突然，暴涨700%！买盘为何如此“凶悍”？

Core Viewpoint - The sudden surge in the stock price of Dongfang Electric, which rose over 700% due to a possible erroneous trade, reflects strong market sentiment and investor confidence in the stock despite the initial spike being attributed to a "fat finger" error [1][2]. Group 1: Stock Movement and Market Reaction - Dongfang Electric's stock price reached a peak of 119.9 HKD per share, a 520% increase from the previous transaction price of 19.32 HKD, and over 700% from the last closing price [2]. - Following the initial spike, the stock price quickly corrected, stabilizing with a current increase of around 60% [2]. - The surge was linked to the announcement of the Yajiang Hydropower Project, which significantly impacted the market, leading to a broad rally in related sectors such as water conservancy and infrastructure [2][3]. Group 2: Hydropower Project Significance - The Yarlung Tsangpo River, the largest river in Tibet, has significant hydropower potential, with an estimated 70 million kilowatts of technically exploitable resources, three times that of the Three Gorges Dam [4]. - Several hydropower stations are planned along the river, with a total installed capacity of approximately 4 GW, and an average investment of about 25 billion CNY per GW [4]. Group 3: Investment and Economic Impact - The total investment for the Yajiang Hydropower Project is projected to be 1.2 trillion CNY, with at least 15% allocated for construction equipment, translating to a demand of over 180 billion CNY for engineering machinery [5]. - The project is expected to accelerate construction within the year, significantly impacting national security, western development, and renewable energy sectors [5]. - The anticipated demand for large-tonnage equipment is expected to yield substantial profit margins, with a potential profit space exceeding 18 billion CNY based on a 10% net profit margin [5]. Group 4: Future Outlook - The overall economic strategy anticipates a collaborative effort between supply and demand sides, with new policies aimed at stabilizing key industries such as steel, non-ferrous metals, and construction materials [6]. - The commencement of the Yajiang Hydropower Project is expected to stimulate economic growth in the southwest region and drive demand across related industries [6].