特(te)別提示:下文涉及的題材或公司,內(nei)容(rong)羅(luo)列和篇幅長短,與后續漲跌無(wu)關,亦均非進行推薦,僅作(zuo)研究(jiu)輔(fu)助(zhu)。投資者應自主決策,注意(yi)風險。 一、機會前瞻 雅(ya)魯藏(zang)布(bu)江下游(you)水(shui)(shui)電(dian):開(kai)工(gong)(gong)(gong)儀式正式舉(ju)行 ◇事(shi)件:2025年(nian)(nian)7月19日,國(guo)務院總理李強出(chu)(chu)席(xi)雅(ya)魯藏(zang)布(bu)江下游(you)水(shui)(shui)電(dian)工(gong)(gong)(gong)程(cheng)(cheng)開(kai)工(gong)(gong)(gong)儀式,并宣布(bu)工(gong)(gong)(gong)程(cheng)(cheng)正式開(kai)工(gong)(gong)(gong)。 ◇工(gong)(gong)(gong)程(cheng)(cheng)規模:總投資規模1.2萬(wan)億(全球最大(da)水(shui)(shui)電(dian)工(gong)(gong)(gong)程(cheng)(cheng)),預計建設5座梯形電(dian)站,工(gong)(gong)(gong)期10年(nian)(nian)至(zhi)15年(nian)(nian),裝機規模約6000萬(wan)KW(西藏(zang)全區(qu)水(shui)(shui)力(li)資源規模1.76億KW),水(shui)(shui)電(dian)以外出(chu)(chu)消納為主。 ◇土建工(gong)(gong)(gong)程(cheng)(cheng):機構表示西南水(shui)(shui)電(dian)基建難(nan)度