Core Viewpoint - The commencement of the Yarlung Zangbo River downstream hydropower project marks a significant milestone in China's energy revolution and ecological development, with an estimated total investment exceeding 2 trillion yuan, making it the largest hydropower project in human history [3][6][16]. Group 1: Project Overview - The Yarlung Zangbo River hydropower project has a total investment of 1.2 trillion yuan, with potential additional investments bringing the total to over 2 trillion yuan [3][6]. - The project will consist of five hydropower stations with an installed capacity of 60-70 million kilowatts and an annual power generation of approximately 300 billion kilowatt-hours, which is three times that of the Three Gorges Dam [6][8]. - The project is expected to take 12-15 years to complete and will play a crucial role in China's "West-to-East Power Transmission" strategy [6][16]. Group 2: Key Beneficiaries - The China Three Gorges Corporation will be the largest shareholder of the newly established Yajiang Group, holding 35% of the shares, and is expected to be the primary beneficiary due to its extensive experience in hydropower construction and operation [7][8]. - China Huaneng Group is also positioned to benefit significantly, leveraging its established presence in the region and its extensive hydropower assets [8][9]. Group 3: Engineering and Construction - China Power Construction Corporation and China Energy Engineering Corporation are identified as the main engineering forces for the project, with expertise in large-scale hydropower construction [10][12]. - The project will utilize innovative construction techniques to address challenging geological conditions, including a total tunnel length exceeding 50 kilometers and a maximum depth of 3,000 meters [11][12]. Group 4: Supporting Infrastructure - The project will be complemented by the construction of high-voltage direct current (HVDC) transmission lines, including the recently approved "Southeast Tibet to Guangdong-Hong Kong-Macao Greater Bay Area ±800 kV DC project," which will facilitate the long-distance transmission of electricity [14][15]. - The anticipated investment for the HVDC infrastructure could reach approximately 600 billion yuan, indicating significant future capital requirements for supporting the hydropower project [15][16].

华菱线缆：中标多个项目 总金额约5.57亿元 7月23日，华菱线缆（001208）发布公告称，公司近期在核电及电力领域、矿山领域、轨道交通领域和 冶金领域中标合同金额共计约5.57亿元，占2024年经审计营业收入的13.40%。中标项目包括南方电网配 网材料招标项目、中国原子能科学研究院电缆项目、紫金矿业等多家单位的矿山采购项目、天津轨道交 通供电物资采购项目以及中色国际等单位的冶金采购项目 资料显示，华菱线缆成立于2003年7月，主营业务是电线电缆的研发、生产及销售。 所属行业：电力设备–电网设备–线缆部件及其他 伟思医疗：股东拟减持不超过3%公司股份 7月23日，伟思医疗（688580）发布公告称，股东南京志达创业投资中心（有限合伙）计划通过集中竞 价和大宗交易方式减持公司股份，合计不超过287.31万股，占公司总股本的比例不超过3%。此次减持 系股东自身资金需求，减持期间为2025年8月14日至2025年11月11日。 资料显示，伟思医疗成立于2001年1月，主营业务是医疗器械的研发、生产和销售。 所属行业：医药生物–医疗器械–医疗设备 汉仪股份：拟1.02亿元获得上海皮东文化传媒39%股权 7月23日 ...

平安证券观点认为，当前支撑A股红利策略的市场环境未发生根本性转变，宏观延续低利率环境，高股 息权益资产仍具吸引力；市场资金端的中长期增量资金持续入市仍然可期，5月"一揽子金融政策"部署 相关增量政策有待进一步落地起效；上市公司端的分红增长仍有空间，A股整体股利支付率仍有提升空 间。 从估值方面来看，当前亦或为180价值指数较好配置时机。Wind数据显示，截至上个交易日（7月22 日）收盘，价值ETF（510030）标的指数180价值指数市净率为0.85倍，位于近10年来41.1%分位点的相 对低位，中长期配置性价比凸显。 今日（7月23日），高股息行情回归！聚焦"高股息+低估值"大盘蓝筹股的价值ETF（510030）开盘后震 荡上行，盘中场内价格最高涨幅达到1.44%，截至发稿，涨1.17%，冲击日线四连阳。 成份股方面，基建、金融等板块部分个股涨幅居前。截至发稿，中国电建涨停，潞安环能飙涨超6%， 华泰证券、中国太保、中信证券等多股跟涨超3%。 | | | 分糖 零日 1分 5分 15分 30分 60分 ▼ | | | | | | F9 盈前景区 植加 九种 图片 工具 @ (2) > | | | 价值ET ...

