqiang to him.

Just now, Anderson, the general manager of Vestas in China, called him and told him that Nanshan Group had visited Vestas and wanted to supply bearings to Vestas.

As SKF's main source of profit in China, the wind power bearing business is a business that SKF absolutely does not allow to lose.

Otherwise, after losing a large number of orders in the automotive and machine tool fields, and losing the wind power bearing business, Scott really needs to think about finding a job again.

"Nope!"

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

"Wheel bearings, gearbox bearings, engine bearings, machine tool bearings, and even high-speed rail bearings are all businesses that Nanshan Bearing is good at."

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

"Even in China, most of the wind power equipment still needs to be imported."

"Even if it is a domestic equipment manufacturer, their spindle bearings are imported from us or from ThyssenKrupp and Timken."

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

Xue Wenqiang was rarely confident.

Over the years, he has also become a lot more greasy.

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

He once fantasized that his performance would skyrocket year by year, his position would continue to rise, and he would eventually become the president of SKF China.

Now I am willing to do the work of a sales manager.

Not to mention that SKF is the president of the company, and even the position of sales director, he has no illusions.

After the mentality is better, life is more comfortable.

After all, no desire is rigid!

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

Could it be that the days that I have been comfortable for several years are going to make waves again?

knew that he was like Xiao Qin, and he jumped to Nanshan Group.

"I remember that you have a classmate in Nanshan Group, is he also in charge of the bearing business?"

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

Of course, Xue Wenqiang is also very aware that Scott has several girlfriends in Huaxia.

"Yes, but we've been out of touch for a while."

Xue Wenqiang naturally knew what Scott was thinking.

Many college students, when they just graduated, they were still relatively close.

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

But slowly, with the passage of time, everyone began to have their own lives.

Especially after starting a family, there is less and less time for yourself.

In this case, even very close college classmates slowly become less connected.

It's not necessarily that everyone's feelings have faded, and it's not necessarily who looks down on whom, it's just that they're used to not bothering each other.

The situation of Xue Wenqiang and Xiao Qin is a little similar.

At the beginning, their relationship in college was very good, and there were even scandals.

"Give her a call and see if you can get any useful information."

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

Scott has said it all to this point, and Xue Wenqiang naturally has no way to refuse.

Soon, he called Xiao Qin in front of Scott.

After a pleasant greeting, he pretended to be unintentional and asked, "I heard that you recently went on a business trip to the grassland, how is it, have you gone to the prairie for a walk?" ”

Vestas's factory in Huaxia is located in the capital of the grassland, and Xue Wenqiang is obviously also playing Xiao Qin's words.

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

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

Otherwise, there would be no need to go out of your way to visit Vestas.

"You SKF are very well informed!"

"Lao Xue, you have relied on the wind power bearing business in recent years, and your life has been very good, right?"

"Even though the turnover growth 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, so naturally she can hear many meanings of Xue Wenqiang in one sentence.

Everyone knows the roots, but it's not so easy to fool.

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

But now that Xiao Qin knows his thoughts, he simply admits it.

"Hey, there's no way, your Nanshan Group is too powerful."

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

"It also relies on the wind power bearing business to continue its life, and now you won't even grab our life-saving business, right?"

Xue Wenqiang said as he watched Scott's reaction.

The other party has been in China for so many years, so he naturally understands Mandarin.

When he said that about SKF, he was also worried that Scott would not be happy to hear it.

Fortunately, this time Scott was rarely open-minded, and he didn't have any intention of stopping Xue Wenqiang.

"Pull it down!"

"Is this called life extension?"

"You're robbing money, aren't you?"

"In recent years, the wind power business has developed rapidly, and the wind power bearing business has basically been taken away by you and thyssenkrupp."

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

Xiao Qin's words are really not a joke.

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

I don't know if I don't investigate, and I'm shocked when I investigate.

The money of the emotional family is comfortable.

For example, the hub bearings supplied by Nanshan Bearing to various OEMs have a profit margin of 10%~20%, and rarely exceed 20%.

But what about wind power bearings?

Without a profit margin of several hundred percent, I am embarrassed to say that I sell wind power bearings.

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

"We're just making some hard-earned money."

Xue Wenqiang said a little weakly.

SKF's wind turbine bearings are imported from the head office.

When the headquarters sold it to the Huaxia branch, it must have added a large amount of profits, so he didn't understand the real cost.

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

And this doubling also depends on the situation.

When you meet some big dogs, it is possible to quadruple when you are sure that you can handle each other.

Of course, in this case, the public relations fee will definitely be more.

Anyway, wind power bearings are not exactly standard parts in many cases.

You just compare SKF's offer, and you can't fully prove anything.

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

The two people on the left and right both knew each other's thoughts, and Xue Wenqiang definitely couldn't ask for any news.

But the call wasn't without success.

At least it can be determined that Nanshan Group is really going to engage in wind power bearings.

Life for SKF has not been so easy since then.

Hanging up the phone, Xue Wenqiang and Scott continued to discuss the next step of the response.

And Xiao Qin's side also decisively fed back this situation to Zeng Tingting.

"Mr. Cao, SKF already knows the information that we went to visit Vestas, and I estimate that there should be some people on Vestas side who have a close relationship with SKF, and even have some interests."

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

"Why don't we just change the direction and focus on the local equipment manufacturers in China?"

"We can produce bearings, we can also produce blades, and we can produce the two core parts of wind power equipment at that time."

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

"When the time comes, let these domestic equipment manufacturers get the domestic wind power projects."

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 unite with this customer's competitor and get orders from the opponent's side.

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

Cao Yang naturally has no opinion on this.

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

Nanshan Equipment does not produce wind power equipment, but he also does not want Huaxia'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 they know the news so quickly, we don't need to hide it."

"You can sort out the technical scheme of our wind power bearings as soon as possible, select the part that can be announced to the public, and release it on the official WeChat."

"At that time, we don't need to visit customers all the time, so that those domestic wind power equipment manufacturers will also take the initiative to find us."

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

"We want to see which manufacturers are more sincere in cooperating, and we will focus on cooperating 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 choose 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.

(End of chapter)