上天天基金APP搜索【777】注册即可 领500元券包，优选基建基金10元起投！限量发放！先到先得！ 据中国电建微信公众号7月23日晚间发布的消息，日前，中国电建在西藏林芝米林基地召开国家 重点工程高质量履约动员部署会。中国电建董事长丁焰章出席会议并讲话。 雅鲁藏布江下游水电工程开工仪式7月19日上午在西藏自治区林芝市举行。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。 作为雅下水电工程的主要参建方之一，中国电建股票近三个交易日上演"大象起舞"，股价连续三 日涨停，公司总市值来到1166亿元。 雅下水电工程动员部署会召开 中国电建召开的动员部署会指出，中国电建将按照中国雅江集团各项工作安排，充分发挥雅下水 电工程规划、设计、建设主力军作用，以"坚定的战略担当、充足的资源配置、完善的组织保 障、强大的自我驱动、高昂的战斗热情"，高质量、高水平建设国家重点工程。 丁焰章指出，雅下水电工程作为"世纪性战略工程"和"新时代重大标志性工程"，是党中央统揽全 局、着眼长远作出的重大决策，事关强国建设、民族复兴伟 ...

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]

Market Overview - The market experienced a high and then a pullback, with the Shanghai Composite Index briefly surpassing 3600 points, closing slightly up by 0.01%. The Shenzhen Component Index fell by 0.37%, and the ChiNext Index was down by 0.01%. The total market turnover was 1.8984 trillion yuan, a decrease of 30.3 billion yuan from the previous day, with over 4000 stocks declining [1]. Hainan Free Trade Zone - The Hainan Free Trade Zone received positive news regarding its closure date, confirmed for December 18, 2025. This closure will establish a "special area" under customs supervision, allowing for free movement of goods, capital, and personnel with foreign countries, while imposing import taxes on goods from the mainland [6]. - The range of "zero tariff" products is expected to increase significantly from approximately 1900 tax items before the closure to about 6600 tax items afterward, enhancing the attractiveness of Hainan for foreign investment [6]. Stock Performance - The stock of Upwind New Materials faced a significant pullback after achieving 11 consecutive trading limits, closing up by 19.73% but failing to extend its streak. The stock price surged from 7.78 yuan to 57.7 yuan, marking a 641.6% increase over the period [9][10]. - The company is undergoing a change in control, with Zhiyuan Robotics set to acquire a controlling stake through an agreement and tender offer, which has been interpreted as a reverse merger, although the company clarified it does not constitute a major asset restructuring [11]. Yarlung Tsangpo River Project - The Yarlung Tsangpo River downstream hydropower project has a total investment of 1.2 trillion yuan, with an installed capacity of 60-70 million kilowatts and an annual power generation of approximately 300 billion kilowatt-hours, equivalent to three Three Gorges projects. This project is crucial for China's "dual carbon" strategy and energy security [15]. - The construction of this mega project is expected to stimulate demand across various sectors, particularly in geotechnical engineering, explosives, and building materials in the initial phase, with long-term benefits for the power grid and operations sectors as the project progresses [15].

和讯投顾韩东峰认为分时当中出现了一定的震荡之后，盘中完成消化两次，早盘一次回落，那么下午的 时候一次回落，都没有出现这种继续回调的延续性，甚至市场的热情已经被打起来，那么这些方向到底 如何来进行把握？给大家提个醒，今天是第二天这个直接受益板块是连续一字涨停了，那么如果在第三 天第四天继续保持着一字板涨停之后，开盘的时候千万莫追涨，要注意它是一个中长期的一个热点，往 长来讲地产周期有10年，要往短了讲，这个短期的题材如果过度快速的反应之后，那么可能开盘之后的 换手率有点过高，要解决风险，所以接下来怎么抓？ 首先要注意工程建设相关的板块当中，一些掘进机仍然继续保持强势，那么同时像水泥、水利建设相关 电力相关的题材可能还会继续表现，要继续看换手率了就可以了。现在行情如火如荼的展开，要做的事 情就是有回调，别怕注意一下回调这个机会，但是如果有急涨，尤其是大盘股急涨什么连板，咱们也别 太着急的你去追涨，回落的时候积极的进去分析相应的机会就可以了。 今天大盘继续升温，两市合计成交逼近19,000亿，可以说是涨势如火如荼，虽然在昨天的雅江水电工程 带动了相关概念全面火爆，之后今天有所分化，但是主线的强势非常明显。在今天涨幅 ...