Wind power equipment sector sees wave of limit-up moves; Dajin Heavy Industry reseals limit-up

上海证券报··CNDE·Read original
3▲3 ▼0Impact / 5
Summary · why it matters

On the morning of September 15, the A-share wind power equipment sector saw a wave of limit-up moves. Wind power leader Dajin Heavy Industry resealed its limit-up after the board was broken, with buy orders queued at the limit-up price reaching 159,000 lots. Xihua Technology, Titan Wind Energy, and Jixin Technology also hit limit-up simultaneously. On the news front, Germany's federal cabinet approved a draft amendment to the Offshore Wind Energy Act, introducing a contract-for-difference mechanism into Germany's offshore wind framework and planning to extend the standard operating period for projects from 25 years to 35 years. The bill will be submitted to the federal parliament for review and is planned to take effect on January 1, 2027. Domestically, from January to August 2026, a total of 383 central and state-owned enterprise wind power projects completed centralized procurement and bid awards for complete turbines, with cumulative capacity reaching 105,984.12 megawatts, or approximately 105.98 gigawatts. In August 2026, the average price for onshore wind power including towers was 2,120.32 yuan per kilowatt, down 61.2 yuan per kilowatt from July, while the average price excluding towers was 1,595.84 yuan per kilowatt, up 6.04 yuan per kilowatt from July. Industrial Securities said that Europe's new offshore wind installations are expected to jump from 2 gigawatts in 2025 to an average of about 7 gigawatts per year between 2026 and 2030, and Chinese companies are expected to gain entry by leveraging their technological and cost advantages. On the same day, the PCB sector continued its upward trend, with Aohong Electronics posting three consecutive limit-up boards, Huazheng New Materials and Dawei shares hitting limit-up, and Shuangxing New Materials in the copper foil segment also posting three consecutive limit-up boards.

Impact on assets 8

Others▲
Dajin Heavy Industry Corp
002487
▲ PositiveDemandrelevance

Dajin Heavy Industry resealed limit-up amid the wind power equipment rally driven by strong domestic turbine procurement and Germany's offshore wind policy support.

Titan Wind Energy Suzhou
002531
▲ PositiveDemandrelevance

Titan Wind Energy hit limit-up as part of the wind power equipment sector surge on robust turbine procurement and European offshore wind growth prospects.

Jiangsu SINOJIT Wind Energy Technology Co Ltd
601218
▲ PositiveDemandrelevance

Wind power equipment sector rallies on strong domestic turbine procurement (105.98 GW Jan-Aug 2026) and expected European offshore wind growth, lifting wind energy technology names.

Theme Impact 2

Off-coverage companies 1

锡华科技
Private▲ PositiveDemandrelevance

Hit limit-up alongside the wind power equipment sector amid strong domestic wind project procurement and expectations of Chinese entry into Europe's offshore wind market.

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