材料研究学报, 2026, 40(7): 519-527 DOI: 10.11901/1005.3093.2026.114

研究论文

一种含复合夹杂物的贝马复相钢疲劳开裂机制

谢贞俊1,2, 朱艳坤2, 赵振凯2, 陆彦地2,4, 周相海2, 曹明,3, 张鹏,2, 张哲峰,1,2

1.郑州大学河南先进技术研究院 郑州 450003

2.中国科学院金属研究所 沈阳 110016

3.天津重型装备工程研究有限公司 天津 300457

4.东北大学材料科学与工程学院 沈阳 110819

Mechanism of Fatigue Crack Initiation Induced by Complex Inclusions in Bainite-Martensite Dual-phase Steel

XIE Zhenjun1,2, ZHU Yankun2, ZHAO Zhenkai2, LU Yandi2,4, ZHOU Xianghai2, CAO Ming,3, ZHANG Peng,2, ZHANG Zhefeng,1,2

1.Henan Institute of Advanced Technology, Zhengzhou University, Zhengzhou 450003, China

2.Institute of Metal Research, Chinese Academy of Sciences, Shenyang 110016, China

3.Tianjin Heavy Industries Research & Development Co., Ltd., Tianjin 300457, China

4.School of Materials Science and Engineering, Northeastern University, Shenyang 110819, China

通讯作者: 张哲峰,研究员,zhfzhang@imr.ac.cn,研究方向为材料疲劳与断裂;张 鹏,研究员,pengzhang@imr.ac.cn,研究方向为钢铁材料疲劳与断裂;曹 明,高级工程师,caoming8118@163.com,研究方向为锻钢轧辊材料及制造工艺

责任编辑: 黄青

收稿日期: 2026-01-29   修回日期: 2026-05-08  

基金资助: 国家自然科学基金(52371123)
国家自然科学基金(U2468209)

Corresponding authors: ZHANG Zhefeng, Tel:(024)83978779, E-mail:zhfzhang@imr.ac.cn;ZHANG Peng, Tel:(024)83978870, E-mail:pengzhang@imr.ac.cn;CAO Ming, Tel: 18522810515, E-mail:caoming8118@163.com

Received: 2026-01-29   Revised: 2026-05-08  

Fund supported: National Natural Science Foundation of China(52371123)(U2468209)

作者简介 About authors

谢贞俊,男,2000年生,硕士

摘要

系统研究了具有循环软化特性的贝马复相钢在拉压载荷作用下的高周疲劳损伤行为。这种贝马复相钢中的夹杂物以硬质氧化物为核心、外层包裹MnS,疲劳裂纹多起源于这类夹杂物。统计结果表明,在应力比为R = -1的循环加载条件下多数试样的疲劳寿命分布在107周次和105周次附近的两个区域,呈现出显著的两极化分布特征。对这种钢的疲劳开裂机制的分析和有限元模拟结果发现,夹杂物的MnS外壳与钢基体界面存在显著的应力集中,且在近样品表面区域的这类界面更易诱发疲劳裂纹萌生。因此,大尺寸非金属夹杂物的结构特征及其位置是导致其疲劳寿命两极化分布的主要原因。

关键词: 金属材料; 贝马复相钢; 高周疲劳; 非金属夹杂物; 有限元模拟

Abstract

The high-cycle fatigue (HCF) damage behavior of a bainite-martensite dual-phase steel was studied in terms of the relevant mechanism of cyclic softening emerged by cyclic tension-compression loading. It is found that, inclusions in the steel are predominantly complex inclusions consisting of hard oxide cores encapsulated by MnS shells, from which fatigue cracks preferentially initiate. Statistical analysis reveals that, under a cyclic loading condition with stress ratio of R = -1, the fatigue lives of most specimens are located into two distinct regimes, approximately 105 and 107 cycles, exhibiting a characteristic of pronounced bimodal distribution. Fractographic analysis combined with finite element method (FEM) simulations demonstrates that significant stress concentration arises at the interface between the MnS shell and the steel matrix. Such interfacial regions, particularly those located near the specimen surface, are more susceptible to fatigue crack initiation. Consequently, both the structural characteristics and spatial distribution of large non-metallic inclusions play a dominant role in the bimodal fatigue life behavior of this material.

