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1.2万亿元超级工程正式开工 一图梳理受益概念(附个股基金名单)
天天基金网· 2025-07-21 11:33
Core Viewpoint - The commencement of the Yarlung Tsangpo River downstream hydropower project in Tibet is expected to significantly boost demand across various sectors, including civil explosives, tunneling, and geotechnical industries, leading to a positive outlook for related companies and industries [1][2]. Group 1: Project Overview - The Yarlung Tsangpo River downstream hydropower project involves the construction of five cascade power stations with a total investment of approximately 1.2 trillion yuan [1]. - Tibet's hydropower resources are abundant, with an estimated capacity of about 200 million kilowatts, accounting for nearly 30% of the national total, making it the highest in the country [1]. Group 2: Investment Opportunities - The project is projected to generate a total value of approximately 53.5 billion to 95.4 billion yuan in turbine and generator business, with potential growth in the hydropower equipment sector post-2030 [1][2]. - Key beneficiaries in the investment and design construction sectors include China Power Construction and China Energy Engineering [2]. - In the tunneling equipment sector, companies such as China Railway Engineering and Tianjin Heavy Industry are highlighted as significant players [2]. Group 3: Sector-Specific Beneficiaries - In the civil explosives sector, regional leaders like Gaozheng Explosives and Yipuli are expected to benefit from the project [2]. - The cement sector will see potential gains for regional leaders such as Tibet Tianlu and Huaxin Cement [2]. - Companies in the geotechnical field, such as Zhongyan Dadi, and concrete additive leaders like Subote are also identified as having investment value [2].
超级水电开建利好提振相关个股 东方电气H股一度涨超7倍
Xin Lang Cai Jing· 2025-07-21 02:24
智通财经7月18日讯(编辑 胡家荣)受超级水电利好消息提振相关个股表现。截至发稿,东方电气(01072.HK)涨48.46%、华新水泥(06655.HK)涨28.34%、华 润建材科技(01313.HK)涨9.04%、中国建材(03323.HK)涨5.96%。 国家级水电工程正式拉开帷幕 东方财富证券报告则聚焦雅鲁藏布江下游丰富的水能资源。报告称,该区域特别是大拐弯段被誉为"世界水能富集之最",技术可开发资源量近7000万千瓦 (约70吉瓦),相当于三峡电站装机规模的3倍。目前,雅鲁藏布江中游已规划建设的多个水电站(如藏木、加查等)总装机约400万千瓦(4吉瓦),平均单位投资 额约为250亿元/吉瓦。 注:东方电气 注:华新水泥 机构看好巨大产业链拉动效应 1.2万亿投资撬动庞大需求空间。国盛证券研报分析指出,该项巨额投资中,工程建设装备投资占比预计至少达15%(约1800亿元)。该行强调,水电工程尤其 依赖中大吨位工程机械,此类设备盈利能力优于小型设备。按设备净利率10%估算,工程机械环节潜在利润空间或超180亿元。 消息面上,雅鲁藏布江下游水电工程开工仪式于7月19日上午在西藏林芝举行。国务院总理李强出席 ...
《中共中央办公厅 国务院办公厅关于全面推进江河保护治理的意见》发布 加快推进西南地区水电基地建设
Zheng Quan Shi Bao· 2025-06-26 17:52
为深入实施国家"江河战略",《中共中央办公厅国务院办公厅关于全面推进江河保护治理的意见》近日 发布,目标到2035年,现代化流域防洪减灾体系基本完善,防洪安全保障能力显著提高;水资源节约集 约利用水平进一步提高,城乡供水安全保障水平明显提升。在深化改革方面,《意见》将推进水利行业 自然垄断环节独立运营和竞争性环节市场化改革。 为完善流域防洪工程体系,《意见》提出将健全由水库、河道及堤防、蓄滞洪区等组成的流域防洪工程 体系。推进防洪水库建设,提升已建水库防洪能力。加快推进蓄滞洪区建设,完善功能布局,加强空间 管控和产业引导,依法加强蓄滞洪区管理,引导区内人口有序外迁。 为强化洪涝灾害风险防控,《意见》要求城镇发展、产业布局、基础设施建设要留出行洪排涝通道和蓄 滞洪空间。强化交通、通信、供水、能源等重点领域防洪抗灾能力建设。以洪水高风险区为重点逐步推 行洪水保险制度。 为增强供水安全保障能力,《意见》提出将加快推进已列入国家规划的骨干水源工程建设。完善城市供 水网络,加快应急备用水源建设。分类推进城乡供水一体化、集中供水规模化、小型供水规范化建设。 加强抗旱应急水源和小型引调水工程建设。实施大中型灌区续建配套和改 ...