Multiple Institutions Bullish on Wind Power Market, Jixin Technology Stock Surges to Daily Limit

GateUser-bd883c58 · 2026-03-23T05:31:22+00:00

On March 19, the wind power equipment sector rose, with Jixin Technology hitting the daily limit. The UK will cancel import tariffs on wind power components on April 1, which is expected to drive investment growth. Huatai Securities and Guoxin Securities forecast that in 2026, domestic wind power new installations will maintain growth, with turbine profitability and component market showing steady improvement.

GateUser-bd883c58

2026-03-23 05:31:22

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On March 19, the wind power equipment sector rebounded against the trend in the morning session, with Jixin Technology (601218.SH) hitting the daily limit-up, and Zhenjiang Co., Ltd. (603507.SH), Zhonghuan Hailu (301040.SZ), Dajin Heavy Industry (002487.SZ), Hengrui Co., Ltd. (603985.SH), and Riyue Co., Ltd. (603218.SH) also rising.

According to news, the UK will eliminate 33 import tariffs on wind power components starting April 1, with tariffs on core parts like blades and cables reduced from 6% and 2% to 0%. This move aims to release £22 billion in investment and accelerate offshore wind installations in the North Sea.

Huatai Securities’ research report states that domestic installations are expected to remain strong through 2026, with offshore wind contribution likely to increase. Considering that wind turbine bidding volume will stay high in 2025 and that nearly 9 GW of offshore wind projects are under construction but not yet connected, it is estimated that domestic new installations will reach 130 GW in 2026, with 120 GW from onshore wind and 10 GW from offshore wind.

Guoxin Securities also indicated that domestic wind power installations are expected to grow by 10% to 20% in 2026, supported by saturated order prices. The profitability of turbines is improving quarter by quarter, and increased exports are boosting performance, creating a synchronized boom domestically and internationally. Components are expected to see increased volume with stable prices in 2026. Key focus should be on leading companies in turbines, components, and offshore wind.

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