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大行評級|大摩:雅魯藏布江水電工程開工建設 高壓輸電設備及水電站工程企業料受惠

摩根士丹利發表報吿指出,2025年7月19日,雅魯藏布江下游水電工程正式開工建設。該項目位於西藏林芝,由新成立的中國雅江集團有限公司負責運營,共包括五座梯級電站,計劃投資約1.2萬億元(相較於三峽工程的2500億元及白鶴灘工程的2200億元)。

大摩認為,覆蓋範圍內的主要受益者可能包括特高壓輸電設備企業:平高電氣、許繼電氣、國電南瑞、思源電氣。此外,以下領域亦可能存在機會:1)水電站工程公司;2)主要水電設備製造商,如東方電氣和哈爾濱電氣。該行亦看好“水光風互補基地”的發展潛力,利用枯水期太陽能及風能實現穩定的可再生能源輸出。

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