中金:料雅下水电项目装机规模或为三峡工程3倍左右 看好电气设备长期空间

格隆汇
Jul 21, 2025

格隆汇7月21日|中金发表报告表示,上周六雅鲁藏布江下游水电工程正式开工。该行认为,雅下项目是继三峡工程后又一国家级重大水电工程,有望为水电机组、GIL等电气设备厂商带来长期发展空间。该行指,雅下项目规模空前,水电机组格局集中,壁垒突出。截至目前,中国最大的水电工程三峡工程装机容量2250万千瓦,总投资额近2500亿人民币。该行根据投资额和雅江资源情况初步判断,雅下项目装机规模可能约为三峡工程的3...

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