Keywords: metallic materials; bainite-martensite steel; high-cycle fatigue; non-metallic inclusions; finite element method

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谢贞俊, 朱艳坤, 赵振凯, 陆彦地, 周相海, 曹明, 张鹏, 张哲峰. 一种含复合夹杂物的贝马复相钢疲劳开裂机制[J]. 材料研究学报, 2026, 40(7): 519-527 DOI:10.11901/1005.3093.2026.114

XIE Zhenjun, ZHU Yankun, ZHAO Zhenkai, LU Yandi, ZHOU Xianghai, CAO Ming, ZHANG Peng, ZHANG Zhefeng. Mechanism of Fatigue Crack Initiation Induced by Complex Inclusions in Bainite-Martensite Dual-phase Steel[J]. Chinese Journal of Materials Research, 2026, 40(7): 519-527 DOI:10.11901/1005.3093.2026.114

钢材的强度和塑性等静态力学性能,是评判其性能的依据。但是工程实践表明,有时构件承受的循环载荷远低于其抗拉强度就突然断裂。这种在循环应力作用下材料在远低于其抗拉强度时的失效,称为金属疲劳[1]。在材料的三种主要失效形式——疲劳、磨损和腐蚀中,疲劳失效的危害最大,其主要原因是发生的突发性和隐蔽性:断裂前往往没有明显的宏观塑性变形预兆。据文献报道,约25%~90%的机械故障是疲劳损伤引发的[2]。因此,为了保障高强度钢构件在服役过程中的安全性和可靠性,正式投入使用前须预测、测试和评估其高周疲劳性能[3,4]

非金属夹杂物对钢材的疲劳性能有重要的影响,其作用机制主要取决于夹杂物的尺寸、成分、形貌和分布[5,6]。钢材的疲劳裂纹往往在基体内的非金属夹杂物处萌生[7]。钢材中的夹杂物与基体的结合界面,通常是较薄弱的区域。在循环载荷作用下,基体与夹杂物之间因弹性模量等物理性质的不同使形变不协调进而在界面引起应力集中,最终萌生裂纹并导致疲劳失效[8,9]。因此,对夹杂物改性以降低其对疲劳性能的负面影响,已成为一个重要研究方向。目前针对钢材中非金属夹杂物的改性已取得较多成果。Wu等[10]添加适量稀土元素铈改变GCr15钢中夹杂物的类型,生成含铈的氧化物、硫化物和氧硫化物使其接触疲劳性能显著提高。Hao等[11]在50CrV弹簧钢中按1∶2的质量比加入铈和镧,促进球形稀土夹杂物形成而使材料的拉压疲劳性能提高。除了加入稀土元素对钢中的非金属夹杂物改性,还可用MnS软相包裹硬质氧化物夹杂物[12]。近年来研究发现,适量提高S的含量可促进生成由塑性较好的MnS将Al2O3包裹成复合夹杂物[13,14]。与单一Al2O3夹杂物相比,此类复合夹杂物能提高车轮钢的冲击韧性和断裂韧性[15]。郭俊波等[12]的研究进一步表明,在尺寸相近的条件下,含MnS复合夹杂物试样的疲劳寿命比含Al₂O₃夹杂物的试样高。

上述研究用软相包裹硬相的夹杂物改性方法可缓解疲劳开裂,但是其开裂机制及其与高强钢疲劳开裂行为的关系仍不很清楚,尤其是在载荷较高的情况下对其疲劳开裂机制仍然需要深入研究。鉴于此,本文研究一种有由软相MnS包裹硬相Al2O3-MgO的复合夹杂物的高强度贝马复相钢的疲劳开裂并揭示其机制。

