本期投资提示:电力:雅鲁藏布江下游水电站开工,水电设备双寡头有望直接受益。7 月19 日国资委发布公告,经国务院批准,组建中国雅江集团有限公司。同日,雅鲁藏布江下游水电工程举办开工仪式。工程计划建设5 座梯级电站,总投资约1.2 万亿元,电力以外送消纳为主,兼顾西藏本地自用需求。雅下水电工程正式开工建设,有望推动水电设备、外送电网线路、水风光一体化清洁能源开发等多项投资需求的释放。水电装备作为项目...
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