1.2万亿世界级水电工程开工，五大板块有望受益！高手还关注AI芯片、固态电池等赛道

Group 1 - The Yarlung Tsangpo River downstream hydropower project has commenced, with a total investment of approximately 1.2 trillion yuan [3][4] - Five sectors are expected to benefit from the project: main construction, cement and building materials, civil explosives, foundation treatment, and transportation infrastructure [4] - China Energy Construction Corporation holds over 30% market share in the hydropower construction sector, while Tibet Tianlu is a leading local cement and building materials company [4] Group 2 - The stock prices of companies related to the humanoid robot sector have surged, with Weisheng New Materials achieving an eight-day consecutive rise [5][6] - Utree Technology, a profitable company in the industry, has initiated IPO counseling, attracting significant attention [5][6] - The AI chip and server supply chain is gaining interest, with projections indicating the AI chip market could exceed $400 billion by 2027 [7] Group 3 - The London Metal Exchange saw increases in copper, aluminum, zinc, and tin prices, indicating potential opportunities in the non-ferrous metal sector [7] - Solid-state battery technology is gaining traction, with market focus on oxide routes and dry process equipment-related stocks [8]