--- title: "Multiple positive factors resonate to boost the explosion of the wind power sector" type: "News" locale: "en" url: "https://longbridge.com/en/news/279106133.md" description: "The wind power sector has performed strongly in the capital market, with an average increase of nearly 27%. Multiple favorable factors are driving industry development, including policy support, tariff reductions in overseas markets, and growth in corporate performance. The UK government has eliminated import tariffs on wind power components, helping Chinese wind power companies expand into international markets. It is expected that by 2025, China will add 120 million kilowatts of new wind power capacity, with significant export growth and enhanced industry competitiveness. Among the 25 wind power companies that have disclosed their performance, 22 are profitable, indicating a high level of industry prosperity" datetime: "2026-03-14T02:12:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279106133.md) - [en](https://longbridge.com/en/news/279106133.md) - [zh-HK](https://longbridge.com/zh-HK/news/279106133.md) --- # Multiple positive factors resonate to boost the explosion of the wind power sector \[Global Network Finance Comprehensive Report\] Recently, the wind power sector has performed remarkably in the capital market, continuing to strengthen. As of March 13, the average increase of 50 listed companies in the Wind power sector has approached 27% this year, significantly outperforming the Shanghai Composite Index. Behind this round of rising market is the resonance of multiple favorable factors, including top-level policy support for the wind power industry, tariff reductions in overseas markets, high growth in installed capacity, and explosive corporate performance. From a policy perspective, the strategic position of the wind power industry has been significantly elevated. In the 2026 government work report, "future energy" was defined for the first time as "future industry," and a mechanism for investment growth and risk sharing was proposed, laying a solid policy foundation for the long-term development of the wind power industry. In addition, good news has also come from the international market. The UK government announced the cancellation of import tariffs on 33 wind power components starting April 1, aiming to accelerate the construction of offshore wind power projects in the North Sea. Financial analysts believe that this move not only aligns with the upcoming peak in offshore wind power installations in the UK but also directly reduces manufacturing costs, providing broad space for Chinese wind power companies to expand overseas. In terms of energy security, recent fluctuations in international oil prices have further highlighted the important value of new energy sources such as wind and solar power in ensuring national energy security and self-control. The strong performance of the industry fundamentals is the core driving force supporting the sector's strength. Data from the National Energy Administration shows that by 2025, the newly installed wind power capacity nationwide will reach 120 million kilowatts, a year-on-year increase of 51%, with a cumulative grid-connected capacity of 640 million kilowatts. As the world's largest manufacturer of wind turbine equipment, China's global layout has entered an accelerated phase. By 2025, China's wind turbine exports are expected to grow by 48.7% year-on-year, with exports to the European Union increasing by as much as 65.9%. In the global market share ranking of wind turbine manufacturers, Chinese companies have for the first time occupied all top six positions, holding eight spots among the top ten manufacturers, achieving a historic breakthrough in international competitiveness. Leading companies such as Goldwind and Daikin Heavy Industries have abundant overseas orders, with Daikin Heavy Industries expected to have accumulated overseas orders exceeding 10 billion yuan by the end of 2025, and its market share in Europe continues to rise. The realization of performance further verifies the high prosperity of the industry. Statistics show that among the 25 wind power companies that have disclosed their 2025 performance, 22 achieved profitability, and 13 saw year-on-year growth in net profit or turned losses into profits. Among them, Xinqianglian benefited from the recovery in wind power demand, with a lower limit of net profit growth approaching 11 times year-on-year; Haili Wind Power and Daikin Heavy Industries both saw net profit growth exceeding 130%; companies like Hengrun Co., Ltd. and Tianneng Heavy Industries successfully turned losses into profits. These high-performing companies not only have impressive results but also significantly lead the market in stock price performance, with an average increase of over 29% this year. It is worth noting that institutional investors have shown high interest in the wind power sector, with Tienshun Wind Energy and Daikin Heavy Industries receiving research visits from hundreds of institutions this year, indicating strong market optimism for the future of the wind power track Professional analysts believe that the strong performance of the wind power sector is the result of multiple positive factors, including the release of policy dividends, the resonance of domestic and foreign demand, and the enhancement of corporate competitive advantages. From an external perspective, the urgent global energy transition and the surge in demand for clean energy from emerging electricity consumers, such as data centers in Europe, provide a growing market for Chinese wind power companies to "go global." From an internal momentum perspective, the establishment of the domestic "future energy" strategic positioning, combined with the cost advantages brought by technological iterations of enterprises, has given the Chinese wind power industry chain strong bargaining power and profitability in global competition. With the removal of overseas tariff barriers and the advancement of major domestic projects during the "14th Five-Year Plan," the wind power industry has entered an upward cycle of prosperity. Leading companies with the ability to expand overseas, high technological barriers, and ample orders are expected to continue enjoying industry dividends in the future. (Wenxin) ### Related Stocks - [562960.CN](https://longbridge.com/en/quote/562960.CN.md) - [561560.CN](https://longbridge.com/en/quote/561560.CN.md) - [601615.CN](https://longbridge.com/en/quote/601615.CN.md) - [301291.CN](https://longbridge.com/en/quote/301291.CN.md) - [002806.CN](https://longbridge.com/en/quote/002806.CN.md) - [562550.CN](https://longbridge.com/en/quote/562550.CN.md) - [02208.HK](https://longbridge.com/en/quote/02208.HK.md) - [002202.CN](https://longbridge.com/en/quote/002202.CN.md) - [588830.CN](https://longbridge.com/en/quote/588830.CN.md) - [301502.CN](https://longbridge.com/en/quote/301502.CN.md) - [601016.CN](https://longbridge.com/en/quote/601016.CN.md) - [688660.CN](https://longbridge.com/en/quote/688660.CN.md) - [301226.CN](https://longbridge.com/en/quote/301226.CN.md) - [002809.CN](https://longbridge.com/en/quote/002809.CN.md) - [159611.CN](https://longbridge.com/en/quote/159611.CN.md) ## Related News & Research - [Fortescue Nabrawind deploy first crane-less wind turbine in Africa](https://longbridge.com/en/news/288147345.md) - [Miliband blocked us for ‘political’ reasons, says Chinese wind farm boss](https://longbridge.com/en/news/283218040.md) - [China opposed to UK's rejection of Ming Yang wind turbine factory plan](https://longbridge.com/en/news/282623812.md) - [REG - Ming Yang Smart Engy - Notice of the Second EGM of 2026](https://longbridge.com/en/news/275301170.md) - [REG - Ming Yang Smart Engy - Anticipated Annual Performance Increase](https://longbridge.com/en/news/273973002.md)