Analysis of the Strong Performance of Taisheng Wind Energy (300129)

As a Chinese wind power equipment supplier, Taisheng Wind Energy (300129) has shown strong performance mainly due to the long-term growth theme and technological breakthroughs in the wind power industry. At the policy level, China’s “Dual Carbon” goals drive the continuous expansion of wind power installed capacity, providing long-term demand support for the industry [0]. From a technical perspective, on December 25, 2025, the company’s stock price broke through, with a trading volume of 134 million shares, three times the average volume (45.16 million shares), triggering a technical buy signal [0]. Recent price performance: up 30.39% in the past month, up 42.18% in the past six months, and up 45.31% for the year [0].

Technical indicators (MACD golden cross, KDJ bullish) and increased trading volume have jointly driven the stock price up, indicating positive market sentiment [0]. However, overbought RSI indicates short-term correction risk [0], and the current P/E ratio of 37.16x is higher than the industry average of 30x, reflecting that the valuation is already high [0].

• Risks: Short-term correction caused by overbought RSI on the technical side [0], high valuation risk [0], intense competition in the wind power industry and policy change risk [0], aggressive accounting policies may lead to inflated profits [0].
• Opportunities: Long-term policy support and demand growth in the wind power industry [0].

Taisheng Wind Energy’s short-term performance is driven by technological breakthroughs and industry sentiment, and it will benefit from the “Dual Carbon” policy in the long term, but short-term correction pressure and valuation levels need to be watched. Support level at $8.86, resistance level at $10.18, next target price at $10.64 [0].