Zheng Quan Shi Bao Wang·2025-07-24 11:27Group 1 - The A-share market has been rising, with the Shanghai Composite Index closing above 3600 points for the first time since January 2022, and the ChiNext Index increasing by 1.5% [1] - The Yajiang hydropower concept has seen a significant increase of nearly 28% this week, with individual stocks like Hengli Drilling Tools experiencing a cumulative rise of over 185% [2] - Analysts suggest that as the market continues to evolve, undervalued stocks that have not yet surged may attract new capital, increasing their chances of outperforming the market [1][2] Group 2 - The Yajiang hydropower project is expected to boost demand for cement, benefiting regional cement companies, particularly in the southwest [3] - Key construction phases of the hydropower project will drive new demand for engineering machinery and related materials, with estimated investment in turbines and generators valued between 535 billion and 954 billion yuan [3][4] - Industries likely to benefit from the Yajiang hydropower project include construction materials, civil explosives, engineering machinery, and power grid equipment [4] Group 3 - The Yajiang hydropower concept is transitioning from expectation to reality, with upcoming catalysts likely to include bidding and performance releases [5] - Among the stocks with strong earnings growth and low valuations, 11 stocks in the power and machinery sectors have seen net profits increase by over 30% year-on-year, with 8 of them having low price-to-earnings ratios [5] - Companies like Zoomlion and Liugong, which are leaders in engineering machinery, have received attention from over 20 rating agencies, indicating strong institutional interest [5]