中国基金报·2025-07-21 11:05Group 1 - The core viewpoint of the article highlights the significant investment opportunity in the cement and infrastructure sectors due to the launch of a major hydropower project in Tibet, with a total investment of approximately 1.2 trillion yuan [5][6] - The Hang Seng Index and related industry indices showed positive performance, with the materials sector rising by 3.4%, energy sector by 2.9%, and real estate and construction sector by 1.7% on July 21 [4][2] - Major stocks such as Huaxin Cement and China Energy Construction experienced substantial price increases, with Huaxin Cement rising by 85.6% and China Energy Construction by 23.1%, indicating strong market sentiment towards companies involved in the hydropower project [8][6] Group 2 - The article discusses the impact of regulatory actions on internet platforms, with companies like Meituan, Alibaba, and JD.com seeing stock price increases as a result of a push for more rational competition in the food delivery sector [10][9] - Citigroup raised its GDP growth forecast for China to 5%, citing a solid foundation for achieving this target based on a 5.3% actual growth in the first half of the year [12][11] - The article notes that domestic demand is expected to recover unevenly across different sectors, with potential policy measures aimed at stimulating growth, such as "old-for-new" policies and childcare subsidies [13][14]