雅江水电工程 1.2 万亿投资引爆市场！哪些港股接住 “万亿订单”？

On July 19, the Yarlung Tsangpo super hydropower project (with an investment of 1.2 trillion yuan!) officially kicked off, with five giant power stations under construction, generating electricity equivalent to three Three Gorges Dams!

Why is it called "super"?

1. Huge investment: 1.2 trillion yuan, with an installed capacity of nearly 70 million kilowatts.
2. Massive power generation: 300 billion kWh annually, replacing 90 million tons of coal with green energy.
3. High difficulty: The steep terrain of the Yarlung Tsangpo Grand Canyon requires the construction of a 50-kilometer water diversion tunnel, breaking through construction and technical challenges.

Stimulated by this news, today's hydropower equipment stocks $DONGFANG ELEC(01072.HK) attracted market attention, with the company's price surging over 7 times during the session. Meanwhile, $HUAXIN CEMENT(06655.HK) rose nearly 80% in early trading.

Blindly copy these trades! These key Hong Kong stocks are worth watching

Hydropower equipment (direct gains): $DONGFANG ELEC(01072.HK), $HARBIN ELECTRIC(01133.HK), $SH ELECTRIC(02727.HK)

Building materials (infrastructure first): $HUAXIN CEMENT(06655.HK), $ZOOMLION(01157.HK),$CNBM(03323.HK), $SANY INT'L(00631.HK)

Power operators (long-term view): $CHINA POWER(02380.HK), $CHINA RES POWER(00836.HK), $DATANG POWER(00991.HK)

Electrical components (supporting potential stocks): $CATL(03750.HK), $NE ELECTRIC(00042.HK)