特別(bie)提示:下文涉及(ji)的題(ti)材或(huo)公司,內(nei)容羅列(lie)和篇(pian)幅長(chang)短,與后續(xu)漲跌無(wu)關,亦均非(fei)進行推薦,僅作(zuo)研究輔助。投(tou)資(zi)者應自主決策,注(zhu)意風險。 一、機(ji)會(hui)前瞻(zhan) 雅魯藏布(bu)(bu)江下游水(shui)電(dian)(dian):開工(gong)(gong)儀式正(zheng)式舉行 ◇事(shi)件(jian):2025年7月19日(ri),國(guo)務院總(zong)(zong)理(li)李強出席雅魯藏布(bu)(bu)江下游水(shui)電(dian)(dian)工(gong)(gong)程開工(gong)(gong)儀式,并宣布(bu)(bu)工(gong)(gong)程正(zheng)式開工(gong)(gong)。 ◇工(gong)(gong)程規(gui)模(mo)(mo)(mo):總(zong)(zong)投(tou)資(zi)規(gui)模(mo)(mo)(mo)1.2萬億(全球最大水(shui)電(dian)(dian)工(gong)(gong)程),預計建設(she)5座梯形(xing)電(dian)(dian)站,工(gong)(gong)期10年至15年,裝(zhuang)機(ji)規(gui)模(mo)(mo)(mo)約6000萬KW(西藏全區水(shui)力資(zi)源規(gui)模(mo)(mo)(mo)1.76億KW),水(shui)電(dian)(dian)以外出消納為主。 ◇土建工(gong)(gong)程:機(ji)構表(biao)示西南水(shui)電(dian)(dian)基建難(nan)度