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A股異動丨雅下水電概念股連續第二日活躍:五新隧裝、基康技術等20股升停
西藏雅魯藏布江下游水電工程2025年7月19日正式開工,A股市場雅下水電概念股連續第二日活躍。其中,五新隧裝、基康技術30CM升停,鐵建重工20CM升停,中國能建、保利聯合、中國電建、江南化工、高爭民爆、華設集團、壺化股份、易普力、華新水泥、蘇博特、中巖大地、東方電氣、浙江建投、中鋼天等20股升停。中信建投研報表示,雅魯藏布江下游水電工程正式開工,該工程位於雅魯藏布江下游地區,總投資約1.2萬億,是西藏年總投資金額的6倍,對拉動西部基建開發、推進清潔能源建設和水電開發具有重大意義。雅下工程體量大、難度高,約為2024年我國全年水利投資的88.7%,預計水利水電建設、隧道掘進/盾構、民爆、電力設備、地基處理、建材等多方面企業均受益。

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