引爆万亿投资！ | 作者 | | 白猫 | | --- | --- | --- | | 编辑 | | 小白 | 2025年7月19日，雅鲁藏布江下游水电工程正式开工，该工程位于西藏自治区林芝市，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。 雅鲁藏布江是全世界水流落差最大的大河，其下游的大拐弯地区被誉为"世界水能富集之最"。有消息 称，这一超级水电工程的投资金额之巨、施工难度之高、耗时之久、影响之广，都将创下历史纪录！ 如此庞大的投资规模，瞬间点燃了资本和韭菜的热情。 7月21日一开盘，雅鲁藏布江概念股全部一字涨停，市值风云APP社区大佬把大腿都拍肿了：追都追 不进去！ 废话不多说，在风云君的眼中，A股究竟有哪些投资标的值得关注呢？ 大基建：中国电建、中国能建 风云君主要将围绕投资和设计施工、隧洞设备、爆破服务、水泥、发电设备、工程机械设备、电气环 节来挖掘相关标的。 首先是投资和设计施工领域的两大霸主中国电建（601669）、中国能建（601868.SH），这两大央企 作为水电工程勘察设计和施工主体有望成为核心受益企业。 其中中国电建是我国能源清洁低碳转型的战略支撑力量，新 ...

Group 1: Industry Performance - The cement sector has seen a significant increase, with a rise of 7.53% in the index, leading to a surge in stock prices, with over ten stocks hitting the daily limit [2] - Other industries such as infrastructure (+4.63%), engineering consulting services (+4.03%), and electrical machinery (+4.08%) also experienced notable gains [2] Group 2: Key Companies in Hydropower Projects - China Power Construction and China Energy Engineering are expected to be the main bidders for the Yarlung Tsangpo River hydropower project, with China Power Construction being the largest state-owned enterprise in China's hydropower sector [4] - China Energy Engineering holds over 30% market share in hydropower construction, indicating strong competitive positioning in upcoming projects [4] Group 3: Cement Demand from Hydropower Projects - The Yarlung Tsangpo hydropower base is projected to require over 4,000 million tons of cement, significantly impacting regional demand [4] - The annual average demand increase for cement is estimated at 284 million tons, which accounts for nearly 30% of Tibet's average annual cement production over the past five years [4] Group 4: Explosives Industry Opportunities - Highzheng Explosives, a leading company in civil explosives in Tibet, is positioned to benefit from the construction of the Yarlung Tsangpo hydropower base due to its integrated services in production, sales, and blasting [5] - The company has already established a leadership group for the hydropower project, indicating proactive engagement in the sector [5] Group 5: Additional Beneficiaries - Companies such as Shanghai Port and Zhengping Co. are also expected to benefit from infrastructure developments related to the hydropower project, particularly in ground treatment and transportation [6]