1 实验方法

1.1 实验用材料

实验材料是贝氏体-马氏体复相钢。用线切割从钢坯上获取尺寸为5 mm × 6 mm × 6 mm的金相试样,将其依次用400目、800目、1200目、2000目砂纸机械研磨后用金刚石抛光膏抛光,然后用体积分数为4%的硝酸酒精溶液浸蚀。用Olympus BX-53M型光学显微镜(OM)和ZEISS SIGMA 500型场发射扫描电子显微镜(SEM)观察试样的显微组织,并用其配备的能量色散X射线光谱仪(EDS)分析组织中夹杂物的成分。

用ZEISS SIGMA 500型场发射扫描电子显微镜观察试样的拉压疲劳断口,测试能量色散X射线光谱表征拉压疲劳断口处的夹杂物,并使用image-pro-plus软件测量和分析其尺寸。

1.2 拉伸实验

根据国家标准GB/T228.8-2021《金属材料 拉伸试验第1部分:室温试验方法》加工拉伸样品,拉伸样品的尺寸如图1a所示。在Instron 5982型万能试验机上进行试样的单向拉伸,拉伸速率为1.8 mm/min。用标距为25 mm的引伸计监测试样标距段的应变,在应变达到2%时卸除。使用配套测试系统采集应力-应变数据,绘制应力-应变曲线。

图1

图1   试样的尺寸图

Fig.1   Schematic diagrams of specimen dimensions for tensile testing (a), and high-cycle fatigue testing (b)


按照国家标准GB/T 3075-2021进行高周疲劳实验,试样的尺寸如图1b所示。实验在GPS-100型高频疲劳实验机上进行,采用应力幅控制方式,应力比为-1,频率约为120 Hz。用升降法测试B/M复相钢的疲劳强度,循环次数达到107时视为通过。

1.3 有限元模拟

依据高周疲劳试样的尺寸,使用商用有限元软件ABAQUS建立三维有限元模型,在试样的平行段中间靠近表面不同位置预置夹杂物,模拟在疲劳载荷下夹杂物周围基体的应力。在靠近试样表面5 μm处与400 μm处分别预置同尺寸球形夹杂物,其尺寸为60 μm。预置夹杂物后部分模型的有限元网格划分如图2所示。夹杂物周围基体的最小网格尺寸为1 μm,单元总数为67万个,选取单元类型为8节点减缩积分单元C3D8R。模拟时,选取的夹杂物类型为MnS。模拟加载的疲劳应力幅值为680 MPa,应力比为-1。

图2

图2   夹杂物周围网格的划分

Fig.2   Finite element mesh surrounding the inclusion (a) surface inclusion, (b) interior inclusion


2 实验结果

2.1 实验用钢试样的显微组织

试样的显微组织如图3所示。图3a给出了OM下的组织形貌,可见其主要由板条状回火贝氏体和马氏体构成,伴有粒状贝氏体并分布着富铬碳化物。图3b中的SEM图像进一步给出了组织的细节:马氏体与贝氏体耐蚀性的差异使位于马氏体间的贝氏体组织清晰可辨,在铁素体基体上分布着有取向特征的细条状渗碳体。此外,在贝氏体铁素体上还可见孤立的马氏体-奥氏体(M-A)岛,即典型的粒状贝氏体组织[16]

图3

图3   试样的显微组织

Fig.3   Microstructure of the experimental steel (a) OM, (b) SEM


图4给出了实验用钢中典型夹杂物的形貌和能谱分析结果。材料中若干近似球形的非金属夹杂物,尺寸较大。能谱分析结果表明,此类夹杂物由内部的Al2O3-MgO复合氧化物和外围包裹的MnS外壳构成。与单纯的Al2O3夹杂相比,此类具有MnS包裹结构的复合夹杂物能在一定程度上提高轴承钢的疲劳性能[17]

图4

图4   实验钢中的非金属夹杂物和能谱分析结果

Fig.4   Non-metallic inclusions in the experimental steel and corresponding EDS mapping results (a) SEM micrograph, (b) Al, (c) Mg, (d) S, (e) Mn


2.2 实验用钢的力学性能

图5给出了实验用钢的工程应力-应变曲线。三组平行试样的拉伸测试数据的重复性良好:屈服强度分别为1214.15 MPa、1252.58 MPa和1260.66 MPa,抗拉强度分别为1391.8 MPa、1436.35 MPa和1446.78 MPa,断后延伸率均高于10%。这表明,这种贝氏体-马氏体复相钢的屈服强度和抗拉强度较高且塑性良好。但是,其屈服强度与抗拉强度较为接近,平均屈强比约为0.87,表明这种钢在循环载荷下的硬化能力有限。

