截至发稿，基康技术、五新隧装、苏博特、中国电建、西藏天路、保利联合、高争民爆等20股涨停。 7月21日，雅下水电概念盘初冲高，个股掀涨停潮。截至发稿，基康技术、五新隧装、苏博特、中国电 建、西藏天路、保利联合、高争民爆等20股涨停。 第一财经记者注意到，国资委更新后的央企名录中，共有99家央企。其中中国雅江集团位列第22位，位 于中国长江三峡集团之后，国家能源投资集团之前。 此外，据新华社消息，当日上午，雅鲁藏布江下游水电工程开工仪式在西藏自治区林芝市举行。 雅鲁藏布江下游水电工程位于西藏自治区林芝市。工程主要采取截弯取直、隧洞引水的开发方式，建设 5座梯级电站，总投资约1.2万亿元。工程电力以外送消纳为主，兼顾西藏本地自用需求。 中信证券表示，随着雅鲁藏布江下游水电工程的持续建设，将长期利好水电配套设备、电网外送工程核 心设备等头部供应商。 华泰证券表示，保守估计相关投资中水轮机与发电机业务总量价值约535亿元—954亿元，或在2030年后 接棒抽蓄成为水电设备新的增长点，有效保障行业产能利用率饱满。相关行业龙头估值已经反映了市场 对订单可持续性的担忧，未来有望随着订单不断超预期而逐渐修复。 | 代码 | ...

Market Overview - A-shares experienced a morning rise with all three major indices increasing, particularly in sectors such as water conservancy, hydropower, steel, and construction materials [1] - The Hang Seng Index (HSI) also saw gains, surpassing the 25,000-point mark for the first time since February 2022, reflecting a more than 25% increase from its April low [8][13] - Domestic commodity futures showed a broad increase, with notable rises in aluminum oxide (over 7%), glass (over 6%), and soda ash (over 4%) [4][15] A-shares Performance - The Shanghai Composite Index rose by 0.37% to 3547.52 points, while the Shenzhen Component Index increased by 0.27% to 10,943.20 points [1] - The ChiNext Index saw a smaller gain of 0.22%, reaching 2282.11 points [1] Hong Kong Market Performance - The Hang Seng Index rose by 0.59% to 24,973.12 points, and the Hang Seng Tech Index increased by 0.86% to 5586.43 points [2][3] - Major tech stocks such as Meituan and JD.com saw significant gains, with Meituan rising over 4% [13] Bond Market - The bond market experienced a collective decline, with the 30-year treasury futures dropping by 0.46% and the 10-year futures down by 0.13% [3][7] Commodity Market - Domestic commodity futures showed strong performance, with aluminum oxide leading the gains at over 7%, followed by glass and soda ash [4][15] - Steel stocks in Hong Kong surged, with Chongqing Steel rising over 20% and China Oriental Group increasing by over 7% [6] Specific Company Highlights - The launch of the Yarlung Tsangpo River hydropower project in Tibet, with a total investment of approximately 1.2 trillion yuan, has positively impacted related stocks such as China Power Construction and Tibet Tianlu [10] - Construction and cement stocks also opened strongly, with Huaxin Cement and China Energy Construction hitting the daily limit [11]

无需额外开户，A股账户直接T+0买全球>>> 雅下水电概念涨超12%，基建ETF(515210)截至今日9:36涨幅为4.00%，连涨3天，最新价创180日新高， 成交额4144.8万元。 ...

A股雅下水电概念股盘初冲高，基康技术、五新隧装、苏博特、中国电建、西藏天路、保利联合、高争 民爆等多股涨停。消息面上，新央企中国雅江集团有限公司成立，同日，雅鲁藏布江下游水电工程开 工。 ...

A股开盘，上证指数涨0.24%，深证成指涨0.22%，创业板指涨0.36%。雅下水电概念、民爆概念、水泥 概念、抽水蓄能板块涨幅居前。 ...