7月21日盘中，港股上市的东方电气(01072.HK)股价大涨14.88%，报17.14港元，引发市场广泛关注。
消息面上，7月19日，投资约1.2万亿元的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，计划建设5座梯级电站，被称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工程中受益，这激发了投资者对公司未来业绩增长的乐观预期。
分析人士指出，雅江水电站总投资中，设备投资占比约30%，预计将为水电设备制造商带来可观的订单。东方电气作为国内抽水蓄能机组的主要供应商之一，其水电业务有望迎来新的增长动力。此外，随着国家加大对清洁能源的投资，水电等可再生能源设备制造商的长期发展前景也被看好。
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