图5

图5   实验钢的工程应力-应变曲线

Fig.5   Engineering stress-strain curves of the experimental steel


2.3 高周疲劳强度

图6a给出了实验钢的高周疲劳强度,基于5对有效实验数据,得到其疲劳强度为582 MPa。图6b给出了对应的S‑N曲线,可见试样的疲劳寿命集中分布在105和107周次附近,呈现出明显的“两极分化”特征。例如,应力幅为640 MPa时疲劳寿命分布极为分散,最短寿命约为1.0 × 105周次,最长为8.5 × 106周次。

图6

图6   实验钢的疲劳强度和S-N曲线

Fig.6   Staircase method diagram for fatigue strength (a) and S-N curve (b) of the experimental steel


2.4 疲劳断口的形貌

高周疲劳实验中的疲劳裂纹,通常萌生在材料内部或表面的缺陷处,如非金属夹杂物、夹杂物-基体界面、晶界或晶粒内部[18]。为了明确实验用钢的裂纹起源机制,用SEM和EDS观察和分析了疲劳断口的裂纹源区。实验钢的疲劳寿命和断口形貌,列于表1表1中的统计结果表明,实验钢中诱发疲劳裂纹萌生的夹杂物尺寸普遍较大。所有试样的疲劳源处夹杂物均呈现出典型的核壳复合结构,只有3号试样的外壳由MnS和MgO构成,其余试样的外层均为MnS,其核心均由Al2O3和MgO构成。

表1   实验钢的疲劳寿命、断口形貌特征和夹杂物特征

Table 1  Fatigue life, fractographic features, and inclusion characteristics of the experimental steels

Specimenσa / MPaNfarea / μmInclusion locationShell compositionCore composition
156063942757.28SurfaceMnSAl2O3 + MgO
2580292471680.29InteriorMnSAl2O3 + MgO
3600787756855.23SurfaceMnS + MgOAl2O3 + MgO
4600920435646.98InteriorMnSAl2O3 + MgO
5620681086758.52InteriorMnSAl2O3 + MgO
6620960495842.80InteriorMnSAl2O3 + MgO
762010420536.50SurfaceMnSAl2O3 + MgO
864010263536.70SurfaceMnSAl2O3 + MgO
9640858868947.29InteriorMnSAl2O3 + MgO
10640122951271.52InteriorMnSAl2O3 + MgO
1164017162735.46SurfaceMnSAl2O3 + MgO
126609586736.78SurfaceMnSAl2O3 + MgO
1366012422732.90SurfaceMnSAl2O3 + MgO
146609450320.46SurfaceMnSAl2O3 + MgO
1566011782627.85SurfaceMnSAl2O3 + MgO
1668015701328.90SurfaceMnSAl2O3 + MgO
1768010594627.38SurfaceMnSAl2O3 + MgO
186806695149.04SurfaceMnSAl2O3 + MgO
196807706531.35SurfaceMnSAl2O3 + MgO
207007243226.40SurfaceMnSAl2O3 + MgO
2170010433724.78SurfaceMnSAl2O3 + MgO
227005018628.66SurfaceMnSAl2O3 + MgO

Note:σa—stress amplitude, Nfnumber of cycles to fatigue,area—equivalent size

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典型裂纹源区中夹杂物的形貌如图7图8所示。图7给出了应力幅为560 MPa、疲劳寿命为639427周次试样的断口。可以看出,疲劳源位于试样表面附近,有一近似球状的大尺寸非金属夹杂物,其等效直径约为57 μm。图7b表明,在循环载荷作用下该夹杂物与基体之间已发生界面剥离,进而会诱发裂纹萌生。这一现象,可能与循环过程中基体与夹杂物之间因塑性变形不协调产生的界面应力集中有关[19]。根据EDS对该夹杂物的面扫描结果(图7c),其外层富含Mn和S元素,内部富集O、Al和Mg元素。这表明,该夹杂物为典型的MnS包裹Al2O3-MgO复合型夹杂物,与在金相试样中观察到的球形夹杂物一致。

