电力设备：辽宁省启动7GW省管海风竞配，海风建设提速

Investment Rating - The industry investment rating is maintained as "Increase" [9] Core Viewpoints - Liaoning Province has initiated a 7GW provincial offshore wind power competition, accelerating offshore wind construction [4] - The total scale of offshore wind power in Liaoning Province is set at 7 million kilowatts, with specific allocations for different cities [4] - The "14th Five-Year Plan" for Liaoning Province aims for a cumulative grid-connected capacity of 4.05GW by 2025, with an expected addition of 3GW from 2024 to 2025 [5][6] Summary by Sections Offshore Wind Power Development - The public consultation for the "Liaoning Province 2024 Offshore Wind Power Construction Plan" is open from December 16 to December 18, 2024 [4] - Project owners are required to focus on large-scale development, with a minimum project size of 500,000 kilowatts [5] - As of the end of 2023, Liaoning Province has a cumulative installed capacity of 1.05GW in offshore wind power, indicating significant growth potential [5] Investment Recommendations - Companies expected to benefit from the increased demand for offshore wind power include Dongfang Cable, Tiensun Wind Power, and Qifan Cable [7] - Companies with strong order acquisition capabilities and active overseas market expansion include Dajin Heavy Industry, Taisheng Wind Power, and Zhenjiang Co., Ltd. [7] - Wind turbine manufacturers with improving profitability include Mingyang Smart Energy, Goldwind Technology, Sany Heavy Energy, and Yunda Co., Ltd. [7]