HK Stock Market Move | Goldwind Science & Technology (02208) rose more than 10% in the afternoon. European wind power construction is expected to accelerate comprehensively, and domestic offshore wind power leaders are accelerating their overseas expansion.

Goldwind Science & Technology (02208) surged more than 10% in the afternoon, rising 9.02% to HK$16.68 as of the time of writing, with a turnover of HK$807 million. On the news front, the UK government announced the cancellation of import tariffs on 33 wind power components from April 1st, with the tax rates on core components such as blades and cables reduced from 6% and 2% to 0%. In addition, the Fifteenth Five-Year Plan explicitly proposes the construction of offshore wind power bases in the Bohai Sea, Yellow Sea, East China Sea, and South China Sea, promoting the orderly and standardized development of deep-sea offshore wind power. The cumulative grid-connected installed capacity of offshore wind power is expected to exceed 100 million kilowatts. Industrial analysis points out that the bottleneck in the European offshore wind supply chain continues to be evident, with domestic industry leaders leveraging stable delivery capabilities and cost advantages to accelerate overseas expansion. Wind turbine prices are expected to make a slight recovery by 2026, with domestic and international demand resonating, opening up growth space for a "double sea strategy" of "seawind + overseas". The industry's high prosperity provides strong certainty.