图7

图7   表面夹杂诱导裂纹萌生样品断口的SEM图像(σa = 560 MPa, Nf = 639427)

Fig.7   SEM micrographs of the fracture surface showing surface inclusion-induced crack initiation (σa = 560 MPa, Nf = 639427) (a) macroscopic fracture morphology, (b) morphology of the inclusion at the crack initiation site, (c) EDS analysis result of the inclusion


图8

图8   内部夹杂诱导裂纹萌生样品断口的SEM图像(σa = 580 MPa, Nf = 2924716)

Fig.8   SEM micrographs of the fracture surface showing internal inclusion-induced crack initiation (σa = 580 MPa, Nf = 2924716) (a) macroscopic fracture morphology, (b) morphology of the inclusion at the crack initiation site, (c) EDS analysis result of the inclusion


图8给出了应力幅为580 MPa、疲劳寿命为2924716试样的断口。从图8a可见,疲劳源位于样品内部,断口的宏观形貌为典型的“鱼眼”状。Murakami等[20,21]用光学显微镜观察过这类形貌,将其命名为光学暗区(ODA)。之后用各类方法的一些不同术语表征该形貌,如细颗粒区(FGA)[22,23]、颗粒状光亮表面(GBF)[24,25]、粗糙表面区(RSA)[26]等。图8b表明,在鱼眼区中心仍有大尺寸非金属夹杂物,其与基体之间的界面轮廓清晰。在拉压疲劳载荷作用下,该夹杂物与基体发生界面剥离;进一步观察可见在夹杂物内部出现一条明显的裂纹,表明夹杂物在循环过程中发生了断裂。图8c表明,该夹杂物的成分与图7所示的表面夹杂物相同,其外壳均为MnS、内部含Al2O3和MgO的复合夹杂物。

3 讨论

3.1 对复合夹杂物处的应力场的模拟

对实验钢进行的拉压疲劳实验结果,揭示了贝马复相钢疲劳寿命的两极化分散。断口分析结果表明,疲劳裂纹起源于大尺寸非金属夹杂物,其与基体间的界面脱粘是裂纹萌生的关键机制。为了研究这种疲劳寿命离散的成因,使用有限元方法模拟分析了夹杂物与基体在循环载荷下的应力分布。模拟涉及的非金属夹杂物材料参数,包括弹性模量和泊松比,均列于表2[27~29]

表2   夹杂物和钢基体的机械性能参数

Table 2  Mechanical parameters of inclusions and the steel matrix

InclusionE / GPaν
Al2O33900.25
MnS1030.3
MgO279.70.18

Note:E—elasticity modulus, ν—Poisson's ratio

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模拟试样的加载条件设定:疲劳应力幅值为680 MPa,应力比为-1。根据对疲劳断口的观察,与钢基体接触的非金属夹杂物的主要成分是MnS,因此在靠近试样表面5 μm处和400 μm处分别预置尺寸为60 μm的球形MnS夹杂物。沿拉伸方向的等效应力模拟结果,如图9所示。可以看出,在拉压疲劳实验过程中,MnS的弹性模量(约为103 GPa)远低于钢的弹性模量,二者之间显著的差异导致在靠近表面的界面出现较为严重的应力集中,促进了疲劳裂纹的萌生和扩展[27]。还发现,随着与表面距离的增大应力集中系数逐渐减小,夹杂物距离表面较远处(400 μm)等效应力为890.23 MPa,应力集中系数为1.31;而夹杂物靠近表面(5 μm)时,等效应力升高到977.17 MPa,应力集中系数增大到1.43。局部夹杂物与基体界面的应力达到临界值,导致局部破坏[30]

图9

图9   MnS夹杂物周边的等效应力分布云图

Fig.9   Contours of equivalent stress surrounding MnS inclusions (a) near-surface inclusion, (b) internal inclusion


