电力设备股继续上涨 东方电气盘中再度涨超13% 协鑫科技涨超8%
昨日大幅飙涨的电力设备概念股多数继续上涨，其中，昨日一度飙升超700%的东方电气盘中再度涨超13%，协鑫科技涨超8%，信义光能涨超5%，天能动力涨近4%，哈尔滨电气涨超4%，上海电气涨超1%。
消息上，花旗发表报告表示，东方电气和哈尔滨电气股价上涨，主要是由于西藏雅鲁藏布江水电项目启动建设。东方电气在西藏林芝设有高原型泥沙磨损水电机组生产与研发基地，可为雅鲁藏布江高落差环境开发定制设备。花旗维持对东方电气“买入”评级及目标价13.6港元。
华泰证券研报表示，保守估计相关投资中水轮机与发电机业务总量价值约535亿元-954亿元，或在2030年后接棒抽蓄成为水电设备新的增长点，有效保障行业产能利用率饱满。
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