Group 1 - The concept stocks related to the Yarlung Tsangpo River hydropower project continue to gain popularity, with over twenty stocks hitting the daily limit up, including Tiedao Heavy Industry and Deepwater Survey Institute, both reaching a 20% increase [4][6] - The total investment for the Yarlung Tsangpo River downstream hydropower project is approximately six times that of the Three Gorges Project, with an expected annual investment of 60 billion to 80 billion yuan over a construction period of 15 to 20 years [7] - Major players in the steel sector, such as China Electric Power Construction and China Energy Engineering, have seen their stock prices rise significantly, with total market values reaching 116.6 billion yuan and 128.8 billion yuan respectively [6][7] Group 2 - The steel sector experienced a sharp increase, with stocks like Shengde Xintai and Liugang Co. hitting the daily limit up, while the overall steel prices have risen week-on-week [8] - The Ministry of Industry and Information Technology announced a new round of growth stabilization plans for key industries, including steel, aimed at optimizing supply and eliminating outdated production capacity [8] - Meibang Co. saw a dramatic drop in stock price, falling from a limit up of 31.1 yuan to a limit down of 25.86 yuan, reflecting volatility in high-position stocks [9]

【导读】雅江水电站热度持续，美邦股份上演 " 天地板 " 中国基金报记者 晨曦 大家好！来一起关注最新的市场行情和资讯 ~ 7 月 23 日， A 股三大指数早间开盘涨跌不一。上午沪指冲击 3600 点，截至发稿，三大指 数集体飘红。 | হ 3595.92 | 11118.79 | 2321.92 | | --- | --- | --- | | 上证指数 +0.39% | 深证成指 +0.17% | 创业板指 +0.48% | | 最高: 3599.20 | 今开:3588.88 | 成交量: 3.06亿手 | 换手:0.67% | | --- | --- | --- | --- | | 最低：3583.87 | 昨收:3581.86 | 成交额:3213.15亿 | 量比： 3.23 | | 52周最高: 3674.40 | 上涨:804 | 振幅:0.43% | 平盘:94 | | 52周最低: 2689.70 | 下跌:838 | 总市值: 57.67万亿 | | | 关时 | | | 五日 日K 周K 月K 李K 年K 120分 60分 30分 15分 5分 1分 | | | | 区间统计 全屏显示 ...

电建路桥公司高度重视一线工友"防暑降温"工作，为保障现场工友身心健康，项目团队严格落实高温天气下劳动者权 益保障相关要求，积极采取多项措施应对高温挑战：改善施工现场环境，设置休息室；落实防暑降温保障，设立防暑 降温物资领用点、饮用水供给处，常备绿豆汤、茶水等清凉饮品。目前项目处于大干阶段，电建路桥公司在确保质量 安全的同时，将科学组织、合理安排作业时间，高质量高效率推进项目建设。项目建成后将为周边居民提供安全、舒 适、现代化的居住环境，持续增强区域居民生活的幸福感，助力城市面貌提升，为推动济南"西兴"战略赋能加速。 大学城管委会相关部室、区城管局、济清公司、产发集团有关负责人、石马名甲项目负责人参加了本次活动。 通讯员：顾奇峰 桂维 7月18日下午，长清区总工会走进由中电建路桥集团有限公司承建的石马名甲庄城中村改造项目现场，开展"情系职工• 夏送清凉"活动。长清区委副书记、区总工会主席李向峰，长清区总工会党组书记、常务副主席郭天宾参加活动。 在项目现场，慰问组向每位在高温下奋战于一线的工友表示衷心的感谢和崇高的敬意，给大家送上矿泉水、西瓜、藿 香正气水、花露水等防暑降温物资，为高温下坚守岗位的一线建设者送去关 ...

