Collective straight-line surge to limit up! Power concept stocks in a frenzy, Jin Kai New Energy order封 once reached nearly 1 million lots

On the afternoon of March 12, A-shares power concept stocks moved collectively, with wind power leading the gains. Among individual stocks, Shuangyi Technology hit the 20cm daily limit, Haili Wind Power and Sany Heavy Energy rose over 10% to lead the gains. Many stocks such as Daikin Heavy Industry, Deli Jia, and Zhenjiang Shares surged straight to the daily limit in the afternoon, with Jinkai New Energy’s order book reaching nearly 1 million lots at one point, trading at 10.87 yuan per share, with a total market value of 21.71 billion yuan.

According to Caixin, news reports indicate that the UK will remove 33 wind turbine component import tariffs starting April 1, with tariffs on core parts like blades and cables reduced from 6% and 2% to 0%. This aims to unlock £22 billion in investment and accelerate offshore wind installations in the North Sea.

Guojin Securities remains optimistic about Europe’s offshore wind export chain, believing that the demand for green electricity driven by data centers and Europe’s energy independence ambitions fueled by the US-Iran conflict will further boost long-term demand for European offshore wind. From a fundamental perspective, ICIS forecasts that by 2035, Europe’s data center capacity could increase from 10.6 GW to 26.6 GW. If 50% of the additional power demand from these new data centers is met by offshore wind, an extra approximately 24 GW of offshore wind capacity could be added beyond current government auction processes. Several data center projects have recently signed offshore wind PPA agreements, indicating that demand may be nearing a surge.

Additionally, Guojin Securities believes that the natural gas price fluctuations caused by the US-Iran conflict further trigger Europe’s energy independence sensitivities. Offshore wind, as a perfect energy technology to meet Europe’s requirements for affordability, safety, and cleanliness, will undoubtedly become a key focus for European governments in the future.

Guosheng Securities states that Europe’s current power system relies on natural gas regulation, with significant increases in natural gas prices likely accelerating Europe’s efforts to reduce dependence on natural gas. Coal, nuclear, and wind power are expected to become alternative power sources. The overlapping demand for electricity from AI-driven applications and the replacement of aging power grids has intensified the demand for electrical equipment. Under this context, domestic industry chains may see relaxed entry conditions for certain consumables and components.

(Note: The content of this article is for reference only and does not constitute investment advice. Investors operate at their own risk.)