午后，20%直线涨停！海外，传来重磅利好！

Core Viewpoint - The wind power sector in A-shares experienced a significant surge following the UK government's announcement to eliminate import tariffs on 33 wind power components starting April 1, aiming to unlock £22 billion (approximately 2024 million RMB) in investments [1][4]. Group 1: Market Reaction - The wind power equipment sector saw a sharp increase, with companies like Deleja and Shuangyi Technology hitting the daily limit up, while others such as Dajin Heavy Industry, Zhenjiang Co., and Jinlei Co. also experienced substantial gains [1][3]. - The announcement from the UK government has drawn market attention, leading to a collective rally in the wind power sector [1][3]. Group 2: UK Policy Impact - The UK government introduced a new "Authorised Use" measure to reduce or eliminate tariffs on 33 types of industrial goods used in offshore wind manufacturing [4]. - The recent auction results revealed that 8.4 GW of offshore wind capacity was awarded, marking a historical high for both the UK and Europe, which is expected to stimulate approximately £22 billion in private investment [4]. Group 3: Domestic Wind Power Trends - In early 2026, 81 wind power projects in China completed equipment bidding, totaling approximately 12.335 GW, with Electric Wind Power leading with a market share of 20.74% [4]. - The domestic wind power installation capacity is projected to reach 130.8 GW in 2025, a year-on-year increase of 49.9%, driven by high electricity prices and a shift towards renewable energy projects [6]. Group 4: Future Projections - According to Huatai Securities, the domestic installation capacity is expected to maintain high growth in 2026, with projections of 130 GW, including 120 GW from onshore and 10 GW from offshore wind [7]. - The export of wind turbines is anticipated to increase, with Chinese companies expected to account for a growing share of the global market, particularly in onshore wind installations [8].