中金:料雅下水電項目裝機規模或爲三峽工程3倍左右 看好電氣設備長期空間
中金髮表報告表示,上週六雅魯藏布江下遊水電工程正式開工。該行認爲,雅下項目是繼三峽工程後又一國家級重大水電工程,有望爲水電機組、GIL等電氣設備廠商帶來長期發展空間。該行指,雅下項目規模空前,水電機組格局集中,壁壘突出。截至目前,中國最大的水電工程三峽工程裝機容量2250萬千瓦,總投資額近2500億人民幣。該行根據投資額和雅江資源情況初步判斷,雅下項目裝機規模可能約爲三峽工程的3倍左右。目前,中國水電裝備已實現全面國產化,哈爾濱電氣、東方電氣爲主要供應商。
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