金属热处理 ›› 2025, Vol. 50 ›› Issue (12): 317-321.DOI: 10.13251/j.issn.0254-6051.2025.12.048

• 失效分析 • 上一篇    下一篇

石油钻具万向轴水帽接头断裂失效分析

程琴1,2,3,4   

  1. 1.中国航发北京航空材料研究院, 北京 100095;
    2.航空材料检测与评价北京市重点实验室, 北京 100095;
    3.中国航空发动机集团材料检测与评价重点实验室, 北京 100095;
    4.中国航发失效分析中心, 北京 100095
  • 收稿日期:2025-07-26 修回日期:2025-10-22 发布日期:2026-01-06
  • 作者简介:程 琴(1984—),女,工程师,硕士,主要从事机械产品失效分析及金属材料损伤行为研究,E-mail: chengqin588@163.com

Failure analysis of cardan shaft water cap joint in oil drilling tools

Cheng Qin1,2,3,4   

  1. 1. AECC Beijing Institute of Aeronautical Materials, Beijing 100095, China;
    2. Beijing Key Laboratory of Aeronautical Materials Testing and Evaluation, Beijing 100095, China;
    3. Key Laboratory of Aeronautical Materials Testing and Evaluation, Aero Engine Corporation of China, Beijing 100095, China;
    4. Failure Analysis Center of Aviation Industry Corporation of China, Beijing 100095, China
  • Received:2025-07-26 Revised:2025-10-22 Published:2026-01-06

摘要: 石油钻具万向轴水帽接头装配时在其转角处发生断裂,对40CrNiMoA钢水帽接头的断口宏观和微观特征进行观察,检查接头的显微组织,并对其硬度进行检测,测试其冲击性能和拉伸性能,确定接头的断裂性质,并对其断裂原因进行了综合分析研究。结果表明:水帽接头的断裂性质为脆性过载断裂,接头在装配过程中发生断裂。其主要原因有二:一方面与其热处理后的组织调质深度不足,使得其韧性较差有关;另一方面,由于接头与套筒配合不良,接头除承受扭矩外,还受到附加弯矩的作用,从而在弯扭复合载荷的作用下发生断裂。为解决该问题,提出了两项改进措施:一是改善接头的淬火冷却工艺,尽可能增加淬硬层深度,提高接头的强韧性;二是在装配前仔细检查套筒内螺纹的表面状态,严格保证螺纹的表面完整性。

关键词: 万向轴, 40CrNiMoA钢, 脆性过载断裂, 调质处理

Abstract: Cardan shaft water cap joint of oil drilling tools fractured at its corner during assembly. A comprehensive analysis was conducted to determine the fracture nature of the joint and analyze the causes of the fracture, including observing the macro and micro fracture characteristics of the 40CrNiMoA steel water cap joint, examining the joint's microstructure, testing its hardness, impact property value and tensile properties. The research results show that the fracture of the water cap joint is a brittle overload fracture and happened during the assembly process, which is attributed to two main reasons. One is that its microstructure after heat treatment has insufficient quenched and tempered depth, resulting in poor toughness. Another is that the poor fit between the joint and the sleeve causes the joint to bear additional bending moment besides torque, leading to fracture under the combined action of bending and torsion loads. To address this issue, two improving measures are proposed. Firstly, optimizing the quenching and cooling process of the joint to maximize the depth of the hardened layer and to enhance the joint's strength and toughness. Secondly, carefully inspect the surface condition of the internal thread of the sleeve before assembly to strictly ensure the surface integrity of the thread.

Key words: cardan shaft, 40CrNiMoA steel, brittle overload fracture, hardening and tempering

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