For spindle bearing spindle bearing and gear box,
Posted by admin on 六月 7th, 2011With the equipment, technology level of ascent, such as domestic enterprises and tianma wazhou import substitution has begun by yaw and change to the slurry bearing field spindle bearing and gear box bearing expansion. Wind power bearing market space, only the above bearing enormous market capacity of 2009 reaches 50 billion yuan of above, wind power bearing oligopoly competition pattern has been formed and is expected to fall modestly profitable space is relatively posture, barriers to entry, we also expect high spindle bearing &gearboxes lubricated by bearing, according to the calculation, wazhou B future three years are: $0.40 EPS was $0.50 0.65 yuan, and, among which the 2009 PE is only 10 times, giving wazhou B “immediately” investment rating, wind power generator maintain tianma shares “increasing” investment rating.
Domestic enterprises import substitution by yaw and change to high-end plasma bearing spindle bearing and gear box bearing expansion.
In wind power yaw and variable plasma bearing field, is expected to domestic enterprises wazhou group and tianma shares were up to 10 billion revenue 09, and amounted to wind generator of RMB dominant market share rate up to 80%, basically complete import substitution.
For spindle bearing spindle bearing and gear box, precision level up to equipment, material P4, selection and design level higher, on behalf of wind power bearing the highest level. But in this field, domestic wind turbines enterprises will come true import substitution, wazhou shares to realize the 2009 400 million RMB income, tianma shares also is expected to have gained ground in about three years between finish is expected to import substitution.
Wind power bearing market space is huge, and tianma infuriated only wazhou 2009 market capacity is bearing 50 million yuan of above.
According to the calculation, yaw and variable plasma bearing the 2009 market capacity up to 20 billion yuan of above, spindle bearing &gearboxes lubricated by bearing 30 billion yuan total also above, import substitution space is enormous.
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