水电工程建设

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50年都不敢建的水电站,为啥现在开工?
Hu Xiu· 2025-10-04 01:01
为什么明知这里蕴藏如此巨大的能量,我们仍然等待了半个世纪才真正动工?是什么样的困难,让几代 工程师殚精竭虑?我们又将如何在地质条件最复杂的禁区,深入地底,去建造这项史无前例的世纪工 程?今天来一窥全球最大的水电工程——雅鲁藏布江下游水电工程,到底是怎么建的? ...
我国在建海拔最高双曲拱坝电站首批坝段浇筑到顶
Zhong Guo Xin Wen Wang· 2025-09-29 13:48
中新网成都9月29日电 (张鹏 刘季松)9月29日,我国在建海拔最高双曲拱坝电站——华电金上叶巴滩水 电站首批坝段浇筑至坝顶设计高程2894米,标志着大坝主体结构施工取得阶段性成果,向着2025年底首 批机组投产发电目标稳步迈进。 大坝是水电站枢纽工程的核心建筑物,承担着挡水与泄洪的重要任务。叶巴滩水电站总装机容量224万 千瓦,坝型为混凝土双曲拱坝,最大坝高217米,坝顶弧长582米,共分为27个坝段,布置有2个导流底 孔、4个泄洪深孔和5个泄洪表孔。 叶巴滩水电站大坝设计混凝土浇筑总量约263万立方米(含置换块、贴脚等),采用4台30吨平移式缆机进 行浇筑。自2022年8月启动首仓混凝土浇筑以来,华电金沙江上游开发有限公司叶巴滩分公司推行"领导 挂帅、中层挂点、专责推进"的三人分工制及"片长制"管理模式,严格执行"日协调""一仓一总结"机 制,持续优化施工组织,推行"两浇、两备、四准备"措施,实现转仓无缝衔接,大幅提升大坝浇筑效 率,创下最高日浇筑6493.5立方米、月浇筑13万立方米的施工纪录,推动大坝混凝土浇筑工期提前6.4个 月。截至目前,已连续浇筑37个月,累计浇筑254万方混凝土,完成总浇筑量的 ...
中国电建(601669):Q2收入仍显韧性 有望受益于雅下水电工程建设
Xin Lang Cai Jing· 2025-08-31 02:29
Core Viewpoint - The company maintains a "buy" rating despite a decline in net profit, supported by resilient revenue and potential benefits from the Yarlung Tsangpo River hydropower project [1] Group 1: Financial Performance - In H1 2025, the company achieved revenue of 292.76 billion, a year-on-year increase of 2.66%, while net profit attributable to shareholders decreased by 13.81% to 5.43 billion [1] - For Q2 2025, the company reported revenue of 150.20 billion, a year-on-year increase of 3.57%, with net profit attributable to shareholders down 14.17% to 2.79 billion [1] - The comprehensive gross margin for H1 2025 was 11.23%, a decrease of 1.04 percentage points year-on-year [3] Group 2: Business Segments - Revenue from engineering contracting and surveying design, power investment and operation, and other businesses in H1 2025 was 265.93 billion, 12.39 billion, and 13.56 billion respectively, with year-on-year changes of +3.19%, +1.73%, and -5.42% [2] - The company’s installed capacity as of H1 2025 was 35.16 million kilowatts, with year-on-year increases in wind power (20.45%) and solar power (60.87%) [2] Group 3: New Contracts and Growth Potential - The company signed new contracts worth 686.70 billion in H1 2025, achieving 49.13% of the annual target, with a year-on-year increase of 5.83% [4] - New contracts in the energy and power sector totaled 431.39 billion, reflecting a year-on-year increase of 12.27%, with significant growth in wind power contracts [4] - The Yarlung Tsangpo River hydropower project has officially commenced, positioning the company to benefit from this long-term investment [4]
华测导航:目前公司雅下项目相关业务收入占公司收入比例很小
Zheng Quan Ri Bao· 2025-08-15 11:35
Core Viewpoint - The company, Huace Navigation, indicated that the Yaluzangbu project is in its early construction phase, and its related business revenue currently constitutes a small proportion of the company's total income, thus not significantly impacting overall revenue [2] Group 1: Project Involvement - The company is actively participating in the Yaluzangbu River downstream hydropower project, which is expected to create market opportunities in sectors such as construction and infrastructure, resources and public utilities, and geospatial information [2] - The project involves the use of RTK high-precision receivers and 3D scanning intelligent equipment for engineering surveying and construction, as well as GNSS displacement monitoring equipment for water dam monitoring [2] Group 2: Revenue Impact and Uncertainty - Currently, the revenue from the Yaluzangbu project is minimal and has not had a major impact on the company's income [2] - The project has a long cycle, and there is uncertainty regarding the company's future level of participation [2]
新兴铸管:尚未参与雅鲁藏布江下游水电工程
Xin Lang Cai Jing· 2025-08-01 07:48
Core Viewpoint - The company has not yet participated in the construction of the Yarlung Tsangpo River downstream hydropower project but recognizes the opportunity and intends to leverage its business strengths to actively engage in the bidding process [1] Group 1 - The company emphasizes the importance of the Yarlung Tsangpo River downstream hydropower project and is committed to participating in the bidding process [1] - The bidding process for the project involves multiple stages and is influenced by various factors such as project progress, bidding rules, and market competition, leading to uncertainty regarding the company's successful participation [1] - The company will adhere to information disclosure regulations and will provide timely updates based on the project's subsequent developments [1]
三一重工:将主动推进合作,为墨脱水电站建设提供更好产品、更优服务
Xin Lang Cai Jing· 2025-07-31 09:34
Core Viewpoint - The company is actively involved in the construction of the Yarlung Tsangpo River downstream hydropower project, which is set to begin on July 19, 2025, marking the start of the construction phase for the Motuo hydropower station [1] Group 1 - The construction of the Yarlung Tsangpo River downstream hydropower project is expected to create hundreds of thousands of job opportunities during the construction period [1] - The project is anticipated to drive rapid growth in related industries such as cement, steel, and civil explosives [1] - The company aims to proactively promote cooperation and provide better products and services for the construction of the Motuo hydropower station [1]
中国雅江集团首任领导班子到位,“一把手”来自这家公司
Di Yi Cai Jing· 2025-07-28 09:17
