After the Dragon Boat Festival, bearing orders surged

After the 2025 holiday, the bearing industry will experience explosive growth, with the new energy sector becoming the main driving force. The surge in market demand is directly reflected in enterprise orders, which are mainly used for the expansion of wind power host functions and replacement of components, demonstrating the strong demand for high-end bearings in the new energy industry.

The downstream application market is showing a multi-point flowering trend. The four major fields are creating vast incremental space for the bearing industry: the market size of new energy vehicle bearings is expected to soar from 10.8 billion yuan in 2022 to 29.3 billion yuan in 2030; Humanoid robot bearings are expected to bring a market space of 3.5 billion yuan with a shipment volume of one million units; The market size of wind power bearings is expected to reach 36.8 billion yuan by 2025.

A new production cycle is starting after the Dragon Boat Festival.