周一盘中，港股市场水电设备制造商股价大幅上涨，其中哈尔滨电气（01133.HK）表现强劲，截至09:32，该股涨幅扩大至18.99%。
消息面上，7月19日，雅鲁藏布江下游水电工程（简称"雅下"）正式开工。该工程将建设5座梯级电站，总投资约1.2万亿元，是目前全球规划中最大的水电站项目。作为水轮机行业的双龙头之一，哈尔滨电气有望从这一重大项目中显著受益。
华泰证券研究报告指出，保守估计"雅下"项目中水轮机与发电机业务总量价值约535-954亿元，可能在2030年后成为水电设备新的增长点。考虑到哈尔滨电气在水电设备市场的领先地位，分析师预计公司将从中获得可观订单。此外，报告还提到，哈尔滨电气目前的估值可能已经反映了市场对订单可持续性的担忧，未来随着订单不断超预期，公司估值有望逐渐修复。
值得注意的是，同为水电设备制造商的东方电气（01072.HK）今日盘中也大涨14.88%，显示投资者对水电设备行业前景普遍看好。随着中国继续推进清洁能源发展，预计水电设备制造商将在未来几年持续受益于行业增长。
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