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《大行》中銀國際:基建承包商行業受惠雅魯藏布江水電站項目
中銀國際發表報告指,中國政府於上周末正式宣布建設雅魯藏布江水電站。該項目總投資約1.2萬億元人民幣,建設周期長達17年,最早可於2035年投入營運。電站總裝機容量達6,000萬千瓦,年發電量預計為3,000億千瓦時。其年發電量與裝機容量分別是長江三峽水電站的3倍和2.67倍。 主要的兩家電力工程建設承包商中國電力建設股份有限公司和中國能源建設集團有限公司將主導電力相關核心工程的主要部分;而其他基建承包商龍頭,如中國中鐵(00390.HK)、中國鐵建(01186.HK)和中國交建(01800.HK)等,將承擔道路、橋梁、住房等輔助基礎設施的建設任務。國家電網公司將負責電網工程建設。該行預計中國電建和能建集團可能佔據整個項目40%至60%的份額,且整個基建承包商行業都將受益於這一巨型工程。
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