有限元模拟结果表明,对于该试样钢,靠近样品表面的夹杂物与基体界面是裂纹萌生较为严重的区域,即进行高周疲劳试验时如果有大尺寸非金属夹杂物靠近甚至与表面接触,可能会因基体组织的约束能力较弱而表现出较低的疲劳寿命。大尺寸非金属夹杂物位于试样内部时,应力集中的程度较低。同时,远离表面使基体组织对疲劳裂纹萌生的约束作用增强和裂纹萌生所需循环周次增加,并在断口形成典型的鱼眼形貌。

3.2 夹杂物的位置对实验钢疲劳寿命的影响

在高周疲劳状态下,金属材料的疲劳寿命主要取决于疲劳裂纹萌生的寿命[31]。对断口的观察表明,在拉压疲劳过程中裂纹萌生在非金属夹杂物与基体的界面。这一现象,与疲劳寿命的两极化分布密切相关。统计所有断口中非金属夹杂物的位置和形貌,并在图10中的S-N曲线标出。从图10表1可见,疲劳寿命高于106周次的长寿命试样,其断裂机制是内部夹杂物诱导裂纹萌生,疲劳源位于试样内部,典型断口的形貌如图8所示;而寿命低于106周次的短寿命试样,其断裂则源于表面或近表面的夹杂物,断口形貌如图7所示。由此可见,夹杂物到试样表面的距离是疲劳寿命两极分化的关键因素。夹杂物接近表面时,该处基体的约束作用减弱,应力集中更显著,裂纹的容易萌生使疲劳寿命显著缩短[32,33]

图10

图10   夹杂物所处位置的统计结果

Fig.10   Statistical results of inclusion locations. Int-inc: internal inclusion-induced crack initiation, sur-inc: surface inclusion-induced crack initiation


图10可见,应力幅为600 MPa时存在一个疲劳源位于表面但寿命接近107周次的特殊试样,即3号试样。这一结果与前文“近表面MnS夹杂物因弹性失配导致应力集中、从而显著降低疲劳寿命”的结论不同。对该断口进行单独分析以找到原因。图11给出了该试样的断口形貌和EDS结果。观察发现,该夹杂物位于次表面,其成分仍以Al、S、Mn、Mg等元素为主,但与前述的典型夹杂物不同:该夹杂物的外壳由MnS与MgO构成。与单一MnS外壳相比,含有MgO弹性模量更高的复合外壳可缓解界面处的弹性失配程度,从而减弱了应力集中效应[29]。与单一MnS外壳相比,含有MgO的复合外壳弹性模量较高。施加循环载荷时夹杂物与基体界面处的应力集中效应显著缓解,裂纹萌生所需的循环周次相应增加,从而大幅度提高了试样的疲劳寿命。因此,夹杂物的微观结构也是影响试验钢疲劳寿命分散性的关键因素。

图11

图11   特殊样品断口的SEM图

Fig.11   SEM micrographs of the fracture surface of the special specimen (σa = 600 MPa, Nf = 7877568) (a) non-metallic inclusion at the crack initiation site, (b-g) EDS mapping results of Fe, O, Al, S, Mg, and Mn, respectively


4 结论

(1) 在这种贝马复相钢应力比为-1的拉压高周疲劳实验中,疲劳寿命呈现显著的两极化分布而表现出明显的离散性。

(2) 钢中的疲劳裂纹均起源于复合夹杂物与基体的界面。MnS与钢基体之间显著的弹性失配,尤其是在近表面区域的界面产生严重的应力集中使裂纹优先萌生。

(3) 在较高的应力水平下实验钢的疲劳寿命两极化分布主要受其内部非金属夹杂物位置的影响。基体对位于或接近表面的夹杂物约束较弱,裂纹易于萌生和扩展而导致疲劳寿命较短;基体组织对位于试样内部的夹杂物较强的三维约束延缓了裂纹的萌生和扩展,使疲劳寿命显著延长。

(4) 复合夹杂物外壳的成分和结构对钢的疲劳行为有关键性影响。含有MgO的MnS复合外壳能提高钢的弹性模量缓解界面应力集中,从而延缓裂纹萌生而延长钢的疲劳寿命。

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