Driven By Dual Wheels Of Policy And Technology, Shandong Huaruifeng Anchors High-end Transformation Of Brake Pad Industry
Since 2025, China's brake pad industry has accelerated its upgrading driven by the dual empowerment of policy guidance and technological innovation, with the commercial vehicle segment performing particularly brilliantly. Data shows that in 2024, the domestic commercial vehicle brake pad market scale reached 9.87 billion yuan. As the main force in logistics and transportation, heavy-duty trucks accounted for 54.9% of the total market with a demand scale of 10.24 billion yuan, and the industry is steadily moving towards high quality and green development.
Intensive policy support has defined a clear path for the industry's development. The "Guiding Opinions on Further Promoting the Green Manufacturing and High-Quality Development of Auto Parts" jointly issued by multiple national departments clearly states that the proportion of green manufacturing of key auto parts must reach more than 85% by 2025. At the same time, the "Technical Policy for Motor Vehicle Pollution Prevention and Control" requires that newly produced commercial vehicles must be equipped with brake components that meet the National VI emission standards, which need to satisfy lower dust emissions and higher high-temperature resistance performance. Combined with tax incentive policies such as 100% additional deduction for R&D equipment investment, low-end production capacity in the industry is being cleared at an accelerated pace, and it is expected that 30% of low-end products will be eliminated by 2025.
Technological innovation has become a key support for enterprises' core competitiveness. In the field of raw material and process upgrading, the application of high-performance composite materials has effectively alleviated the cost pressure caused by fluctuations in steel prices, while the popularization of fully automated production equipment has realized precise control of product quality. Taking Shandong Huaruifeng Machinery Co., Ltd. as an example, it adopts a multi-bin fully automatic batching system, which accurately controls the proportion of core raw materials such as graphite and friction materials through computers, avoiding human errors from the source. Combined with the whole-process quality traceability system, the key indicators of its products, such as friction coefficient stability and thermal fading performance, fully meet the requirements of the new national standard GB/T43789-2024.
The regional characteristics of the market pattern and the potential for going global also deserve attention. In 2024, East China ranked first with a market scale of 4.21 billion yuan, accounting for 22.6%, followed by North China and South China. This distribution is highly consistent with the commercial vehicle ownership and logistics demand. At the same time, the overseas market has become a new growth pole. In 2024, the total export volume of the industry reached 3.86 billion yuan, and the demand in emerging markets such as Southeast Asia and Africa is strong. Relying on product performance that meets international standards, Shandong Huaruifeng has achieved bulk supply in the Southeast Asian market, and the growth rate of its export business has continued to be higher than the industry average.
Industry analysis points out that with the popularization of new energy commercial vehicles and the development of intelligent braking technology, the brake pad industry will usher in a new round of technological iteration. The relevant person in charge of Shandong Huaruifeng said that the company is increasing R&D investment in brake pads suitable for new energy vehicles, focusing on breaking through the compatibility technology between lightweight and energy recovery systems. In the future, it will continue to respond to policy requirements with technological innovation and provide core support for the safe and efficient operation of commercial vehicles.
