全球最大的水电项目“雅下”正式开工,看好水电订单超预期雅鲁藏布江下游水电工程7月19日开工,保守估计相关投资中水轮机与发电机业务总量价值约535-954亿,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。我们认为相关行业龙头估值已经反映了市场对订单可持续性的担忧,未来有望随着订单不断超预期而逐渐修复。点击小程序查看研报全文核心观点“雅下”水电正式开工,装机规模约6000...
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