7月21日周一盘中，港股哈尔滨电气（01133）股价大涨18.99%，引发市场广泛关注。该股价的强劲上涨主要受益于雅鲁藏布江下游水电工程正式开工的利好消息。
据报道，雅鲁藏布江下游水电工程开工仪式于7月19日在西藏自治区林芝市举行。该工程规模宏大，将建设5座梯级电站，总投资约1.2万亿元。据华泰证券分析，该项目中水轮机与发电机业务的总价值约为535-954亿元。作为中国水轮机行业的双龙头之一，哈尔滨电气有望从这一巨型项目中获得显著收益。
市场分析人士指出，哈尔滨电气股价的大幅上涨反映了投资者对公司未来订单可持续性的信心增强。华泰证券认为，该项目或将在2030年后接棒抽水蓄能，成为水电设备新的增长点，有效保障行业产能利用率饱满。考虑到公司强劲的资产负债表状况，分析师预计哈尔滨电气的估值有望随着订单不断超预期而逐步修复。
值得注意的是，同为水电设备制造商的东方电气（01072）今日盘中也录得14.88%的涨幅，进一步印证了市场对水电设备行业前景的乐观预期。随着中国继续推进清洁能源发展战略，水电项目的持续投资有望为哈尔滨电气等行业龙头企业带来长期稳定的业务增长。
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