近日,雅鲁藏布江下游水电工程正式启动,这一总投资超1.2万亿元的超级工程不仅是中国“十四五”重大基建项目,更将深度重塑建材与新材料行业的供需格局。本文将从核心看点、建材/新材料相关应用、A股受益板块及核心概念股三个维度展开简析。双轮驱动助力产业发展近日,雅鲁藏布江下游水电工程正式开工,是全球在建最大单体基建项目。雅江水电工程对建材、新材料行业呈“短期需求提振+长期结构升级”双轮驱动。建材端,工程超...
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