--- title: "Tianfeng Securities: Optimistic about the dual drivers of performance and valuation in the wind power sector in 2026" type: "News" locale: "en" url: "https://longbridge.com/en/news/280874026.md" description: "Tianfeng Securities' research report points out that the wind power sector is expected to experience dual drivers of performance and valuation in 2026, creating sector-wide opportunities. Although the market has previously expressed concerns about historical performance, the profitability of leading wind power companies has begun to recover in 2025, with frequent performance forecasts being released recently. Looking ahead to the full year of 2026, sector-wide performance is expected to be achieved. Meanwhile, domestic wind power demand has exceeded expectations, and medium to long-term demand is underestimated, especially as the construction of data centers in Europe will further drive the demand for offshore wind and power interconnection" datetime: "2026-03-28T10:14:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280874026.md) - [en](https://longbridge.com/en/news/280874026.md) - [zh-HK](https://longbridge.com/zh-HK/news/280874026.md) --- # Tianfeng Securities: Optimistic about the dual drivers of performance and valuation in the wind power sector in 2026 On March 28, Tianfeng Securities research report stated that it is optimistic about the dual drivers of performance and valuation in the wind power sector in 2026, welcoming sector-wide opportunities. In terms of performance, previous market concerns were that the sector had not delivered historically, but the profits of leading wind power companies have already begun to recover in 2025, and recent performance forecasts have been densely released, looking forward to a sector-wide performance in 2026; in terms of valuation, in addition to domestic wind power demand being better than expected, medium- to long-term wind power demand is underestimated, reiterating the current expectation gap in the European chain and power interconnection, especially as the construction of data centers in Europe further strengthens the demand for offshore wind and power interconnection ### Related Stocks - [588830.CN](https://longbridge.com/en/quote/588830.CN.md) - [562550.CN](https://longbridge.com/en/quote/562550.CN.md) - [561700.CN](https://longbridge.com/en/quote/561700.CN.md) - [562960.CN](https://longbridge.com/en/quote/562960.CN.md) - [WNDY.US](https://longbridge.com/en/quote/WNDY.US.md) - [ICLN.US](https://longbridge.com/en/quote/ICLN.US.md) - [FAN.US](https://longbridge.com/en/quote/FAN.US.md) - [516160.CN](https://longbridge.com/en/quote/516160.CN.md) - [159611.CN](https://longbridge.com/en/quote/159611.CN.md) ## Related News & Research - [Solar set to overtake coal by 2032 amid AI power boom](https://longbridge.com/en/news/286954888.md) - [Mubadala invests in Hornsea 3 offshore wind farm alongside consortium led by Apollo Funds](https://longbridge.com/en/news/286057539.md) - [EPC and Mouser announce global distribution deal](https://longbridge.com/en/news/287160599.md) - [Canada's Northland Power Q1 adjusted EBITDA up 18%, beats estimates](https://longbridge.com/en/news/286355373.md) - [IEA says solar and wind to surpass nuclear in 2026](https://longbridge.com/en/news/286370655.md)