A trillion dollar demand boom for sand and gravel that has lasted for ten years
The hydropower project at the lower reaches of the the Yarlung Zangbo River with a total investment of about 1.2 trillion yuan has officially started. This super project will not only rewrite China's energy pattern, but also set off an investment boom in the A-share market. In addition to the infrastructure, design and construction, tunnel equipment and other fields mentioned in the securities research report, sand and gravel aggregates, as the "grain" of water conservancy engineering construction, are about to meet a trillion level "sand and gravel demand" that will last for ten years.
As a 1.2 trillion yuan super project, the downstream hydropower project of the the Yarlung Zangbo River has investment opportunities covering the entire industrial chain from design and construction, equipment supply to material production and supporting infrastructure. In the short term, the demand for civil explosives, tunnel equipment, cement, sand and gravel aggregates and other fields will be released first, and the performance of related enterprises is expected to be quickly realized; In the long run, as the project progresses, the sustained demand in areas such as foundation treatment and supporting transportation will provide long-term growth momentum for enterprises. Investors can leverage the company's technological advantages, regional layout, and order acquisition capabilities to seize opportunities in core targets at different stages.