7月22日盘中，东方电气（01072.HK）股价大涨5.07%，引发市场关注。分析认为，此次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于7月19日在西藏林芝正式开工，总投资约1.2万亿元，规划装机容量6000万-8100万千瓦，年发电量约3000亿千瓦时，规模相当于3个三峡工程，是全球最大水电项目。作为国内水电设备制造行业龙头之一，东方电气有望从该项目中获得大量订单。
东方电气在水电装备方面实力雄厚，其常规水电市场占有率达45%，位于行业前列。分析师预计，以雅江工程规划装机容量下限6000万千瓦计算，水轮发电机的设备总营收约480亿元，东方电气作为主要参与方，将从中受益。此外，公司在核电、风电等清洁能源领域也有布局，有望持续受益于能源结构转型。
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