特別提示(shi):下(xia)文涉及的題材或公司,內容羅列和篇幅長短,與后(hou)續漲跌無關,亦均(jun)非進行(xing)推(tui)薦,僅作研究輔(fu)助。投(tou)資者應(ying)自(zi)主決策,注意風險。 一、機會前瞻 雅魯藏布(bu)江下(xia)游(you)水電(dian)(dian)(dian):開工(gong)儀式正式舉(ju)行(xing) ◇事(shi)件:2025年7月19日,國務院總(zong)理(li)李強出席雅魯藏布(bu)江下(xia)游(you)水電(dian)(dian)(dian)工(gong)程(cheng)開工(gong)儀式,并宣布(bu)工(gong)程(cheng)正式開工(gong)。 ◇工(gong)程(cheng)規模:總(zong)投(tou)資規模1.2萬億(yi)(全(quan)球(qiu)最大(da)水電(dian)(dian)(dian)工(gong)程(cheng)),預計建設5座(zuo)梯形(xing)電(dian)(dian)(dian)站,工(gong)期10年至(zhi)15年,裝機規模約6000萬KW(西藏全(quan)區水力資源規模1.76億(yi)KW),水電(dian)(dian)(dian)以(yi)外出消(xiao)納為主。 ◇土建工(gong)程(cheng):機構(gou)表示(shi)西南(nan)水電(dian)(dian)(dian)基建難度(du)