A股市场新增一个水电概念 三只湘股入围且近两日大涨

Group 1 - The A-share market saw a collective surge in engineering equipment, ultra-high voltage, and cement sectors on July 21, with the introduction of a new hydropower concept comprising 35 stocks, including three from Hunan province [1] - All 35 stocks in the hydropower concept rose, with 29 hitting the daily limit up, and the concept index increased from 1096.05 points to 1113.91 points, marking an 11.38% rise [1] - The selected stocks primarily involve over ten sub-industries, including engineering machinery, civil explosives, infrastructure engineering, cement manufacturing, transmission and transformation equipment, and grid automation [1] Group 2 - Wuxin Tunnel Equipment specializes in the R&D, production, sales, and service of intelligent equipment for tunnel construction, experiencing a 30% limit up on both July 21 and 22 [2] - The company’s products are involved in the early stages of hydropower projects, contributing to the green transformation of mining and tunnel engineering [2] - The company has innovated a dual-mode power system for its equipment, addressing energy consumption challenges in extreme environments [2] Group 3 - China Railway Construction Heavy Industry specializes in the design, R&D, manufacturing, sales, leasing, and service of tunneling machines, rail transit equipment, and specialized equipment, also hitting a 20% limit up on July 21 and 22 [2] - The company has maintained the largest market share for rock tunnel boring machines in mainland China since 2017 and has been the global leader in shield machines for two consecutive years [2] - The hydropower project requires significant tunneling, leading to a notable demand for the company's equipment orders [2] Group 4 - Yipuli is the largest civil explosives company in Hunan province, focusing on the production, R&D, and sales of civil explosive materials and military products [2] - The company provides a comprehensive range of products and integrated services, including industrial explosives and military detonators [2] - Yipuli has established a branch in Tibet to align with national strategic development initiatives in the region [2]