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中信证券:看好地基处理、民爆、水泥、工程承包等环节相关标的
news flash·2025-07-21 00:44

Core Viewpoint - CITIC Securities expresses optimism regarding sectors related to foundation treatment, civil explosives, cement, and engineering contracting due to the significant investment in the Yarlung Tsangpo River downstream hydropower project, which totals approximately 1.2 trillion yuan [1]. Group 1 - The Yarlung Tsangpo River downstream hydropower project has a total investment of about 1.2 trillion yuan, indicating a substantial financial commitment [1]. - The project is characterized by unprecedented scale and high technical barriers, suggesting a strong potential for growth in related industries [1]. - The demand in multiple segments of construction and building materials is expected to experience high elasticity growth as a result of this project [1].