Accurate characterization of the Bauschinger effect is essential for improving springback prediction in simulations of complex sheet-metal components. However, in-plane tension–compression tests are prone to compressive instability and wrinkling during reverse loading, and the selection of clamping force still lacks a theoretical basis. In this study, a critical clamping force prediction model was developed based on energy conservation and the Cao–Boyce instability criterion. The model establishes the relationship between the critical clamping force, material strength coefficient, strain-hardening exponent, specimen geometry, and effective support area. Finite element simulations and experiments were conducted to investigate the contact state, local support effect, and instability-mode transition of Q890 high-strength steel, 2A14 aluminum alloy, and 304 stainless steel under different clamping forces. For Q890 steel, the critical clamping force interval was 900–1000 N, within which the compressive instability strain increased from nearly 0 to 0.085 and the instability mode changed from single-wave to double-wave buckling. After calibrating the boundary correction coefficient using Q890 steel, the predicted critical clamping forces for 2A14 aluminum alloy and 304 stainless steel were 594 N and 278 N, respectively. The optimized clamping forces enabled smooth cyclic tension–compression curves.

Large-scale thick curved components made of high-strength steel are critical to deep-sea pressure hulls and large structural components of engineering machinery. During forming, these components experience reverse loading upon unloading, and the pronounced Bauschinger effect of high-strength steel significantly compromises springback prediction accuracy, leading to costly die iterations. Existing cyclic tension–compression and shear tests are limited to uniaxial stress states and fail to capture the mechanical behavior under in-plane biaxial cyclic loading. Herein, a cyclic four-point bending method is proposed to characterize the Bauschinger effect of Q890 steel under biaxial cyclic loading. By tailoring the width-to-thickness ratio of the specimens, a series of plane stress states with different initial plastic stress ratios were obtained, covering the dominant stress conditions encountered in forming typical large-scale double-curvature thick plates. Full-field strain evolution during cyclic bending was captured in real time via digital image correlation (DIC), enabling systematic acquisition of equivalent stress–strain curves under various biaxial stress ratios over multiple cycles. As the width-to-thickness ratio increases, both forward and reverse yielding progressively degrade: the equivalent yield strength, forward peak flow stress, and reverse yield strength drop from 1098, 1193, and 742 MPa to 934, 1065, and 685 MPa, respectively. Accordingly, the Bauschinger ratio B, Bauschinger hardening parameter BHP, and Bauschinger energy parameter BEP decrease from 0.479, 0.789, and 4.747 to 0.363, 0.655, and 2.900, respectively, revealing a strong stress-ratio dependence of the Bauschinger effect. Notably, the springback ratio also shows clear dependence on the biaxial stress ratio, loading direction, and cyclic history, indicating that in-plane biaxial stress-state effects should be considered when characterizing the Bauschinger effect and springback behavior of Q890 high-strength steel.