Tianfeng Securities: Optimistic about the dual drivers of performance and valuation in the wind power sector in 2026

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