You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
A股異動丨雅下水電概念股連續第三日活躍:鐵建重工第三日20CM漲停
西藏雅魯藏布江下遊水電工程2025年7月19日正式開工,A股市場雅下水電概念股連續第三日活躍。其中,鐵建重工第三日20CM漲停,西寧特鋼、浙富控股、中國電建、蘇博特、華新水泥、壺化股份、東方電氣、西藏天路、中巖大地、高爭民爆、山河智能、易普力、雅化集團、保利聯合、中國能建、連續第三日10CM漲停。中信建投研報表示,雅下水電工程於今年7月正式開工,參照經驗,預計雅下水電工程建設週期約10年,每年投入約1200億元,年均投資佔比0.85%(以2024年基建總量爲基礎),後期佔比會逐年小幅降低,預計年均拉動基建投資多增0.8%。基建投資短期累計乘數低於1,而因資本正溢出效應,長期外溢效應的累計乘數約1.7倍。短期看雅下水電工程對單年GDP拉動或不足0.09%;長期看1.2萬億投資在10年內共拉動2.04萬億GDP增量,平均年拉動約0.15%。7月中國資產或有一波內需政策交易機會。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.