雅魯藏布江下遊水電工程動工 電力設備、水泥股集體炒上 東方電氣(01072.HK)曾飆7倍 華新水泥(06655.HK)曾漲一倍
雅魯藏布江下遊水電工程開工儀式上週六(19日)上午在西藏自治區林芝市舉行,中共中央政治局常委、國務院總理李強出席。
據長江水利和華夏能源網的數據,此次開工建設的雅魯藏布江下遊水電工程位於西藏自治區林芝市,共規劃5座梯級電站,裝機容量預計爲6,000至7,000萬千瓦,年發電量約3000億kwh,以外賣消納爲主,兼具西藏本地自用需求。工程總投資約1.2萬億元人民幣(下同),測算單位投資約17至20元/W。
本港上市電力設備股今早(21日)集體炒高。東方電氣(01072.HK)今日高開14.9%後,初穿曾飆約7倍,最高見119.9元創歷史高,隨後升幅急收窄,最新報22.85元,升53.15%,成交1.21億股,涉資30.8億元。
中國能建(03996.HK)今日高開14.6%,初段曾升50.8%,高見1.96元。現報1.52元,升16.92%,成交9.71億股,涉資15.74億元。東北電氣(00042.HK)今日高開1.63%,最高見0.375元。現報0.33元,升34.69%,成交724.6萬股,涉資225.92萬元。哈爾濱電氣(01133.HK)今日高開11.46%,最高見7.82元。現報7.29元,升19.31%,成交4,579.27萬股,涉資3.35億元。
上海電氣(02727.HK)今日高開4.25%,最高見3.23元。現報3.18元,升3.92%,成交7,642.6萬股,涉資2.43億元。
水泥股亦炒上,華新水泥(06655.HK)初段曾漲約一倍,高見20.1元創H股上市以來最高。現報13.18元,升31.54%,成交8.69億元。華潤建材科技(01313.HK)現報2.06元,升9.57%,成交9,731.47萬元。中國建材(03323.HK)、海螺水泥(00914.HK)亦升4%至5.3%、西泥(02233.HK)現升2.3%。
中國銀河發表研究報告,指建築央企如中國電建(601669.SH)、中國能建等作爲水電工程勘察設計及施工主體率先受益。此外,中國中鐵(00390.HK)、中鐵建(01186.HK)、中交建(01800.HK)、中國建築(601668.SH)等央企全球化佈局,未來在水電站基建施工領域有望受益。此外,該行料西藏地區水泥需求有望長期得以提升。
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