本周受益标的： （1）雅下水电站正式开工，推荐重点工程中岩大地；水电施工总承包单位中国电建、中国能建受益；区域民爆需求高景气，行业供给有望再集中，高争民爆、广东宏大、国泰集团等受益；（2）传统行业“反内卷”+西藏区域布局，推荐水泥龙头华新水泥、海螺水泥，西藏天路等受益；推荐防水提价的东方雨虹、科顺股份等；推荐具备强α的三棵树、北新新材，推荐估值低位且具备高分红的兔宝宝、伟星新材等；（3）国产替代：...
Source Link本周受益标的： （1）雅下水电站正式开工，推荐重点工程中岩大地；水电施工总承包单位中国电建、中国能建受益；区域民爆需求高景气，行业供给有望再集中，高争民爆、广东宏大、国泰集团等受益；（2）传统行业“反内卷”+西藏区域布局，推荐水泥龙头华新水泥、海螺水泥，西藏天路等受益；推荐防水提价的东方雨虹、科顺股份等；推荐具备强α的三棵树、北新新材，推荐估值低位且具备高分红的兔宝宝、伟星新材等；（3）国产替代：...
Source LinkDisclaimer: 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.