Analysis of Taisheng Wind Energy (300129)'s Strong Performance: Opportunities and Risks Driven by Commercial Space Concepts

Taisheng Wind Energy surged to a daily limit up on January 8, 2026, with its stock price hitting a 52-week high and a single-day gain of 19.98%, entering the strong stock pool [0]. The core driver of this stock price surge is the official commencement of construction of China’s first offshore recoverable and reusable rocket base, marking a major breakthrough in China’s commercial space sector [1]. Taisheng Wind Energy confirmed on the interactive platform that its rocket tank business has entered the substantive stage of production line transformation and customer signing [1], which means the company’s business has officially shifted from concept speculation to actual implementation, achieving a qualitative leap.

From the perspective of business synergy, the company’s main business covers offshore wind power and marine engineering equipment (accounting for 15.80%), which has significant technical and scenario synergies with the construction of offshore rocket launch and recovery bases [1]. This synergy not only brings a new growth pole to the company, but also gives it a unique valuation logic that distinguishes it from traditional wind power equipment enterprises.

The recovery trend of the wind power industry has provided a solid foundation for Taisheng Wind Energy’s strong performance. Industry data shows that wind power installed capacity is recovering, and the company, as a leading wind power tower manufacturer, directly benefits from this industry trend [2][3]. At the same time, the continuous advancement of carbon neutrality policies provides long-term prosperity guarantees for wind power as a core clean energy track [3]. The company’s onshore wind power equipment revenue accounts for as high as 81.87% [4], with a stable market position in the segmented field.

In terms of price performance, Taisheng Wind Energy shows a typical strong breakthrough pattern: a single-day increase of 19.98%, a 5-day increase of 29.30%, a monthly increase of 56.31%, an annual increase of 106.65%, and a cumulative increase of 143.3% from the 52-week low [0]. This step-by-step upward pattern indicates the continuous entry of incremental capital.

Trading volume data shows that 177 million shares were traded today, 3.2 times the average daily trading volume, with a turnover rate of as high as 26.62% and a trading volume of RMB 2.305 billion [0][4]. Dragon and Tiger List data reveals the capital composition: Shenzhen Stock Connect net bought RMB 32.7 million, institutional special seats net bought approximately RMB 140 million, and well-known hot money Guotai Haitong Securities Nanjing Taiping South Road bought RMB 111 million [4]. Institutionals and hot money jointly bought, showing high market recognition of this stock.

The commercial space concept of Taisheng Wind Energy is not simple theme speculation, but based on the technology migration and scenario extension of its offshore wind power business. The company’s profound accumulation in the marine engineering equipment field provides a natural technical foundation for its involvement in rocket tank manufacturing. This dual-main-business logic of “wind power + aerospace” has inherent consistency, different from pure concept packaging, and has certain industrial logic support.

A high turnover rate (26.62%) usually means scattered chips, but combined with the analysis of Dragon and Tiger List data, it can be found that the large-scale net buying by institutional seats (approximately RMB 140 million) indicates that institutional investors are actively building or increasing positions [4]. The continuous net buying by Shenzhen Stock Connect, as a foreign capital channel, shows that overseas capital pays attention to this new concept. This pattern of resonance between institutionals and hot money not only brings short-term liquidity support, but may also exacerbate stock price volatility.

The current price-to-earnings ratio (PE) of 52.47 is significantly higher than the 25-35x valuation range of the traditional wind power industry [0]. However, if the commercial space business is included in the valuation system, the company’s valuation logic may undergo a fundamental transformation. The commercial space industry is in the early stage of development, and the capital market usually gives a high growth premium, which provides theoretical space for the company’s valuation expansion.

: The KDJ indicator’s J-value reaches 108.7, and the RSI is in the overbought area, with strong technical pullback pressure [0]. The excessive short-term increase (nearly 20% single-day increase) has accumulated a large number of profit-taking orders, and once market sentiment turns, selling pressure may be released concentratedly.

: The 52x PE is relatively high compared to the current performance growth rate, and the ROE of only 5.54% indicates that profitability needs to be improved [0]. If the new business cannot contribute substantive performance in the short term, there is a risk of valuation regression.

: Although the rocket tank business has entered a substantive stage, it is still in the initial stage, with limited performance contribution and uncertainties. It takes a long time cycle for the new business to progress from production line transformation to mass supply.

: The wind power industry has an obvious cycle, and fluctuations in installed capacity will directly affect the revenue of traditional businesses, so wind power bidding data needs to be closely tracked [2][3].

: If the commercial space project progresses smoothly, the company is expected to form a dual-driven pattern of “wind power + aerospace”, and its business boundaries will be significantly expanded.

: Under the carbon neutrality target, wind power as a core clean energy will continue to benefit from policy support; commercial space, as a strategic emerging industry, is also encouraged by national policies.

: The state-owned holding background provides endorsement and resource support for the company’s business expansion, with advantages in obtaining orders and financing [1].

From a risk-return perspective, the odds of chasing gains at the current price are low. The short-term technical overbought is severe, and the pullback risk is greater than the probability of continued upward movement. However, for investors with a medium- to long-term perspective, if the company’s commercial space business can continue to achieve order breakthroughs, the current valuation may receive fundamental support. It is recommended that investors formulate differentiated strategies based on their own risk preferences.

The core driving force behind Taisheng Wind Energy’s strong daily limit up today is the substantive progress of the new commercial space concept. The company confirmed that its rocket tank business has entered the stage of production line transformation and customer signing, which has made the market have positive expectations for its business expansion prospects [1]. Coupled with the recovery trend of the wind power industry, it forms a dual positive support.

From a technical perspective, the stock price has hit a 52-week high, moving averages of all cycles show a bullish arrangement, and MACD maintains a golden cross bullish signal, but KDJ and RSI are both in the overbought area, requiring short-term technical adjustments [0]. On the capital side, institutionals and hot money jointly bought, and Shenzhen Stock Connect continued to have net inflows, showing high market participation enthusiasm [4].

Fundamentally, the company has a stable state-owned holding background, and its onshore wind power equipment business occupies a leading position in the industry, but the current 52x PE valuation is on the high side, the ROE level is low, and the contribution of the new business still needs time to be verified [0].

: The probability of a short-term (1-3 trading days) surge followed by a pullback is high; the medium-term (1-4 weeks) trend depends on the overall popularity of the commercial space sector and whether the company has substantive order landing; the long-term (1-3 months) needs to observe the actual performance contribution of the new business. It is recommended that investors remain rational, avoid chasing gains at the emotional high, and can wait for pullback opportunities or confirm the direction after consolidation.

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[0] Jinling Analysis Database - Real-time Market, Technical Analysis, Financial Data

[1] Fupan Network - Analysis of Taisheng Wind Energy’s Speculation Logic on January 8, 2026

[2] Caifu Hao - Analysis of Taisheng Wind Energy’s Over 8% Surge

[3] Caifu Hao - Analysis of Taisheng Wind Energy’s 4.60% Increase at the End of the Year

[4] Sina Finance - Dragon and Tiger List Data