Middle East conflicts ignite energy anxiety! China's wind power orders going crazy, delivery certainty advantages becoming prominent, with major manufacturers like Daijin Heavy Industry and Oriental Cable's production capacity booked through 2030. UK rolls out zero-tariff trump card, wind power sector sees rare surge of daily limit-up gains!

On March 12, the A-share wind power sector experienced a strong surge. According to stock exchange data, over 20 stocks hit the daily limit, with Zhongfu Shenying and Shuangyi Technology hitting the 20-centimeter limit. Companies such as Guoneng Rixin, Sany Green Energy, Jilin Chemical Fiber, Green Power, Jiantou Energy, GCL Energy Science & Technology, Dajin Heavy Industry, Energy Saving Wind Power, and others rose over 10%.

Market speculation mainly revolves around the recovery in demand for the wind power industry. Favorable overseas policies have lowered export costs, combined with expectations of domestic installation growth. Institutions generally believe the industry has entered a validation phase of the trend. The market is gradually shifting from event-driven to demand-driven momentum, and companies with core competitiveness will benefit fully from industry growth dividends.

Currently, the Middle East conflict has become a catalyst for the wind power rally, causing a frenzy in Chinese wind power orders. According to the Economic Observer, from Germany’s North Sea to the UK’s East Coast, the Middle East conflict has intensified Europe’s strategic anxiety over energy security. As Europe’s local supply chains show signs of fatigue under urgent demand, and some core suppliers face contract terminations, China’s wind power equipment supply chain—possessing cost, scale, and delivery certainty advantages—has become a “filler” in this energy restructuring.

Reports indicate that Dajin Heavy Industry’s international business head revealed that European clients’ order pace, which was previously steady, now demands “early capacity locking, early material input, and early shipping schedules.” Procurement decision cycles have been compressed from 3-6 months to 1-2 months. The company’s overseas orders already exceed 10 billion yuan, with production scheduled through 2027, and some locking-in agreements even extend to 2030.

Dongfang Cable’s chairman stated that the acceleration of offshore wind power in Europe and the insufficient local cable capacity are the core drivers of Dongfang Cable’s overseas growth. European cable capacity is scheduled through 2030, creating a significant supply-demand gap.

TianShun Wind Energy said that recent escalation of tensions in Iran has led the company’s board to approve shifting from trial production to full capacity ramp-up.

Earlier, industry leader Goldwind Technology revealed at its February earnings meeting that Europe’s push for energy independence has directly increased order priority. Customer decision cycles have shortened from 3-6 months to 1-2 months, with overseas orders expected to grow 150% year-over-year by 2025.

Positive news is also emerging: the UK will abolish 33 wind power component import tariffs starting April 1. The tariffs on core parts like blades and cables will drop from 6% and 2% to 0%, aiming to unlock £22 billion in investment and accelerate offshore wind installations in the North Sea. Guolian Minsheng Securities pointed out that the pace of wind power project advancement has recently accelerated, with positive changes in fundamentals and market conditions. Companies with core competitiveness are likely to benefit. Guoxin Securities stated that domestic wind power new installations in 2026 are expected to grow by 10%-20%, with order saturation providing good support for prices. Key focus should be on main equipment, components, and leading offshore wind enterprises.

Related industries:

Wind Power Components Manufacturing: Wind equipment requires extremely high precision and reliability for components. As domestic and international wind installations steadily increase—especially with the acceleration of offshore projects—companies capable of mass-producing core components like gearboxes, blades, and towers will see order growth. Performance elasticity will continue to release, and leading industry players will further consolidate their market position through technological advantages.

Wind Power Main Equipment Manufacturing: As a core part of the wind power industry chain, main equipment manufacturers directly benefit from increasing installation demand. Leading companies, leveraging technological advantages and large-scale production capacity, will dominate order competition and enjoy the industry’s growth dividends. Those with successful overseas market expansion will also gain additional performance growth.

Offshore Wind Power Operation: The development of offshore wind power continues to accelerate, with increasing utilization of sea area resources. Operating companies will generate stable cash flows through grid-connected power generation. As offshore wind installation scales expand, long-term revenue growth prospects are strong. Companies with high-quality offshore wind project reserves are expected to see valuation recovery.