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A股異動丨基建股掀漲停潮,中國電建等10逾股漲停,雅魯藏布江下遊水電工程開工
雅魯藏布江水電工程開工,1.2萬億投資、相當於再造3個三峽。A股市場基建股掀漲停潮。其中,中國電建、華建集團、西藏天路、上海港灣、中巖大地、三和管樁、中化巖土、中鐵工業、成都路橋、中國能建漲停,廣東建工、建科智能、四方新材等跟漲。消息面上,7月19日,一個足以影響我國能源結構、激活經濟活力、影響地緣經濟的1.2萬億世界級工程來了。雅魯藏布江下遊水電工程開工儀式7月19日上午在西藏自治區林芝市舉行,國務院總理李強出席開工儀式,並宣佈工程正式開工。雅魯藏布江下遊水電工程(核心是墨脫水電站)位於西藏自治區林芝市。工程主要採取截彎取直、隧洞引水的開發方式,建設5座梯級電站,總投資約1.2萬億元。工程電力以外送消納爲主,兼顧西藏本地自用需求。天風證券表示,土建工程投資巨大,核心關注中國電建、中國能建;雅魯藏布江下遊地質環境複雜,地基處理工難度較大,彈性標的關注中巖大地;引水隧洞關鍵設備值得關注,重點關注隧道掘進機設備生產商鐵建重工、中鐵工業等;還有爆破工程等,建議重點關注高爭民爆、易普力、廣東宏大、保利聯合和壺化股份;材料端重點關注水泥板塊西藏天路(30%彈性)、華新水泥,以及減水劑板塊蘇博特(3-5%彈性)。

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