Group 1 - The Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, officially commenced on July 19, igniting enthusiasm in the A-share market [1] - Related concept stocks surged, with 16 stocks including Xining Special Steel and *ST Zhengping hitting the daily limit on July 23, showcasing a strong market response [1] - Several listed companies, including Huaxin Cement and *ST Zhengping, issued clarifications emphasizing that their current business does not involve this major project, despite some having relevant operational capabilities [1][2] Group 2 - Companies like Zhujian Design clarified that their main business is architectural design and consulting, lacking the qualifications for hydropower project design [2] - Other firms, including Jindun Co., Kailong Co., and Dayu Water-saving, also stated that they have no direct business relationship with the Yarlung Tsangpo project, or that the bidding process has not yet started [2] - Market analysts believe that the Yarlung Tsangpo project, as a significant national hydropower initiative, is expected to create new demand in construction, electrical equipment, and civil explosives sectors, although the actual benefits may be limited to a few leading companies with the necessary technical capabilities [2]

今日全天，东方电气H股成交金额高达101亿港元，相比之下，今年6月该股的日均成交额只有0.46亿港元。 东方电气H股盘中疑似出现"乌龙指" 今日，雅鲁藏布江下游水电工程开工的消息让相关水利建设概念迎来集体大爆发。据上海证券研究所分析，雅鲁藏布江水电工程项目总投资高达1.2万亿 元，预计装机容量在6000万千瓦-8100万千瓦，年发电量达到3000亿千瓦时。对比之下，三峡电站总装机容量为2250万千瓦，多年平均年发电量882亿千瓦 时。雅鲁藏布江水电工程规模约三倍于三峡电站。从行业角度来看，工程上下游均直接受益，其中电力设备、工程机械等龙头企业有望迎来较大新增订单， 业绩改善预期提升。 东方电气作为国内发电设备龙头，股价因此受到提振，其A股全天走出"一字板"。在港股市场，东方电气H股更是出现明显异动。早盘，该股以17.14港元/股 的价格开盘，上涨近15%。不过，在开盘后不久便瞬间拉升至119.9港元/股，盘中涨幅一度超700%，随后又快速回落。截至收盘，东方电气H股的日K线收 出了一根长上影。 这样的"过山车"行情，在市场引发热议。对此，某券商金工分析师猜测，可能是因为"乌龙指"这样的偶然因素，"本来想打的买 ...