今日，建材板块彻底爆发，金隅集团、青松建化、移动水泥、苏博特、上峰水泥等20只个股掀起涨停潮，海螺水泥触及涨停，带动建材ETF易方达(159787)涨停，成交额放量至8357万元，换手率131.75%，盘中获资金净申购1.1亿份。 消息面上，雅鲁藏布江下游水电站工程项目大约投资1.2万亿，发电量相当于3个三峡，是人类历史上最大的水电站项目。摩根士丹利发表研究报告指，西藏雅鲁藏布江下游水电项目在建设阶段，水泥和钢铁行业将直接受益，预计项目总水泥需求量达2000万至3000万吨，年均需求100万至150万吨。
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