能源/工业行业:雅江工程启动 利好发输电设备龙头

华泰证券
21 Jul

2025 年7 月19 日雅鲁藏布江下游水电工程项目(以下简称雅江下游项目)开工仪式举行。雅江下游项目预计装机容量>6000 万千瓦、年发电量约3000亿千瓦时,约为三峡工程的3 倍(2250 万千瓦/882 亿千瓦时);总投资为三峡工程的5 倍(1.2 万亿元V.S. 2100 亿元)。我们看好雅江下游项目将带动两大投资机遇:1)水电设备方面,预计带动约720 亿元新增订单,利好哈尔滨电气、...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10