Goldwind Technology Surges Over 9% Again on UK's Zero Tariff Wind Power Policy

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Goldwind Technology (02208) rose more than 9% again, with a gain of 5.47% at the time of writing, reaching HK$16.01 and a turnover of HK$1.199 billion. The catalyst for the movement is the UK's elimination of import tariffs on 33 wind power components effective April 1, reducing rates on key parts such as blades and cables from 6% and 2% to zero. This policy adjustment is a significant step by the UK to accelerate the development of offshore wind projects in the North Sea and expand its renewable energy capacity. According to related plans, the zero-tariff policy is expected to unlock approximately £22 billion in investment. Guosen Securities released a research report stating that domestic wind power installations are projected to maintain 10%-20% growth in 2026, with saturated orders providing strong price support. Profitability for wind turbine manufacturers is improving quarter by quarter, and increasing exports are boosting performance, creating a positive trend both domestically and internationally. Wind power components are expected to achieve volume growth with stable prices in 2026. Key players to watch include leading manufacturers of wind turbines, components, and offshore wind projects.

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