Group 1 - The establishment of China Yajiang Group Co., Ltd. marks the formation of the 99th central enterprise in China, with a focus on energy security and the successful operation of the Yajiang Hydropower Project [1] - The Yajiang Hydropower Project, located in Tibet, involves the construction of five hydropower stations with a total investment of approximately 1.2 trillion yuan, making it the largest investment project in China's history [2] - The estimated installed capacity of the Yajiang Hydropower Project is about 70 million kilowatts, with an annual power generation of 300 billion kilowatt-hours, equivalent to the energy consumption of a large province [2] Group 2 - Following the announcement, shares of companies in the super hydropower sector, such as China Power Construction, Dongfang Electric, and others, experienced significant gains [3] - China Power Construction, a leading player in the hydropower sector with over 65% market share, is expected to secure annual project volumes of approximately 21.8 to 29.1 billion yuan from the Yajiang Hydropower Project over a 15-20 year construction period [3] - Highzheng Mining, the only state-controlled enterprise in Tibet that produces and sells explosives, is projected to benefit directly from the project due to its significant market presence and high profit margins [3]

Market Overview - The A-share market opened positively on July 21, with the Shanghai Composite Index rising by 0.39% to 3548.18, the Shenzhen Component Index increasing by 0.36% to 10953.11, and the ChiNext Index up by 0.32% to 2284.51 [2][4] Sector Performance - The super hydropower sector experienced a significant surge, with major infrastructure, steel, and building materials sectors leading the gains. The U-tree robotics concept stocks also saw a notable rise, while pharmaceuticals, stablecoins, and communication equipment sectors faced adjustments [2][3] Key Stocks in Super Hydropower Sector - Stocks such as Wuxin Tunnel Equipment surged by 30% to reach a limit up, while Deep Water Planning Institute rose by 20%. Other notable stocks that hit the limit up include Zhejiang Fu Holdings, China Power Construction, and Tibet Tianlu [5][7] Investment in Hydropower Projects - The Yarlung Tsangpo River downstream hydropower project officially commenced on July 19, with a total investment of approximately 1.2 trillion yuan. The project includes the construction of five hydropower stations and aims to primarily supply electricity for external consumption while also meeting local needs [7][8] U-tree Robotics Sector - The U-tree robotics industry chain saw a strong performance, with stocks like Changsheng Bearing and LIGONG Optical Technology rising over 10%. Other stocks such as Jingxing Paper and Jihua Group also reached their daily limit up [9][10] U-tree Technology Listing - U-tree Technology has initiated its listing guidance with CITIC Securities as the advisory institution. The controlling shareholder, Wang Xingxing, holds a 23.82% stake directly and an additional 10.94% through a partnership, totaling a 34.76% control over the company [10]

智通财经7月21日电，开盘超级水电概念集体走强，中国电建、西藏天路、保利联合、高争民爆、华新 水泥等十余股竞价涨停。消息面上，7月19日，国家投资建设1.2万亿的超级水电项目正式宣布工程开 工。 超级水电概念大幅高开 中国电建等十余股竞价涨停 ...