Group 1 - The Yarlung Tsangpo River downstream hydropower project, referred to as "Yaxi Hydropower," commenced construction on July 19, with ongoing developments since then [1] - China Three Gorges Corporation and China Yajiang Group held discussions and signed a strategic cooperation agreement to deepen collaboration on the Yaxi Hydropower project [1] - China Yajiang Group has been established as a new central enterprise to promote the construction and operation of the Yaxi Hydropower project, with its first leadership team officially appointed [1] Group 2 - Yu Bing, the newly appointed chairman and party secretary of China Yajiang Group, has extensive experience in the electric power industry, having held various senior positions in China Power Investment Corporation and China Huadian Corporation [2] - Wang Wubin, the general manager and deputy party secretary of China Yajiang Group, has a long tenure in the water resources sector, primarily within the Three Gorges Group [2]
雅鲁藏布江水电工程开工,有望拉动西藏地区民爆需求
Tianfeng Securities· 2025-07-23 09:14
Investment Rating - Industry rating is Neutral (maintained rating) [5] Core Insights - The Yarlung Tsangpo River hydropower project has commenced, which is expected to significantly boost the demand for civil explosives in the Tibet region [1][3][10] - The project involves an investment of approximately 1.2 trillion yuan, with the potential to create a demand for several hundred thousand tons of industrial explosives [3][11] - The hydropower project is a key investment project as outlined by the National Development and Reform Commission for the 2025 economic development plan [1][9] Summary by Sections Project Overview - The Yarlung Tsangpo River hydropower project is located in Linzhi City, Tibet, and will construct five tiered power stations [3][11] - The theoretical hydropower resource in Tibet is over 200 million kilowatts, accounting for 30% of the national total, with the Yarlung Tsangpo River basin being the most resource-rich area [1][9] Demand for Explosives - The construction of the hydropower project is projected to generate a demand for several hundred thousand tons of industrial explosives, based on the investment scale [3][11] - In 2024, the industrial explosive production and sales volume in Tibet is around 52,000 tons, with a year-on-year increase of 10% in early 2025 [3][11] Company Capacities - Several listed companies have established explosive production capacities in Tibet, including Gaozheng Explosives, Tibet Poly Jiulian, and others [4][15] - In 2024, the revenue from the southwestern (or Tibetan) region for these companies is projected to be significant, with Gaozheng Explosives' revenue from Tibet accounting for 76% of its total revenue [17][18] Financial Performance - The financial performance of companies in the explosive sector shows that Gaozheng Explosives has a high profit margin from its operations in Tibet, with a gross profit of 4.6 billion yuan, representing 89% of the company's total gross profit [17][18] - The revenue growth for companies like Guangdong Hongda in the Tibetan market has been substantial, with increases of 65.15% and 32.41% in 2023 and 2024, respectively [20]
雅下水电工程开工,工程机械设备迎来增量需求,科创机械ETF(588850)有望受益
Xin Lang Cai Jing· 2025-07-23 07:20
Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Industrial Machinery Index increased by 0.49%, with notable stocks such as Iron Construction Heavy Industry hitting the daily limit up and others like Jepter and Jingzhida rising by 3.61% and 2.96% respectively [1] - The Sci-Tech Machinery ETF (588850) has seen a weekly increase of 6.49% as of July 22, 2025, indicating strong market performance [1] - The top ten weighted stocks in the Industrial Machinery Index account for 48.05% of the index, with Zhongkong Technology and Bichu Electronics being the largest contributors [1][3] Group 2 - The Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, officially commenced construction on July 19, 2025 [3] - The project is expected to create significant demand for construction machinery and equipment due to its large scale and long construction period, similar to the Three Gorges Project [4] - Companies with capabilities in new energy, unmanned operations, and large-tonnage complete equipment are likely to benefit from the challenging working conditions in Tibet [4]
中联重科:有望深度参与雅鲁藏布江下游水电工程项目建设的核心环节
news flash· 2025-07-22 04:39
Core Viewpoint - Zoomlion is expected to deeply participate in the core aspects of the Yarlung Tsangpo River downstream hydropower project, which is a significant national strategic initiative with a total investment of approximately 1.2 trillion yuan [1] Group 1: Project Overview - The total investment for the Yarlung Tsangpo River downstream hydropower project is around 1.2 trillion yuan [1] - The construction of the project is anticipated to positively impact the demand for engineering machinery and equipment [1] Group 2: Equipment Demand - The project is expected to have substantial demand for earthmoving machinery, concrete machinery, lifting machinery, foundation construction machinery, and tunnel boring machinery [1] Group 3: Company Positioning - Zoomlion, as a leading global high-end equipment manufacturing company, has established long-term strategic partnerships with the contractors related to the project [1] - The company is well-positioned to engage in the core construction phases of the project [1]