雅江水电专题系列报告2:国之重器水电大心脏 清洁能源输电主动脉

长城证券
05 Aug

大容量冲击式水轮机为世界首创,核心关键部件配套研发顺利。我国“十四五”规划和2023 年远景目标纲要中明确提出“建设雅鲁藏布江下游水电基地”,以挖掘释放当地丰富的水电潜力并带动经济发展。雅江下游水电工程采取“截弯取直+隧洞引水”方式,其冲击式水轮发电机组单机容量约为800MW,突破当前世界之最,配套机电设备及关键零部件均为世界首创且面临高海拔、高水头等极端挑战。基于西藏扎拉水电站、白鹤滩水电站...

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