特(te)別提示:下文涉及的題材(cai)或(huo)公(gong)司,內容羅列(lie)和篇幅長短,與后續漲(zhang)跌無(wu)關,亦(yi)均(jun)非進行推薦,僅(jin)作研究輔助。投資者(zhe)應(ying)自(zi)主(zhu)決策,注意風險(xian)。 一(yi)、機會前瞻 雅(ya)魯(lu)藏布(bu)江(jiang)下游水電:開(kai)(kai)工(gong)(gong)(gong)儀式正(zheng)(zheng)式舉行 ◇事件:2025年7月19日(ri),國務院總理李(li)強出(chu)席雅(ya)魯(lu)藏布(bu)江(jiang)下游水電工(gong)(gong)(gong)程(cheng)開(kai)(kai)工(gong)(gong)(gong)儀式,并(bing)宣布(bu)工(gong)(gong)(gong)程(cheng)正(zheng)(zheng)式開(kai)(kai)工(gong)(gong)(gong)。 ◇工(gong)(gong)(gong)程(cheng)規模(mo)(mo)(mo):總投資規模(mo)(mo)(mo)1.2萬億(全球最大水電工(gong)(gong)(gong)程(cheng)),預計建設5座梯形(xing)電站,工(gong)(gong)(gong)期(qi)10年至15年,裝機規模(mo)(mo)(mo)約(yue)6000萬KW(西藏全區水力資源規模(mo)(mo)(mo)1.76億KW),水電以外出(chu)消納(na)為主(zhu)。 ◇土建工(gong)(gong)(gong)程(cheng):機構表示西南水電基建難度