Group 1 - The A-share market showed strong momentum with the Shanghai Composite Index aiming for a five-day winning streak, reaching a new high for the year, driven by the popularity of the Yajiang Hydropower Station concept stocks [1] - As of July 22, the total margin balance in the A-share market reached 19,196.13 billion yuan, an increase of 150.48 billion yuan from the previous trading day, indicating a recovery in trading sentiment [1] - Central Huijin significantly increased its holdings in exchange-traded funds (ETFs) in Q2 2025, with a total purchase exceeding 190 billion yuan, highlighting its role in stabilizing the market and boosting investor confidence [1] Group 2 - The A500 ETF (512050) allows investors to easily invest in leading companies across various sectors, tracking the CSI A500 Index with a balanced industry allocation and a focus on leading firms [2] - The A500 ETF covers all 35 sub-sectors of the market, combining value and growth attributes, and is overweight in emerging sectors such as AI, pharmaceuticals, and renewable energy compared to the CSI 300 Index [2]

7月23日，A股窄幅震荡。截至9:37，沪指涨0.33%，深成指涨0.02%，创业板指涨0.07%。 盘面上，雅下水电概念继续发酵，民爆、高压氧舱、工程机械等板块继续领涨，两大龙头中国电建、中国能建斩获3连板，西藏天路、华新水泥、西宁特钢 等多股也均涨停。可控核聚变概念走高，浙富控股涨停。此外，传统金融板块止跌回升，证券、保险、银行反弹；养殖、白酒等板块也有所表现。下跌方 面，军工、电池、医药、AI应用端等板块跌幅居前。 展望后市，招商证券表示，上证指数已经突破我们提到的扭亏阻力位，市场也逐渐产生了增量资金流入的正反馈。站上扭亏阻力后，A股走牛的宏大叙事将 会徐徐展开 热门板块 1、雅下水电概念延续强势 雅下水电概念股维持强势，两大龙头中国电建、中国能建斩获3连板，西藏天路、华新水泥、西宁特钢等多股也均涨停。 点评：国信证券表示，雅鲁藏布江下游水电工程的正式开工，是中国基建领域近期最引人注目的事件之一。这一超级工程的启动，不仅将极大提升中国清洁 能源供应能力，优化能源结构，更重要的是，它将带动巨大的投资需求，涉及多个产业链环节，为相关产业带来显著增长空间。 | | 雅鲁藏布江水电站(02GN2378) | | ...

智通财经7月23日电，超级水电概念股开盘维持强势，西藏天路、浙富控股、中国电建、壶化股份、西 部建设、高争民爆、中铁工业、易普力等10余股竞价涨停。 超级水电概念股维持强势 西藏天路等10余股竞价涨停 ...

大家早上壕！ 先看海外要闻： 投资者等待谷歌和特斯拉等大型科技公司财报，消化关税相关消息，半导体、AI板块的科技巨头收跌，拖累纳指七连涨势头终结。得益于医疗 保健、住宅建筑等大部分非科技板块的普遍上涨，标普微涨、再创新高。 收盘标普500指数涨幅0.06%，道指涨幅0.40%，纳指跌幅0.39%。 英伟达收跌超2.5%，谷歌A收涨0.65%创2010年年底以来最长连涨天数。 纳斯达克金龙中国指数收涨1.70%，大全新能源收涨16.81%，蔚来涨10.84%，小马智行涨8.62%，再鼎医药涨6.75%，晶科能源涨5.72%，老虎证 券涨5.37%，亿航智能涨5.31%。 美债收益率普跌，10年期收益率跌近3基点。美元三连跌，跌近0.5%。 黄金涨超1%，重回3400美元，至一个月来高位。 焦煤、焦炭夜盘暴涨。 全球首家特斯拉餐厅开业，"赛博卡车"和人形机器人送餐，有人排队13小时。 初创公司Marathon Fusion宣称：用核聚变"点汞成金"，未来每发电1千兆瓦或产5吨黄金。 苹果2027年或将推出6款iPhone，发布策略调整。 国内重大事件汇总： 4、国资央企助力西藏高质量发展推进会召开。国资委主任张玉 ...