电气设备：竞配招标密集落地，关注海上风电起量

Investment Rating - The industry investment rating is "Leading the Market" (maintained) [2][7]. Core Viewpoints - The report highlights the acceleration of offshore wind power projects, with significant bidding activities taking place, indicating a robust growth trajectory for the sector. The total installed capacity of offshore wind power in China is expected to exceed 45GW this year, with projections reaching 200GW by 2030, showcasing vast development potential [2][2]. - The report emphasizes the importance of recent government policies and funding support in promoting deep-sea offshore wind power development, which is anticipated to contribute significantly to capacity additions in the coming years [2][2]. Summary by Relevant Sections Industry Performance - From January to September 2024, the newly installed offshore wind power capacity in China reached 2.47GW, representing a year-on-year increase of 72.73%. Cumulatively, the installed capacity reached 39.10GW, up 22.61% year-on-year [2][2]. Key Projects and Developments - The report mentions the commencement of bidding for several key offshore wind projects, including the Qingzhou Seven Seas project with a planned capacity of 1000MW and the Fujian province's competitive allocation of 2.4GW of offshore wind projects [2][2]. - The report also notes that the deep-sea offshore wind power projects are expected to enhance their economic viability, with costs projected to decrease significantly by 2050 [2][2]. Investment Opportunities - The report suggests that the current opening of the offshore wind construction window presents a favorable investment environment, with high growth rates and technological barriers in the sector. It recommends focusing on companies involved in offshore wind power, such as Dongfang Cable and Qifan Cable, as potential investment opportunities [2][2].