7月21日周一早盘，东方电气（01072.HK）股价出现大幅上涨，截至9时20分左右，该股盘中涨幅达14.88%，引发市场广泛关注。
东方电气股价的强劲表现，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。7月19日，这一总投资高达1.2万亿元的超大型水电项目在西藏自治区林芝市举行开工仪式，成为全球最大的水电工程。
作为国内领先的水电设备制造商，东方电气有望从这一巨型项目中获得可观订单。该工程计划建设5座梯级电站，采用截弯取直、隧洞引水的开发方式。东方电气作为水轮发电机组的主要供应商之一，预计将在项目设备供应中扮演重要角色。此外，这一重大工程的启动也被视为国家加大水电等清洁能源投资的信号，可能带动更多相关项目落地，为东方电气长期发展提供有力支撑。
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