电力设备：青洲七启动塔筒招标，国内海上风电催化密集

Investment Rating - The industry investment rating is maintained as "Overweight" [5]. Core Insights - The report highlights the initiation of the tower cylinder bidding for the Qizhou Seven offshore wind farm project by China Three Gorges Corporation, with a planned installation capacity of 1GW and a requirement for the supply of 500MW by May 30, 2025 [5]. - The report emphasizes the acceleration of offshore wind projects in Guangdong Province, with several key projects listed as priority construction projects, each with a scale of 1GW [5]. - The report suggests focusing on three main lines of investment: companies benefiting from increased offshore wind demand, companies actively expanding overseas, and those with strong order acquisition capabilities [5]. Summary by Sections Market Dynamics - The report notes that the domestic offshore wind market is experiencing a surge in bidding activities, with significant projects being initiated and planned for completion by 2025 [5]. - It mentions the competitive allocation of 2.4GW of offshore wind capacity in Fujian Province, indicating a robust market environment [5]. Investment Recommendations - The report recommends attention to companies such as Dongfang Cable, Tiens Wind Power, and Qifan Cable, which are expected to benefit from the rising demand in offshore wind energy [5].